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Cloud Computing 8 January 2026 - 20 January 2026

Oracle stock price edges up before the bell as multicloud report lands

Oracle stock price edges up before the bell as multicloud report lands

Oracle shares rose 0.7% to $191.09 in premarket trading Tuesday after new research showed increased adoption of Oracle Cloud Infrastructure by U.S. enterprises. The company plans to release a Critical Patch Update with 336 security fixes later in the day. Investors remain focused on Oracle’s AI-driven spending and data-center expansion. December’s outlook and higher projected capital expenditures have raised concerns.
Cloud computing stocks face Tuesday test after Trump tariff threat rattles big tech

Cloud computing stocks face Tuesday test after Trump tariff threat rattles big tech

Cloud-focused ETFs fell Friday, with CLOU down 1.34% to $21.34, WCLD off 2.05%, and SKYY losing 0.9%, after U.S. tariff threats and declines in European tech stocks. Nasdaq 100 futures dropped as U.S. markets stayed closed for Martin Luther King Jr. Day. Microsoft reports earnings Jan. 28, Alphabet on Feb. 4. Investors await updates on cloud demand and spending.
Amazon’s Europe-only AWS cloud launch puts cloud computing stocks in focus before Tuesday’s open

Amazon’s Europe-only AWS cloud launch puts cloud computing stocks in focus before Tuesday’s open

Amazon’s AWS launched a Europe-based “sovereign cloud” service, pledging over 7.8 billion euros in Germany. Cloud software ETFs lagged megacaps Friday as Treasury yields rose and Wall Street closed flat. Salesforce and ServiceNow shares fell sharply, while Microsoft and Amazon edged higher. U.S. markets close Monday for Martin Luther King Jr. Day, with investors awaiting Microsoft’s Jan. 28 earnings.
IREN stock price jumps 11% after-hours as Wall Street upgrade revives AI cloud bet

IREN stock price jumps 11% after-hours as Wall Street upgrade revives AI cloud bet

IREN shares jumped 11.5% to $57.82 in after-hours trading Friday on volume of 53.7 million, after H.C. Wainwright upgraded the stock to “buy” and cited a $9.7 billion AI cloud contract with Microsoft. The broker set an $80 price target, calling the deal a major shift for the former bitcoin miner. Investors await IREN’s next earnings report on Feb. 11.
IREN stock jumps 11% as Microsoft AI cloud deal stays front and center

IREN stock jumps 11% as Microsoft AI cloud deal stays front and center

IREN Limited shares jumped 10.6% to $57.40 by midday Friday after the company disclosed a $9.7 billion GPU infrastructure contract with Microsoft. The deal, outlined in an SEC filing, involves phased deployments at IREN’s Texas data centers through 2031. Analyst Mike Colonnese raised his price target to $80, citing the Microsoft contract’s impact. IREN’s next earnings report is due Feb. 11.
Oracle stock slides on bondholder lawsuit over AI debt plans as UK defence cloud deal lands

Oracle stock slides on bondholder lawsuit over AI debt plans as UK defence cloud deal lands

Oracle shares fell 1.9% Thursday after bondholders sued, alleging the company failed to disclose plans for $38 billion in new debt tied to its OpenAI deal. The lawsuit targets buyers of $18 billion in bonds issued weeks before the borrowing. Oracle also announced a cloud contract with the UK Ministry of Defence. An Oracle officer filed to sell up to 35,000 shares, according to a regulatory notice.
Amazon stock rises after AWS launches Europe-only “sovereign cloud” as AI buildout stays in focus

Amazon stock rises after AWS launches Europe-only “sovereign cloud” as AI buildout stays in focus

Amazon shares rose 0.7% in after-hours trading after AWS launched a Europe-only “sovereign cloud” and Rio Tinto agreed to supply copper for Amazon’s AI data centers. The cloud service will operate under strict EU rules with no outside control. Amazon also challenged Saks Global’s bankruptcy plan in court and plans to appeal a reduced €752.4 million Italian antitrust fine.
Amazon stock dips despite new AWS Europe “sovereign cloud” push

Amazon stock dips despite new AWS Europe “sovereign cloud” push

Amazon shares fell 2.5% to $236.65 early Thursday after AWS launched a Europe-only “sovereign cloud” and the company said it would appeal an Italian antitrust fine. The new cloud service will operate separately from U.S. regions, with its first data center under construction in Germany. Investors remain cautious amid legal risks and lack of details on customer adoption.
Nebius Group (NBIS) stock falls 3% as AI cloud trade cools; what investors watch next

Nebius Group (NBIS) stock falls 3% as AI cloud trade cools; what investors watch next

Nebius Group N.V. shares fell 3.3% to $101.98 at Wednesday’s close, reversing earlier gains after volatile trading. The drop followed a near 10% surge Monday amid news on Nvidia chip integration and data center plans. Broader AI stocks slipped as the Nasdaq-tracking QQQ Trust and Nvidia both declined about 1%. Nebius will host a webinar on its Aether 3.1 release on Jan. 29.
Nebius (NBIS) stock slides 3% as tech weakens; investors eye next AI-cloud catalysts

Nebius (NBIS) stock slides 3% as tech weakens; investors eye next AI-cloud catalysts

Nebius Group N.V. shares fell 3.3% to $101.95 Wednesday afternoon, extending a volatile week for the AI infrastructure firm. Investors are watching a Jan. 29 product webinar and a February delivery milestone tied to a $2.9 billion Meta contract. The stock has swung sharply, jumping 9.6% Monday and falling 1.8% Tuesday. Tech stocks broadly declined, with Nvidia down 2.2% and the Nasdaq-100 ETF off 1.4%.
Cisco stock rises as FlashStack with Nutanix goes live, with Feb. earnings in focus

Cisco stock rises as FlashStack with Nutanix goes live, with Feb. earnings in focus

Cisco shares rose 1.97% to $75.47 Tuesday, outperforming a declining U.S. market. Cisco, Pure Storage, and Nutanix launched FlashStack with Nutanix, targeting customers affected by changes in VMware licensing. Trading volume for Cisco lagged its 50-day average. Investors await Cisco’s quarterly earnings on Feb. 11 and a $0.41 dividend payout on Jan. 21.
Microsoft stock slides after Trump pressures tech on data-center power bills

Microsoft stock slides after Trump pressures tech on data-center power bills

Microsoft shares fell 1.8% to $468.44 in after-hours trading Tuesday after the company pledged to cover its U.S. data-center electricity costs and release water usage data. The move follows scrutiny from regulators and local communities over the impact of AI-driven data-center expansion on utility bills and resources. Investors await Microsoft’s Jan. 28 earnings call and possible regulatory responses.
Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

Cloud computing stocks ETF CLOU slips into weekend — what Wall Street watches next

Cloud computing stocks, tracked by the Global X Cloud Computing ETF (CLOU), slipped 0.27% to $22.58 Friday, underperforming the S&P 500, which closed at a record high. Investors are cautious ahead of February earnings and the Fed’s late-January meeting, with tariff news also looming. The U.S. jobs report showed payrolls rose by 50,000 in December, while the unemployment rate fell to 4.4%.
Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius shares rose nearly 4% to $100.03 in midday Nasdaq trading Thursday after the AI cloud company announced plans to offer early access to Nvidia’s Rubin platform starting in the second half of 2026. The stock rebounded after a previous session drop, while Nvidia slipped 2%. Investors are watching a Jan. 29 product webinar and the company’s next earnings update in mid-February.
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Stock Market Today

  • Two TSX Stocks to Buy with $2,000 Amid Middle East Conflict
    April 17, 2026, 4:15 AM EDT. Amid ongoing geopolitical tensions in the Middle East, Canada's TSX shows resilience, especially in energy and basic materials. Investors with $2,000 USD might consider Whitecap Resources (TSX:WCP) and Almonty Industries (TSX:AII). Whitecap, an energy company, has gained nearly 28% year-to-date and offers a 5.1% dividend yield, supported by strong revenue growth after a major acquisition. Almonty, a tungsten miner, benefits from rising demand for critical minerals in defense and tech sectors. These stocks provide a mix of income stability and growth potential despite market volatility.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 17.04.2026

17 April 2026
LIVEMarkets rolling coverageStarted: April 17, 2026, 12:00 AM EDTUpdated: April 17, 2026, 4:27 AM EDT Two TSX Stocks to Buy with $2,000 Amid Middle East Conflict April 17, 2026, 4:15 AM EDT. Amid ongoing geopolitical tensions in the Middle East, Canada's TSX shows resilience, especially in energy and basic materials. Investors with $2,000 USD might consider Whitecap Resources (TSX:WCP) and Almonty Industries (TSX:AII). Whitecap, an energy company, has gained nearly 28% year-to-date and offers a 5.1% dividend yield, supported by strong revenue growth after a major acquisition. Almonty, a tungsten miner, benefits from rising demand for critical minerals in defense
Hims & Hers Health Stock Jumps as FDA Reconsiders Peptide Restrictions

Hims & Hers Health Stock Jumps as FDA Reconsiders Peptide Restrictions

16 April 2026
Hims & Hers Health shares rose to $26.65 Thursday after the FDA said it would reconsider restrictions on several peptides, removing 12 from a high-risk list and scheduling a July review of seven more. The move follows Hims’ March decision to stop advertising compounded GLP-1 drugs and expand branded offerings through Novo Nordisk. The company acquired a California peptide facility last year to bolster supply.
NuScale Power Stock Whipsaws After U.S. Opens Door to Nuclear Loans, Space Reactor Push

NuScale Power Stock Whipsaws After U.S. Opens Door to Nuclear Loans, Space Reactor Push

16 April 2026
NuScale Power shares jumped to $13.23 before falling back to $11.52 Thursday after the White House ordered NASA to start a space-reactor program and Energy Secretary Chris Wright said initial U.S. reactors would likely get federal loans. NuScale remains the only U.S. firm with an approved small modular reactor design but has yet to secure firm orders or financing.
SoFi Technologies Stock Rises as FedNow Instant Transfers Set Up April 29 Earnings Test

SoFi Technologies Stock Rises as FedNow Instant Transfers Set Up April 29 Earnings Test

16 April 2026
SoFi Technologies shares rose 1.5% Thursday after launching instant bank transfers via its Galileo platform, allowing money to move between SoFi and outside banks in seconds. The stock traded near $19.08 in New York. Investors await first-quarter results April 29, with SoFi guiding to $1.04 billion in adjusted net revenue and 12 cents per share in adjusted earnings.
D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

16 April 2026
D-Wave Quantum shares climbed about 5% Thursday, extending a 22.6% surge after Nvidia launched Ising, a new AI model family for quantum computing. D-Wave traded at $21.81, up from last year’s lows, and reported 2025 revenue of $24.6 million with first-quarter 2026 bookings topping $32.8 million. The company completed its $250 million Quantum Circuits acquisition in January. Market cap stood near $8.4 billion.
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