IREN Stock Rises 5% as AI Cloud Bet Outruns Nasdaq: Is the Rally Still Attractive?

IREN Limited shares extended their rebound on Friday, closing at $59.77, up $3.06, or 5.40%, on volume of about 45.4 million shares. The move stood out against a calmer market backdrop: the Nasdaq Composite finished up 0.31% at 25,888.84, meaning IREN outperformed the broader technology index as buyers returned to AI infrastructure and former Bitcoin-mining names.

14 June 2026

Microsoft Sinks Under $390 With Nasdaq in Recovery

Microsoft Shares Fall as Investors Worry About AI Spend, Cloud Push

Microsoft shares struggled again Friday. The stock traded near $386.92, hitting an intraday low of $382.32, and put the company’s market value at about $2.88 trillion. Microsoft’s P/E ratio sat around 23, meaning the stock is priced for a lot of future growth. Any stumble in AI-related cloud revenue could weigh heavily.

12 June 2026

Artificial Intelligence·Cloud Computing·Microsoft·NASDAQ:MSFT·Stock Market

CoreWeave shares surge after CRWV added to Nasdaq-100

CoreWeave, Inc. surged Friday as Nasdaq announced the AI cloud infrastructure company is set to join the Nasdaq-100 Index. Shares of CRWV traded at $104.42 in the early afternoon, climbing $8.68, or about 9.1%, from the previous close. The stock hit an intraday high of $105.52 and traded on volume topping 25 million shares.

12 June 2026

Artificial Intelligence·Cloud Computing·Nasdaq·NASDAQ:CRWV·Stock Market

SharonAI Stock Jumps as Nvidia Deal Puts $4.88 Billion AI Cloud Bet in Focus

SharonAI Holdings Inc. shares moved back into the AI-infrastructure spotlight Friday after the company announced a six-year strategic compute collaboration with NVIDIA that SharonAI said has a contract value of up to $4.88 billion. The agreement targets 72 megawatts of new data-center capacity in Australia and the deployment of up to 40,000 NVIDIA Grace Blackwell GB300 graphics processing units, or GPUs, the chips used to run large artificial-intelligence training and inference workloads.

12 June 2026

Artificial Intelligence·Cloud Computing·NASDAQ:SHAZ·Stock Market

IREN Bounces After Needham Cuts Targets, Market Watches AI Cloud Moves

IREN Shares Bounce While Investors Assess AI Cloud Prospects, Ongoing Funding Concerns

IREN Limited gained Friday as traders reconsidered the company’s sharp turn toward AI infrastructure. Shares on Nasdaq last traded at $56.71, up $5.16 from Thursday’s close, with the 12:52 UTC print, market data show. That’s as the market shifts its focus from IREN’s Bitcoin mining roots to its efforts to generate recurring AI revenue from big GPU, data center, and cloud bets.

12 June 2026

Artificial Intelligence·Cloud Computing·NASDAQ:IREN·Stock Market

Oracle Drops After Surprise AI Costs Challenge Cloud Narrative

Oracle Corporation shares struggled as investors shrugged off record fiscal Q4 revenue and turned to the cost of the company’s AI infrastructure spending. Oracle last changed hands near $184.10, giving it a roughly $536.1 billion market cap and a trailing price-to-earnings ratio of about 33. That price-to-earnings ratio is a standard valuation check. The stock dropped 12% Thursday, according to Reuters, with investors worried about higher capital spending and debt levels as Oracle ramps up its AI cloud infrastructure investments.

12 June 2026

Artificial Intelligence·Cloud Computing·NASDAQ:ORCL·Stock Market

Nebius Stock Jumps After Nasdaq-100 Adds AI Cloud Company

Nebius Group N.V. shares gained after Nasdaq said the Amsterdam AI cloud company will join the Nasdaq-100 Index in the benchmark’s June 2026 quarterly shakeup. Nebius finished Thursday at $222.24, up 4.98%. Google Finance had the shares at $235.05 pre-market Friday, up another 5.76%.

12 June 2026

AMS:NBIS·Artificial Intelligence·Cloud Computing·Nasdaq·Stock Market

IREN Bounces After Needham Cuts Targets, Market Watches AI Cloud Moves

IREN Limited was up midday Thursday, bouncing off two sessions of selling as traders sized up a new Needham downgrade and news about the company’s growing AI infrastructure pipeline. IREN was changing hands at $54.27, climbing $2.75, or 5.3%. The stock swung between $50.78 and $54.45 so far in the session, per market data.

11 June 2026

Artificial Intelligence·Cloud Computing·NASDAQ:IREN·Stock Market

Oracle Stock Moves Higher as AI Backlog Draws Focus

Oracle shares fall after data center spending outlook hits, even as cloud backlog hits new high

Oracle shares slipped after the company’s earnings, with investors reacting as the cost of Oracle’s AI plans came into focus. The stock ended the day at $201.26, then dropped 8.9% after hours as Oracle said it plans to keep taking on big debt and issuing equity to fund more data centers for AI work.

11 June 2026

Artificial Intelligence·Cloud Computing·NASDAQ:ORCL·Stock Market

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Shares Fall Again; Microsoft AI Cloud Agreement Still in Focus

IREN Limited shares dropped again ahead of the open Wednesday, after two volatile sessions that have caught traders’ attention in AI infrastructure. The stock closed Tuesday at $54.02, down 8.73%, reversing its 8.91% move higher from Monday. IREN was last seen quoted at $52.01 by 7:56 a.m. EDT, off another 3.72%.

10 June 2026

ASX:IREN·Cloud Computing·Stock Market·Technology

Alphabet’s $80 billion AI stock sale puts Google’s rally to the test

Alphabet AI Search Drives Wall Street Target Hikes, Cloud Margins Still Draw Scrutiny

Google parent Alphabet has placed an order for over 3 million TPUs with Intel for 2028, The Information reported, as the company moves its AI chip game further in-house. Wall Street is watching to see if the AI ramp leads to margin pressure. Reuters said it couldn't verify the report.

8 June 2026

Artificial Intelligence·Cloud Computing·NASDAQ:GOOGL·Stock Market

Oracle’s $50 Billion AI Bet Draws Wall Street’s Focus

Oracle shares dropped over 5% Wednesday morning as some of the AI-fueled gains came off. Investors refocused on the expense of scaling up cloud infrastructure tied to Oracle’s growth pitch. The stock was last seen at $231.41, down 5.4%, for a market cap near $674 billion.

3 June 2026

Artificial Intelligence·Cloud Computing·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:MSFT·NYSE:ORCL·Stock Market·Technology Trends

Gaxos.ai Jumps 57% After Funding Disclosure From AWS

Gaxos.ai Inc. shares jumped in busy trading Tuesday after the company announced Amazon Web Services is putting more money into developing Gaxos Labs' AI-powered sales-coaching platform.

2 June 2026

Artificial Intelligence·Cloud Computing·OTCMKTS:GXAI

CoreWeave Wins Early Access to Nvidia AI Tech, Faces Debt Hurdle

CoreWeave jumped 13.96% to close at $124.82 Monday after the AI cloud player said it had completed the first validated launch of Nvidia’s Vera Rubin NVL72 system on its platform. Investors saw the move as another boost for the Nvidia-backed group’s standing in AI infrastructure. Nvidia stock gained 6.26% the same day.

2 June 2026

Artificial Intelligence·Cloud Computing·NASDAQ:NVDA·NVIDIA

Nebius Stock Surges on Nvidia Approval—AI Cloud Stocks Push Higher

Nebius Group N.V. jumped on Monday, adding to a rally that’s made it one of this year’s most active AI infrastructure names. Nvidia CEO Jensen Huang mentioned the company at Computex in Taipei, sending shares higher.

2 June 2026

Cloud Computing·NASDAQ:NVDA·Stock Market

CoreWeave Stock Jumps Before the Bell as AI Cloud Rally Gets a New Test

CoreWeave Inc. shares rose in premarket trading on Monday, putting the AI cloud company back in focus before Nasdaq’s main session. The stock last traded in the regular session at $109.53 on May 29, while Google Finance showed premarket trading at $115.72, up 5.65%; Nasdaq’s regular session was due to open at 9:30 a.m. Eastern.

1 June 2026

Artificial Intelligence·Cloud Computing·NASDAQ:AMD·NASDAQ:GOOGL·NASDAQ:NVDA·Stock Market·Technology Trends

Oracle Shares Jump as AI Cloud Bets Head Toward Another Test

Oracle shares jumped 10.84% Friday to finish at $225.78, ending the week strong as traders went after more AI infrastructure names. U.S. markets were shut Monday for Memorial Day, making it a shorter trading week.

31 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:ORCL·Stock Market·Technology

Alphabet Shares Fall as Google Cloud Picks Up Wall Street Support

Alphabet Inc. dropped on Friday, falling behind gains in the Nasdaq. Analysts have been more positive about Google Cloud and Alphabet’s AI push, but Class A shares slipped $9.79, or roughly 2.5%, to $380.34. Volume topped 44 million shares.

30 May 2026

Cloud Computing·NASDAQ:GOOGL·Stock Market·Technology

Amazon Drops With S&P 500 at Record as $6 Billion AWS Deal Draws Focus

Amazon.com dropped 1.2% to $270.64 late Friday in New York, trailing as Wall Street hit new highs. Amazon Web Services brought in new demand with a fresh deal from Snowflake, but the shares still slipped. The last price left Amazon’s market cap around $2.94 trillion.

29 May 2026

Amazon·Cloud Computing·NASDAQ:AMZN·NYSE:SNOW·Stock Market·Technology

NetApp Jumps on AI Storage Demand, Outpaces Older Tech Names

NetApp shares surged over 26% in midday trading Friday, after the data-storage company topped quarterly estimates and gave an upbeat forecast linked to enterprise AI demand. The stock traded at $180.12 at 1:06 p.m. EDT, having earlier approached $190.

29 May 2026

Cloud Computing·NASDAQ:NTAP·Technology