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Cloud Computing 14 May 2026 - 29 May 2026

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

Oracle Shares Rebound, Eyes on AI Cloud Performance

Oracle shares are set for Friday trading after jumping 6.6% Thursday and ending close to $204. AAII had Oracle at $203.640, a 6.64% gain, up 26.18% for May so far, still off its 52-week high of $345.72.

29 May 2026

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

Amazon Nears $3 Trillion With New AI Win for AWS

Amazon.com shares edged higher on Thursday as tech stocks climbed. Snowflake’s new $6 billion commitment to Amazon Web Services gave investors another read on AI cloud demand.

29 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:AMZN·NYSE:SNOW·Stock Market·Technology Trends

Google’s $4.7 Trillion AI Play Gets New Cloud Driver

Alphabet stock ticked up 0.3% late Thursday, with Class A shares last at $390.13 after new Google Cloud partnerships. The move kept buyers interested in the AI theme following a big rally. The Nasdaq Composite finished at a record high, lifted by tech names.

28 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:GOOGL

MongoDB Gains as Atlas Growth Tops Estimates, Guidance Raised

MongoDB Inc. stock jumped in late trading Thursday. The database company topped fiscal Q1 forecasts and lifted its outlook for the year, citing better demand for its Atlas cloud product. Shares were at about $397 after hours, up 21.9%. MongoDB closed the regular session at $325.68, up 10.6%, according to Webull.

28 May 2026

Cloud Computing·NASDAQ:MDB

Oracle’s Big Data Center Push in Focus After Latest Moves

Oracle shares climbed 6.2% on Thursday, hitting $204.16 before pulling back. Investors are looking at upbeat commentary around the company’s earnings prospects, even as Oracle’s AI data-center costs remain high. Shares were last at $202.78, putting Oracle’s market value near $590.7 billion.

28 May 2026

Cloud Computing·Data Centers·NYSE:ORCL·Technology Trends

Snowflake Soars 33% After $6B AWS Agreement; Wall Street Turns Bullish

Snowflake Inc. shares rocketed over 33% late Thursday morning after the company reported a strong outlook and signed a $6 billion deal with Amazon Web Services, which is shifting the stock into the AI infrastructure spotlight. Shares last traded at $233.38, up $58.12. The stock touched $243.99 earlier in the session.

28 May 2026

Cloud Computing·Earnings

Super Micro Shares Move on Taiwan Server Seizure, AI Cloud Agreement

Super Micro Computer shares gained more than 6% on Thursday morning after the AI-server company put out a new compliance statement and announced a European cloud rollout. Investors are still watching where the firm's high-end servers are being shipped. The shares were last trading at $40.57, up $2.38. Volume topped 18 million shares.

28 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:SMCI·Technology

Snowflake shares rise on $6 billion AWS deal, driven by AI cloud demand

Snowflake lifted its full-year product revenue outlook Wednesday and inked a $6 billion, five-year cloud infrastructure agreement with Amazon Web Services. That further links the data software firm to the AI investment surge. The stock surged 29% after hours, Reuters said.

27 May 2026

Artificial Intelligence·Cloud Computing·NYSE:SNOW·Stock Market

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

CoreWeave is drawing fresh support on Wall Street after GF Securities started coverage with a “Buy,” but the bigger trade is no longer just one stock. Investors are now measuring the Nvidia-backed AI cloud company against Nebius, a fast-growing rival that is turning big customer contracts into power, data centers and debt-funded capacity.

26 May 2026

Cloud Computing·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·Technology

Applied Digital Hits 1 GW, $31 Billion Bet Starts

Applied Digital on Wednesday said it has signed a 15-year take-or-pay lease with the same unnamed U.S. investment-grade hyperscaler already leasing at its Delta Forge 1 campus. The deal adds 300 megawatts of critical IT load at a new Polaris Forge 3 site, lifting contracted capacity for the Dallas-based company past 1 gigawatt. The lease, which requires the customer to pay whether or not it uses the full capacity, is worth about $7.5 billion over the base term.

20 May 2026

Cloud Computing·Data Centers·NASDAQ:APLD·Renewable Energy

UiPath Shares Tick Up Ahead of Earnings as AI Cloud Watch Continues

UiPath Inc. shares traded higher Wednesday, moving with other tech stocks. There was little news on the company itself, and the focus is on the automation-software maker’s earnings update coming next week.

20 May 2026

Cloud Computing·Earnings Reports·NYSE:PATH·Stock Market

IREN Stock Surges as Nvidia Fever Returns — But the AI Cloud Bet Has a Catch

IREN Limited shares jumped in regular Nasdaq trading on Wednesday, rebounding with the broader AI infrastructure trade as investors looked toward Nvidia’s quarterly results after the bell. The stock was up 9.4% at $52.23, after trading between $48.50 and $52.34, on volume of more than 23 million shares.

20 May 2026

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

Alphabet’s $5B AI Cloud Push Gets Wall Street Scrutiny; Google Shares Drop

Alphabet shares edged lower Tuesday. Investors looked past Google I/O launches and a fresh Blackstone-backed AI cloud announcement, with the stock seen as already reflecting big gains in Google’s AI position.

19 May 2026

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

Nebius Drops After Google, Blackstone Step Up 2026 AI Cloud Bet

Nebius Group N.V. shares dropped hard on Nasdaq Tuesday morning, with pressure coming from news of a new Google-Blackstone AI cloud project and a downgrade from D.A. Davidson. The stock was one of this year’s stronger AI infrastructure names until today.

19 May 2026

Cloud Computing·NASDAQ:GOOGL·NASDAQ:QQQ·NYSE:BX·Stock Market

Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet shares looked set to open higher Tuesday after Google and Blackstone announced a new U.S. AI cloud deal. Investors had another reason to buy a stock already close to records. The Class A shares finished Monday at $396.94, with a market cap of about $4.81 trillion. Google Finance quoted the stock at $401.09 before the open.

19 May 2026

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

IREN Drops Again After AI Cloud Plans Get Costlier

IREN Limited shares slid Monday after the data-center firm said it’s buying another company, this time a smaller deal aimed at branding. The move hasn’t settled investor anxiety about what it’s spending to ramp up its AI infrastructure. The stock, which trades on Nasdaq, was recently off 7.2% at $49.15. Shares fell as low as $48.49 earlier on volume topping 33 million.

18 May 2026

Cloud Computing·NASDAQ:IREN·Stock Market

Baidu Opens Higher in Pre-Market as AI Cloud Growth Offsets Ad Weakness

Baidu shares gained pre-market in New York on Monday as the Chinese search and AI group topped quarterly revenue estimates. A jump in AI cloud sales made up for continued softness in advertising, according to the company.

18 May 2026

Artificial Intelligence·Cloud Computing·Stock Market

Alibaba Stock Jumps as Bigger AI Cloud Bet Overshadows Profit Squeeze

Alibaba Group Holding Limited is ramping up its artificial intelligence and cloud investment beyond previous plans, following a 38% surge in cloud sales that sent its U.S.-listed stock up. The Cloud Intelligence Group brought in 41.63 billion yuan in revenue. The company now expects to blow past its earlier AI investment target of up to 380 billion yuan, even while profits took a hit this period.

14 May 2026

Artificial Intelligence·Cloud Computing·HKG:9988·NYSE:BABA·Stock Market

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Cloud Computing 14 May 2026 - 29 May 2026

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

NetApp Jumps on AI Storage Demand, Outpaces Older Tech Names

Oracle Shares Rebound, Eyes on AI Cloud Performance

Amazon Nears $3 Trillion With New AI Win for AWS

Google’s $4.7 Trillion AI Play Gets New Cloud Driver

MongoDB Gains as Atlas Growth Tops Estimates, Guidance Raised

Oracle’s Big Data Center Push in Focus After Latest Moves

Snowflake Soars 33% After $6B AWS Agreement; Wall Street Turns Bullish

Super Micro Shares Move on Taiwan Server Seizure, AI Cloud Agreement

Snowflake shares rise on $6 billion AWS deal, driven by AI cloud demand

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

Applied Digital Hits 1 GW, $31 Billion Bet Starts

UiPath Shares Tick Up Ahead of Earnings as AI Cloud Watch Continues

IREN Stock Surges as Nvidia Fever Returns — But the AI Cloud Bet Has a Catch

Alphabet’s $5B AI Cloud Push Gets Wall Street Scrutiny; Google Shares Drop

Nebius Drops After Google, Blackstone Step Up 2026 AI Cloud Bet

Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

IREN Drops Again After AI Cloud Plans Get Costlier

Baidu Opens Higher in Pre-Market as AI Cloud Growth Offsets Ad Weakness

Alibaba Stock Jumps as Bigger AI Cloud Bet Overshadows Profit Squeeze

TechStock² Updates

T-Mobile Shares (TMUS) Inch Higher With Network Outage Searches Again Raising Questions Over Service Reliability

CBA posts all-time A$11 billion profit as credit costs surge 47%

NIQ shares surge 42% as improving cash flow reduces steep IPO discount

Disney Shares (DIS) Tick Up as Avengers Hype Confronts Profitability Challenge

QSR Stock Awaits Market Response as Tim Hortons Launches Harry Potter Menu After Flat Sales

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