Today: 13 May 2026
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Cloud Computing 31 December 2025 - 14 January 2026

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%.
14 January 2026
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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.
14 January 2026
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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.
13 January 2026
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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%.
10 January 2026
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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.
8 January 2026
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Why IREN stock is rising today: AI data-center optimism lifts the bitcoin miner-turned-cloud play

Why IREN stock is rising today: AI data-center optimism lifts the bitcoin miner-turned-cloud play

IREN shares jumped 4.3% to $45.49 Thursday morning, rebounding after two days of losses. The move followed Applied Digital’s stronger-than-expected revenue report, which lifted other AI data-center stocks. IREN operates renewable-powered data centers for bitcoin mining and AI computing. The stock remains volatile amid concerns over valuation and execution risks.
8 January 2026
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CrowdStrike stock jumps 4.5% as AWS-Nvidia accelerator puts AI security back in focus

CrowdStrike stock jumps 4.5% as AWS-Nvidia accelerator puts AI security back in focus

CrowdStrike shares closed up 4.5% Wednesday at $478.91 after weeks of bullish brokerage commentary. The company, with AWS and Nvidia, named 35 startups for a 2026 cybersecurity accelerator. Investors are watching for fiscal Q4 results and subscription growth signals. CrowdStrike last projected Q4 revenue of $1.29–$1.30 billion and adjusted profit of $1.09–$1.11 per share.
8 January 2026
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Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon stock: What to watch as analysts raise targets on Rufus AI and AWS

Amazon shares rose 0.4% to $227.33 in premarket trading Monday after Evercore ISI reiterated a $335 target and Jefferies raised its target to $300. Analysts cited growth potential from Amazon’s AI shopping assistant and AWS. The company reports earnings Jan. 29. Over 250 million customers used the Rufus assistant in 2025, Amazon said.
5 January 2026
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Cloud computing stocks slide into 2026 as yields rise — what CLOU ETF investors watch next

Cloud computing stocks slide into 2026 as yields rise — what CLOU ETF investors watch next

The Global X Cloud Computing ETF (CLOU) dropped 2.34% to $22.09 on Friday, underperforming as Treasury yields rose and investors rotated out of high-valuation tech. Other cloud ETFs also fell. The move comes ahead of the U.S. December jobs report and the Federal Reserve’s late-January meeting, both seen as key for rate-sensitive sectors.
4 January 2026
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Microsoft stock slides on Brazil antitrust probe into cloud licensing — what investors watch next

Microsoft stock slides on Brazil antitrust probe into cloud licensing — what investors watch next

Microsoft shares fell 2.21% to $472.94 on Friday after Brazil’s antitrust regulator CADE opened an investigation into its corporate software and cloud practices. The probe follows a UK report alleging Microsoft’s licensing policies harm rivals like Amazon and Google. U.S. markets are closed Saturday. Investors await the Jan. 9 U.S. jobs report for macro signals.
3 January 2026
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Amazon stock slips today in premarket as Brookfield cloud push keeps AI spending under scrutiny

Amazon stock slips today in premarket as Brookfield cloud push keeps AI spending under scrutiny

Amazon shares fell 0.7% to $230.82 in premarket trading Friday, as megacap tech stocks started 2026 lower. The move followed news that Brookfield is launching Radiant, a cloud business leasing chips to AI developers, intensifying competition in cloud infrastructure. Investors are watching for Amazon’s next earnings and AWS demand signals. Broader market sentiment was muted, with Nasdaq and S&P 500 ETFs also down before the open.
2 January 2026
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Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

Oracle stock forecast 2026: AI spending scrutiny and new cloud challengers put ORCL in focus

Brookfield is launching a cloud business to lease chips to AI developers, backed by a $10 billion fund, The Information reported. Oracle shares swung sharply in late 2025 as investors questioned its $15 billion increase in expected capital expenditures for fiscal 2026. SoftBank completed a $41 billion investment in OpenAI, which, with Oracle and others, is planning a multi-year data-center project called Stargate.
2 January 2026
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Amazon stock forecast 2026: Analysts map 20%-plus upside for AMZN as cloud spending comes under scrutinyNEW YORK, January 1, 2026, 16:56 ET

Amazon stock forecast 2026: Analysts map 20%-plus upside for AMZN as cloud spending comes under scrutinyNEW YORK, January 1, 2026, 16:56 ET

Wall Street analysts project Amazon shares could rise 23% in 2026, with an average 12-month price target of $284.70 and expected revenue of $811.23 billion. AWS remains the main profit driver, accounting for about 60% of operating income, while capital spending is set to increase. Competition from Microsoft, Google, and Brookfield’s new Radiant cloud business adds pressure on margins and efficiency.
1 January 2026
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Cloud computing stocks today: Microsoft, Oracle slip as Wall Street shuts for New Year’s Day

Cloud computing stocks today: Microsoft, Oracle slip as Wall Street shuts for New Year’s Day

U.S. stock markets are closed Thursday for New Year’s Day and reopen Friday. Cloud-focused ETFs SKYY and WCLD last traded about 1% lower, with Microsoft down 0.8% and Oracle off 1.2%. The S&P 500 ended 2025 up 16.39% and the Nasdaq up 20.36%, despite a late pullback in tech shares. Key economic data and the Fed’s first 2026 meeting are scheduled for January.
1 January 2026
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Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

Applied Digital will spin out its cloud unit and merge it with Ekso Bionics to form ChronoScale, with Applied owning about 97% of the new company and Ekso shareholders holding about 3%, according to filings. The deal is based on a non-binding term sheet and aims to close in the first half of 2026. Applied Digital shares rose 2.4% after the announcement, while Ekso shares jumped 103%.
31 December 2025
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Applied Digital stock rises premarket as ChronoScale cloud spinout with Ekso draws investor focus

Applied Digital stock rises premarket as ChronoScale cloud spinout with Ekso draws investor focus

Applied Digital shares rose about 1% to $24.31 premarket Wednesday after a non-binding term sheet proposed combining its cloud unit with Ekso Bionics to form ChronoScale. Applied Digital would own 97% of the new company if the deal closes, expected in the first half of 2026. Investors await further deal details and the Jan. 7 earnings report. The stock closed Tuesday at $24.08, down 2.9%.
31 December 2025
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Applied Digital stock slides after ChronoScale cloud spinout plan with Ekso; APLD traders eye Jan. 7 earnings

Applied Digital stock slides after ChronoScale cloud spinout plan with Ekso; APLD traders eye Jan. 7 earnings

Applied Digital shares fell 2.9% to $24.08 Tuesday after the company announced a non-binding term sheet to combine its cloud unit with Ekso Bionics and form a new company, ChronoScale. The stock traded between $24.03 and $26.33 on heavy volume. Applied Digital’s next earnings report is due Jan. 7.
31 December 2025
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Stock Market Today

  • Pelagos Insurance Q1 CY2026 Earnings Beat Expectations Despite Revenue Decline
    May 13, 2026, 5:29 PM EDT. Pelagos Insurance (NYSE:PLGO) reported Q1 CY2026 earnings surpassing analysts' estimates with a GAAP EPS of $1.15, 19.1% above the consensus of $0.97. Revenue was $610.6 million, down 7.3% year on year but still 4.7% ahead of forecasts. Net premiums earned fell 5.7% to $568.5 million yet beat estimates by 8.1%. The combined ratio, a measure of underwriting profitability, improved to 86.6%, beating analyst expectations by 90 basis points. Book value per share rose 21% year over year to $26.22. CEO Dan Burrows highlighted strong premium growth and a healthy 15.2% operating return on average equity. Pelagos continues to leverage its specialty insurance model and underwriting partnerships to drive profitable growth amid evolving market conditions.

Latest articles

Mobileye Stock Jumps 14% as Robotaxi Plans Pull Investors Back In

Mobileye Stock Jumps 14% as Robotaxi Plans Pull Investors Back In

13 May 2026
Mobileye shares surged 14.1% to $10.53 on Nasdaq Wednesday after the company reported a 27% jump in first-quarter revenue and raised its 2026 outlook. The company authorized a $250 million share buyback. After-hours trading was flat. Mobileye cited strong EyeQ chip demand but warned of risks from China market uncertainty and a recent goodwill write-down.
Fermi Stock Faces A High-Stakes Q1 Test As Founder Fight Deepens

Fermi Stock Faces A High-Stakes Q1 Test As Founder Fight Deepens

13 May 2026
Toby Neugebauer and allied shareholders filed new proxy materials to press for board changes at Fermi Inc., despite the board’s claim that the May 29 special meeting has been canceled. The group plans to use separate proxy cards for the disputed May 29 vote and a shareholder-called meeting expected around June 30. Fermi’s board opposes Neugebauer’s push for control and a quick sale. First-quarter results are due Thursday.
Fervo Energy Stock Jumps 35% in Nasdaq Debut as AI Power Demand Pulls Geothermal Into Wall Street’s Spotlight

Fervo Energy Stock Jumps 35% in Nasdaq Debut as AI Power Demand Pulls Geothermal Into Wall Street’s Spotlight

13 May 2026
Fervo Energy shares closed at $36.54, 35% above the $27 IPO price, in their Nasdaq debut Wednesday, valuing the company at $10.36 billion. The Houston geothermal developer raised $1.89 billion by selling 70 million shares. Fervo reported 2025 revenue of $138,000 and a net loss of $57.8 million. The company holds $7.2 billion in potential contracted revenue but has yet to deliver commercial power.
Wix Stock Plunges 27% After Q1 Earnings Miss as AI Spending Spooks Investors

Wix Stock Plunges 27% After Q1 Earnings Miss as AI Spending Spooks Investors

13 May 2026
Wix shares fell 27.1% to $55.32 after first-quarter adjusted earnings missed estimates and the company posted a GAAP net loss of $57.5 million. Revenue rose 14% to $541.2 million, but non-GAAP operating margin dropped to 5% from 21% a year earlier. JPMorgan cut its price target to $86, citing ongoing heavy investment. Research and development costs jumped to $178.2 million from $127.5 million.
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