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Cloud Computing 24 April 2026 - 10 May 2026

CoreWeave Stock Draws Cathie Wood Buying and a Wells Fargo Target Raise After AI Cloud Selloff

On May 8, ARK funds snapped up 113,076 shares of CoreWeave, spending roughly $12.9 million after the Nvidia-backed cloud name tumbled 11% to $114.15 on softer short-term guidance. Wells Fargo’s Michael Turrin bumped his price target up to $155 from $135 while maintaining his Overweight call.

10 May 2026

Cloud Computing·Stock Market

IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited is doubling down on its pivot from bitcoin mining to AI cloud, locking in a $3.4 billion, five-year cloud-services deal with Nvidia. The company also secured a broader agreement to roll out as much as 5 gigawatts of Nvidia-based AI infrastructure throughout its data-center pipeline.

10 May 2026

Artificial Intelligence·Cloud Computing·Cryptocurrency·NASDAQ:NVDA·Technology Trends

JFrog Stock Jumps 24% as AI Coding Demand Turns Into Real Cloud Revenue

JFrog Ltd. shares surged 23.7% Friday, marking the biggest jump for FROG stock in months, after the software-supply-chain company topped first-quarter forecasts and lifted its 2026 outlook. The stock wrapped up the day at $70.55, gaining $13.53. MT Newswires entries via MarketScreener pointed to JFrog’s $154.0 million in revenue and adjusted EPS of 27 cents—both ahead of FactSet’s projections.

8 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:FROG·Technology

Akamai Stock Set to Jump as $1.8 Billion AI Cloud Deal Steals the Earnings Spotlight

Akamai Technologies Inc. shares looked primed for a sharp move higher Friday, after the company revealed a $1.8 billion, seven-year cloud infrastructure deal with a U.S. AI model developer it declined to name. It’s the firmest indication yet that Akamai’s rented compute push is picking up traction. For the first quarter, Akamai reported revenue up 6% to $1.074 billion. Its Cloud Infrastructure Services segment—the distributed compute business—jumped 40% to $95 million.

8 May 2026

Cloud Computing·Earnings Reports·NASDAQ:AKAM·Stock Market

Datadog’s $1 Billion AI Quarter Sends Stock Flying

Datadog surged Friday, catching the market’s attention as the New York-based software company lifted its 2026 sales target and clocked its first-ever quarter with revenue topping $1 billion. That’s a pointed response to skepticism around AI’s impact on enterprise software demand. Shares were last seen at $188.73, up $45.02 from the previous close, according to the latest figures.

8 May 2026

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

Cloudflare AI Layoffs: 1,100 Jobs Cut as Shares Fall After Forecast Miss

Cloudflare plans to lay off over 1,100 employees worldwide—roughly 20% of its staff—as it shifts toward an AI-first strategy, the company said Thursday. Shares dropped more than 13% in after-hours trading, following a second-quarter revenue outlook that landed just shy of Wall Street’s expectations.

8 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:NET·Technology

IREN Stock Jumps After $625 Million Mirantis Deal Deepens AI Cloud Push

IREN Ltd plans to acquire Mirantis Inc in an all-share transaction pegged at roughly $625 million, a move that folds cloud software and enterprise support into the ex-bitcoin miner’s expanding AI infrastructure push. Mirantis specializes in cloud platforms and Kubernetes orchestration—software for managing and deploying apps at scale.

6 May 2026

Artificial Intelligence·Cloud Computing·LSE:IREN·Stock Market·Technology

Cloudflare Stock Jumps Before Earnings as Forrester Edge Win Puts AI Bet on Trial

Cloudflare, Inc. shares advanced Tuesday, with the stock catching a lift after the internet infrastructure company announced it had been named a leader in edge development platforms by Forrester. That nod arrives just two days before Cloudflare’s next earnings report and appears to have encouraged fresh buying interest. Edge development platforms push code execution closer to users and data, which can trim latency for apps, websites, and AI services.

5 May 2026

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

Fastly Stock Surges Before Earnings as AI Cloud Rally Raises the Stakes

Fastly Inc. shares surged late Tuesday morning, continuing a strong 2026 run just ahead of the edge-cloud company’s first-quarter earnings report. As of 1:00 p.m. Eastern, the stock was up 15.17% at $31.66, according to MarketBeat.

5 May 2026

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

DigitalOcean Stock Jumps 36% After AI Cloud Growth Sends 2026 Guidance Higher

Shares of DigitalOcean Holdings Inc. surged roughly 36% Tuesday, as the cloud infrastructure provider lifted its revenue forecasts for 2026 and 2027. The company cited a bump in AI workload demand and growth in major customer deals. The stock was last seen at $147.97, up $39.16 from Monday’s close.

5 May 2026

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

Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

The U.S. War Department has tapped Oracle Corp as one of just eight firms set to roll out advanced artificial intelligence tools on classified military networks, marking a new entry for the enterprise software giant into highly sensitive government tech. Oracle appears on the department’s roster with SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, and Amazon Web Services. According to the department, these AI systems will support “lawful operational use” on secure networks.

4 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:ORCL

Cloudflare’s AI Bet Just Got Bigger Before Earnings. Investors Have One Question

Cloudflare on Friday rolled out Dynamic Workflows, a developer tool aimed at making its Workers platform more attractive for AI agents and software that require persistent, automated code execution—handling tasks like pausing, retrying, and resuming operations without manual oversight. The timing comes just ahead of its first-quarter earnings report, offering investors a fresh signpost for Cloudflare’s AI ambitions and potential revenue impact.

2 May 2026

Artificial Intelligence·Cloud Computing·NYSE:NET·Technology

Nebius Stock Jumps After $643 Million Eigen AI Deal Targets AI Cloud’s Next Bottleneck

Nebius Group N.V. is set to buy Eigen AI, sealing a cash-and-stock deal worth roughly $643 million. With this move, the Amsterdam company aims to bolster its role in the software powering artificial intelligence models post-training. Nebius said the acquisition strengthens its managed inference segment—the slice of AI cloud computing that handles real-time user queries.

2 May 2026

AMS:NEBI·Artificial Intelligence·Cloud Computing

Nebius Group N.V. Makes $643 Million Eigen AI Bet as AI Cloud Race Tightens

• Nebius is picking up Eigen AI in a cash-and-stock transaction that puts the deal’s value around $643 million.• The acquisition is all about AI inference—the deployment of trained models into live applications.• Shares of Nebius jumped, with the market digesting the move before the May 13 earnings release.

1 May 2026

AMS:NEBI·Artificial Intelligence·Cloud Computing

Amazon Stock Rises on AWS AI Growth — Why AMZN’s Cloud Beat Matters Now

Amazon.com stock climbed in early trading Thursday, following a better-than-anticipated performance from Amazon Web Services. The company’s cloud unit delivered solid growth, hinting that demand from businesses for AI infrastructure is beginning to make a meaningful impact on sales. Shares recently changed hands at $263.04, up roughly 1.4% from the previous close.

30 April 2026

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

Amazon Earnings Beat Estimates as AWS AI Growth Hits 15-Quarter High

Amazon.com delivered first-quarter results that topped Wall Street’s estimates on Wednesday. Revenue and profit both beat forecasts, as the company’s cloud segment posted its strongest growth rate in more than three years—15 quarters, to be exact—buoyed by AI-driven demand that took some of the sting out of elevated spending.

29 April 2026

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

Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

This week, Microsoft has more at stake than simply topping earnings estimates. The software giant releases fiscal Q3 numbers Wednesday, following a rough January drop that made one thing clear: investors now expect concrete evidence that its AI investments are boosting cloud sales—not just inflating data center costs.

27 April 2026

Artificial Intelligence·Cloud Computing·Microsoft·NASDAQ:MSFT

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Inc. and Related Digital have locked down financing for the $16 billion Oracle data center campus planned for Saline Township, Michigan, bringing new private capital to one of the largest U.S. AI infrastructure builds. According to the companies, the financing structure pulls in equity from Related Digital and Blackstone-linked funds, with fixed-rate, long-term debt provided by funds and accounts overseen by PIMCO.

26 April 2026

Artificial Intelligence·Cloud Computing·NYSE:BX·NYSE:ORCL·Technology

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Investors are zeroing in on Microsoft, Oracle, and Alphabet as the week kicks off, trying to figure out which AI cloud player warrants its hefty price tag now. Alphabet sits near all-time highs; Microsoft’s got the obvious earnings driver; Oracle, meanwhile, faces pointed questions on funding after securing new backing for that Michigan data-center campus tied to its AI bet.

26 April 2026

Cloud Computing·NASDAQ:GOOGL·NASDAQ:MSFT·NYSE:ORCL·Technology

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta Platforms Inc landed a multiyear agreement to tap Amazon Web Services’ Graviton5 CPUs, handing Amazon a major win in the custom-chip space and supplying Meta with fresh horsepower for its AI expansion. According to an AWS executive speaking to Reuters, the deal is valued in the billions and will span “tens of millions of cores.”

24 April 2026

Artificial Intelligence·Cloud Computing·NASDAQ:AMZN·NASDAQ:META·Semiconductors

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Cloud Computing 24 April 2026 - 10 May 2026

CoreWeave Stock Draws Cathie Wood Buying and a Wells Fargo Target Raise After AI Cloud Selloff

IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

JFrog Stock Jumps 24% as AI Coding Demand Turns Into Real Cloud Revenue

Akamai Stock Set to Jump as $1.8 Billion AI Cloud Deal Steals the Earnings Spotlight

Datadog’s $1 Billion AI Quarter Sends Stock Flying

Cloudflare AI Layoffs: 1,100 Jobs Cut as Shares Fall After Forecast Miss

IREN Stock Jumps After $625 Million Mirantis Deal Deepens AI Cloud Push

Cloudflare Stock Jumps Before Earnings as Forrester Edge Win Puts AI Bet on Trial

Fastly Stock Surges Before Earnings as AI Cloud Rally Raises the Stakes

DigitalOcean Stock Jumps 36% After AI Cloud Growth Sends 2026 Guidance Higher

Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Cloudflare’s AI Bet Just Got Bigger Before Earnings. Investors Have One Question

Nebius Stock Jumps After $643 Million Eigen AI Deal Targets AI Cloud’s Next Bottleneck

Nebius Group N.V. Makes $643 Million Eigen AI Bet as AI Cloud Race Tightens

Amazon Stock Rises on AWS AI Growth — Why AMZN’s Cloud Beat Matters Now

Amazon Earnings Beat Estimates as AWS AI Growth Hits 15-Quarter High

Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

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