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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
TechStock² Updates
