Cloud computing stocks slide into 2026 as yields rise — what CLOU ETF investors watch next
NEW YORK, January 4, 2026, 13:43 ET — Market closed The Global X Cloud Computing ETF fell 2.34% on Friday to $22.09, ending the first U.S. trading session of 2026 on the back foot as investors trimmed rate-sensitive cloud software exposure. Global X ETFs The timing matters because cloud stocks have become a crowded way to express bets on corporate digital spending and AI-linked demand, but they tend to wobble when bond yields rise. On Friday, U.S. stocks finished mixed with the Nasdaq edging lower as megacap tech weighed, while Treasury yields climbed. Reuters Policy expectations are also moving. Philadelphia