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NASDAQ:DOCN 10 January 2026 - 14 February 2026

Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

First Trust Cloud Computing ETF (SKYY) jumped 2.5% to $114.26 Friday, outperforming a weaker Nasdaq as U.S. inflation data came in below forecasts and Treasury yields fell. Peers CLOU and WCLD also gained over 2%. U.S. markets close Monday for Washington’s Birthday. Palo Alto Networks reports earnings Tuesday after the bell.
14 February 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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Stock Market Today

  • JNJ's Bladder Cancer Therapy Erda-iDRS Hits Primary Safety Endpoint in Early-Stage Trial
    March 16, 2026, 2:59 PM EDT. Johnson & Johnson's (JNJ) investigational bladder cancer treatment, Erda-iDRS, met its primary safety endpoint in a Phase I study targeting non-muscle-invasive bladder cancer (NMIBC) with FGFR gene alterations, found in up to 70% of intermediate-risk and 40% of high-risk patients. The localized drug-delivery system releases erdafitinib directly into the bladder, limiting systemic side effects. Results showed an 89% complete response (CR) rate in intermediate-risk patients, with median CR duration around 18 months. High-risk patients saw median recurrence-free survival of 20 months and 83% survival at 12 months. The therapy was generally well-tolerated with mild to moderate adverse effects and no dose-limiting toxicities. Shares of JNJ rose 36.3% over six months, outperforming the 17.2% industry gain, as the company prepares for further development steps.
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