Today: 14 May 2026
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NASDAQ:MSFT 8 February 2026 - 15 February 2026

Aramco’s Microsoft AI pact puts Saudi Azure cloud launch back in focus for 2026

Aramco’s Microsoft AI pact puts Saudi Azure cloud launch back in focus for 2026

Saudi Aramco and Microsoft signed a non-binding memorandum to explore industrial AI projects and digital skills programs in Saudi Arabia. Microsoft said customers can run workloads from its Saudi Arabia East Azure region starting Q4 2026. The move follows Saudi efforts to tighten data control. Rights groups have criticized the expansion over data access concerns.
Microsoft stock (MSFT) steady near $401 as FTC scrutiny clouds outlook into holiday week

Microsoft stock (MSFT) steady near $401 as FTC scrutiny clouds outlook into holiday week

Microsoft shares closed down $0.60 at $401.32 after Bloomberg reported the U.S. FTC has intensified its probe into the company’s AI and cloud practices, sending new demands to rivals. The stock is down 25.9% from its October peak. U.S. markets will be closed Monday for Presidents Day. The next major event is Wednesday’s release of Federal Reserve meeting minutes.
15 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.
Microsoft stock price today: MSFT edges up after cool CPI, Aramco Azure AI pact

Microsoft stock price today: MSFT edges up after cool CPI, Aramco Azure AI pact

Microsoft shares rose 0.3% to $403.20 Friday morning after U.S. inflation data came in softer than expected. Saudi Aramco signed a non-binding MoU with Microsoft to explore industrial AI on Azure. Investors remain cautious about Big Tech’s AI spending, with Microsoft stock still down about 27% from its 52-week high. The company’s $0.91 dividend goes ex-dividend Feb. 19.
AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

Microsoft fell 2.6% and Palantir dropped 4.1% midday Wednesday, while Nvidia gained 1.5% and the semiconductor ETF SMH rose 2.2%. Alphabet slipped 2%. Investors shifted away from software-heavy AI stocks and into chipmakers ahead of U.S. inflation data and major tech earnings. Freshworks shares tumbled over 6% after a weak profit forecast.
Microsoft stock sinks 2% in New York trade as AI capex doubts linger for MSFT

Microsoft stock sinks 2% in New York trade as AI capex doubts linger for MSFT

Microsoft shares fell 2.3% to $403.74 in late-morning New York trade Wednesday after UBS downgraded the U.S. tech sector, citing uncertainty around software demand and heavy AI data-center spending. The stock reversed an early gain and touched $402.91 at its low. Traders are watching Friday’s U.S. inflation data for rate signals.
ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow shares rose 2.5% to $106.48 Tuesday, rebounding with other software stocks after a sharp selloff tied to AI disruption fears. JPMorgan and Morgan Stanley said recent declines were driven by sentiment, not fundamentals. UBS downgraded the U.S. tech sector to “Neutral,” citing ongoing risks. Traders are watching if the rally holds into Wednesday.
AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

Cisco unveiled its Silicon One G300 chip and router for AI data centers, aiming to boost network efficiency and compete with Nvidia and Broadcom. Nvidia, Broadcom, and AMD shares fell amid renewed U.S. licensing scrutiny on China and concerns over AI capital spending. Cisco stock edged up 0.3%. Investors are watching U.S. payroll and inflation data for signals on interest rates.
IREN stock price slips after Monday surge as bitcoin miners refocus on its Microsoft AI bet

IREN stock price slips after Monday surge as bitcoin miners refocus on its Microsoft AI bet

IREN shares fell 1.6% to $45.42 Tuesday morning, following a 10.3% rebound Monday. The bitcoin miner and AI cloud operator reported a Q4 net loss of $155.4 million on $184.7 million revenue, as AI cloud revenue rose to $17.3 million. IREN secured $3.6 billion in GPU financing for its Microsoft contract. Bitcoin traded near $69,405, while other U.S.-listed miners edged higher.
AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

AI stocks rebound after rout as Oracle jumps nearly 10% and Nvidia climbs

Oracle jumped 9.8% to $156.59 after an analyst upgrade, leading gains in AI-linked tech stocks in late trading Monday. Nvidia rose 2.4%, AMD 3.6%, Broadcom 3.3%, and Microsoft 3.1%. The S&P 500 closed up 0.47%, Nasdaq 0.88%, and Dow 0.03%. Traders await U.S. payrolls Wednesday and CPI Friday for signals on Fed policy.
Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft shares climbed 3.1% to $413.68 Monday, valuing the company at about $3.59 trillion. The stock rebounded as software names rallied after last week’s selloff, despite concerns over rising capital spending and tight Azure capacity. Jefferies kept a Buy rating, but Stifel downgraded Microsoft, citing AI competition and supply constraints. OpenAI reportedly saw ChatGPT growth exceed 10% monthly, according to CNBC.
IREN stock price jumps as traders lean back into AI-cloud bet despite bitcoin slide

IREN stock price jumps as traders lean back into AI-cloud bet despite bitcoin slide

IREN shares climbed 6.4% to $44.51 Monday, rebounding after last week’s earnings drop despite a decline in bitcoin. The company reported a quarterly net loss of $155.4 million on $184.7 million in revenue, with $167.4 million from bitcoin mining and $17.3 million from AI services. IREN said it secured $3.6 billion in GPU financing tied to its Microsoft contract. Analyst price targets diverged after the results.
Microsoft stock price today: MSFT rebounds as traders brace for jobs data and an AI-driven software shakeout

Microsoft stock price today: MSFT rebounds as traders brace for jobs data and an AI-driven software shakeout

Microsoft shares climbed 1.4% to $406.68 in early Monday trading after recent pressure on software stocks. The move followed earnings showing 17% revenue growth and a 39% jump in Azure and cloud services. U.S. indexes opened lower as investors awaited jobs and inflation data later this week. Options markets signaled continued volatility in the software sector.
AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

AI stocks split: Nvidia jumps, Micron slips as “picks-and-shovels” trade returns

Nvidia jumped 3.5% Monday, leading gains in AI chip stocks, while Micron fell 1.3% amid concerns over next-gen memory demand. AMD rose 2.5% and Broadcom added 2.4%. Samsung is set to begin shipping HBM4 memory after Lunar New Year, following Nvidia quality tests. Traders await Nvidia’s GTC event in March for further signals.
Microsoft stock rises despite Stifel downgrade as Azure issues keep AI spending in focus

Microsoft stock rises despite Stifel downgrade as Azure issues keep AI spending in focus

Microsoft shares rose 1.8% to $401.14 Monday morning, bucking declines in the S&P 500 and Nasdaq. The move followed a downgrade by Stifel, which cited cloud supply constraints, rising AI competition, and heavy investment. Microsoft also reported a weekend Azure outage tied to a power interruption at a West US data center. Investors await key U.S. jobs and inflation data later this week.
QQQ tug-of-war: SEC filings show fresh buying and a bank cut as Nasdaq tests faster Nasdaq-100 entry

QQQ tug-of-war: SEC filings show fresh buying and a bank cut as Nasdaq tests faster Nasdaq-100 entry

Paradigm Capital Management more than doubled its Invesco QQQ stake in Q3, raising holdings by 121% to 2,998 shares worth $1.8 million, filings show. Penserra increased its QQQ position by 26%, while SouthState Bank cut its stake by 45%. Nasdaq is seeking feedback on a rule to speed up adding large new listings to the Nasdaq-100.
AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron shares fell 3% premarket after reports that Samsung will begin mass production of HBM4 memory for Nvidia AI chips this month. Nvidia dropped 1%, Super Micro Computer slipped 1.5%, while Microsoft and Amazon edged higher. Traders focused on upcoming U.S. jobs and inflation data for rate signals. Nvidia reports earnings Feb. 25.
Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud-focused ETFs rose 2%–4% Friday as tech stocks rebounded, with the First Trust Cloud Computing ETF up 4.4%. Amazon dropped 5.6% on concerns over $200 billion in planned AI infrastructure spending. Snowflake jumped 7.5% and Microsoft gained 1.8%. U.S. jobs and inflation data due later this week could shift rate expectations and impact high-growth cloud shares.
Big Tech stocks brace for AI spending scrutiny after Nvidia’s jump and Amazon’s drop

Big Tech stocks brace for AI spending scrutiny after Nvidia’s jump and Amazon’s drop

The Dow closed above 50,000 for the first time Friday as Nvidia surged 7.9% and Amazon dropped 5.6% on news of a $200 billion capex plan for 2026. Tech stocks remain volatile, with chipmakers rallying and software names under pressure as investors react to soaring AI infrastructure costs. The S&P 500 rose 2%, while the Russell 2000 jumped 3.5%. Alphabet, Meta, and Microsoft are also expected to boost spending sharply this year.
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Stock Market Today

  • S&P 500 Futures Steady After Tech-Led Rally Pushes Index to New Record
    May 13, 2026, 6:14 PM EDT. S&P 500 futures held steady after a tech sector rally drove the index to record highs. The Nasdaq 100 futures rose 0.3%, led by semiconductor stocks Nvidia and Micron Technology. Cisco Systems soared 14% after outpacing earnings expectations and announcing job cuts. Conversely, Doximity shares dropped 19% following weak revenue guidance. The S&P 500 gained 0.58% and Nasdaq 1.2% during regular trading, while the Dow slipped 0.14%. Investors overlooked a hotter-than-expected producer price index, signaling inflation pressures. Experts highlighted ongoing demand in chipmakers as a catalyst for growth, describing it as earnings-driven rather than speculative. Market watchers await earnings reports from Honda, Yeti, Klarna and others, alongside retail sales and jobless claims data on Thursday.

Latest articles

Allegiant Just Bought Sun Country. Here’s What Happens to Flights, Rewards and Stock Now

Allegiant Just Bought Sun Country. Here’s What Happens to Flights, Rewards and Stock Now

14 May 2026
Allegiant Travel closed its acquisition of Sun Country Airlines on May 13, making Sun Country a wholly owned subsidiary and ending its status as a standalone public company. Each Sun Country share was converted into $4.10 in cash and 0.1557 Allegiant shares. Allegiant now operates a combined fleet of 195 aircraft serving nearly 175 cities. Sun Country asked Nasdaq to suspend trading and begin delisting.
Doximity Stock Plunges as Weak 2027 Forecast Drowns Out AI Push

Doximity Stock Plunges as Weak 2027 Forecast Drowns Out AI Push

14 May 2026
Doximity shares plunged 19% after hours to $18.94 Wednesday following a fiscal 2027 revenue forecast of $664–$676 million, well below Wall Street’s $697.6 million estimate. Fourth-quarter revenue rose 5% to $145.4 million, but adjusted earnings of 26 cents a share missed expectations. Net income fell to $19.1 million from $62.5 million a year earlier.
BTC Slides Below $80,000 as ETF Outflows Put Rally on the Line

BTC Slides Below $80,000 as ETF Outflows Put Rally on the Line

14 May 2026
Bitcoin fell below $80,000 in New York Wednesday, trading at $79,371 after U.S. inflation data and renewed outflows from spot bitcoin funds. U.S. spot bitcoin ETFs saw $233.2 million in net outflows on May 12, reversing a prior inflow. Producer prices rose 1.4% in April, the biggest jump since March 2022. Ether dropped 1.3% to $2,255.55; Solana fell 4.1% to $90.89.
XRP Price Stalls Near $1.42 as ETF Cash Runs Into a Fed Problem

XRP Price Stalls Near $1.42 as ETF Cash Runs Into a Fed Problem

13 May 2026
XRP fell to $1.42 on Wednesday, down about 1% over 24 hours, despite U.S.-listed spot XRP ETFs posting $25.8 million in inflows Monday, their highest since January. The token’s market value stood near $88 billion with $2.29 billion in daily trading. Bitcoin and Ether also declined, as hotter U.S. inflation erased expectations for Fed rate cuts this year.
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