#cloud computing

📰News 📈 Stocks — 📈 Bullish

MongoDB Revenue Climbs 30% to $772M on Record AI Workload Adoption

September 10, 2026 (29 days ago)

MongoDB shares show bullish momentum after a 30% revenue jump in Q2, fueled by record customer growth and rapid enterprise adoption of…

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📰News 📈 Stocks

Microsoft Pushes Useful Yield Strategy to Challenge NVIDIA Hardware Dominance

September 10, 2026 (29 days ago)

Microsoft's new 'useful yield' efficiency mandate for Azure infrastructure creates a strategic competitive test for NVIDIA's hardware dominance in the AI data…

NVDA MSFT

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📰News 📈 Stocks

Amazon Trades at 38x Normalized Earnings as Capex Pressures Mount

September 10, 2026 (29 days ago)

Amazon's stock appears cheap on a trailing basis, but stripping out one-off gains reveals a premium valuation that hinges on whether massive…

AMZN

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📰News 📈 Stocks

Qualcomm Shares Rally 9.5% on Strategic AI Partnership with Amazon

September 9, 2026 (29 days ago)

Qualcomm stock jumps 9.5% as the company secures a major AI silicon and connectivity partnership with Amazon, bolstered by a 25-million-share warrant…

QCOM AMZN

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📰News 📈 Stocks

Jim Cramer Labels Amazon a Screaming Buy Amid AI-Driven Profit Potential

September 9, 2026 (30 days ago)

Jim Cramer identifies Amazon as a screaming buy, highlighting the company's AI-driven profit trajectory and AWS momentum as key catalysts that outweigh…

AMZN NVDA

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📰News 📈 Stocks

Google Cloud Revenue Jumps 82% as AI Capex Concerns Weigh on Hyperscalers

September 9, 2026 (30 days ago)

Google Cloud's 82% revenue growth challenges the cloud hierarchy, but investors remain wary of the heavy AI capital spending required by Alphabet,…

GOOGL GOOG MSFT +2

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Google Commits $15 Billion to Finland AI Infrastructure and Nuclear Power

September 9, 2026 (30 days ago)

Google's $15 billion investment in Finnish AI infrastructure and a 22-year nuclear power deal secures critical energy capacity to support its $514…

GOOG

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📰News 📈 Stocks

Oracle and Amazon Face $270B AI Capex Burden Amid High Interest Rates

September 9, 2026 (30 days ago)

Oracle and Amazon report massive AI-driven capex, but Oracle's reliance on debt makes it vulnerable to hawkish Fed policy compared to Amazon's…

ORCL AMZN

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📰News 📈 Stocks

Alphabet and Microsoft Post AI-Fueled Growth Amid 4.78% Treasury Yields

September 9, 2026 (30 days ago)

Alphabet and Microsoft delivered blowout AI quarters, but divergent balance sheet strategies and valuation multiples create distinct outlooks as interest rates remain…

GOOGL MSFT

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📰News 📈 Stocks

Adobe vs. Oracle: Comparing Growth Profiles for Retirement Portfolios

September 9, 2026 (30 days ago)

Adobe and Oracle present divergent paths for investors, with Adobe offering subscription stability and Oracle serving as a high-stakes, leveraged bet on…

ADBE ORCL

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📰News 📈 Stocks — 📊 Neutral

Guidewire Software Shares Slip 10% as Cloud Transition Clouds Near-Term Outlook

September 9, 2026 (30 days ago)

Guidewire Software shares dipped as investors reacted to conservative guidance, though strong subscription growth and expanding margins suggest the company's cloud-first strategy…

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📰News 📈 Stocks

Morgan Stanley Raises Oracle Price Target to $210 Amid AI Infrastructure Push

September 9, 2026 (30 days ago)

Oracle reports strong cloud growth and record performance obligations, yet investors weigh the company's AI-driven revenue gains against significant capital spending and…

ORCL

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