#cloud computing — FinScans

News 📈 Stocks

Salesforce Rallies 34% as AIforce Launch Challenges Microsoft Copilot

September 18, 2026 (21 days ago)

Following a 34% monthly rally, Salesforce is betting on its new AIforce platform to capture market share from Microsoft, though a recent…

CRM MSFT ORCL

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News 📈 Stocks

Meta Raises 2026 Capex to $145B as AI Infrastructure Spending Accelerates

September 18, 2026 (21 days ago)

Meta is betting its future on AI, committing up to $145 billion in 2026 capex to build massive compute capacity while partnering…

META BLK

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News 📈 Stocks

Nvidia Targets 1,000 Regional Clouds to Bypass Hyperscaler Planning Bottlenecks

September 18, 2026 (21 days ago)

Nvidia is building a massive network of regional cloud providers to bypass the slow, annual planning cycles of hyperscalers and accelerate global…

NVDA

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Insider 📈 Stocks

Datadog CPO Yanbing Li Sells 12,700 Shares in $2.8 Million Transaction

September 18, 2026 (21 days ago)

Datadog CPO Yanbing Li offloaded 12,700 shares via a pre-planned 10b5-1 arrangement, maintaining a $55.4 million equity position as the stock continues…

DDOG

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News 📈 Stocks

Nebius Group Rallies 5% as AI Cloud Stocks Face Month-Long Repricing

September 18, 2026 (21 days ago)

Nebius Group and CoreWeave show signs of a shared sector repricing as both stocks attempt to recover from significant monthly losses amid…

NBIS CRWV IREN +2

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News 📈 Stocks

Microsoft Targets 38 Gigawatts of Data Center Capacity by 2032

September 18, 2026 (21 days ago)

Microsoft's aggressive 38-gigawatt data center expansion plan pressures free cash flow, yet the company maintains a strong balance sheet and flexible investment…

MSFT

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News 📈 Stocks

Microsoft Azure Revenue Surges 43% as AI Agent Adoption Accelerates

September 17, 2026 (22 days ago)

Microsoft's Azure cloud unit surpassed $100 billion in annual revenue, fueled by a 60% increase in AI agent platform usage and strong…

MSFT

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News 📈 Stocks

Rackspace Shares Rally 6% on Nvidia Partnership Despite Debt Concerns

September 17, 2026 (22 days ago)

Rackspace stock climbs on new Nvidia and Palantir AI infrastructure partnerships, though investors remain wary of the company's $2.8 billion debt and…

RXT NVDA PLTR +1

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News 📈 Stocks

Oracle Shares Slide 28% YTD as $664B Backlog Signals Future Revenue Growth

September 17, 2026 (22 days ago)

Despite a 28% year-to-date decline, Oracle's $664 billion backlog suggests a significant sales ramp, with the company trading at 17 times expected…

ORCL

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News 📈 Stocks

Nebius GPU Rate Hike Triggers 10% Rally as Neocloud Stocks Diverge

September 17, 2026 (22 days ago)

Nebius Group's decision to hike GPU rental rates has triggered a volatile repricing across the neocloud sector, favoring operators with unbooked capacity…

NBIS IREN CRWV +2

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News 🌐 Macro — 📊 Neutral

Datadog Shares Poised for 26% Upside as Cloud Observability Demand Grows

September 16, 2026 (23 days ago)

Datadog continues to lead the observability sector with robust recurring revenue and efficient customer acquisition, driving a 68.5% annual gain that significantly…

Microsoft Faces Execution Risk as Government AI Suite Launches October 1

September 16, 2026 (23 days ago)

Microsoft's government AI rollout faces headwinds as agencies commit to unproven bundles, complicating revenue forecasts amid a 23% decline in free cash…

MSFT

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