News

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

Fastly stock carved out one of the sharpest runs in mid-cap software this year, then held an Investor Day that handed sellers exactly the moment they were waiting for. Here is what the peer group's calm tape reveals about where the pressure is really coming from.

Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.

Fastly (NASDAQ:FSLY) shares are falling in Wednesday morning trading, a second consecutive decline that began with the company’s own Investor Day. The stock is down 7% and trades at $24.25, giving back part of a run that still leaves the stock up 138% year to date (YTD). That advance dwarfs the broader cloud group. The […]

Fastly launched new AI traffic controls this morning and the whole edge security category moved with it, including rivals that announced nothing at all. The question buyers are not asking loudly enough is whether availability and adoption are the same thing.

Nebius stock is bouncing hard Wednesday after a brutal month-long slide that left peers like CoreWeave equally battered, but the real question is whether buyers are finally stepping in or just setting up another failed rally.

Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.

A media report naming a marquee AI lab as the mystery customer behind Rumble's massive six-year compute contract is sending one small-cap stock sharply higher while punishing its rented-compute rivals on the same tape.

Sector ETF report for SKYY

Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

Fastly is surging 7% on a session when the cloud sector and broad market are both sliding, and no news, analyst call, or catalyst explains the move. The reason behind the rally matters a lot given where the stock sits after a 123% run this year.

Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head. Datadog (NASDAQ:DDOG) stock is down 22% over the past month and trades at $210.76 […]

<p>For most of 2026, one trade beat everything: semiconductors. Chip ETFs soared while software funds were left for dead. Then, over the past month, the script flipped. Software stocks staged one of the sharpest rotations in years while chip stocks rolled over, wiping roughly $1.1 trillion off the group. Suddenly, software ETFs are beating semiconductors. Here's why the rotation is happening, and how the top funds on each side stack up.</p>

A global bond selloff that lifted the 10-year Treasury yield to a recent high is landing hardest on balance sheets carrying the heaviest debt-funded AI capital expenditure. Oracle (NYSE:ORCL) sits at the front of that queue, and its stock is repricing on the higher cost of the borrowing that funds its buildout. Oracle stock is […]

Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about whether this stock deserves its AI infrastructure reputation.

Nebius Group built one of the year's most impressive AI cloud runs, then dropped double digits in a single morning. The culprit is a $4.5 billion capital raise that comes with a warning about holders selling shares directly into the open market.

Cloud computing ETFs are gaining as AI drives infrastructure demand, with SKYY, WCLD, CLOU and FCLD offering varied exposure.

Cloud Computing Is Booming on AI Demand. Explore 4 Cloud ETFs Poised to Benefit From Surging Infrastructure Spending.

Cloud computing is booming on AI demand. Explore four cloud ETFs poised to benefit from surging infrastructure spending.

Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.

Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason reveals something important about what the market actually rewards right now.

Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.

AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.

Chipmakers grabbed the spotlight during AI's first wave, but the real money in the next phase may flow somewhere most investors are not looking yet. Three ETFs targeting cloud, cybersecurity, and software could be quietly positioning for the biggest gains ahead.

Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.

Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.

A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.