MarketPulse

cloud infrastructure

79 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Western Digital's AI-Fueled Rally: 170% Surge Points to $851 Price Target

Western Digital surges 170% in 2026 on massive AI data center demand, with Q3 earnings up 97%. Analysts target $851 by 2028, implying 81% additional upside.
WDCearnings growthcloud infrastructure
GlobeNewswire Inc.GlobeNewswire Inc.··Globe Newswire

FAB Deepens Temenos Partnership to Modernize Saudi Arabian Banking Operations

FAB expands Temenos partnership to deploy cloud-based Core Banking, Payments Hub, and Data Hub across Saudi Arabian operations, modernizing Sharia-compliant services.
TMSNYregulatory compliancecloud infrastructure
GlobeNewswire Inc.GlobeNewswire Inc.··Na

FAB Deepens Temenos Partnership to Modernize Saudi Arabia Banking Operations

First Abu Dhabi Bank expands Temenos partnership to modernize Saudi Arabia banking systems using cloud infrastructure and Islamic finance-compliant solutions.
TMSNYregulatory compliancecloud infrastructure
BenzingaBenzinga··Not Specified

IREN Acquires Mirantis for $625M to Bolster AI Cloud Infrastructure

IREN acquires cloud infrastructure specialist Mirantis for $625M in stock, bolstering AI deployment and Kubernetes management capabilities.
IRENacquisitiondata centers
BenzingaBenzinga··Piero Cingari

Seven AI Giants Brace for Double-Digit Earnings Swings as Options Markets Price Volatility

Seven major AI stocks face double-digit post-earnings moves this week, with options markets pricing volatility of 10-15% ahead of results.
NVDACRWVAPPSHOPARM+3AI infrastructurecloud infrastructure
The Motley FoolThe Motley Fool··Jeremy Bowman

Semiconductor Boom Sends iShares ETF Soaring 40% on AI Tailwinds

SOXX surged 40% in April 2026 as AI demand, strong earnings from $INTC, $TSM, $NXPI, and hyperscaler capex drove semiconductor sector euphoria.
NVDAAMDMETAMUCRWV+5valuationcapital expenditure
The Motley FoolThe Motley Fool··Adam Levy

OpenAI Misses Growth Targets as AI Rivals Gain Ground

OpenAI missed internal revenue and user targets in 2025 amid intensifying competition. $GOOGL and $AMZN may benefit from OpenAI's potential partnerships beyond $MSFT.
MSFTAMZNGOOGGOOGLcloud infrastructuremarket share
BenzingaBenzinga··Daniel Newman / Rishabh Mishra

Big Tech's $100B AI Bet Pays Off: Meta, Microsoft, Amazon, Alphabet Show Real Revenue

Meta, Microsoft, Amazon, and Alphabet report $100B+ annual AI revenue run rates with hundreds of billions in customer commitments, validating massive infrastructure investments.
METAMSFTAMZNGOOGGOOGLearningshyperscalers
BenzingaBenzinga··Snigdha Gairola

AWS Doubles Down on Agentic AI, Signals Software Industry Overhaul

AWS launches AI-powered productivity tools and partners with OpenAI, betting on agentic AI to fundamentally remake software development and enterprise operations.
METAAMZNagentic AIAWS
Investing.comInvesting.com··Thomas Hughes

Oracle's Cloud Pivot Powers Potential 400-700% Rally as Data Center Expansion Accelerates

Oracle trades at 23X 2026 forecasts while expanding data centers and securing hyperscale contracts, with analysts projecting 400-700% upside potential through 2033.
AMZNGOOGGOOGLORCLORCLpD+1data centersvaluation
The Motley FoolThe Motley Fool··Marc Guberti

Micron and Amazon Emerge as Top AI Growth Plays for Long-Term Wealth Building

Micron and Amazon positioned as top AI stocks with 30.6% industry CAGR through 2033; Micron dominates memory chips while Amazon's AWS achieved fastest 13-quarter growth at 24%.
MUAMZNAWScloud infrastructure
The Motley FoolThe Motley Fool··Keithen Drury

Amazon's Custom Chips Pose Unexpected Threat to Nvidia's AI Dominance

Amazon's custom Trainium chips deliver 30% superior cost-performance versus GPUs, threatening Nvidia's AI training market as AWS invests $200B in infrastructure.
NVDAAMZNAVGOINTCAWScloud infrastructure
BenzingaBenzinga··Mohd Haider

NetApp Gains Google Cloud Recognition as JPMorgan Tempers Growth Outlook

NetApp earns seventh Google Cloud partnership award; stock rises 4.69% but JPMorgan downgrades to Neutral with lower price target, signaling cautious outlook.
GOOGGOOGLAMJBJPMJPMpC+7cloud infrastructureanalyst downgrade
Investing.comInvesting.com··Thomas Hughes

Oracle Bounces Back: Multi-Cloud Strategy Positions Database Giant for 50% Upside

Oracle rebounds from AI concerns as multi-cloud leader, with record $553B performance obligations and AWS partnership backing 50% upside potential to $400.
AMZNORCLORCLpDBEagentic AIcloud infrastructure
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Rumble Cloud Launches OpenClaw AI Integration With MoonPay on Neutral Infrastructure

Rumble Cloud launches OpenClaw AI platform with integrated MoonPay crypto transactions, targeting emerging autonomous agent infrastructure market with industry-standard wallet capabilities.
RUMRUMBWcloud infrastructureAI agents
The Motley FoolThe Motley Fool··Patrick Sanders

Alphabet's AI Spending Shock: Market Overreaction or Legitimate Concern?

Alphabet's 10% stock decline over $185B AI spending concerns may represent a buying opportunity given the company's dominant market positions and $126.8B cash reserves.
METAMSFTAMZNGOOGGOOGLcloud infrastructureanalyst-ratings
Investing.comInvesting.com··Jeffrey Neal Johnson

Cloud Infrastructure Stocks Emerge as AI's Next Major Play Over Chip Makers

Cloud infrastructure companies like $NET and $AKAM positioned as AI deployment shifts from training chips to real-world autonomous agents, offering growth and stability.
AKAMNETcloud infrastructureedge computing
BenzingaBenzinga··Surbhi Jain

Nvidia Sidesteps Hyperscaler Path, Doubles Down on Chip Dominance

CEO Jensen Huang reaffirms Nvidia's strategy to avoid competing with cloud customers, maintaining focus on AI chips and ecosystem investments over infrastructure competition.
NVDAMSFTAMZNGOOGGOOGLcloud infrastructurecapital allocation
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Arista Networks Poised for Growth as Data Center Spending Reaches $700B

Arista Networks stands to benefit from $700 billion in expected 2026 data center spending by major hyperscalers, but investors must weigh growth opportunities against valuation and competitive risks.
ANETdata centerscapital expenditure
GlobeNewswire Inc.GlobeNewswire Inc.··Not Specified

Akkodis and STACKIT Partner to Capture Germany's Sovereign Cloud Market

Akkodis and STACKIT partner to serve German enterprises seeking sovereign cloud solutions with compliant architecture and digital transformation expertise.
AHEXYstrategic partnershipcloud infrastructure