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finance.yahoo.comPOSITIVO

ETFs to Buy as Salesforce Jumps on Q2 Earnings Beat, Anthropic Gains

Shares of Salesforce CRM jumped over 20% in the trading session following the release of strong second-quarter fiscal 2027 results. The enterprise cloud giant delivered a massive beat on Wall Street's bottom-line estimates, while also edgi…

seekingalpha.comPOSITIVO

We now live in a world of rolling bubbles – analyst

[Bubble] Petrovich9 The top 10 stocks in the U.S. now represent approximately 45% of total market capitalization, a level of concentration that has broken traditional market trend lines and left investors struggling to determine whether th…

finance.yahoo.comPOSITIVO

Top Cloud ETFs to Buy as Hyperscalers Pivot to AI-First Platforms

The cloud computing landscape is undergoing a seismic shift, with major hyperscalers like Amazon Web Services (AWS), Microsoft Azure and Google Cloud aggressively embedding artificial intelligence (AI) into their core architectures in rece…

finance.yahoo.comPOSITIVO

3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026

Quick Read First Trust Cloud Computing ETF (SKYY) is down 10% year-to-date but up 20% over the trailing year near $118, holding a blended portfolio of hyperscalers like Microsoft and Amazon alongside pure-play cloud software names like Sno…

seekingalpha.comPOSITIVO

YTD performance of Oracle-related ETFs as stock climbs to 9%

[Oracle Reports Quarterly Earnings] Justin Sullivan/Getty Images News Shares of Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) jumped about 9% on Wednesday after the IT giant reported fiscal third-quarter results and guidance that to…

finance.yahoo.comPOSITIVO

Forget Individual Cloud Stocks: A Single ETF Captures the Entire Boom

Quick Read Themes Cloud Computing ETF (CLOD) fell 19% YTD with 15%+ in February, WisdomTree Cloud Computing Fund (WCLD) dropped 22% YTD with 65+ holdings (max 2.8%), and First Trust Cloud Computing ETF (SKYY) declined. Microsoft (MSFT) and…

seekingalpha.comNEGATIVO

Swings in AI stocks may be creating dispersion that reaches unsustainable levels – BTIG’s Krinsky

[AI Cloud Security System - Data Protection Concepts] BlackJack3D The dramatic swings in AI-related stocks are creating extreme market dispersion that may be reaching unsustainable levels, according to Jonathan Krinsky, chief market techni…

finance.yahoo.comPOSITIVO

Themes Cloud Computing ETF Could Quietly Become One Of 2026’s Best Investments | CLOD

24/7 Wall St. Quick Read CLOD gained 8.8% year-to-date versus Nasdaq-100’s 21.4% return, trailing by over 12 percentage points. Gartner forecasts enterprise software spending will grow 15.2% in 2026 to $1.43 trillion. CLOD holds only $1.3M…

finance.yahoo.comPOSITIVO

Salesforce Earnings Beat, Offers Upbeat Guidance: ETFs in Focus

Salesforce CRM delivered stronger-than-expected fiscal third-quarter results on Wednesday, surpassing Wall Street expectations for adjusted earnings and offering upbeat revenue guidance for the fourth quarter. The stock gained about 2.5% i…