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MongoDB, Inc. (NASDAQ:MDB) stock rose nearly 2% in Tuesday's premarket trading after plunging 18.46% on Monday following a sudden leadership change. MongoDB said CEO Chirantan Desai stepped down, effective immediately, to pursue a senior r…
Quick Read Fastly (FSLY) shares dropped 7% after its own Investor Day despite still sitting on a 138% YTD gain. Cloudflare (NET) and Datadog (DDOG) each surged 80%+ YTD, yet Fastly's outperformance looks stretched given its smaller platfor…
Quick Read FSLY surged 14% on its AI Firewall launch while NET climbed 7% without a catalyst, signaling buyers are repricing the edge security category. SKYY rose 3% and QQQ gained 2% Monday, but all three primary names outpaced both funds…
The CoreWeave logo displayed on a smartphone screen_ Image by Robert Way via Shutterstock_ The Federal Reserve just raised interest rates for the first time since 2023, lifting its target range to 3.75% to 4%. It also hinted another increa…
Quick Read Nebius Group (NBIS) bounced 5% Wednesday but remains down 21% over the past month, raising the question of whether sellers have finally exhausted their case. CoreWeave (CRWV) fell nearly 20% over the same period as NBIS, signali…
Quick Read Oracle's $700M restructuring cost increase overshadowed Ellison's cancellation of a $7.5B stock sale plan, dragging ORCL and CRWV each down 5%. SKYY held flat while QQQ slid 1%, isolating the sell-off to capital-intensive AI com…
Quick Read Rumble surged 10% after a report named Anthropic as its $13.7B compute customer, while CoreWeave and Nebius each fell 9%. Dario Amodei's call to slow AI development pressured rented-compute peers, as QQQ dropped 2% while cloud E…
Quick Read CoreWeave dropped 5% after Burry closed his short without triggering a rally, and the bear case has since shifted from demand concerns to its 8.94 debt-to-equity ratio. NVIDIA confirmed Vera Rubin racks in full production at Cor…
Quick Read FSLY surges 6% against a red market, extending a 123% YTD gain with no news catalyst, press release, or analyst action driving the move. Cloudflare (NET) and Datadog (DDOG) are both flat while Fastly rallies, pointing to targete…
Quick Read DDOG dropped 22% after a large AI customer disclosed reduced future usage, despite beating Q2 revenue and earnings while raising its full-year outlook. CoreWeave (CRWV) and Oracle (ORCL) each gained 13-14% over the same period,…
Technology It's crucial to separate two very different time frames, because they tell opposite stories. On a year-to-date basis, semiconductors still dominate: semiconductor ETFs like SOXX and SMH are up roughly 50% to 70%+, while the flag…
Quick Read Oracle (ORCL) slides 4% and Nebius (NBIS) drops 3% as the 10-year Treasury yield climbs to a one-year high of 4.8%. Cloud ETF SKYY falls 2% versus QQQ's 1% drop, confirming debt-heavy AI infrastructure stocks absorb rate shocks…
Quick Read Oracle's 18% one-month rally still leaves it down 21% YTD, framing the bounce as partial repair rather than a fresh leadership move. CoreWeave surged 24% and the SKYY ETF gained 20%, exposing Oracle's rally as a sector-wide AI c…
Check out the companies making the biggest moves premarket: Nvidia — Shares for the artificial intelligence and infrastructure company rose over 7% in premarket trading after beating expectations on both lines in the second quarter and rep…
Check out the companies making headlines in after-hour trading. Nvidia — The artificial intelligence darling rose 4% after beating expectations on both lines in the second quarter and reporting that revenue more than doubled. Nvidia earned…
Quick Read NBIS jumped 4%, snapping a six-session slide after closing a $5.75B convertible raise that exceeded its $4.5B target on strong institutional demand. A five-year $12B META deal anchors Nebius's $37.5B backlog, while IREN's Thursd…
Quick Read Nebius (NBIS) plunged 9% after announcing a $4.5B convertible note offering, with management warning exchange holders may dump Class A shares in the open market. CoreWeave (CRWV) slipped 2% as dilution fears bled into AI cloud p…
Quick Read Nebius stock surged 34% in a single day as traders weighed the company's 454% revenue growth, and Palantir Technologies stock has climbed 35% in a month, hammering Michael Burry's short positions in both stocks. CoreWeave's A100…
Quick Read NBIS surged 18% on 454% year-over-year revenue growth while CRWV jumped 20%, fueled by a $104 billion backlog signaling sold-out GPU capacity. SKYY's muted 2% gain shows diversification dilutes neocloud earnings pops, while NVID…
Quick Read Unconfirmed rumors that Michael Burry shorted NBIS triggered a 10% drop on a stock already carrying a 76x P/E after surging 136% YTD. CoreWeave and Cloudflare are both unprofitable rotation targets, swapping Nebius's high-multip…
Quick Read Nebius, CoreWeave, and Oracle shares rose sharply as a risk-on mood in the NASDAQ 100 lifted beaten-down AI-cloud names. Oracle's gain followed news that it is adding Google's Gemini models to Oracle Cloud Infrastructure, while…
Quick Read CoreWeave's CDS now implies a 50% five-year default probability, pushing CRWV down 36% and NBIS down 43% over the past month. The SKYY cloud ETF held green as the selloff targeted leveraged AI infrastructure names, while NVDA dr…
Quick Read CIBR leads with a 22% year-to-date return, while SKYY's cloud holdings capture AI's shift from model training to enterprise deployment. AI is expanding both the volume and sophistication of cyber threats, making cybersecurity a…
AI Infrastructure by FOTOGRIN via Shutterstock Nvidia (NVDA) just made its preference clear. The company recently disclosed a 9.3% stake in Nebius Group (NBIS), sending the stock up more than 18% in a single day. CoreWeave (CRWV) also rose…
Quick Read Truist upgraded CoreWeave to Buy at $126 as AI spending shifts from model training to inference, sparking a 6% single-name rally on Wednesday. CRWV's gain diverges sharply from peers NET and ORCL, confirming today's move is anal…
Quick Read NVIDIA's 9.3% stake disclosure sent Nebius (NBIS) stock surging 16% and pulled CoreWeave (CRWV) stock up 8% on a sympathy bid. Mizuho's $320 Oracle (ORCL) stock price target implies 164% upside, yet credit default swaps just hit…
Quick Read Oracle fell 33% on AI-capex de-risking despite 93% cloud growth, while Cloudflare gained 19% but carries a steep 60x price-to-book ratio. Snowflake raised full-year product revenue guidance to $5.84 billion, and KeyBanc lifted i…
[IBM headquarters located in SOMA district, San Francisco] Sundry Photography/iStock Editorial via Getty Images International Business Machines (IBM [https://seekingalpha.com/symbol/IBM]) reported preliminary second-quarter revenue of $17.…
[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…
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…
Valued at a market cap of $214.4 billion, International Business Machines Corporation (IBM) is one of the world's largest technology companies, providing enterprise software, IT infrastructure, consulting services, and artificial intellige…
Check out the companies making the biggest moves premarket: Dollar Tree — The discount retailer surged more than 11% after the company reported adjusted earnings of $1.74 per share in the first quarter. Analysts polled by FactSet expected…
What happened According to a recent SEC filing, Flaharty Asset Management, LLC, initiated a new position in the First Trust Cloud Computing ETF(NASDAQ:SKYY), acquiring 163,815 shares during Q1 2026. The estimated transaction value was $19.…
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…
Software stocks are getting left behind again while semiconductors are on fire. The iShares Semiconductor ETF (SOXX) is up nearly 25% from its March 30 low and has tagged a record intraday high in each of the last three sessions. Meanwhile…
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…