Quick Read Snowflake surged 23% after Q2 revenue of $1.55 billion topped estimates and the company raised its fiscal 2027 product-revenue forecast to $6.07 billion. Oracle rose 3% and Cloudflare gained 2% as Snowflake's blowout quarter lif…
Why Software ETFs Are Suddenly Beating Semiconductors — and How the Top Funds Compare
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…
Wall Street delivered an upbeat August. The S&P 500 advanced more than 2.5% in August, while the Nasdaq gained more than 3%. The Dow climbed about 1.3% for the month. However, Wall Street closed the month on a weaker note as renewed U.S.-I…
Stocks making the biggest moves premarket: Nvidia, HP, Salesforce, Dollar General, Everpure & more
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…
Nebius Group Falls 4% as $5B Convertible Settles, Datadog Drops 3%, Cloudflare Slips
Quick Read Nebius Group drops 4% as its $5B convertible note settles today, unwinding gains from a 162% year-to-date run as the market absorbs fresh supply. Datadog and Cloudflare each fall 3%, but the WisdomTree Cloud Computing Fund slips…
Quick Read Nebius (NBIS) sank 4% after pricing a $5B convertible note overnight, dragging Cloudflare (NET) down 3% on dilution read-through fears. CoreWeave (CRWV) held near its range despite a similar capital-intensive model, confirming t…
CoreWeave Sinks 7% as Rising Yields Test the Most Leveraged AI Landlord
Quick Read CoreWeave (CRWV) fell 7% as the 10-year yield hit 4.7%, punishing its net debt-to-EBITDA of 10.75 and $640M quarterly interest expense. Peers Nebius (NBIS), Cloudflare (NET), and Snowflake (SNOW) shed less than 1% each, while un…
DigitalOcean Climbs 5% on Managed AI Agents Launch, Fastly Falls 4%
Quick Read DigitalOcean (DOCN) surged 5% to $137, extending a 170% year-to-date run after launching Managed AI Agents featuring open-source OpenClaw and Hermes on Cloudways. Fastly (FSLY) dropped 4% and Akamai (AKAM) fell 2% the same day,…
Oracle Is Still Down 28% This Year. What Will It Take to Get ORCL Stock Back to $200?
Quick Read Oracle (ORCL) stock sits 28% below where it started 2026, requiring a 40% rally to reclaim $200 despite today's broad AI-cloud stock surge. Snowflake (SNOW) has surged 41% YTD while CoreWeave (CRWV) trades up 19%, making Oracle…
CoreWeave Jumps 11%, Snowflake Gains 6%, Oracle Climbs 5% as Risk-On Mood Lifts AI Cloud
Quick Read CoreWeave and Oracle stocks climbed after President Trump called off planned Iran strikes, triggering a broad risk-on rally lifting beaten-down AI cloud names. Nebius stock advanced on Monday but remained down since July 1, whil…
$10,000 Became $5,744: The Equal-Weight Rebalancing Tax That WCLD Never Discloses
Quick Read WCLD's equal-weight rebalancing systematically trims winners and reloads laggards, turning $10,000 into $5,744 while burying trading friction costs inside your returns. QQQ and CLOU both crushed WCLD over five years, with QQQ ga…
3 Tech ETFs That Could Bounce Back After the AI Selloff
Key Points Interested in iShares Expanded Tech Sector ETF? Here are five stocks we like better. The June tech sell-off showed how quickly interest-rate fears and semiconductor weakness can pressure high-growth AI stocks. IGM offers broad t…
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…
Financial markets in 2026 have remained resilient despite facing one of the most critical macroeconomic backdrops in recent years. Investors have navigated through geopolitical tensions, elevated oil prices, sticky inflation, shifting cent…
A desktop monitor in an office displays a candlestick stock price chart showing a sharp decline followed by a recovery. Key Points Major players in the enterprise software space like IBM and ServiceNow have experienced stock price declines…
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…
Software stocks are plunging. Why that's a warning sign for the entire market: Chart of the Day
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…
Software stocks are getting pulverized — but bitcoin’s rebound hints that a bottom might be in
Okta was one of the software stocks that fell sharply on Friday. - Okta Inc. Bitcoin’s relative strength on Friday may offer a bullish clue for battered software shares — that is, if a past relationship still holds, according to a technica…
Global markets remained under pressure last week as escalating U.S.–Israel strikes on Iran pushed oil prices to their highest levels since 2024 (as quoted on Yahoo Finance), forcing investors to reassess the risks of a prolonged regional c…
Cloud ETFs have been among the few winners amid the recent Iran tensions. The WisdomTree Cloud Computing Fund WCLD gained 9.2% over the past week (as of Mar. 6, 2026). The ETF added 3.6% on Mar. putting the exchange-traded fund on track fo…
The Zacks Analyst Blog Highlights SPY, DIA, QQQ, WCLD, XTL, RSPC, IHF and XOP
For Immediate Release Chicago, IL – March 6, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial mar…
Global stocks have had a rocky beginning to the year. Initial panic over the disruptive effects of artificial intelligence (AI) on traditional business models sparked selloffs across several sectors. Soon after, the outbreak of war in the…
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…
As Salesforce Acquires AI Startup Cimulate, Should You Buy, Sell, or Hold CRM Stock?
Salesforce (CRM) has entered into a definitive agreement to acquire Cimulate, a rising player in AI-powered product discovery and agentic commerce, according to the company announcement. The deal is expected to close in the first quarter o…
WCLD Down 30% as Growth Investors Finally Get Cold Feet About AI Spend
Quick Read WisdomTree Cloud Computing Fund (WCLD) dropped 30.5% over the past year. The S&P 500 gained 14.4%. WCLD holds 65 positions with 92.1% in Information Technology. MongoDB is the largest holding at 2.81%. MongoDB trades at 67x forw…
As the market heads into 2026, the S&P 500 is coming off a third straight year of returns well above its long-term annual average of roughly 10%. The index is up more than 14% over the past year and has gained 0.3% so far this year (as of…
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…
The year 2025 was upbeat for the market with the S&P 500-based ETF SPDR S&P 500 ETF SPY, SPDR Dow Jones Industrial Average ETF DIA and PowerShares QQQ ETF QQQ adding about 17.7%, 14.3% and 21.7%, respectively (as of Dec 29, 2025). But not…
The year 2025 began with post-election optimism and expectations of a strong first quarter. Instead, markets were hit by the rise of low-cost AI initiatives from China, the adverse impact on the U.S. Big Tech, Trump tariffs, sticky inflati…
Should You Invest in the First Trust Cloud Computing ETF (SKYY)?
The First Trust Cloud Computing ETF (SKYY) was launched on 05/27/2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Cloud Computing segment of the equity market. An increasingly popul…
ZoomInfo Surprises With Q3 Earnings Beat, But Stock Slides As Revenue Growth Lags
ZoomInfo Technologies Inc. (NASDAQ:ZI) shares traded lower premarket on Wednesday after the company reported third-quarter results. On Tuesday, the company reported revenue of $303.6 million, beating estimates of $299.4 million, and adjust…
3 Cloud Computing Stocks to Buy Before They Skyrocket
In March, I published a piece on the best cloud computing exchange-traded funds (ETFs). For this article, I’m discussing the top cloud computing stocks for 2023. As I often like to do, I scour ETFs to develop stock ideas. In my previous pi…
Asana Stock Is a Long-Term Buy Despite Its Near-Term Price Volatility
Investors in the workflow software platform Asana (NYSE:ASAN) stock are enjoying the recent bullish sentiment following the slump in previous months. Asana logo displayed on a cellphone Source: rafapress / Shutterstock.com In 2021, ASAN st…