Arista Networks (ANET) and CoreWeave (CRWV) stock have been on a tremendous rally again as investors rotate back into AI infrastructure plays.

AI is enabling a digital transformation across most industries, and cloud services sit at the very center of this change.

Oracle and Workday have some encouraging growth opportunities as a result of artificial intelligence.

While Meta's stocks have seen a real rally, Thursday was the worst stock market day for Microsoft since 2020. The cloud is to blame.

Shares of Microsoft (NASDAQ: MSFT) were taken out to the woodshed Thursday morning, plunging as much as 12.6%. As of 11:58 a.m. ET, the stock was still down 11.8%. The catalyst that sent the tech giant tumbling was its quarterly earnings report. Despite delivering solid results, investors wanted more.

Cloud computing is increasingly gaining market traction as it reduces the operating costs of maintaining on-site data centers and deploying IT experts to manage the infrastructure, making it a highly cost-effective solution. It enables multiple users to ...

Microsoft (NASDAQ: MSFT) continues to provide investors with earnings beats and strong growth in its cloud, AI and gaming segments.

The cloud and database specialist got caught up in a broad AI sell-off.

Shares of SAP (SAP) fell about 13% premarket on Thursday after current cloud backlog in the fourth quarter came in below expectations. In the fourth quarter, the current cloud backlog grew by 16% to €21.