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

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

But didn’t SAP report strong revenue and profit figures? Definitely. Q4 revenue reached €9.7 billion compared to €9.4 billion last year. Operating profit surged to €2.6 billion from €2 billion. Full-year 2025 cloud revenue jumped 26% on a constant currency basis to €21.

Datadog, Inc. (NASDAQ:DDOG) is one of the most promising cloud stocks according to analysts. On January 22, Stifel upgraded Datadog, Inc. (NASDAQ:DDOG) from Hold to Buy, raising the price target to $205 from $160.

CoreWeave has built a compelling AI cloud product despite the stiff competition in the space.

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

Oracle Corporation (NYSE:ORCL) is one of the most promising cloud stocks according to analysts. Morgan Stanley, in an update issued on January 23, lowered its target price on Oracle Corporation (NYSE: ORCL) from $320 to $213.

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 reported $81.3B in revenue and 29% cloud growth with AI scale, OpenAI stakes, and CapEx risks. Read why MSFT stock is upgraded to strong buy.