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Cloud picks
Ranked by positive mention count × average VADER sentiment score.
Why is AMZN moving?
▲ Why it may be rising
- Fortune Lyft CEO David Risher is still a driver for the company: It made him realize being even one minute late could cost the customer their job Being a driver has car…
- MarketWatch Amazon says it had best-ever Thanksgiving Holiday week with record sales and number of items sold
- Nasdaq Here's Why Walmart Won't Reclaim a $1 Trillion Market Cap Anytime Soon Key PointsWalmart trades at a premium to Amazon and Target while delivering growth rates…
▼ Why it may be falling
- The Wall Street Journal Amazon Willing to Discuss Quebec Shutdown With Canadian Officials Amazon.com said it is open to talks with officials from the Canadian and Quebec governments ab…
- Yahoo Finance These 15 Words From Amazon’s Andy Jassy May Eliminate Nvidia’s Biggest Risk
- Yahoo Finance Amazon (AMZN)’s Debut Sterling Bond Sale Prices Bigger, But Demand Cools from Alphabet’s
Why is GOOGL moving?
▲ Why it may be rising
- TechCrunch Google’s new ‘CC’ is an AI agent that helps families run their households Google is refocusing its CC AI agent on household coordination, letting families share…
- CNBC Google's Gemini becomes latest AI model to break out and hack computer systems The disclosure comes as scrutiny over misbehaving artificial intelligence intensi…
- Nasdaq Prediction: Anthropic's IPO Will Be a Big Winner for Alphabet and Amazon Investors Key PointsAmazon and Alphabet will both benefit from their early, large inves…
▼ Why it may be falling
- The Wall Street Journal Google to Put Warnings on U.K. Businesses Using Fake Online Reviews The search giant has offered to start punishing British businesses that boost their star rat…
- Nasdaq Warren Buffett Watched Alphabet's Stock Price Climb 9,000% Before He Decided to Invest. Here's Why He and Greg Abel Are Making It One of Berkshire Hathaway's Bi…
- Fortune Lawsuit claims Anthropic, OpenAI, SpaceXAI and Google violated antitrust laws when they coordinated AI slowdown, reducing value of subscriptions The plaintiffs…
Why is MSFT moving?
▲ Why it may be rising
- CNN Business Microsoft unveils new Surface devices, smart headphones Microsoft announced a new version of its desktop computer Surface Studio, and its first pair of smart he…
- Investing.com Microsoft: Azure Growth Finally Turns AI Spending Into a Bullish Story
- Yahoo Finance Microsoft Boosts Quarterly Dividend as Morgan Stanley Highlights Return Prospects
▼ Why it may be falling
- CNBC OpenAI's latest AI revelation is a 'serious situation,' Microsoft's Suleyman tells CNBC Suleyman joined "Squawk Box" to discuss OpenAI's latest incidents of "co…
- Nasdaq This Artificial Intelligence (AI) Stock Has Raised Its Dividend by Over 150% in 10 Years Key PointsMicrosoft's dividend yield of 0.8% looks minimal, but it can…
- Yahoo Finance Amazon, Alphabet, and Microsoft: 2 Cloud Giants I Am Buying in September and 1 I Am Avoiding
Why is PLTR moving?
▲ Why it may be rising
- Nasdaq Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis? Key PointsCathie Wood's Ark Innovation ET…
- Yahoo Finance Palantir CEO offers surprising solution to AI threats that involves Washington, D.C.
- Nasdaq Why You Should Avoid Palantir and Buy These 2 Defense Stocks Instead Key PointsRTX has a $289 billion backlog, including $119 billion in defense, giving it stro…
▼ Why it may be falling
- Yahoo Finance Why You Should Avoid Palantir and Buy These 2 Defense Stocks Instead
- Nasdaq These 2 Companies Are Quietly Powering the AI Boom. No, It's Not Nvidia or Palantir. Key PointsAI's next bottleneck could be electricity.
- Yahoo Finance Palantir, IonQ, Royal Caribbean, Paychex, McDonald’s, and More Stocks That Explain Today’s Market Stocks fell Wednesday as investors faced uncertainty with the…
Why is ORCL moving?
▲ Why it may be rising
- CNBC Oracle posts 30% revenue growth fueled by AI cloud demand as debts hits $125 billion Oracle's cloud infrastructure revenue jumped 121% from a year earlier, refl…
- CNBC Oracle's stock edges up on earnings beat as cloud infrastructure revenue more than doubles Oracle's results for the quarter came in stronger than expected, as d…
- Nasdaq Oracle Has Committed Hundreds of Billions to AI Data Centers. These 2 Industrial Stocks Will Power Them. Key PointsVertiv's sales jumped 24% as it expanded its…
▼ Why it may be falling
- Nasdaq Could Oracle's Debt Load Derail Its AI Cloud Ambitions? Key PointsOracle's debt load is nearly twice the company's book value.
- Yahoo Finance Could Oracle's Debt Load Derail Its AI Cloud Ambitions?
- CNBC Oracle sends 'force majeure' notice about data center project — stock drops 3% Oracle is reportedly looking to delay payment on Project Jupiter if the data cent…
Why is CRM moving?
▲ Why it may be rising
- CNBC We're raising our price target on Salesforce after results defy 'SaaSpocalypse' Salesforce's numbers and guidance were strong. Plus, a new partnership with Anth…
- CNBC AI safety debate meets reality at Dreamforce as business leaders say last year's models are enough At Salesforce's annual mega-conference in San Francisco, atte…
- Nasdaq Salesforce vs. UiPath: Which Technology Stock Is a Better Buy in 2026? Key PointsSalesforce maintains its dominant position in the CRM market with robust net in…
▼ Why it may be falling
- CNBC Salesforce issues revenue target of over $63 billion for fiscal 2030, beating estimates Salesforce issued some updated longer-term financials at its annual Drea…
- CNBC The big lesson from this week's earnings: The AI buildout is not a zero-sum game Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and cr…
- CNBC Salesforce shares sit at the epicenter of AI confusion. Here's how to trade it If ever there was a stock that personified the promise and peril of the AI trade,…
Why is NOW moving?
▲ Why it may be rising
- Nasdaq Why ServiceNow Stock Inched Higher on Monday Key PointsThat lift was substantial, at 23%.
- Nasdaq Is ServiceNow the Ultimate Enterprise Software Stock? ServiceNow (NYSE: NOW) is effectively incorporating AI into its services.
- Nasdaq ServiceNow vs. Palantir Technologies: Which Tech Stock Is a Better Buy in 2026? Key PointsServiceNow maintains a dominant position in the enterprise workflow ma…
▼ Why it may be falling
- Nasdaq Netflix and ServiceNow Have Fallen More Than 30% From Their Records. Both Are Stocks to Buy and Hold Through 2030. Key PointsNetflix expects its 2026 operating…
- MarketWatch ServiceNow’s stock is on track for its worst day ever. Here’s what went wrong. Shares in the software company were down 24% on Thursday morning as investors dig…
- CNBC ServiceNow shares plunge 27% to worst day ever after earnings revive AI disruption fears ServiceNow's stock recorded its worst day ever on underwhelming third-q…
Why is INTU moving?
▲ Why it may be rising
- Yahoo Finance Intuitive Machines (LUNR) Just Opened a New Market for Its IM 300 Platform. How Big Is the Opportunity?
- Yahoo Finance Abbott Laboratories vs. Intuitive Surgical: Recent Quarterly Revenue Trends Reveal a Classic Investing Truth
- Yahoo Finance Intuitive Surgical vs. Stryker: Which MedTech Stock Is the Better Buy Now? ISRG's rapid procedure growth, expanding robotics ecosystem and recurring revenues hi…
▼ Why it may be falling
- Nasdaq Why Intuitive Machines Stock Just Popped Key PointsCantor Fitzgerald analyst Andres Sheppard has reiterated his overweight rating and $32 price target on Intuit…
- Nasdaq Is Wall Street Dead Wrong About Intuitive Surgical? Here's My Honest Answer. Key PointsTwenty-four of 32 analysts covering Intuitive Surgical rate the stock as…
- 247wallst.com Intuitive Machines Falls 7% Despite Scaling Up Satellite Manufacturing; Rocket Lab and Redwire Drop 5% Space stocks are selling off hard as a group while the br…
Why is ADBE moving?
▲ Why it may be rising
- Yahoo Finance A Pause on Advanced AI Is Wishful Thinking, But Adobe Stock Is a Buy Anyway
- Nasdaq Adobe CEO Shantanu Narayen Sells $31.3 Million Stock Key PointsThe transactions involved ~125,000 shares executed at a weighted-average price of $250.76 per sha…
- Nasdaq Prediction: Adobe Stock Trades Back Above $350 Before 2030 Key PointsAdobe's annualized recurring revenue reached $27.5 billion at the end of the fiscal third q…
▼ Why it may be falling
- 247wallst.com Adobe Is Down 32% This Year: Is ADBE Stock Dead Money or Due for a Bounce? Adobe has fallen harder than its software peers while the broader market climbed, and…
- 247wallst.com Adobe Has a Problem. It Also Has a Massive Opportunity Adobe's stock has collapsed while its revenue keeps hitting records, and Wall Street is stuck in a holdin…
- trefis.com Is Adobe Stock A Real Bargain? Adobe (ADBE) stock trades at 13 times its earnings over the last twelve months, against 21.4 for the median S&P 500 company. The…
Why is DDOG moving?
▲ Why it may be rising
- Yahoo Finance Datadog (DDOG) Gains As Market Dips: What You Should Know In the closing of the recent trading day, Datadog (DDOG) stood at $251.49, denoting a +1.62% move from…
- Yahoo Finance Datadog (DDOG): Positioned to Capture Explosive Agentic AI Growth Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The let…
- Investing.com Datadog CTO Alexis Le-Quoc sells $14.75m in shares
Why is SNOW moving?
▲ Why it may be rising
- CNBC Snowflake spikes 22% on healthy results and AI coding momentum Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence a…
- trefis.com Is Snowflake Buying Its Growth With Its Margin? Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Am…
- Investing.com Snowflake EVP Christian Kleinerman sells $5.12m in shares
▼ Why it may be falling
Why is WDAY moving?
▲ Why it may be rising
- Yahoo Finance Workday Or Autodesk: Is The Louder AI Story The Better Stock?
- Investing.com Workday president CCO Robert Enslin sells $1m in shares
- Nasdaq Workday To Acquire Agentic Identity Platform C1.ai (RTTNews) - Workday Inc. (WDAY), a provider of enterprise cloud applications for human resources, finance and…
Why is MDB moving?
▲ Why it may be rising
- CNBC Meta hires MongoDB CEO CJ Desai to lead enterprise unit. MongoDB shares crater Desai will lead the new Meta Enterprise Platform unit and report to CEO Mark Zuck…
- MarketWatch MongoDB’s stock is down nearly 20% as CEO decamps to Meta Meta is creating an enterprise platform business that aims to make it easier for developers to use its…
- Yahoo Finance Stock Market Today: Dow Off Lows After Iran Report; Leisure Play Tests Entry, MongoDB Dives (Live Coverage) Stock Market Today: The Dow Jones index was off lows…
▼ Why it may be falling
- fool.com Stock Market Midday, Sept. 28: Stocks Slide as Yields Rise, MongoDB Tumbles Today, Sept. 28, 2026, Middle East tensions and surging crude prices are driving inv…
- Nasdaq Stock Market Midday, Sept. 28: Stocks Slide as Yields Rise, MongoDB Tumbles As of 11:56 AM ET, the S&P 500 (SNPINDEX:^GSPC) is down 0.78% to 7,684, the Nasd…
- CNBC Meta's splashy new business AI hire offers yet another reason to bank on Zuckerberg By poaching MongoDB's CJ Desai, Mark Zuckerberg shows he's serious about bui…
Why is SNPS moving?
▲ Why it may be rising
- Nasdaq Why Synopsys Stock Popped, Then Dropped Key PointsSynopsys delivered astounding earnings growth last quarter.
- Investing.com Synopsys, Amazon Web Services sign chip design licensing deal worth more than $1 billion
- Nasdaq Why Synopsys Stock Soared Nearly 5% Higher Today Key PointsOne is a top AI developer, and the other is a retail and cloud computing powerhouse.
▼ Why it may be falling
- trefis.com What Happens To Synopsys Stock If AI Learns To Design Chips Without It? Synopsys (SNPS) sells the electronic design automation software and design IP that chipm…
- Fortune Block, Amazon, Synopsys and Cloudflare are rethinking how work gets done with AI Executives discuss how they're restructuring teams, managing AI costs and still…
Why is NET moving?
▲ Why it may be rising
- Yahoo Finance Fastly Tumbles 7% as Investor Day Meets Profit Taking; Cloudflare and Akamai Edge Higher
- fool.com Why Cloudflare Stock Rallied Nearly 14% in September The internet traffic cop continues to benefit from the shift to AI.
- TechCrunch Cloudflare acquires Deno to improve its Workers programming model Cloudflare will use this acquisition to improve its Workers programming model and platform.
Why is ADSK moving?
▲ Why it may be rising
- Yahoo Finance Workday Or Autodesk: Is The Louder AI Story The Better Stock?
- trefis.com What Could Send Autodesk Stock Higher? Autodesk (ADSK) has one fast-growing business in an industry that still uses little technology. That matters because the…
- trefis.com Can Autodesk Stock Bounce Off The Current Support? For questions about this article or underlying research, email help@trefis.com.
Why is FICO moving?
▲ Why it may be rising
- Yahoo Finance Apple, Meta, Iovance, Carnival, Fair Isaac, Bloom Energy, SpaceX, and More Stocks That Explain Today’s Market Nvidia fell 0.3%, reversing from Monday’s gains w…
- trefis.com Should You Sell Your Fair Isaac Stock Now? Fair Isaac (FICO) stock has lost 57% over the past twelve months, while the S&P 500 returned 17.3%. Shareholders are…
- trefis.com How Much Of Fair Isaac’s Growth Comes From Its Mortgage Score Price? For questions about this article or underlying research, email help@trefis.com.
Why is AKAM moving?
▲ Why it may be rising
- Nasdaq Akamai, Anthropic Enter $11.6 Bln Multi-year Cloud Agreement (RTTNews) - Akamai Technologies (AKAM) announced on Thursday a seven-year agreement with Anthropic…
- Yahoo Finance Akamai Technologies (AKAM) Surpasses Market Returns: Some Facts Worth Knowing Akamai Technologies (AKAM) concluded the recent trading session at $89.63, signify…
- Yahoo Finance Akamai Technologies (AKAM) Surpasses Market Returns: Some Facts Worth Knowing Akamai Technologies (AKAM) reached $99.59 at the closing of the latest trading day…
Why is CDNS moving?
▲ Why it may be rising
- Yahoo Finance 2 Reasons to Watch CDNS and 1 to Stay Cautious Cadence Design Systems has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the p…
- trefis.com What Did It Take To Hold Cadence Stock? A $10,000 investment in Cadence Design Systems (CDNS) stock grew to about $129,800 over the last ten years, before divid…
- Nasdaq Cadence Design Systems: 3 Key Takeaways for Long-Term Investors Key PointsBacklog reached a record $8.2 billion in the third quarter.
Why is GDDY moving?
▲ Why it may be rising
- Business Insider GDDY DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages GoDaddy Inc. Investors to Secure Counsel Before Important October 20 Deadline in Securities Class Act…
- Fortune Gen Z doesn’t think their degrees will land them work anymore, so they’re becoming their own bosses instead—and these college towns are thriving As AI upends th…
Why is BR moving?
▲ Why it may be rising
▼ Why it may be falling
Why is PTC moving?
Why is VRSN moving?
📰 Data sources Stock prices via Yahoo Finance. News headlines from Reuters, Yahoo Finance, MarketWatch, CNBC, The Wall Street Journal, TechCrunch, Fortune, Business Insider, Investing.com, Nasdaq, CNN Business, and Reddit — each headline links to its original article, with the source publication tagged alongside it.