Cloud Stocks: NVIDIA Strong Despite China Woes

Yesterday NVIDIA (NASDAQ: NVDA) reported its first quarter results that beat all estimates. The growing demand for AI has driven NVIDIA’s performance over the last few quarters, with more growth yet to come. However, the company was dealing with the trade tensions between the US and China.

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Meta Weaves AI into Portfolio, but Struggles with Behemoth

Meta’s (Nasdaq: META) recently announced quarterly results outpaced market expectations that sent the stock climbing 5% in the after-hours trading session. According to a recent report, the global multimodal AI market size is estimated to grow 37% annually over the period 2025 to 2030 from $1.74 billion in 2024. 

Cloud Stocks: Amazon Looks to Embed AI Across its Entire Portfolio

Amazon (NASDAQ: AMZN) recently announced its first quarter results that surpassed market expectations, but the on-again-off-again tariffs did not go well with its outlook. The stock fell 2% in the after-hours trading session.

Analysis of Palo Alto Network’s Protect AI Acquisition

The global AI cybersecurity market is expected to grow from $25.4 billion in 2024 to $31.4 billion this year, at 24% CAGR from 2025 to 2034. Yesterday, Palo Alto Networks (NYSE: PANW) announced mixed quarterly results that did not please the market. The stock fell 4% in the after hours trading session. 

Cloud Stocks: How is Atlassian Going to Handle Usage-Based Pricing for AI Agents?

Enterprise collaboration solutions provider Atlassian (Nasdaq: TEAM) recently announced its third quarter results that outpaced past market expectations. However, a slightly weaker outlook sent the stock falling 18% in the after-hours trading session.

Tariffs Cause Worries for Apple Long Term, with Some Temporary Relief

Apple (Nasdaq: AAPL) reported a mixed second quarter this month, but a potential $900 million tariff headwind sent its stock falling 4% in the after-hours trading session. Yesterday’s tariff news brought some relief.

Cloud Stocks: Analysis of AMD’s ZT Systems’ Acquisition

Yesterday, AMD (NYSE:AMD) announced its first quarter earnings that outpaced market expectations. The overall export issues with China will result in $700 million in lost revenue for the current quarter.

Cloud Stocks: Microsoft’s AI Initiatives Help Stock Soar Amidst Market Uncertainties

Yesterday Microsoft (Nasdaq: MSFT) announced its third quarter results that surpassed market expectations. The performance helped drive its stock 5% higher in the after-hours trading session.

Cloud Stocks: Analysis of ServiceNow’s Logik.ai Acquisition

Earlier last week, ServiceNow (NYSE:NOW) reported its first quarter results that continued to outpace market expectations. The better than expected guidance helped the stock climb 15% in the after-hours trading session.

Cloud Stocks: Analysis of Google’s Wiz Acquisition

Yesterday, Alphabet aka Google (Nasdaq: GOOG) announced its first quarter results that soared past market expectations. The stock climbed 5% in the after-hours trading session post results announcement.