Cloud Stocks: AMD Chips Away at NVIDIA

NVIDIA remains the GPU market leader with a 92% market share in the third quarter of 2025. But AMD (NYSE:AMD) has been chipping away at its share in the market. According to a recent report, for Q3 of 2025, AMD’s market share increased 0.8% from a quarter ago while Nvidia’s market share decreased 1.2% in the period. Small gains, but AMD continues to win contracts from other tech leaders who want to reduce their reliance on NVIDIA.

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Cloud Stocks: For Adobe, is the Semrush Acquisition Enough?

Adobe’s (NASDAQ: ADBE) stock had a tough run last year, having dropped 21% as the market remains concerned on AI making it so much easier to do what Adobe helped designers do. Adobe has been addressing the issue by aggressively investing in its AI features and embedding AI capabilities into its offerings. Recently, it also announced the acquisition of Semrush to accelerate its AI initiatives. But the market is not fully convinced about the potential.

Cloud Stocks: Atlassian Grows Through Acquisitions

Enterprise collaboration solutions provider Atlassian (Nasdaq: TEAM) continues to deliver strong growth over the quarters. It recently announced a series of acquisitions that are helping it drive growth inorganically.

Cloud Stocks: Analysis of ServiceNow’s $1B Veza Acquisition

ServiceNow (NYSE:NOW) continues to invest in its portfolio through large scale acquisitions. Earlier this month, it announced the acquisition of identity security platform Veza for an estimated $1 billion.

Cloud Stocks: Salesforce Expands AI Capabilities, Targets $60B Revenue

Salesforce (NYSE: CRM) recently announced mixed third quarter results. But its outlook was impressive. As Salesforce continues to expand its AI offerings, it announced plans to cross $60 billion in revenues by 2030.

Cloud Stocks: NVIDIA Believes the AI Supercycle Is Just Beginning

Last week NVIDIA (NASDAQ: NVDA) reported its third quarter results that continued to beat all estimates. NVIDIA continues to doubt critics and analysts who are worried about the bursting of an AI-bubble. According to its predictions, they are seeing “something very different.”

Cloud Stocks: Analysis of Palo Alto Networks’ Chronosphere Acquisition

Cyber security services provider Palo Alto Networks (NYSE: PANW) continues to be on an acquisition spree this year. After it acquired CyberArk, its biggest acquisition earlier this year, it announced the acquisition of next-generation observability platform Chronosphere yesterday.

Meta Pours Funds into AI Capacity Build-out

Meta’s (Nasdaq: META) recently announced quarterly results that outpaced market expectations. But despite the better-than-expected performance, its stock fell 9% in the after-hours trading session. The analysts were not pleased with the one time $15.9 billion tax charge that the company incurred.

Cloud Stocks: Alphabet Proves AI Is Strengthening, Not Replacing its Core Search Business

Last week, Alphabet (Nasdaq: GOOG) announced its third quarter results that soared past market expectations. The stock climbed 5% in the after-hours trading session. This was a landmark quarter for Alphabet as it crossed the $100 billion quarterly revenue for the first time.

Cloud Stocks: Amazon Signals Long-Term AI Bet with OpenAI Deal

Yesterday, Amazon (NASDAQ: AMZN) announced a $38 billion deal with OpenAI that sent its stock soaring. Last week, Amazon announced strong quarterly results that had already sent the stock soaring 10% to an all-time high in the after-hours trading session.