أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

SAP shares experienced their largest daily drop since 2020 due to disappointing fourth-quarter cloud contract growth, affecting investor confidence.

SAP SE forecasts growth in cloud revenue for 2026 due to customers transitioning from outdated technology, driven by an impending deadline to stop servicing legacy clients.

Microsoft's stock is experiencing a decline due to investors' expectations not being met regarding the balance between AI spending and revenue in the company's cloud business.

Microsoft's quarterly revenue exceeded $81 billion, driven by a 26% increase in sales from its cloud unit, which includes the Azure platform, due to rising demand for AI services.

The article suggests that DigitalOcean is a more stable and profitable option to invest in the AI boom, compared to Nebius Group, citing its more stable growth and higher profits.

Microsoft has released its second-generation AI chip, aiming to expand its use beyond internal projects and potentially bolster its cloud business.

Quadric is shifting the focus from cloud-based AI to on-device inference, which is showing positive results for the company.

SAP shares hit a 17-month low, losing $130 billion in market value since last year's record high, amid concerns over the value of its services and need for accelerated cloud transition.

Netflix's pursuit of Warner Bros.

Runpod, an AI cloud startup, has reached $120M in ARR, marking a significant milestone in its journey.

ClickHouse, a challenger to Snowflake and Databricks, has reached a $15B valuation after a $400 million funding round led by Dragoneer, indicating strong investor confidence in the company's growth potential.

Nokia's stock price rose following a Wall Street upgrade by Morgan Stanley, citing the company's potential for growth in AI and cloud technologies.