Editorial theme · 9 assets · Stocks

Cloud & AI Infrastructure+3.4%today, equal-weight

Why it’s moving · Automated summaryfrom 0 stories and 40 posts · 05:15

Cloud & AI Infrastructure is up 3.4% today, equal-weighted. DELL leads, up 11.7%, while MSFT is down 2.4%. 6 of 9 members are up.

1 month−2.0%vs Nasdaq-100 −5.3%

Members up6 of 9today

Room—24 here · 40 posts

Trader Flow3.3%of today’s orders

The story so far

Last 20 sessions vs Nasdaq-100 · numbered dots are the news that moved it · diamonds are what’s coming

Cloud & AI Infrastructure −2.0%Nasdaq-100 −5.3%

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Picked by the Markets Desk · reviewed monthly

AssetSectorToday1 month5 daysRoom talkNext

MSFTStockMicrosoft Corporation—−2.4%−2.5%0 postsEarnings · Jan 26

AMZNStockAmazon.com, Inc.—−1.7%+4.7%0 postsEarnings · Feb 3 · after close

GOOGLStockAlphabet Inc.—+2.1%−15.6%0 postsEarnings · Feb 2 · after close

ORCLStockOracle Corporation—+8.8%−1.7%0 postsEarnings · Dec 14

ANETStockArista Networks—+6.3%+0.6%0 postsEarnings · Feb 10 · after close

DELLStockDell Technologies—+11.7%−26.4%0 postsDELL Q3 earnings · Tue 24 08:00

VRTStockVertiv Holdings—+6.3%−7.3%0 postsEarnings · Feb 9 · after close

EQIXStockEquinix, Inc.—+1.7%+7.3%0 postsEarnings · Feb 9 · after close

METAStockMeta Platforms—−1.9%−14.8%0 postsEarnings · Jan 26 · after close

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