Cloud firms Microsoft, Oracle, Amazon benefit from AI agent adoption, Melius Research says
Cloud operators such as Amazon.com AMZN.O, Microsoft MSFT.O, Google GOOGL.O and Oracle ORCL.N are seeing renewed demand as they provide the computing backbone for AI agent workloads, Melius Research says
Traditional software-as-a-service (SaaS) cos like Salesforce CRM.N, Adobe ADBE.O and Workday WDAY.O likely becoming less attractive - brokerage
Brokerage recommends software cos that own and operate cloud infrastructures, citing their stronghold on top software engineers and advanced tools development that can replace or outperform traditional SaaS solutions
Brokerage lifts PT on MSFT to $595 from $520; says co is well-positioned to secure substantial value from OpenAI partnership with shareholder benefit
Raises PT on ORCL to $270 from $230; Oracle's Cloud Infrastructure should benefit from Stargate project
Lifts PT on CoreWeave CRWV.O to $110; CRWV up 1.1% at $127.01 premarket
In premarket trading, MSFT down 0.5% at $501.08; ORCL down 0.7% at $228.94; AMZN down 0.4% at $224.24; GOOGL down 0.6% at $179.20
Related Articles
Nikkei Index Heading Toward 60,000? Why Is Global Capital Betting on Sanae Takaichi? Will Japan’s Stock Market Continue to Hit New Highs in 2026?
TradingKey - In February 2026, the Tokyo stock market once again became the epicenter of global financial markets. Following a landslide victory by the Sanae Takaichi-led Liberal Democratic Party in the Lower House elections, the Nikkei 225 Index hit consecutive record highs within just a few days, targeting the 60,000-point milestone.
Beyond Gold, What Is the Next Safe-Haven Asset Choice?
TradingKey - Against the backdrop of heightened global market volatility, escalating geopolitical risks, and mixed macroeconomic signals, market safe-haven sentiment continues to intensify. In the face of rising uncertainty, an increasing number of investors are seeking safe havens capable of wealth preservation and risk mitigation.
Will Micron Be the 2026 AI Winner as the Memory Supercycle Begins?
Recently, Micron has focused on premium areas such as High-Bandwidth Memory that plays alongside accelerators to feed AI models, and adding capacity with an eye on pricing discipline.
