3 AI Cloud Stocks Retail Investors Are Watching Before Big Tech Earnings
Published . Updated .
Markets are on edge as the Fed weighs its next move, hyperscalers like Microsoft and Alphabet prepare to update investors on AI and cloud spending, and chip stocks react to fresh profit headlines from SK Hynix and Micron. Together, these forces could influence how money flows
Directly affected
- MSFT Microsoft+7.6% 30d
Named in this report.
- GOOGL Alphabet-18.8% 30d
Named in this report.
- SKHY SK hynix
Named in this report.
- MU Micron Technology-8.0% 30d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ+0.9% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-1.6% 30d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- IGV iShares Expanded Tech-Software ETF+5.6% 9d
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.
- NVDA Nvidia-3.8% 30d
Nvidia (semiconductors and related devices): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com-3.7% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- META Meta Platforms
Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- ORCL Oracle
Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MSFT | +0.23% | -1.36% | base | +0.12% | -0.22% | -1.95% | after close |
| GOOGLNo price data for this ticker | — | — | — | — | — | — | — |
| SKHY | -1.40% | -5.65% | base | +13.42% | +11.64% | +1.28% | after close |
| MU | -1.67% | -5.57% | base | +5.80% | +0.58% | -6.41% | after close |
| QQQ | +0.56% | -2.36% | base | +0.61% | -1.05% | -4.50% | after close |
| AIQNo price data for this ticker | — | — | — | — | — | — | — |
| IGVNo price data for this ticker | — | — | — | — | — | — | — |
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| NVDA | +1.85% | -3.14% | base | -1.16% | -1.91% | -6.79% | after close |
| AMZNNo price data for this ticker | — | — | — | — | — | — | — |
| METANo price data for this ticker | — | — | — | — | — | — | — |
| ORCLNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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3 AI Cloud Stocks Retail Investors Are Watching Before Big Tech Earnings Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| MSFT | that day | +0.12% | final price |
| MSFT | the next day | -0.22% | final price |
| MSFT | two days later | -1.95% | still updating |
| MSFT | three days earlier | -1.36% | final price |
| MSFT | five days earlier | +0.23% | final price |
| MU | that day | +5.80% | final price |
| MU | the next day | +0.58% | final price |
| MU | two days later | -6.41% | still updating |
| MU | three days earlier | -5.57% | final price |
| MU | five days earlier | -1.67% | final price |
| NVDA | that day | -1.16% | final price |
| NVDA | the next day | -1.91% | final price |
| NVDA | two days later | -6.79% | still updating |
| NVDA | three days earlier | -3.14% | final price |
| NVDA | five days earlier | +1.85% | final price |
| QQQ | that day | +0.61% | final price |
| QQQ | the next day | -1.05% | final price |
| QQQ | two days later | -4.50% | still updating |
| QQQ | three days earlier | -2.36% | final price |
| QQQ | five days earlier | +0.56% | final price |
| SKHY | that day | +13.42% | final price |
| SKHY | the next day | +11.64% | final price |
| SKHY | two days later | +1.28% | still updating |
| SKHY | three days earlier | -5.65% | final price |
| SKHY | five days earlier | -1.40% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 26 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 28 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 30 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 44 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 54 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 62 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Gilbert Cisneros bought SK hynix (SKHY), worth $1,001 - $15,000 on 7 Aug 2026. That is 82 days before publication. Filed 10 Sep 2026. View the filing.
- Sen. John Boozman sold Micron Technology (MU) (jointly held), worth $1,001 - $15,000 on 24 Sep 2026. That is 34 days before publication. Filed 21 Oct 2026. View the filing.
- Sen. John Boozman sold Micron Technology (MU) (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 49 days before publication. Filed 21 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Micron Technology (MU), worth $250,001 - $500,000 on 21 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 26 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 27 days before publication. Filed 22 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“3 AI Cloud Stocks Retail Investors Are Watching Before Big Tech Earnings” scores 12 out of 100. The score uses 1 sources. The price is not final yet.