Global X Cloud Computing ETF

DigitalOcean to release FY2025 Q4 earnings on February 24, 2026 Pre-Market EST, forecast revenue USD 237.73 M, EPS USD 0.3305

9 analysts rate Twilio

Twilio released FY2025 Annual Earnings on February 12 After-Market EST, actual revenue USD 5.067 B (forecast USD 5.018 B), actual EPS USD 0.2099 (forecast USD 0.7766)

Twilio released FY2025 Q4 earnings on February 12 After-Market (EST), actual revenue USD 1.366 B (forecast USD 1.317 B), actual EPS USD -0.301 (forecast USD 0.2857)

Twilio Reports Q4 Earnings and Q1 Revenue Outlook

Akamai Tech to Release FY2025 Q4 Earnings on February 19 After-Market EST, Forecast Revenue USD 1.076 B, EPS USD 0.8594

Dropbox to Release FY2025 Q4 Earnings on February 19 After-Market EST, Forecast Revenue USD 627.89 M, EPS USD 0.3936

Paycom Software released FY2025 Q4 earnings on February 11 After-Market EST, actual revenue USD 544.3 M (forecast USD 542.79 M), actual EPS USD 2.07 (forecast USD 1.9303)

Paycom Software released FY2025 earnings on February 11 After-Market EST, actual revenue USD 2.052 B (forecast USD 2.05 B), actual EPS USD 8.08 (forecast USD 7.9183)

Salesforce to Cut Under 1,000 Jobs and Reorganize Leadership Around AI Growth

Santiago Subotovsky Reports Sale of Zoom Common Stock

John G Ullman & Associates Inc. Increases Holdings in Twilio Inc. in Q3

Qualys released FY2025 Q4 earnings on February 5 After-Market (EST), actual revenue USD 175.28 M (forecast USD 173.18 M), actual EPS USD 1.47 (forecast USD 1.3639)

Qualys released FY2025 Annual Earnings on February 5 After-Market EST, actual revenue USD 669.13 M (forecast USD 667.08 M), actual EPS USD 5.44 (forecast USD 5.2816)

Thrivent Financial for Lutherans Boosts Stake in DigitalOcean

Alphabet Increases Investment in AI Cloud Infrastructure

Google Q4 Cloud Revenue Surges by 48%

Twilio to Release FY2025 Q4 Earnings on February 12 After-Market EST, Forecast Revenue USD 1.317 B, EPS USD 0.2857

Salesforce's Option Volume Increased, Market Confidence Weakened

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The New York Federal Reserve Manufacturing Index for February in the U.S. is 7.1, expected 7.4, previous value 7.7

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Alphabet's subsidiary Google plans to obtain power supply from renewable energy company Ormat Technologies to support its data center operations in Nevada. According to the agreement, Ormat will supply up to 150 MW of power to Google

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Cloudflare Inc. and Mastercard have formed a strategic partnership to enhance cybersecurity for small businesses, critical infrastructure, and governments. This collaboration combines Mastercard’s Recorded Future and RiskRecon attack surface monitoring with Cloudflare’s application security solutions, providing tools to identify and remediate cyber risks. The initiative aims to strengthen protection for organizations frequently targeted by cyberattacks, contributing to a more secure global digital ecosystem.

- Cloudflare Inc. and Mastercard have announced a strategic partnership to enhance cyber defense for small businesses, critical infrastructure, and governments.  
- The collaboration combines Mastercard's Recorded Future and RiskRecon with Cloudflare's application security solutions to help organizations identify and remediate cyber risks.  
- This initiative aims to strengthen protection for entities targeted by cyberattacks, contributing to the security of the global digital ecosystem.

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Cloudflare and Mastercard Partner to Bolster Cybersecurity for Small Businesses and Critical Infrastructure

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Continu's Conversational AI Agent now has the ability to link with verified platforms such as Google Drive and Microsoft OneDrive, enabling real-time, access-controlled responses on Slack and Microsoft Teams. The launch of Experts by Continu in New York on February 17, 2026 introduces this new capability.

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Continu launches Experts to integrate Conversational AI Agent with Google Drive and Microsoft OneDrive for instant answers.

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Alibaba has upgraded its AI model to Qwen3.5, enhancing its capabilities in text, image, and video processing. This move comes amid intensifying competition in China's AI sector, with rivals like Baidu and Tencent also launching upgrades. Alibaba is investing heavily in AI and cloud systems, expanding its Qwen app to include services like food delivery and travel bookings. Analysts are optimistic about Alibaba's stock, with a Strong Buy consensus and a price target suggesting a potential upside of over 30%.

- Alibaba has upgraded its AI model to Qwen3.5, enhancing capabilities for text, image, and video processing, aiming to strengthen its position in China's AI market.  
- This release coincides with intensified competition from rivals like Baidu and Tencent as they prepare for a surge in product launches during the Lunar New Year.  
- Analysts support Alibaba's prospects, reflected in a Strong Buy consensus rating for its stock, projecting significant upside potential.

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Alibaba (BABA) Upgrades Qwen AI Model as China's Tech Giants Battle for Users

SVB Wealth LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by 4.8% in Q3, now holding 108,273 shares valued at $26.37 million. Other institutional investors, including Opinicus Capital and BridgePort Financial Solutions, increased their positions. Alphabet shares opened at $306.02, with a market cap of $3.70 trillion. The company reported strong earnings, exceeding estimates, and announced a quarterly dividend of $0.21 per share. Despite mixed institutional sentiment, Alphabet's growth in cloud revenue and AI traction remains positive.

- SVB Wealth LLC reduced its stake in Alphabet Inc. by 4.8%, holding 108,273 shares worth $26,370,000.  
- Other institutional investors, including Opinicus Capital Inc. and BridgePort Financial Solutions LLC, have increased their positions in Alphabet during the third quarter.  
- Alphabet reported strong earnings with $2.82 EPS, and plans to pay a quarterly dividend of $0.21 per share, indicating positive financial health despite some investors' concerns about debt and regulatory scrutiny.

Market Beat

SVB Wealth LLC Reduces Stake in Alphabet Inc. $GOOG

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February 16, 2026 | Global News As the cryptocurrency market enters a new phase of volatile expansion, leading global

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Zoomex launches “February Rapid Sprint” growth season: Redefining new standards for contract trading with asset sovereignty and rule transparency

Global X Cloud Computing ETF(CLOU.US)

The New York Federal Reserve Manufacturing Index for February in the U.S. is 7.1, expected 7.4, previous value 7.7

Alphabet's subsidiary Google plans to obtain power supply from renewable energy company Ormat Technologies to support its data center operations in Nevada. According to the agreement, Ormat will supply up to 150 MW of power to Google

Cloudflare and Mastercard Partner to Bolster Cybersecurity for Small Businesses and Critical Infrastructure

Continu launches Experts to integrate Conversational AI Agent with Google Drive and Microsoft OneDrive for instant answers.

Alibaba (BABA) Upgrades Qwen AI Model as China's Tech Giants Battle for Users