Cloud stocks have underperformed the NASDAQ year-to-date due to the rise of the AI-everywhere theme, and market participants exhibit exuberance, disregarding valuations. The market is fueled by ...

Industry veteran joins Atlas Cloud to spearhead expansion of more than 20,000 GPU fleet as companies seek alternatives to traditional cloud providers "I joined Atlas to fix the broken economics of AI ...

Cloud-computing stocks have fallen back to Earth. There's still ample growth opportunity in the cloud names, but their high multiples have left them on the receiving end. A great number of beaten-up ...