Stock Analysis

Latest News In Cloud AI - SUSE AWS Partnership Strengthens AI and Cloud Capabilities

In a major development for cloud AI and infrastructure, SUSE and Amazon Web Services (AWS) have expanded their strategic collaboration to integrate SUSE's open source solutions with AWS services like Amazon Bedrock and Amazon Q. This multi-year agreement aims to enhance cloud-native and AI capabilities by creating a unified, state-of-the-art infrastructure available directly on AWS. The collaboration seeks to simplify and standardize cloud-native operations, effectively addressing integration challenges while fostering innovation. By aligning SUSE’s Enterprise Container Management and Linux solutions with AWS's AI services, the agreement promises to drive AI growth and offer a secure, efficient path for enterprise customers, positioning SUSE within the forefront of AI and cloud technology advancements.

Elsewhere in the market, Nebius Group (NasdaqGS:NBIS) was a standout up 5.6% and ending the day at $100.15. In the meantime, Celestica (TSX:CLS) softened, down 7.3% to end the day at CA$445.21.

Nebius Group is aggressively expanding in the AI market amid regulatory challenges. Explore Nebius' growth strategy and market position by clicking through to our narrative.

Be sure to revisit our Market Insights article on Cloud AI, which highlighted AI's central role in driving significant Q3 market gains. Act now to stay informed!

Best Cloud AI Stocks

  • Apple (NasdaqGS:AAPL) closed at $283.10 up 1.5%, hovering around its 52-week high. This month, Apple's senior VP for Machine Learning and AI Strategy, John Giannandrea, will transition to an advisory role before retiring in spring 2026.
  • Microsoft (NasdaqGS:MSFT) finished trading at $486.74 down 1.1%. On Monday, the company announced a commercial agreement to integrate ScreenPoint Medical's AI breast-imaging portfolio with its Precision Imaging Network, enhancing healthcare access and deployment.
  • Alphabet (NasdaqGS:GOOGL) closed at $314.89 down 1.7%, near its 52-week high.

Turning Ideas Into Actions

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

Mobile Infrastructure for Defense and Disaster

The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.

Get the investor briefing before the next round of contracts

Sponsored On Behalf of CiTech

New: Manage All Your Stock Portfolios in One Place

We've created the ultimate portfolio companion for stock investors, and it's free.

• Connect an unlimited number of Portfolios and see your total in one currency
• Be alerted to new Warning Signs or Risks via email or mobile
• Track the Fair Value of your stocks

Try a Demo Portfolio for Free

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

About NasdaqGS:GOOGL

Alphabet

Offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.

Outstanding track record with excellent balance sheet.

Weekly Picks

AL
RKLB logo
AlexLovell on Rocket Lab ·

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

Fair Value:US$16.25377.2% overvalued
42 users have followed this narrative
0 users have commented on this narrative
14 users have liked this narrative
AG
Agricola
EXN logo
Agricola on Excellon Resources ·

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Fair Value:CA$31.898.3% undervalued
49 users have followed this narrative
7 users have commented on this narrative
15 users have liked this narrative
FU
FundamentallySarcastic
CCP logo
FundamentallySarcastic on Credit Corp Group ·

Moderation and Stabilisation: HOLD: Fair Price based on a 4-year Cycle is $12.08

Fair Value:AU$12.6411.3% overvalued
8 users have followed this narrative
1 users have commented on this narrative
0 users have liked this narrative

Updated Narratives

YI
ABNB logo
yiannisz on Airbnb ·

Airbnb Stock: Platform Growth in a World of Saturation and Scrutiny

Fair Value:US$159.714.2% undervalued
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
YI
ADBE logo
yiannisz on Adobe ·

Adobe Stock: AI-Fueled ARR Growth Pushes Guidance Higher, But Cost Pressures Loom

Fair Value:US$391.258.6% undervalued
9 users have followed this narrative
0 users have commented on this narrative
2 users have liked this narrative
YI
TRI logo
yiannisz on Thomson Reuters ·

Thomson Reuters Stock: When Legal Intelligence Becomes Mission-Critical Infrastructure

Fair Value:CA$201.979.4% undervalued
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Popular Narratives

RO
RockeTeller
SCZ logo
RockeTeller on Santacruz Silver Mining ·

Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)

Fair Value:CA$8685.5% undervalued
82 users have followed this narrative
8 users have commented on this narrative
23 users have liked this narrative
AN
AnalystConsensusTarget
NVDA logo
AnalystConsensusTarget on NVIDIA ·

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value:US$250.3926.6% undervalued
980 users have followed this narrative
6 users have commented on this narrative
26 users have liked this narrative
RO
RobertoAllende
NVDA logo
RobertoAllende on NVIDIA ·

The AI Infrastructure Giant Grows Into Its Valuation

Fair Value:US$345.0746.8% undervalued
43 users have followed this narrative
28 users have commented on this narrative
24 users have liked this narrative