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Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.
Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.
Chipmakers grabbed the spotlight during AI's first wave, but the real money in the next phase may flow somewhere most investors are not looking yet. Three ETFs targeting cloud, cybersecurity, and software could be quietly positioning for the biggest gains ahead.
Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.
Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of these names actually offers shelter and which carries even more risk.
Sector ETF report for SKYY
Smart Beta ETF report for SKYY
International Business Machines has outpaced its industry peers over the past year and analysts are fairly bullish on its future outlook.
Sector ETF report for SKYY
Smart Beta ETF report for SKYY
Software stocks are getting left behind again, while semiconductors are on fire.
Sector ETF report for SKYY
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