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AI '24: Cloud Computing
6 tickers · $15.68T total market cap
Group: AI
The AI '24: Cloud Computing theme remains bullish, driven by the indispensable role of cloud infrastructure in AI development and the shift towards agentic AI. Cloud providers are pivotal in enabling scalable training, data integration, and hybrid deployment strategies, despite evolving cost dynamics and increasing competition.
AI '24: Cloud Computing tracks 6 publicly listed stocks in this theme: AAPL, AMZN, DOCN, GOOG, MSFT, ORCL. See the constituent table for details.
Thesis update: 2026-03-23
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Alphabet Inc.GOOG | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -3.07% | 9.91% | 7.49% | 0.78% | $4.75T | 16.6667 |
Apple Inc.AAPL | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 0.46% | 3.69% | 4.57% | 6.72% | $4.37T | 16.6667 |
Microsoft CorporationMSFT | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -10.66% | -5.00% | -1.35% | 2.36% | $3.15T | 16.6667 |
Amazon.com, Inc.AMZN | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -5.55% | 2.06% | 25.07% | -2.16% | $2.85T | 16.6667 |
Oracle CorporationORCL | 03/10/2026 (AMC) | 06/16/2026 (AMC) | 6.53% | — | 11.24% | — | $536.70B | 16.6667 |
DigitalOcean Holdings, Inc.DOCN | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 0.05% | 47.96% | 83.58% | -6.81% | $15.39B | 16.6667 |
| Average | -2.04% | 11.72% | 21.77% | 0.18% | $2.61T | 16.6667 | ||
| Median | -1.51% | 3.69% | 9.37% | 0.78% | $3.00T | 16.6667 | ||
| Std Dev | 5.35% | 18.73% | 28.80% | 4.52% | $1.78T | 0.0% | ||
| Min | -10.66% | -5.00% | -1.35% | -6.81% | $15.39B | 16.6667 | ||
| Max | 6.53% | 47.96% | 83.58% | 6.72% | $4.75T | 16.6667 | ||
| % Positive Tickers | 50.00% | 80.00% | 83.33% | 60.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.