3 Cloud-Based Stocks to Watch in the Short Term
Portfolio Pulse from
The tech sector is experiencing volatility, with cloud-based stocks like Snowflake, Trade Desk, and Cognizant Technology Solutions navigating market challenges and AI opportunities. Alibaba's chairman warned of an AI bubble, but investors remain interested in potential growth plays.
March 26, 2025 | 5:15 pm
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NEUTRAL IMPACT
Cognizant announced a share buyback and AI service expansion. TD Cowen maintains 'hold' rating. Stock currently down 0.7% but up 1.7% YTD.
Share buyback and AI service expansion indicate strategic moves, but conservative analyst rating suggests neutral short-term outlook.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEUTRAL IMPACT
Snowflake is gaining attention for its AI service expansion and Microsoft partnership. Currently trading down 1.1% but up 4.2% YTD.
Partnership with Microsoft and AI service expansion suggest potential growth, but current market volatility keeps stock performance neutral.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 80
NEGATIVE IMPACT
Trade Desk stock down 50% in 2025, recently bouncing off March 18 two-year low. Currently experiencing a pullback after a five-day winning streak.
Significant year-to-date decline and recent post-earnings bear gap suggest continued short-term challenges.
CONFIDENCE 80
IMPORTANCE 65
RELEVANCE 70