NEW YORK, Jan 17, 2026, 13:45 EST — Market closed
- Cloud software ETFs trailed the megacaps Friday amid a rise in Treasury yields.
- Amazon’s AWS has launched a Europe-based “sovereign cloud” service designed to meet strict data-control requirements.
- Investors come back Tuesday, with eyes on Microsoft’s Jan. 28 earnings for fresh insight into cloud demand.
Cloud computing stocks enter the extended U.S. weekend under fresh scrutiny after Amazon’s AWS rolled out a cloud service based solely in Europe. The move targets clients worried about data access and legal jurisdiction. (Reuters)
The term “sovereign cloud” — which refers to keeping data and control within a given jurisdiction — is shifting from a niche preference to a must-have for certain regulated buyers. Investors are also pressing tougher questions about whether massive AI investments will deliver returns quickly enough.
Markets shut Monday for Martin Luther King Jr. Day,…
