Cloud & AI Platforms

Last updated
Jul 20, 2026
Based on
149 actions
Gurus considered
84
Stocks covered
308

Cloud platforms, model platforms, and AI-native infrastructure services. This page tracks 149 investor, Congress, and insider actions tied to Cloud & AI Platforms within AI & Compute Infrastructure, connecting the industry classification with the people and institutions currently showing activity. It gives context from 84 gurus across 308 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.

Cloud & AI Platforms Smart Money Notes

Dan NewhouseHouse

Buy transactions in Fidelity National Information Services, Inc. $FIS and Accenture PLC $ACN.

Buy

Cathie WoodARK Invest

Buy transactions in Kodiak AI, Inc. $KDK and WeRide Inc. $WRD.

Buy

Cathie WoodARK Invest

Buy transactions in Kodiak AI, Inc. $KDK and WeRide Inc. $WRD.

Buy

Cathie WoodARK Invest

Buy transactions in Kodiak AI, Inc. $KDK and WeRide Inc. $WRD.

Buy

Cathie WoodARK Invest

Buy transactions in Kodiak AI, Inc. $KDK and WeRide Inc. $WRD.

Buy

Rubin KevinCFO

Sell $372.7K of disclosed value in Zscaler, Inc. $ZS.

Sell

Rubin KevinCFO

Sell $213.2K of disclosed value in Zscaler, Inc. $ZS.

Sell

Cathie WoodARK Invest

Sell $564.1K of disclosed value in Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share $BIDU.

Sell

Cathie WoodARK Invest

Sell $170.8K of disclosed value in Iridium Communications Inc. $IRDM.

Sell

Cathie WoodARK Invest

Sell $1.6M of disclosed value in Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share $BIDU.

Sell

Agrawal NitinCFO

Sell $249 of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.

Sell

Cathie WoodARK Invest

Sell $387.7K of disclosed value in Iridium Communications Inc. $IRDM.

Sell

Cathie WoodARK Invest

Buy $844.6K of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.

Buy

Cathie WoodARK Invest

Sell $209.5K of disclosed value in Iridium Communications Inc. $IRDM.

Sell

Cathie WoodARK Invest

Buy $2.0M of disclosed value in CoreWeave, Inc. Class A Common Stock $CRWV.

Buy

Cathie WoodARK Invest

Sell $1.1M of disclosed value in Iridium Communications Inc. $IRDM.

Sell

Lloyd DoggettHouse

Buy transaction in International Business Machines Corp (2) $IBM.

Buy

Cathie WoodARK Invest

Sell $1.7M of disclosed value in Iridium Communications Inc. $IRDM.

Sell

Cathie WoodARK Invest

Sell $1.2M of disclosed value in Iridium Communications Inc. $IRDM.

Sell

Cathie WoodARK Invest

Sell $11.2K of disclosed value in Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share $BIDU.

Sell
Showing 91-120 of 149