Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)
December 25, 2025 — U.S. markets are closed for Christmas, but investor focus hasn’t slowed. Cloud computing stocks are heading into 2026 at the center of two powerful, and sometimes conflicting, narratives: an AI-fueled infrastructure boom that’s reshaping corporate spending, and growing skepticism about whether today’s capital outlays will translate into tomorrow’s profits. Investors What follows is a news-and-analysis roundup current as of 25.12.2025, highlighting the most consequential developments, forecasts, and investor debates shaping cloud stocks right now—spanning hyperscalers (Amazon, Microsoft, Alphabet), “challengers” (Oracle), and cloud software leaders (ServiceNow, Snowflake). Why cloud computing stocks matter more than ever heading into