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Cloud Computing News 6 December 2025 - 10 December 2025

Oracle (ORCL) Stock Today: AI Cloud Boom Meets Debt Jitters Ahead of Q2 FY26 Earnings

Oracle (ORCL) Stock Today: AI Cloud Boom Meets Debt Jitters Ahead of Q2 FY26 Earnings

As of December 10, 2025, Oracle Corporation (NYSE: ORCL) sits at the center of Wall Street’s AI debate, with a soaring cloud backlog, heavy debt, and a make‑or‑break earnings report due after the bell. Key takeaways Oracle stock price snapshot on December 10, 2025 According to Oracle’s own investor site and multiple market data providers, Oracle closed at $221.53 on December 9, 2025, and is trading in the low-$220s ahead of tonight’s earnings release. Oracle Investor Relations+2StockAnalysis+2 At that price, Oracle’s market capitalization is about $631 billion, placing it firmly in mega‑cap territory and among the world’s largest software companies.
10 December 2025
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Microsoft Bets $23 Billion on AI in India and Canada as Cloud Race Intensifies

Microsoft Bets $23 Billion on AI in India and Canada as Cloud Race Intensifies

Microsoft has announced a fresh wave of artificial intelligence and cloud investments worth $23 billion, split between a record $17.5 billion in India and more than C$7.5 billion (about $5.4 billion) in Canada, underscoring how aggressively the company is building infrastructure to compete with Amazon and Google in the AI era. Reuters+1 On December 9, 2025, CEO Satya Nadella unveiled the package during a visit to New Delhi, where he met Indian Prime Minister Narendra Modi, before Microsoft detailed a parallel expansion of its AI and cloud footprint in Canada. Reuters+2The Times of India+2 What Microsoft Announced on December 9
10 December 2025
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CoreWeave (CRWV) Stock Today: Debt, AI Cloud Growth, and What the $2.25 Billion Convertible Notes Mean for 2026

CoreWeave (CRWV) Stock Today: Debt, AI Cloud Growth, and What the $2.25 Billion Convertible Notes Mean for 2026

CoreWeave, Inc. (NASDAQ: CRWV) has become one of the most closely watched AI infrastructure stocks of 2025. As of December 9, 2025, the Nvidia-backed “AI hyperscaler” is back in the spotlight after pricing an upsized $2.25 billion convertible senior notes offering, deepening investor debate over whether CoreWeave is a visionary AI cloud leader or a debt-fueled accident waiting to happen. Stock Titan+1 Below is a detailed look at CoreWeave stock today, the latest news, its balance sheet, growth story, and how analysts and commentators are thinking about the CRWV stock outlook into 2026. 1. What CoreWeave Is and Why the
9 December 2025
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Nebius Group N.V. (NBIS) Stock on December 8, 2025: Latest News, Price Targets and AI Cloud Growth Forecasts

Nebius Group N.V. (NBIS) Stock on December 8, 2025: Latest News, Price Targets and AI Cloud Growth Forecasts

Nebius Group N.V. (NASDAQ: NBIS) – the Amsterdam‑based AI infrastructure company spun out of Yandex – remains one of the most closely watched AI cloud stocks going into 2026. On December 8, 2025, the story is being driven by fresh institutional buying, new analyst coverage, and ongoing debate about whether its multi‑billion‑dollar AI contracts justify today’s rich valuation. Key takeaways for December 8, 2025 This article is for information and news purposes only and does not constitute financial advice. What exactly is Nebius Group? Nebius Group N.V. is a Dutch technology company headquartered in Amsterdam that provides full‑stack AI infrastructure
8 December 2025
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IBM’s $11 Billion Confluent Acquisition: How Real‑Time Data Supercharges Its AI and Cloud Strategy

IBM’s $11 Billion Confluent Acquisition: How Real‑Time Data Supercharges Its AI and Cloud Strategy

IBM has agreed to acquire data‑streaming specialist Confluent in an all‑cash deal valued at $11 billion, in what is shaping up to be one of the defining AI and cloud infrastructure deals of 2025. The transaction, announced on December 8, 2025, will see IBM pay $31 per share for all outstanding Confluent stock, implying an enterprise value of around $11 billion and marking its largest software acquisition since Red Hat in 2019. IBM Newsroom+1 The move is central to IBM’s pitch that the next phase of enterprise AI will be won not just with large models, but with the plumbing
8 December 2025
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IBM Close to $11 Billion Deal to Acquire Confluent, Reports Say, as Big Blue Confirms Takeover for AI Data Push

IBM Close to $11 Billion Deal to Acquire Confluent, Reports Say, as Big Blue Confirms Takeover for AI Data Push

Published December 8, 2025 International Business Machines Corp. (IBM) is moving ahead with one of its largest software deals in years, agreeing to acquire data-streaming specialist Confluent in an all‑cash transaction valued at about $11 billion, following a wave of reports that it was “close to a deal” over the weekend.Reuters+1 The purchase, priced at $31 per share in cash, gives IBM control of one of the leading platforms for real‑time data streaming—technology increasingly viewed as critical infrastructure for enterprise AI and cloud applications.IBM Newsroom+1 From “close to a deal” to signed agreement On Sunday, The Wall Street Journal and others reported that IBM
8 December 2025
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Databricks News December 5–7, 2025: $134 Billion Valuation Talks, New AI Products and Cloud Partnerships

Databricks News December 5–7, 2025: $134 Billion Valuation Talks, New AI Products and Cloud Partnerships

Databricks is ending the first week of December 2025 with fresh funding rumors, new AI features and growing scrutiny of its sky‑high valuation. Here’s what matters for data and AI leaders right now. 1. Funding talks push Databricks toward a $134 billion valuation Databricks is once again at the center of the AI funding boom. Multiple reports this week say the company is in advanced talks to raise around $5 billion at a valuation of $134 billion, roughly 32× its expected 2025 revenue of about $4.1 billion. Reuters+1 This potential raise would also come on the heels of Databricks’ Series J in December 2024, when the company
7 December 2025
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Microsoft Supercharges Azure Networking and Edge: Zone‑Redundant NAT Gateway, 400G ExpressRoute and AI‑Powered IoT at the Edge

Microsoft Supercharges Azure Networking and Edge: Zone‑Redundant NAT Gateway, 400G ExpressRoute and AI‑Powered IoT at the Edge

Microsoft has launched one of its biggest networking and edge-computing waves in years, combining new Azure networking security and scale features with major upgrades to Azure Local and Azure IoT Operations. As of December 7, 2025, these changes position Azure as a cloud platform explicitly tuned for AI workloads, data sovereignty, and highly distributed edge operations. Microsoft Azure+2Microsoft Azure+2 Azure’s Network Backbone Is Being Rebuilt for the AI Era In a new Azure Networking update, Microsoft says its global backbone now spans more than 60 AI regions, over 500,000 miles of fiber and has tripled its WAN capacity since the
7 December 2025
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Cloudflare Stock (NET) Outlook After Back‑to‑Back Outages – Latest Price, Forecasts and Analyst Calls (Dec 7, 2025)

Cloudflare Stock (NET) Outlook After Back‑to‑Back Outages – Latest Price, Forecasts and Analyst Calls (Dec 7, 2025)

Cloudflare’s stock has flipped from “AI winner” to “reliability stress test” in a matter of weeks. After a powerful run-up earlier in 2025, shares are now digesting two high‑profile outages, a flood of DDoS attacks, and fresh questions about valuation—while underlying growth remains strong. Below is a full rundown of where Cloudflare (NYSE: NET) stands as of December 7, 2025: price action, recent news, earnings, analyst forecasts, and key risks for investors to watch. Cloudflare stock today: price snapshot after a volatile fortnight As of the latest trade on December 6, 2025, Cloudflare stock is changing hands at about $200.95
7 December 2025
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Oracle Corp (ORCL) Stock on December 6, 2025: AI Cloud Deals, Debt Risks and Q2 2026 Earnings Forecast

Oracle Corp (ORCL) Stock on December 6, 2025: AI Cloud Deals, Debt Risks and Q2 2026 Earnings Forecast

As of the weekend on December 6, 2025, Oracle Corp (NYSE: ORCL) is back on investors’ radar. The stock closed Friday at about $217.58, up roughly 1.5% on the day and marking its fourth straight session of gains, with trading volume running above its recent average. Even after this rebound, Oracle shares sit about 37% below their 52‑week high around $345.72 set in September, highlighting just how violent the recent pullback has been. MarketWatch At the same time, Oracle’s role as a key infrastructure partner for OpenAI and other generative‑AI leaders has never been more strategically important – or more
6 December 2025
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IBM Stock Outlook December 2025: Can Big Blue’s 40% Rally Continue on AI, Cloud and Quantum Momentum?

IBM Stock Outlook December 2025: Can Big Blue’s 40% Rally Continue on AI, Cloud and Quantum Momentum?

Updated: December 6, 2025 IBM stock today: near record highs with a solid dividend International Business Machines (NYSE: IBM) is ending 2025 in far better shape than it began the year. As of the close on December 5, 2025, IBM stock finished around $307.94 per share, giving the company a forward dividend yield of about 2.2% based on an annual payout of $6.72 per share.Dividend.com+1 The shares are trading only a few percentage points below their 52‑week high of $324.90, according to Dividend.com data.Dividend.com Thanks to a powerful AI, hybrid cloud and quantum computing narrative, IBM is now: That combination
6 December 2025
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Broadcom (AVGO) Stock Outlook: AI Deals, VMware Cloud Wins and Wall Street Targets Ahead of December 11 Earnings

Broadcom (AVGO) Stock Outlook: AI Deals, VMware Cloud Wins and Wall Street Targets Ahead of December 11 Earnings

Broadcom Inc. (NASDAQ: AVGO) heads into its next earnings report as one of the market’s flagship artificial‑intelligence infrastructure plays, with its share price hovering just below record highs and expectations running very hot. As of the latest close, AVGO trades around $390 per share, up about 2.4% on the day and more than 7% over the past month, outpacing both the S&P 500 and the broader tech sector. Finviz Wall Street is crowding into the story; price targets are being raised almost daily, and new enterprise software wins are reinforcing Broadcom’s pivot from “just a chip vendor” to a full
6 December 2025
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Stock Market Today

Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

7 February 2026
New York, February 6, 2026, 21:06 EST — Market closed. Verizon Communications Inc shares fell 1.7% on Friday to $46.31, snapping a seven-day streak of gains and pulling back from a one-year high set a day earlier. (MarketWatch) The dip followed a sharp late-January run-up that pushed the stock back into the mid-$40s. Verizon has climbed about 16% since its January 29 close of $39.81, leaving little room for stumbles as traders position for the week ahead. (Investing.com) The latest wrinkle is a leadership change at Verizon’s consumer business, the latest sign of an overhaul under CEO Dan Schulman. Consumer
Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

7 February 2026
Cisco shares rose 3% to $84.82 Friday, nearing $85 ahead of fiscal Q2 results due Feb. 11. UBS maintained a Buy rating and $90 target, citing strong product order growth and data-center demand. Investors are watching AI-related spending and U.S. economic data that could affect rates. Peers Fortinet, CrowdStrike, and Palo Alto Networks also gained.
Coherent stock whiplash: COHR jumps after earnings drop — what to watch next week

Coherent stock whiplash: COHR jumps after earnings drop — what to watch next week

7 February 2026
Coherent Corp shares jumped 8.8% to $227.68 Friday, rebounding after a two-day slide following its quarterly results. The company reported December-quarter revenue of $1.69 billion and non-GAAP earnings of $1.29 a share, with datacenter and communications driving 72% of sales. Barclays, Stifel, and JPMorgan raised price targets to $235–$245. FMR LLC disclosed a 15% stake as of Dec. 31.
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