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Cloud Computing 2 December 2025 - 7 December 2025

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 rebuilt its Azure network backbone, now spanning over 60 AI regions and 500,000 miles of fiber, tripling WAN capacity to 18 Pbps since FY24. The new StandardV2 NAT Gateway, in public preview, offers zone-redundant outbound connectivity and up to 100 Gbps throughput. Azure also announced 400G ExpressRoute Direct ports for 2026 and a threefold faster VPN Gateway.
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 stock fell over 20% from its 52-week high after two major outages on November 18 and December 5 disrupted sites like X, LinkedIn, and Shopify. Shares traded near $200.95 on December 6, down from highs above $260, as DDoS attacks and operational risks drew new scrutiny. Underlying growth remains strong, but volatility and bearish sentiment persist.
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

Oracle shares closed at $217.58 Friday, up 1.5% and marking a fourth straight day of gains, but remain about 37% below their September high of $345.72. Trading volume topped 24 million shares, above the 50-day average. Fiscal Q2 2026 earnings are due December 10, with Wall Street expecting EPS between $1.50 and $1.63 and revenue near $16.2 billion.
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?

IBM closed at $307.94 on December 5, 2025, near its 52-week high and up about 40% for the year. New 13F filings show Dodge & Cox and SCS Capital Management sharply increased their IBM holdings. Erste Group upgraded IBM to Buy on December 5. Simply Wall St estimates the shares are 5–6% above their fair value.
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 shares closed at $390.24, up 2.4% on the day and 7.2% over the past month, outpacing the S&P 500 and tech sector. The company posted record Q3 revenue of $16 billion, with AI semiconductor sales jumping 63% year-over-year to $5.2 billion. Analysts maintain a consensus “Buy” rating, with price targets ranging from $210 to $472. Broadcom’s next earnings report is set for December 11, 2025.
6 December 2025
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Cloudflare (NET) Stock in December 2025: Outage Fallout, AI Ambitions and What the Latest Forecasts Say

Cloudflare (NET) Stock in December 2025: Outage Fallout, AI Ambitions and What the Latest Forecasts Say

Cloudflare shares traded near $201 Friday after a second major outage in three weeks disrupted major platforms for about 30 minutes on December 5. The company’s stock remains up over 80% year-on-year, with a market cap near $70 billion and a price-to-sales ratio around 35. Recent analyst upgrades and insider selling followed the outage.
6 December 2025
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Broadcom (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings

Broadcom (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings

Broadcom shares closed at $390.24 Friday, near record highs, ahead of its Q4 earnings report on December 11, 2025. The stock has surged about 65% year-to-date, fueled by AI chip demand and VMware cloud growth. In Q3, Broadcom reported $16 billion in revenue, up 22% year over year, with adjusted EPS of $1.69. Investors are watching whether Broadcom can sustain 30%+ AI growth amid high valuation multiples.
6 December 2025
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Oracle vs Amazon Stock: Which AI Cloud Giant Looks Better Positioned for 2026?

Oracle vs Amazon Stock: Which AI Cloud Giant Looks Better Positioned for 2026?

Oracle shares surged 87% year-to-date by September 2025, then dropped 30% before stabilizing near $216. Amazon gained 6.8% in 2025, lagging major indexes and trading around $230. Oracle trades at 45–50x earnings, seen as undervalued by some models, while Amazon’s P/E sits in the low-30s, also viewed as modestly undervalued. Oracle’s cloud revenue rose about 25% for the year, with infrastructure up nearly 50%.
5 December 2025
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Oracle (ORCL) Stock Today: AI Cloud Backlog, Debt Warnings and What to Expect from Dec. 10 Earnings

Oracle (ORCL) Stock Today: AI Cloud Backlog, Debt Warnings and What to Expect from Dec. 10 Earnings

Oracle shares rose to about $217 in late morning trading December 5, up 3% from Wednesday’s close and valuing the company near $610 billion. The move follows renewed optimism over Oracle’s AI-driven cloud strategy ahead of fiscal Q2 earnings on December 10. Analysts expect revenue growth of around 15% and adjusted EPS of $1.64. Oracle’s debt-to-equity stands at roughly 3.3×, with a current ratio near 0.62.
5 December 2025
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Oracle Stock on December 5, 2025: AI Cloud Boom, Default Fears and Earnings Countdown for ORCL

Oracle Stock on December 5, 2025: AI Cloud Boom, Default Fears and Earnings Countdown for ORCL

Oracle shares traded near $214 Friday, up 3.2% after analysts raised price targets, but remain about 40% below their 52-week high. The stock dropped 20–23% in November amid rising volatility and credit-default-swap spreads, with Oracle’s 5-year CDS hitting 128 basis points, its highest since the financial crisis. Investors cite concerns over Oracle’s $100 billion debt and aggressive AI infrastructure spending. Q2 FY26 earnings are due December 10.
5 December 2025
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AWS, Azure And Cloudflare Outages Expose A Growing Cloud Reliability Crisis — And Why DNS Resilience Is Now Center Stage

AWS, Azure And Cloudflare Outages Expose A Growing Cloud Reliability Crisis — And Why DNS Resilience Is Now Center Stage

Cloudflare reported a fresh outage on December 5, 2025, following recent disruptions at AWS and Microsoft Azure. An October AWS outage in its US-EAST-1 region lasted about 15 hours, affecting thousands of sites and costing U.S. firms up to $650 million. Microsoft Azure also faced major incidents in late October, including a data center cooling failure in Europe.
5 December 2025
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Microsoft (MSFT) Stock News Today, December 4, 2025: AI Sales Jitters, Cloud Strength and 2026 Price Targets

Microsoft (MSFT) Stock News Today, December 4, 2025: AI Sales Jitters, Cloud Strength and 2026 Price Targets

Microsoft shares fell about 2.5% to $477.73 on December 3 after reports said the company lowered growth targets for some AI software sales. Microsoft disputes the claims. The stock trades around 14% below its July 2025 high, with a market cap near $3.85 trillion. Q1 FY26 revenue rose 18% year-over-year to $77.7 billion.
4 December 2025
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Oracle Stock (ORCL) in December 2025: AI Cloud Supercycle Meets Debt Jitters Ahead of Q2 FY26 Earnings

Oracle Stock (ORCL) in December 2025: AI Cloud Supercycle Meets Debt Jitters Ahead of Q2 FY26 Earnings

Oracle shares closed at $207.73 on December 3, down roughly 35–40% from a September peak above $320 after an AI-driven rally. Fiscal Q1 2026 results showed $14.9 billion in revenue, with cloud revenue up 28% and remaining performance obligations surging to $455 billion. Oracle reports fiscal Q2 earnings on December 10.
4 December 2025
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Microsoft AI Sales Quotas Under Fire: What Azure AI Foundry’s Target Cut Reveals About the Enterprise AI Boom

Microsoft AI Sales Quotas Under Fire: What Azure AI Foundry’s Target Cut Reveals About the Enterprise AI Boom

Microsoft has lowered internal sales growth targets for some new AI products, including Azure AI Foundry and Copilot Studio, after sales teams missed aggressive goals in the fiscal year ending June 2025, according to The Information. More than 80% of one US Azure sales team failed to meet a 50% growth target, prompting Microsoft to cut this year’s goal to about 25%, The Verge reported. Microsoft publicly denies reducing AI sales quotas.
4 December 2025
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Snowflake Q3 FY2026 Earnings Beat: $1.21B Revenue, $200M Anthropic AI Deal and $2B AWS Milestone Can’t Stop SNOW Stock Slide

Snowflake Q3 FY2026 Earnings Beat: $1.21B Revenue, $200M Anthropic AI Deal and $2B AWS Milestone Can’t Stop SNOW Stock Slide

Snowflake reported Q3 revenue of $1.21 billion, up 29% and above estimates, with adjusted EPS of $0.35. Shares fell after hours as the company projected a drop in operating margin to 7% for Q4, citing increased AI investment. Snowflake also announced new partnerships with Anthropic, AWS, and Accenture. The company ended the quarter with $1.94 billion in cash.
3 December 2025
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Oracle Stock (ORCL) Today: AI Cloud Winner, Wells Fargo Upgrade and Long‑Term Forecasts to 2030

Oracle Stock (ORCL) Today: AI Cloud Winner, Wells Fargo Upgrade and Long‑Term Forecasts to 2030

Oracle shares traded near $204 on December 3 after a volatile month, down about 22% but still up 21% year to date. Wells Fargo initiated coverage at “Overweight,” citing Oracle’s $500 billion AI workload pipeline as a growth driver. Invesco boosted its stake by 42% in Q2, while other funds trimmed holdings. Analyst reports highlight both short-term pressure and long-term optimism tied to Oracle Cloud Infrastructure.
3 December 2025
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Deutsche Telekom AG Stock (DTE): Price on 2 December 2025, Dividend Outlook, AI Cloud Bets and Analyst Targets

Deutsche Telekom AG Stock (DTE): Price on 2 December 2025, Dividend Outlook, AI Cloud Bets and Analyst Targets

Deutsche Telekom shares traded near €27.60 on Xetra late morning 2 December 2025, down 0.2% and far below the March high of €35.91. The stock has dropped 17% over six months despite raised 2025 guidance and a planned dividend increase to €1.00 per share. Q3 net profit fell 18% to €2.43 billion, while revenue rose 3% organically.
2 December 2025
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Stock Market Today

  • Rithm Capital (RITM) Seen 30% Undervalued Amid Recent Share Price Dip
    May 13, 2026, 7:24 PM EDT. Rithm Capital (RITM) shares have dropped 9% over three months, trading at $9.70, presenting a potential buying opportunity. Market analysis suggests Rithm is approximately 30% undervalued with a fair value estimate of $13.94. The firm is diversifying beyond mortgage servicing into real estate equity, single-family rentals, and private capital, which could drive long-term revenue growth and reduce cyclical risks. However, risks include margin pressure from competitors and the impact of fluctuating interest rates and funding conditions on asset values. Investors are advised to carefully evaluate financials and market conditions before making decisions.

Latest articles

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

14 May 2026
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
Nebius Stock Soars After Sevenfold Revenue Jump, But $25 Billion AI Buildout Looms

Nebius Stock Soars After Sevenfold Revenue Jump, But $25 Billion AI Buildout Looms

14 May 2026
Nebius shares jumped 15.6% after first-quarter revenue surged 684% to $399 million. The AI cloud firm raised its 2026 capital spending plan to as much as $25 billion. CEO Arkady Volozh said demand for GPUs remains intense. Nebius also began building a large AI facility in Missouri and secured land and power for another in Pennsylvania.
Hewlett Packard Enterprise Stock Jumps as Activist Investors Circle Its AI Networking Pivot

Hewlett Packard Enterprise Stock Jumps as Activist Investors Circle Its AI Networking Pivot

14 May 2026
Hewlett Packard Enterprise shares jumped 6% Wednesday after Semafor reported new activist investors, including Irenic Capital, had taken stakes, joining Elliott Management. The stock closed at $32.07, giving HPE a market value of $43.5 billion on heavy volume. HPE is integrating Juniper and launching new private-cloud tools for AI workloads. The company’s next earnings call is set for June 1.
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