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Cloud Computing 29 October 2025 - 7 November 2025

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited reported record Q1 FY26 revenue of $240.3 million and net income of $384.6 million, driven by unrealized gains and a surge in Bitcoin mining. Shares swung sharply Friday after a $9.7 billion, five-year AI cloud contract with Microsoft was announced. Compass Point doubled its price target to $105. IREN’s AI cloud revenue remains small but management targets $3.4 billion ARR by end-2026.
7 November 2025
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Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta (NYSE: ZETA) closed Nov. 4, 2025 at $16.70, down 5.2%, with after-hours trading near $18.06. Q3 revenue rose 26% year-over-year to $337.4 million, with net cash from operations up 68%. The company raised its FY2025 revenue outlook to $1.273–1.276 billion. Analyst consensus rates ZETA a “Strong Buy,” with an average 12-month price target of $28.
4 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Forecast 2025: AI-Fueled Growth Amid Cloud Boom

Oracle shares trade near $258 as of early November 2025, up about 50% year-to-date after surging on major AI and cloud deals. The stock reached a 52-week high of $345.72 in mid-2025 before retreating. Oracle’s market cap stands near $750 billion. Remaining performance obligations soared to $455 billion in Q1 FY2026, up 359% year-over-year.
4 November 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Hits $4 Trillion Valuation – Cloud Boom, AI Bets, and What’s Next for MSFT Stock

Microsoft shares trade near $514, close to record highs, with a market cap around $3.8–4 trillion. Quarterly revenue hit $77.7 billion, up 18% year-over-year, as Azure cloud revenue surged nearly 40%. Microsoft announced a $135 billion OpenAI stake and $250 billion in new Azure commitments. Capital expenditures reached a record $34.9 billion, mostly for AI datacenters.
4 November 2025
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Amazon’s $2.5 Billion Cloud Outage: How an AI Glitch Broke the Internet – Again

Amazon’s $2.5 Billion Cloud Outage: How an AI Glitch Broke the Internet – Again

Amazon Web Services suffered a 16-hour outage in late October 2025, disrupting over 2,500 companies and major apps including Fortnite, Snapchat, and Coinbase. Amazon traced the incident to a bug in automated DNS management in its US-East-1 region, which triggered cascading failures. Engineers restored service after manual intervention. The outage caused an estimated $2.5 billion in global losses.
4 November 2025
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Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon Web Services and OpenAI signed a seven-year, $38 billion cloud deal, giving OpenAI immediate access to hundreds of thousands of NVIDIA chips on AWS. The agreement follows OpenAI’s move to diversify beyond Microsoft and is part of over $1 trillion in cloud and chip commitments. Amazon shares rose 4–5% on the news, adding nearly $140 billion to its market value. NVIDIA stock also climbed about 2%.
4 November 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s AI Power Play: GPT-5 Unveiled, $38B Cloud Deal, and a Global AI Shake-Up

OpenAI launched GPT-5 Pro, new video and voice tools, and a TikTok-style Sora app at its October DevDay. The company signed a $38 billion AWS deal, ending exclusive reliance on Microsoft Azure, and restructured its partnership with Microsoft, which retains a 27% stake. OpenAI announced a $450 billion supercomputing expansion and released AI economic blueprints for South Korea and Japan.
3 November 2025
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MongoDB’s CEO Shake-Up: 11-Year Veteran Departs as Cloudflare Exec Takes Charge Amid Stock Surge

MongoDB’s CEO Shake-Up: 11-Year Veteran Departs as Cloudflare Exec Takes Charge Amid Stock Surge

MongoDB named Chirantan “CJ” Desai as its next CEO, replacing Dev Ittycheria, who will step down in November 2025 after 11 years. Shares jumped about 9% in pre-market trading, nearing all-time highs, as the company raised its Q3 FY2026 outlook and analysts boosted price targets. Ittycheria will stay on as an advisor during the transition. Final Q3 results are due December 1, 2025.
3 November 2025
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AI Goldrush: IREN Stock Rockets 500% as Bitcoin Miner Morphs into AI Cloud Powerhouse

AI Goldrush: IREN Stock Rockets 500% as Bitcoin Miner Morphs into AI Cloud Powerhouse

IREN Limited shares surged nearly 500% over the past year, peaking at $74 in October before settling near $60 in November. The company doubled its GPU fleet and signed new AI cloud contracts covering 11,000 GPUs, driving a one-day 9% stock jump. IREN raised $875 million via convertible notes and benefited from Bitcoin’s rally above $120,000. Analysts remain bullish but warn of high valuation and overbought signals ahead of November 6 earnings.
2 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle Stock Skyrockets on AI Cloud Deals – Is a $1 Trillion Market Cap Next?

Oracle closed at $262.60 on Oct. 31, up about 70–75% year-to-date but 20% below its September record. Q1 FY2026 revenue rose 12% to $14.93 billion, with cloud sales up 28%. OpenAI agreed to spend $300 billion over five years on Oracle’s cloud, fueling a surge in backlog. Oracle’s market cap is near $800 billion, with cloud share at roughly 3%.
1 November 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Alphabet (Google) Stock Skyrockets on AI & Cloud Boom – Could $300 Be Next?

Alphabet shares traded near $275–280 on Oct 30–31, 2025, putting its market cap around $3 trillion and up 30% year-to-date. Q3 revenue reached $102.3 billion, net income rose 33% to $34.98 billion, and adjusted EPS beat forecasts at $3.10. Google Cloud revenue jumped 34% to $15.16 billion. The EU fined Google $3.45 billion for ad-tech monopoly, and antitrust probes continue in the U.S. and India.
31 October 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Skyrockets in AI Cloud Craze – 70% Rally & Bullish Targets

Oracle shares traded near $264 on Oct. 31, up about 2.9% intraday, after a volatile drop from a September high of $345. Fiscal Q1 2026 revenue rose 12% to $14.93 billion, with cloud revenue up 28% to $7.2 billion. Oracle signed four multi-billion-dollar AI cloud contracts in Q1 and reaffirmed strong guidance. The company was tapped to build OpenAI’s “Stargate” data center in Michigan and is part of the group acquiring TikTok’s U.S. business.
31 October 2025
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Amazon’s Stock Skyrockets: Q3 Beat, Cloud and AI Boom Fuel Rally

Amazon’s Stock Skyrockets: Q3 Beat, Cloud and AI Boom Fuel Rally

Amazon shares jumped about 10% in after-hours trading Oct. 30 after reporting Q3 revenue of $180.2 billion, beating estimates, and EPS of $1.95. AWS revenue rose 20% to $33 billion. The company agreed to a $2.5 billion FTC settlement in September and plans to cut around 14,000 corporate jobs. Amazon is hiring 250,000 seasonal workers for the holidays.
30 October 2025
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SAP Stock Skyrockets on Cloud Boom – Analysts Eye New Highs?

SAP Stock Soars on Cloud Surge — Can the Rally Continue?

SAP shares traded near $262 on Oct. 30, 2025, roughly flat for the year after a 75% surge over 12 months. Q3 revenue rose 7% to €9.08 billion, with cloud sales up 22% and backlog at a record €18.84 billion. SAP raised its 2025 profit outlook but expects cloud revenue at the low end of guidance. The stock swung sharply after earnings, closing between $259 and $279 during the week.
30 October 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Nears All-Time High on AI, Cloud Boom – Is $625 Next?

Microsoft shares traded near $541 on Oct. 30, close to a 52-week high, with a market cap over $4 trillion after strong Q1 FY2026 results. Revenue rose 18% to $77.7 billion, driven by 40% Azure growth; EPS beat forecasts. Microsoft signed a $17.4 billion GPU cloud deal and joined a $40 billion data center consortium to expand AI capacity. Analysts set 12-month price targets near $620–650.
30 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle Stock Soars on AI Cloud Mega-Deals, Edges Toward Trillion-Dollar Dream

Oracle shares traded near $278 on Oct. 29, 2025, up about 70–75% year-to-date after record highs and major AI-driven cloud deals. The company signed a $300 billion contract with OpenAI and a $20 billion pact with Meta, pushing its cloud backlog to $455 billion. Fiscal Q1 2026 revenue rose 12% to $14.93 billion. Analysts remain bullish, but some warn of risks tied to large AI customers.
29 October 2025
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Massive Microsoft Outage: Azure & 365 Crash, Teams, Xbox Down Worldwide

Massive Microsoft Outage: Azure & 365 Crash, Teams, Xbox Down Worldwide

A major outage hit Microsoft’s cloud services on Oct. 29, 2025, taking down Azure, Microsoft 365, and Xbox Live for users worldwide starting around 9 AM Pacific. Downdetector logged over 16,000 Azure complaints and 9,000 for Microsoft 365. Microsoft confirmed the disruption and began deploying fixes. Businesses and consumers lost access to key apps, with widespread impact across multiple continents.
29 October 2025
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Microsoft Azure “Cloud Crash” Leaves Thousands Stranded – Can MSFT Stock Weather the Storm?

Microsoft Azure “Cloud Crash” Leaves Thousands Stranded – Can MSFT Stock Weather the Storm?

Microsoft’s Azure and related services suffered a global outage on Oct. 29, 2025, disrupting access to Office 365, Xbox, and Minecraft. Downdetector logged up to 16,600 Azure and 9,000 Microsoft 365 outage reports. Microsoft confirmed the incident but has not disclosed a cause. MSFT stock dipped less than 1% to close near $537 ahead of Q1 FY2026 earnings.
29 October 2025
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