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Cloud Computing News 7 October 2025 - 28 October 2025

Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Bitcoin Bonanza and AI Cloud Pivot Send Hyperscale Data (GPUS) Soaring

Company Background: Pivoting from Conglomerate to AI & Crypto Pure-Play Hyperscale Data, Inc. is in the midst of a dramatic transformation. Formerly known as Ault Alliance, Inc. (and prior to that, BitNile Holdings), the company has roots in cryptocurrency mining and diversified holdings datacenterdynamics.com datacenterdynamics.com. In September 2024 it rebranded as Hyperscale Data (ticker: GPUS) to reflect a new focus on high-performance data centers for artificial intelligence alongside Bitcoin mining datacenterdynamics.com datacenterdynamics.com. Through its subsidiary Sentinum, Inc., Hyperscale owns a flagship 28 megawatt data center in Dowagiac, Michigan – a 617,000 sq ft campus acquired in 2022 that can scale
28 October 2025
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Google Stock Surges on AI Frenzy, Olympic Cloud Deal and Big Deals – Can It Hit $300 Next?

Alphabet Stock Skyrockets to New Highs – AI and Cloud Frenzy Nears $3 Trillion

Alphabet Inc.’s stock has been on a tear through October. Monday’s close near $265 (Oct. 27, 2025) means shares are flirting with record territoryts2.tech. This follows an intraday high above $257 on Oct. 20ts2.tech, which briefly put Alphabet’s market cap into the elite $3 trillion rangets2.tech. Year-to-date Alphabet is up about 30%, far outpacing the S&P 500 (≈+12%)ts2.techts2.tech. As one market commentator put it, “It’s been a standout run for Alphabet,” driven by excitement around its AI projects and a revival in online advertisingts2.tech. Several factors have fueled the rally. First, Alphabet’s earnings and revenue have rebounded. In Q2 (July–Sept), Google’s
27 October 2025
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IBM Stock Soars on AI, Quantum, and Cloud Hype – Is the Rally Sustainable?

IBM Stock Soars on AI, Quantum, and Cloud Hype – Is the Rally Sustainable?

IBM Stock’s Recent Performance IBM’s stock chart in late 2025 shows a sharp uptrend. After trading in the mid-$200s all summer, shares burst above $280 in mid-October, briefly topping $296 on record volume before pulling back. The Oct. 22 earnings release caused a momentary dip, but by Oct. 24 the stock closed at $307.46 investing.com. This surge puts IBM near the top of its 52-week range (low $203 to high $310 investing.com) and makes it one of the year’s best performers in the Dow Industrials. As one market commentator noted, IBM has become “a quiet way to play AI and
25 October 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Cloud and AI Drive Momentum Microsoft’s Azure cloud has been the standout. In FY2025 Azure revenue surpassed $75B, growing ~34% ts2.tech ts2.tech. Analysts note Azure continues to accelerate: in Q4 it was up ~39%, handily beating AWS and Google Cloud ts2.tech. That dominance is a key reason for the stock’s rally. As TechStock² (TS2.Tech) reports, Wall Street “still sees $600–$650 [over 12 months]” for MSFT ts2.tech. Indeed, banks like UBS and Bank of America recently reiterated Buy ratings and raised targets to ~$650 and $640, respectively insidermonkey.com ts2.tech. UBS “highlighted accelerating Azure growth trends” in its $650 target insidermonkey.com, and
24 October 2025
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Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Skyrockets on $300B AI Cloud Deal — Wall Street Eyes $400 Upside

Oracle’s recent moves – mega cloud contracts, ambitious AI plans, and heavy capex – have re-ignited its growth story, but they also raise big questions. The company is counting on a boom in AI demand (from OpenAI and others) to fuel revenue growth and justify its high valuationts2.techts2.tech. In the short term, technical traders point to support around the high-$270s and resistance near $300. Option-market indicators even suggest ORCL could revisit ~$354 by year-end (an ~18% rise) if the bull case prevailswebull.com. Conversely, a failure to deliver on its promises could send ORCL back toward the $270s or lowerwebull.com. In
23 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft Stock Soars on AI and Cloud Buzz – Will $520 Rally Hit $600?

Stock Performance and Market Snapshot MSFT stock has hit fresh highs amid the AI and cloud craze. On Oct. 23, 2025 it was trading around $521–523stocktitan.net, up over 0.5% on the day. Year-to-date, Microsoft is up roughly 25%nasdaq.com (compare to mid-single-digit gains for many peers). Its market cap is now about $3.8 trillionstocktitan.net, making it the second-largest U.S. company. Analysts note the stock’s price-to-earnings (forward) is near 28×ts2.tech, which is high but justified by double-digit earnings growth forecasts and a growing dividend. MSFT’s recent price strength reflects broad fundamentals. A TS2.tech analysis observes “Microsoft is firing on multiple cylinders” with broad-based gains
23 October 2025
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IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM’s headquarters in Armonk, N.Y., is at the center of the company’s growing focus on AI and cloud computing. In late October 2025, the stock was trading in the high $200s (about $287/share on Oct. 22) after strong third‑quarter results. The 2025 rally (up ~30% YTD) reflects renewed investor enthusiasm under CEO Arvind Krishna’s strategy, but the after‑hours selloff shows that even good news can trigger profit‑taking. In its Oct. 22 earnings release (Q3 FY2025), IBM reported revenue of $16.33 billion, up 9% from a year earlier. Adjusted net income was $2.5 billion, or $2.65 per share, ahead of Wall Street targets. All
23 October 2025
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SAP Stock Skyrockets on Cloud Boom – Analysts Eye New Highs?

SAP’s Cloud Boom Can’t Save Its Stock – DAX Teeters as Tesla Shocks Investors

SAP’s Strong Results Come With Cloud Caution SAP surprised markets with solid Q3 earnings – revenue rose 7% (11% in constant currency) to €9.1 billion, and operating profit climbed 12% to €2.48 billionfaz.net. Net income jumped to €2.05 billion, up from €1.44 billion a year agofaz.net. The company’s fast-growing cloud business drove the gains: cloud revenue leapt 22% year-on-year (27% at constant currency), now accounting for over half of salests2.tech. CEO Christian Klein hailed “strong cloud revenue growth”, pointing to a record €18+ billion cloud backlog fueling future salests2.tech. Despite the robust results, SAP’s tone turned more cautious due to macroeconomic headwinds. Management noted that while
23 October 2025
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SAP Stock Skyrockets on Cloud Boom – Analysts Eye New Highs?

SAP Stock Skyrockets on Cloud Boom – Analysts Eye New Highs?

SAP’s in-depth report shows the company gaining market share in enterprise software. The Q3 2025 earnings release (Oct 22) highlighted broad growth across cloud segmentsnews.sap.com. Total revenue rose 7% (11% cc), and IFRS operating profit was up 12%news.sap.comreuters.com. By segment, the cloud ERP suite grew 31% (cc) – a sign customers are migrating to SAP’s newer cloud products. (SAP’s legacy software licenses continued to decline, a known trend as customers shift to subscriptions.) Management was upbeat. In a press release, Klein said “we are gaining market share as our customers are adopting solutions across the entire Business Suite,” including AI
22 October 2025
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IBM Stock Soars 28%: AI & Cloud Breakthroughs Fuel Historic Rally

IBM Stock Soars 28%: AI & Cloud Breakthroughs Fuel Historic Rally

Stock Performance & Recent Moves IBM’s stock has been on a tear in fall 2025. After bottoming near $210 last August, it has rallied into the high $270s–$280s. For example, it closed around $279 on Oct. 13, just shy of its late-September peak (~$296) ts2.tech. This roughly 28% YTD gain greatly outstrips the S&P 500’s YTD rise ts2.tech. In mid-October the stock pushed higher on news flow: after closing around $276 on Oct. 13, it closed $281.28 (+1.9%) on Oct. 17 stockanalysis.com. Trading volume has ticked up with the rally, as investors cheer IBM’s tech pivot. Investors credit IBM’s recent
19 October 2025
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Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle’s AI Cloud Blitz: $300B OpenAI Deal, Meta Pact, and Supercomputer Unveiled

Oracle’s Historic AI Cloud Deals Fuel Ambitions Oracle has seized center stage in the artificial intelligence race by securing eye-popping cloud contracts to host and train the world’s most advanced AI models. In a move that stunned the tech industry, OpenAI – creator of ChatGPT – agreed to spend a reported $300 billion on Oracle Cloud over five yearsreuters.com. If fully realized, it ranks as one of the largest cloud deals ever and instantly turbocharges Oracle’s cloud business. This year Oracle also inked a major partnership with Meta Platforms, which committed roughly $65 billion for Oracle’s cloud services as Meta expands its
17 October 2025
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Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Nebius Group (NBIS) Skyrockets 350% on AI Deal, Then Stumbles – What’s Next for This Cloud Newcomer?

Nebius Stock’s Wild 2025 Ride – From $14 to $130+ 🚀 Nebius Group’s logo on display – the AI cloud upstart has seen its stock skyrocket in 2025 amid major deals. Few stocks captured the AI frenzy of 2025 like Nebius Group. This Amsterdam-headquartered cloud upstart – born from the breakup of Russia’s Yandex – has seen its Nasdaq-listed shares soar by triple digits. Year-to-date, NBIS has climbed roughly +350%, far outpacing broader tech indicests2.tech. The stock hit an all-time high around $132-$135 in early October, a stunning jump from just ~$14 a year agots2.tech. As one analysis noted, Nebius’
17 October 2025
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Salesforce (CRM) Stock Soars on $60B AI Bet – Can the Cloud Giant’s Rally Last?

Salesforce (CRM) Stock Soars on $60B AI Bet – Can the Cloud Giant’s Rally Last?

Bumpy Ride for CRM Stock in 2025 Salesforce’s stock (NYSE: CRM) has been on a rollercoaster in recent weeks. After a steep September sell-off – when cautious guidance sent shares to multi-month lows around $235ts2.tech – the stock found a footing in the mid-$230s. Heading into mid-October, CRM began to stabilize. On October 16, shares surged about 4% after Salesforce issued a surprisingly strong long-term forecast, lifting the stock to roughly $246 by Thursday’s closereuters.com. That rebound comes as a relief to investors: even after the pop, CRM remains down roughly 27–29% year-to-datereuters.com, a stark contrast to major indexes. In
17 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Bet Sends Stock Soaring – Trillion-Dollar Dreams Awaken

Oracle Stock Update: Riding High on AI Frenzy Oracle headquarters building. Oracle’s stock has been a standout performer in 2025 amid a frenzy for AI-related cloud services. Oracle’s stock price is hovering near $304 per share as of October 17, 2025, after a year of extraordinary gains driven by optimism around the company’s foray into artificial intelligence cloud servicests2.tech. It closed at $303.98 on October 16ts2.tech, essentially flat on the day, capping off a volatile few weeks. Just last month, Oracle shares touched a record intraday high of about $345.69 (on Sept. 10) following announcements of unprecedented AI cloud dealsts2.tech.
17 October 2025
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Google Pounces on Microsoft 365 Outages With Bold ‘Backup Plan’ to Lure Businesses

Google Pounces on Microsoft 365 Outages With Bold ‘Backup Plan’ to Lure Businesses

Google Offers a Lifeline as Microsoft Stumbles Google’s announcement comes at an opportune moment. In recent months, Microsoft 365 has suffered a string of outages and technical glitches that have frustrated corporate customers channelnews.com.au. Just last week on October 8, an authentication issue knocked out Exchange Online email access for many users, one of several incidents that have hit Microsoft’s cloud services this year. Such disruptions “underscore the dependence on Microsoft’s cloud – and the chaos when it hiccups,” as one report put it ts2.tech. Sensing an opening, Google is seizing the narrative: downtime isn’t an occasional blip but an
17 October 2025
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Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Today As of Oct. 16, Oracle (NYSE: ORCL) is trading near $304 per share. Investing.com data show ORCL closed at $303.98 on Oct. 16 (up 0.12% for the day)investing.com. This comes after a volatile week: the stock hit an all-time intraday high (~$345.69) on Sept. 10ts2.tech following the AI cloud deal announcements, then pulled back 15–20% by early October on profit-taking and margin concernsts2.techts2.tech. Overall, ORCL is up roughly 70% year-to-date, far outperforming the broader tech sector and even leaving Microsoft and Alphabet in the dustts2.tech. Even mid-month blips (like a 6% drop in early October after a
16 October 2025
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Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Stock Price & Recent Performance Microsoft’s stock price reached a record high of about $555.45 on July 31, 2025 tradingview.com. Since then it has pulled back modestly, closing around $510.96 on Oct 10, 2025 stockanalysis.com. Over the last week MSFT dipped ≈–1.2%, though it remains +23.1% higher than a year ago tradingview.com. (In extended trading on Oct 13, the stock was up sharply, reflecting early optimism, trading near $518.4 stockanalysis.com.) MarketBeat notes the average 12-month target is about $618 marketbeat.com (21% above current levels), while some analysts’ top targets approach $650–$700 marketbeat.com. Trading metrics remain high: market cap ~$3.8 trillion tradingview.com,
13 October 2025
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CoreWeave’s AI Cloud Goldrush: CRWV Stock Skyrockets on Mega-Deals & Bold Moves

CoreWeave’s AI Cloud Goldrush: CRWV Stock Skyrockets on Mega-Deals & Bold Moves

Latest News: Mega-Deals and New Moves in October 2025 Early October has brought a flurry of headlines for CoreWeave. On October 6, 2025, the company announced it will acquire Monolith AI, a London-based startup specializing in AI-driven engineering and simulation software Njbiz. The deal (terms undisclosed) combines Monolith’s machine-learning tools for physics and engineering problems with CoreWeave’s AI cloud, creating a full-stack platform for industrial firms. CoreWeave’s Chief Strategy Officer Brian Venturo said the goal is to help manufacturers “use [AI] to solve intractable physics and engineering problems” and speed up product design – areas where Monolith’s tech has already helped
10 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s AI Cloud Gamble Drives Soaring Stock – Can ORCL Join the Trillion-Dollar Club?

Stock Performance: Skyrocketing on AI Hype Oracle’s share price has been on a tear in 2025, handily beating the broader market and most tech peers. Riding a wave of AI optimism, ORCL is up roughly 70% year-to-date (as of early October)ts2.tech. This surge far outpaces the ~16–25% gains of the average tech sector – and even leaves cloud heavyweights like Microsoft (+25% YTD), Alphabet (+32%), and Amazon (flat) in the dustfinviz.com. The rally culminated in a stunning spike on September 10, 2025, when Oracle’s stock exploded by over 36% in a single sessionreuters.com. Shares hit an intraday high around $345.69 – an
7 October 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM’s Big Blue Comeback: How AI and Cloud Bets Sent IBM Soaring in 2025

Stock Performance: Riding High After Years in the Doldrums IBM’s stock has enjoyed a remarkable resurgence in 2024–2025, after spending much of the prior decade languishing. The share price sits near a 52-week high (around $296) with no major pullback so far this year. In late September, IBM briefly hit an intraday peak close to $296 when news of a quantum computing breakthrough (with HSBC) sparked a one-day 5% rallyts2.tech. As of the first week of October, IBM trades just a few percent shy of that high, reflecting sustained optimism. This rally marks a dramatic turnaround. Year-to-date, IBM is up
7 October 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.02.2026

8 February 2026
LIVEMarkets rolling coverageStarted: February 8, 2026, 12:00 AM ESTUpdated: February 8, 2026, 12:51 AM EST Australian Shares Set for Volatile Earnings Season Amid Market Sensitivity February 8, 2026, 12:49 AM EST. **Australian stock markets** face heightened volatility as earnings season kicks off with little room for error. Analysts warn that even a **1% earnings miss** could trigger sharp price swings, stripping away previous insulation from market shocks. This turbulence reflects the removal of 'shock absorbers' in share prices, signaling an unpredictable three weeks ahead for investors. Anthony Macdonald, business journalist and Chanticleer columnist, forecasts significant fluctuations likely exceeding historical norms.
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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