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Cloud Computing News 3 December 2025 - 6 December 2025

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, Inc. (NYSE: NET) heads into the weekend trading around $201 per share, after a turbulent week marked by another high‑profile outage, fresh insider selling, and a wave of bullish analyst coverage.Investing.com Despite the drama, the stock is still up more than 80% over the past 12 months, with a market capitalization of roughly $70 billion and a valuation near 35× trailing sales—one of the richest multiples in large‑cap software.TradingView+3StockAnalysis+3Morningstar+3 This piece walks through the very latest news as of December 6, 2025, Cloudflare’s financial trajectory, Wall Street’s forecasts, and the key risks long‑term investors are weighing. Cloudflare stock today:
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 (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings Broadcom Inc. (NASDAQ: AVGO) heads into its fiscal fourth‑quarter earnings report on Thursday, December 11, 2025, with its share price hovering near record territory and expectations for artificial intelligence (AI) revenue set sky‑high. As of Friday’s close, Broadcom stock traded around $390.24 per share, giving the company a market capitalization near $1.8 trillion and putting it among the most valuable chip and infrastructure software companies on the planet. Investing.com In the last month alone, AVGO has outpaced the broader tech sector,
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 (NYSE: ORCL) and Amazon (NASDAQ: AMZN) spent 2025 riding the same powerful wave — artificial intelligence and cloud computing — but their share prices and narratives diverged sharply. As investors look ahead to 2026, the “Oracle vs Amazon stock” question is really about choosing between a high-octane AI infrastructure surge (Oracle) and a diversified tech-and-retail powerhouse (Amazon). As of the close on December 5, 2025, Oracle trades around $216 per share, while Amazon changes hands near $230. Below is a deep dive into the latest news, forecasts, valuations and key catalysts driving both stocks — and what that might mean for different types
5 December 2025
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IREN Limited Stock on 5 December 2025: Capital Raise Jitters vs AI Cloud Breakthrough

IREN Limited Stock on 5 December 2025: Capital Raise Jitters vs AI Cloud Breakthrough

IREN Limited (NASDAQ: IREN) has quickly become one of the most closely watched names at the intersection of Bitcoin mining and AI infrastructure. As of 5 December 2025, the stock is trading around the mid‑$40s, down sharply from recent highs but still up several hundred percent over the past year. Simply Wall St+1 At the same time, fresh news about a multibillion‑dollar capital raise, a landmark $9.7 billion Microsoft AI cloud deal, and explosive revenue growth has split opinion on whether IREN stock is a buy, sell, or hold. Below is a structured look at the latest IREN stock news,
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 Corporation (NYSE: ORCL) is back in the spotlight on December 5, 2025, as its stock rebounds in pre‑market trading while Wall Street debates whether the company is a generational AI infrastructure winner or a highly leveraged credit risk. As of late morning on December 5, Oracle shares trade around $217 per share, modestly higher on the day and up roughly 3% from Wednesday’s close, giving the company a market value of about $610 billion.MarketBeat That move follows a 3.18% pre‑market jump earlier in the session, driven by renewed optimism around Oracle’s AI‑driven cloud strategy.AInvest The stakes are high: Oracle
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 stock today: price, performance and volatility Oracle Corporation (NYSE: ORCL) enters Friday, December 5, 2025 trading around $214 per share, after closing at $214.32 on Thursday, up about 3.2% on heavy volume as analysts lifted price targets and reiterated bullish ratings. MarketBeat Despite the recent rebound, the stock remains well below its 52‑week high of about $345.72, and above its low near $118.86, putting it roughly 40–45% below its peak while still far above 2024 levels. MarketBeat+1 Even after a steep sell‑off into late November, ORCL is still estimated to be around 25–30% higher year to date, reflecting the
5 December 2025
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AWS Down Today? What’s Really Behind the December 5, 2025 Internet Outage

AWS Down Today? What’s Really Behind the December 5, 2025 Internet Outage

On December 5, 2025, huge parts of the internet briefly broke for millions of users worldwide. Trading apps stalled, AI tools wouldn’t load, gaming platforms crashed, and social media feeds filled with screenshots of 500 errors and the familiar question: “Is AWS down today?” The short answer: No — Amazon Web Services (AWS) is not experiencing a new global outage today. The disruption is being driven by Cloudflare, a separate internet infrastructure provider that suffered its second major outage in less than a month. The Economic Times+3euronews+3TechRepublic+3 Below is a clear breakdown of what’s happening, why everyone keeps blaming AWS, and how to check the real
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

As of December 5, 2025, the global internet is once again grappling with reliability questions after a fresh Cloudflare disruption on top of recent outages at Amazon Web Services (AWS), Microsoft Azure and other core infrastructure providers. At the same time, AWS is rolling out a new Route 53 “Accelerated Recovery” feature and partnering with Google Cloud on a multicloud link designed to make it easier to ride out future failures. Amazon Web Services, Inc.+2Reuters+2 This combination of repeated outages and rapid engineering responses is reshaping the debate about whether the cloud can still be treated as “always on” —
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

Published: December 4, 2025 – This article is for informational purposes only and is not financial advice. Key Takeaways Microsoft Stock Price Today: Where MSFT Stands As of early afternoon on December 4, 2025, Microsoft Corporation (NASDAQ: MSFT) is trading at about $477.73 per share. That puts the company’s market capitalization around $3.85 trillion, with a trailing price‑to‑earnings ratio near 36.7 based on reported earnings per share of about $14.06. The stock is: In other words, Microsoft is still priced as a premier AI and cloud leader, but markets are no longer assuming a straight‑line march upward. Why Microsoft Stock
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

Updated: December 4, 2025 – Not investment advice; for information and education only. Oracle stock today: deep pullback after an AI-fueled surge Oracle Corporation (NYSE: ORCL) is back in the market spotlight as investors weigh a historic artificial-intelligence cloud backlog against one of the largest debt piles in big tech. This sets the stage for a crucial week: Oracle will report fiscal Q2 2026 earnings on December 10, 2025, after the market close, a catalyst that could either reinforce the bull case or deepen concerns about leverage and AI risk. investor.oracle.com The AI engine: record backlog and massive cloud commitments
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 is facing a fresh wave of scrutiny over the business reality of its AI push after reports that it quietly lowered internal sales growth targets for some newer AI products — even as the company publicly insists that its AI sales quotas have not been reduced. The Story So Far: Report Claims Microsoft Cut AI Sales Targets On 3–4 December 2025, The Information reported that multiple Microsoft divisions have reduced their growth targets for certain AI products after many sales teams missed aggressive goals in the fiscal year that ended in June 2025. The Information+1 According to Reuters’ summary
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

December 3, 2025 Snowflake Inc. (NYSE: SNOW) delivered another quarter of strong growth and a clean beat on Wall Street expectations on Wednesday, but the stock fell sharply in after‑hours trading as investors focused on a softer margin outlook and the cost of aggressive AI investment. At the same time, the AI Data Cloud company unveiled a trio of major partnerships with Anthropic, Amazon Web Services (AWS) and Accenture, all announced on December 3 and aimed squarely at consolidating Snowflake’s position at the center of enterprise AI. Accenture Newsroom+4Business Wire+4Benzinga+4 Q3 FY2026: Revenue and EPS Beat, Growth Still Near 30% Snowflake
3 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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