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Cloud Computing News 30 November 2025 - 3 December 2025

Oracle Stock (ORCL) on December 3, 2025: AI Cloud Powerhouse or Overleveraged Risk?

Oracle Stock (ORCL) on December 3, 2025: AI Cloud Powerhouse or Overleveraged Risk?

Oracle Corporation’s stock is back in the spotlight. As of December 3, 2025, ORCL trades around $204–205 per share, modestly higher on the day but still roughly 35–40% below its September record highs, after a sharp November sell‑off. Barron’s At the same time, Oracle is sitting on hundreds of billions of dollars in AI‑related cloud commitments, a massive backlog, and a wave of fresh analyst coverage ahead of its Q2 fiscal 2026 earnings release on December 10, 2025. 24/7 Wall St.+2Oracle Investor Relations+2 Here’s a complete rundown of the latest news, forecasts, and analysis as of December 3, 2025, and
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

As of December 3, 2025, Oracle Corporation (NYSE: ORCL) sits squarely in the middle of the AI‑infrastructure boom: its stock has pulled back sharply in recent weeks, yet Wall Street forecasts and fresh research notes still point to substantial upside driven by Oracle Cloud Infrastructure (OCI) and massive AI compute commitments. AlphaSense Oracle Stock Price Now and Recent Performance Oracle shares are trading around $204 per share in U.S. trading today, up modestly on the session. Despite the recent bounce, the stock has been volatile: That mix of short‑term pressure and long‑term strength is exactly what current analyst reports and
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 AG’s stock is treading water at the start of December 2025, even as the company leans hard into AI, fiber and 6G — and most analysts still see sizeable upside. As of late morning on 2 December 2025, Deutsche Telekom AG (Xetra: DTE, OTC: DTEGY) is trading around €27.6 on Xetra, slightly lower on the day and a long way off its 52‑week high near €35.9.Telekom+1 At this level the stock would need roughly 30% upside to revisit that high. Below is a deep dive into the latest price action, dividend and buyback plans, AI strategy, analyst forecasts
2 December 2025
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SAP SE Stock on December 2, 2025: Business ByDesign Exit, EU AI Cloud and Legal Risks – What Investors Need to Know

SAP SE Stock on December 2, 2025: Business ByDesign Exit, EU AI Cloud and Legal Risks – What Investors Need to Know

FRANKFURT/WALLDORF, Germany – December 2, 2025 SAP SE’s German-listed shares are edging higher today, but the backdrop for the DAX heavyweight is anything but quiet. A strategic retreat from its long-running midmarket product Business ByDesign, aggressive moves into sovereign AI cloud, and a growing stack of antitrust and trade‑secret cases are all converging just as analysts still project double‑digit earnings growth and meaningful upside for SAP stock. Below is a structured look at the latest news, forecasts and analyses relevant to SAP SE stock as of December 2, 2025. 1. How SAP SE Is Trading Today On Xetra, SAP SE
2 December 2025
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Amazon Stock After Hours Today: AWS re:Invent AI Deals, Google Multicloud Pact and Holiday Tailwinds Lift AMZN (Dec. 1, 2025)

Amazon Stock After Hours Today: AWS re:Invent AI Deals, Google Multicloud Pact and Holiday Tailwinds Lift AMZN (Dec. 1, 2025)

Updated December 1, 2025, 10:00 p.m. ET — Information only, not investment advice. Amazon stock (NASDAQ: AMZN) ended the first trading day of December modestly higher and held those gains after the bell as Wall Street digested a flood of cloud, AI and holiday‑shopping headlines tied to the opening of AWS re:Invent 2025 in Las Vegas. Below is a full rundown of where Amazon’s share price stands after hours, plus all the key news, forecasts and analyses published on December 1, 2025 that are shaping the AMZN story right now. Amazon stock price after the bell on December 1, 2025
1 December 2025
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CoreWeave Stock (CRWV) on December 1, 2025: AI Cloud Darling Caught Between Huge Backlog, Heavy Debt and New Nvidia Jitters

CoreWeave Stock (CRWV) on December 1, 2025: AI Cloud Darling Caught Between Huge Backlog, Heavy Debt and New Nvidia Jitters

CoreWeave, Inc. (NASDAQ: CRWV) has become one of the most closely watched artificial-intelligence (AI) infrastructure stocks of 2025. As of late morning on December 1, 2025, the stock trades around $73.35, giving the company a market capitalization of about $36.6 billion and leaving shares more than 60% below their 52‑week high of $187, but still well above the $40 IPO price from March. StockAnalysis+1 At the same time, CoreWeave reports explosive revenue growth, a revenue backlog of $55.6 billion, and multi‑billion‑dollar deals with OpenAI, Meta and Nvidia — yet it remains deeply unprofitable and heavily leveraged. Reuters+3investors.coreweave.com+3investors.coreweave.com+3 Here’s a detailed
1 December 2025
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Oracle Stock (ORCL) in December 2025: AI Backlog Jitters vs. $144 Billion Cloud Dream

Oracle Stock (ORCL) in December 2025: AI Backlog Jitters vs. $144 Billion Cloud Dream

Oracle Corporation’s stock is entering December 2025 at the center of one of Wall Street’s biggest debates: is ORCL an overleveraged AI bubble waiting to burst, or a temporarily bruised future trillion‑dollar cloud giant? As of December 1, 2025, Oracle stock trades around $202, down roughly 40% from its 52‑week high near $346 and about 28% over the past month, making it one of the worst-performing mega‑cap tech stocks in November.Simply Wall St+1 Yet analysts’ average 12‑month price target still implies over 60% upside, and a crucial earnings report hits on December 8.MarketBeat+1 Here’s a detailed, news‑driven look at Oracle
1 December 2025
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Snowflake (SNOW) Stock Price, AI Data Cloud News and Forecast Before the December 1, 2025 Market Open

Snowflake (SNOW) Stock Price, AI Data Cloud News and Forecast Before the December 1, 2025 Market Open

Published: November 30, 2025 As investors head into the first trading day of December, Snowflake Inc. (NYSE: SNOW) sits near the $250 mark after a powerful rebound in November, fresh AI partnership headlines, and a wave of analyst upgrades ahead of its Q3 fiscal 2026 earnings on December 3.Snowflake+2Nasdaq+2 Below is a detailed look at Snowflake’s latest stock price action, the key news from November 28–30, the fundamental backdrop, and what current forecasts are implying before the U.S. market opens on Monday, December 1, 2025. Snowflake stock price snapshot before the December 1 open Snowflake last traded at around $251
1 December 2025
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Oracle Stock Price Forecast 2026: Can AI and Cloud Growth Reignite ORCL After Its 2025 Sell‑Off?

Oracle Stock Price Forecast 2026: Can AI and Cloud Growth Reignite ORCL After Its 2025 Sell‑Off?

As 2026 approaches, Oracle Corporation (NYSE: ORCL) has become one of the most hotly debated names in the artificial intelligence and cloud infrastructure trade. After a huge run-up earlier in 2025 and a sharp correction later in the year, investors are asking a simple but loaded question: where could Oracle’s stock price be by 2026? This article pulls together the latest earnings, AI strategy news, Wall Street analyst targets, and quantitative models to map out a 2026 forecast range for Oracle stock — and the key factors that could push ORCL toward the bullish or bearish end of that range.
30 November 2025
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IREN Limited (NASDAQ: IREN) Pre‑Market Preview for December 1, 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Rising Risks?

IREN Limited (NASDAQ: IREN) Pre‑Market Preview for December 1, 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Rising Risks?

As U.S. markets prepare to reopen on Monday, December 1, 2025, IREN Limited — the Australian-born Bitcoin miner turned AI infrastructure “neocloud” — heads into the new week as one of the most closely watched tickers in tech and crypto. After an explosive year fueled by a $9.7 billion AI cloud contract with Microsoft and record quarterly results, the stock now sits in a volatile tug‑of‑war between aggressive growth expectations and mounting concerns over execution risk, customer concentration, and valuation.GlobeNewswire+2CoinDesk+2 Here’s a deep dive into where IREN stands before the December 1 open, and what the latest news, forecasts, and
30 November 2025
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Oracle Stock Outlook for December 1, 2025: Debt‑Fueled AI Bet, OpenAI Cloud Pact and a Deep Wall Street Divide

Oracle Stock Outlook for December 1, 2025: Debt‑Fueled AI Bet, OpenAI Cloud Pact and a Deep Wall Street Divide

AUSTIN, Texas — November 30, 2025 — As investors get ready for the first trading day of December, Oracle Corporation (NYSE: ORCL) heads into Monday’s open as one of the most hotly debated AI stocks on Wall Street. After Friday’s session on November 28, Oracle shares closed at $201.95, down about 1.5% on the day and roughly 42% below their early‑September record high near $346. At that level, Oracle is worth about $575 billion and trades at around 47 times trailing earnings, with a debt‑to‑equity ratio above 3x. MarketBeat+1 From November 28–30, news around Oracle has been dominated by three
30 November 2025
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Microsoft Stock Today: MSFT Holds Near $492 as EU Cloud Shift and AI Push Shape Investor Sentiment (November 30, 2025)

Microsoft Stock Today: MSFT Holds Near $492 as EU Cloud Shift and AI Push Shape Investor Sentiment (November 30, 2025)

Ticker: NASDAQ: MSFT – Date: November 30, 2025 Key Takeaways Microsoft Stock Today: Price, Returns and Valuation As of the latest market close on Friday, November 28, 2025, Microsoft Corporation (MSFT) ended the day at $492.01, up about 1.3% on the session. CoinCodex Over recent periods, performance looks like this: FinanceCharts+2MarketWatch+2 On valuation, real‑time data from TradingView and FinanceCharts put Microsoft at roughly: TradingView+1 Those numbers keep Microsoft firmly in the “premium multiple for a dominant franchise” bucket: it’s priced more like a structural AI utility than a traditional software vendor. From AI Hangover to Best Week Since May Microsoft
30 November 2025
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Stock Market Today

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

7 February 2026
Apple closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. The S&P 500 jumped 1.97% and the Nasdaq rose 2.18% as chipmakers rallied, while Amazon fell 5.6% on higher capex guidance. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13. Apple’s next dividend is $0.26 per share, payable Feb. 12.
Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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