Today: 1 March 2026
Subscribe
Browse Category

Cloud Computing 10 October 2025 - 28 October 2025

Hyperscale Data (GPUS) Skyrockets on Bitcoin Bonanza and AI Cloud Pivot – What’s Driving the Rally?

Hyperscale Data (GPUS) Skyrockets on Bitcoin Bonanza and AI Cloud Pivot – What’s Driving the Rally?

Hyperscale Data’s stock nearly doubled in two days, soaring about 28% to $0.64 by midday Tuesday after announcing a $68.8 million Bitcoin treasury and plans for an NVIDIA GPU cloud platform. The rally follows aggressive crypto purchases and a pivot to AI infrastructure. Despite the surge, GPUS remains down 90% from early 2025 levels after heavy share dilution. Analysts warn of execution risks and maintain a cautious outlook.
28 October 2025
···
Google Stock Soars: AI & Cloud Frenzy Fuels Record Rally – Is $300 Next?

Google Stock Soars: AI & Cloud Frenzy Fuels Record Rally – Is $300 Next?

Alphabet shares have surged about 30% in 2025, recently closing near $265 and pushing its market cap toward $3 trillion. Q3 earnings are due Oct. 29, with analysts expecting revenue near $100 billion and EPS of $2.27. Google’s ad and cloud businesses are both showing double-digit growth. Regulatory risks remain after a $3.45 billion EU fine and new UK oversight.
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

Hyperscale Data (NYSE American: GPUS) shares surged over 50% in late October, closing at $0.50 on Oct. 27 and rising to $0.66 after hours, though still down 90% year-to-date. The company reported a $68.8 million Bitcoin treasury—about half its market cap—and plans to double crypto holdings. Hyperscale regained NYSE compliance and cut $30 million in debt. Management reaffirmed 2025 revenue guidance at $125–$135 million.
28 October 2025
·····
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 Class A shares closed near $265 on Oct. 27, 2025, up about 30% year-to-date and approaching a $3 trillion market cap. Q3 earnings are due Oct. 29, with analysts expecting 13% revenue growth to $100 billion. Recent AI and cloud investments topped $24 billion, including a $15 billion data center in India. U.S. and EU regulators increased scrutiny, but a judge rejected calls to break up Google.
27 October 2025
···
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 shares closed at $307.46 on Oct. 24, 2025, up 7.9% after news of a quantum computing breakthrough and strong Q3 earnings. Revenue reached $16.33 billion, beating estimates, and management raised full-year guidance. The stock has gained nearly 30% in 2025, outpacing the market. Red Hat cloud growth slowed to 14% year-over-year, causing a brief dip after earnings.
25 October 2025
····
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

Microsoft shares closed near $520, up 25% year-to-date, with a market cap approaching $3.8 trillion. Azure cloud revenue jumped 39% last quarter, outpacing AWS and Google Cloud. Wall Street remains bullish, with 32 of 34 analysts rating MSFT a “Buy” and a 12-month price target near $620–630. Microsoft reports Q1 FY2026 results on Oct. 29, with analysts expecting continued double-digit growth.
24 October 2025
····
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 reported Q1 revenue up 12% year-over-year and a record $455 billion backlog in September, sending shares up nearly 40% to a brief high above $345. At its Oct. 16 event, Oracle raised 2030 revenue guidance to $166 billion and unveiled new AI partnerships and products. Safra Catz will step down as CEO, with cloud executives set to take over. The stock trades around $280, up 70% year-to-date.
23 October 2025
····
Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

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

Microsoft shares traded at $520–523 on Oct. 23, 2025, up about 25% year-to-date, with a market cap near $3.8 trillion. Fiscal 2025 revenue rose 15% to $281.7 billion, driven by Azure’s 34% growth. The company launched AI-powered Surface Copilot+ PCs and struck new cloud partnerships. EU regulators accepted Microsoft’s offer to unbundle Teams from Office to avoid fines.
23 October 2025
····
IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM Stock Soars on AI, Cloud and Quantum Momentum

IBM shares rose about 30% in 2025, closing at $287.57 on Oct. 22 before dropping 6.5% after hours following Q3 earnings. The company reported $16.33 billion in revenue, up 9% year-over-year, and adjusted EPS of $2.65, topping forecasts. AI and mainframe sales surged, with the IBM Z mainframe up 61%. IBM raised its full-year revenue outlook to over 5% growth.
23 October 2025
·····
SAP Stock Skyrockets on Cloud Boom – Analysts Eye New Highs?

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

SAP reported a 12% rise in Q3 profit as cloud revenue jumped 22% and backlog reached €18.8 billion. The company raised its 2025 outlook, citing disciplined cost control and strong demand. Shares closed at €236.85 on Oct 22, down 1.5% despite the results. SAP also announced new AI and cloud initiatives, including a partnership with OpenAI and plans to acquire SmartRecruiters.
22 October 2025
··
IBM Stock Soars 28%: AI & Cloud Breakthroughs Fuel Historic Rally

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

IBM shares closed at $281.28 on Oct. 17, up 1.9% and near a multi-year high, with a 28% year-to-date gain far ahead of the S&P 500. The company announced several AI and cloud deals in October, including partnerships with AMD, Anthropic, Oracle, and Bharti Airtel, and agreed to acquire Cognitus. Wall Street consensus is neutral, with most analysts targeting $280–$286. IBM pays a $6.72 dividend and trades at a forward P/E of about 45.
19 October 2025
···
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 secured a $300 billion, five-year cloud deal with OpenAI and a $65 billion partnership with Meta, swelling its cloud backlog. The company unveiled a cloud-based AI supercomputer with up to 800,000 NVIDIA GPUs and announced new AI chips and services. Oracle also launched a unified AI data platform and cross-cloud purchasing credits for AWS, Azure, Google, and Oracle Cloud.
17 October 2025
···
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 Group (NASDAQ: NBIS) stock soared over 350% year-to-date, fueled by a $17.4 billion AI infrastructure deal with Microsoft in September that triggered a one-day 44% jump. Shares cooled to $114 on Oct. 17, down 7% amid heavy profit-taking. The company raised $1.3 billion recently to fund a $3 billion expansion of its AI cloud capacity. Q2 revenue surged 625% to $105.1 million, but Nebius remains unprofitable.
17 October 2025
···
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?

Salesforce shares jumped nearly 4% to around $245 Friday after the company raised its 2030 revenue target above $60 billion, beating Wall Street estimates. Despite the rally, CRM remains down about 29% in 2025, lagging major peers and indexes. The new forecast excludes an $8 billion Informatica deal aimed at boosting AI capabilities. Investors remain split, with analyst targets ranging from $221 to $405.
17 October 2025
··
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 shares surged over 36% on September 10, 2025, after announcing $300 billion in new AI cloud contracts, including a major deal with OpenAI. The stock hit an all-time high near $345, then pulled back on margin concerns but remains up about 70–80% year-to-date. Fiscal Q1 revenue rose 12% to $14.93 billion, driven by 28% cloud growth. Oracle’s backlog soared to $455 billion, up 359% from a year earlier.
17 October 2025
···
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 launched new Workspace plans targeting Microsoft 365’s recent outages, including a “Business Continuity” package that runs alongside Microsoft apps and a migration bundle with Okta and JumpCloud. Google criticized Microsoft’s reliability and security, citing October’s major 365 outage. Microsoft shares dipped slightly after the announcement but remain up over 20% this year. Alphabet stock has surged 29% in 2025, briefly topping $3 trillion in value.
17 October 2025
····
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 shares traded near $304 on Oct. 16, 2025, up sharply year-to-date after securing major AI cloud contracts, including a reported $300 billion deal with OpenAI. Q1 FY2026 revenue rose 12% to $14.93 billion. CEO Safra Catz will step down, with Clay Magouyrk and Mike Sicilia named co-CEOs. Wall Street targets cluster in the low-to-mid $300s, though some analysts warn of high valuation risks.
16 October 2025
····
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

CoreWeave shares have tripled since its March 2025 IPO, recently trading in the mid-$130s and valuing the company at about $70 billion. In late September, CoreWeave signed a $14.2 billion AI cloud deal with Meta and expanded its OpenAI contract to $22.4 billion. This week, it agreed to acquire UK-based Monolith AI. Q2 revenue surged 207% year-on-year to $1.2 billion, but the company remains unprofitable.
10 October 2025
···
1 … 10 11 12 13 14
Go toTop