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Cloud Computing 19 December 2025 - 31 December 2025

Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

Applied Digital said it plans to spin out its cloud computing business and combine it with Ekso Bionics to form ChronoScale, a new platform built around graphics processing units used to run artificial intelligence workloads. Applied Digital shares were up about 2.4% at $24.65 in morning trading. Applied Digital Corporation
Applied Digital stock slides after ChronoScale cloud spinout plan with Ekso; APLD traders eye Jan. 7 earnings

Applied Digital stock slides after ChronoScale cloud spinout plan with Ekso; APLD traders eye Jan. 7 earnings

Applied Digital shares fell 2.9% to $24.08 on Tuesday, retreating from early gains as investors weighed the company’s plan to spin out its cloud computing business into a proposed tie-up with Ekso Bionics. The Nasdaq-listed stock traded between $24.03 and $26.33, with about 25.5 million shares changing hands.
Ekso Bionics stock nearly doubles as Applied Digital cloud deal points to ChronoScale pivot

Ekso Bionics stock nearly doubles as Applied Digital cloud deal points to ChronoScale pivot

Ekso Bionics Holdings Inc shares nearly doubled on Tuesday, ending up about 94% at $10.58 after the company outlined a deal that would combine Applied Digital’s cloud computing business with the Nasdaq-listed EKSO. The stock was flat in after-hours trading after swinging between $7.80 and $12.70 during the session, giving the company a market value of roughly $36 million. Google
Cloud Computing Stocks Stock: Global X Cloud Computing ETF (CLOU) News, Forecasts, and the Setup Before Monday’s Open

Cloud Computing Stocks Stock: Global X Cloud Computing ETF (CLOU) News, Forecasts, and the Setup Before Monday’s Open

U.S. stock markets are shut for the weekend, and cloud computing stocks are heading into the final trading days of 2025 with a familiar mix of tailwinds and stress tests: accelerating AI-driven data-center investment, easing rate sensitivity, and recurring investor focus on cloud uptime and concentration risk.
Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

December 25, 2025 — U.S. markets are closed for Christmas, but investor focus hasn’t slowed. Cloud computing stocks are heading into 2026 at the center of two powerful, and sometimes conflicting, narratives: an AI-fueled infrastructure boom that’s reshaping corporate spending, and growing skepticism about whether today’s capital outlays will translate into tomorrow’s profits. Investors
Palo Alto Networks (PANW) Stock News Today: Google Cloud’s Near-$10 Billion Deal, AI-Security Momentum, and Analyst Forecasts (Dec. 22, 2025)

Palo Alto Networks (PANW) Stock News Today: Google Cloud’s Near-$10 Billion Deal, AI-Security Momentum, and Analyst Forecasts (Dec. 22, 2025)

Palo Alto Networks, Inc. is back in the spotlight on December 22, 2025, as investors digest a wave of fresh coverage and analysis tied to the company’s expanding role in AI-era cybersecurity—and a landmark cloud partnership that could reshape its growth narrative into 2026.
Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

December 22, 2025 — Microsoft Corp. enters the holiday-shortened final stretch of 2025 with investors focused on one big question: can the company turn its massive AI buildout into accelerating, measurable returns fast enough to justify the spending curve and premium valuation?
Palo Alto Networks (PANW) Stock Week Ahead: Google Cloud’s ‘$10B’ Partnership, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

Palo Alto Networks (PANW) Stock Week Ahead: Google Cloud’s ‘$10B’ Partnership, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

As the holiday-shortened week begins, Palo Alto Networks, Inc. heads into the December 22–26 trading window with investors focused on two big narratives: a newly expanded Google Cloud partnership and Palo Alto’s accelerating AI-era platform strategy—including major acquisitions slated for fiscal 2026. Reuters+1
Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

December 20, 2025 — Cloud computing stocks are ending the year with a familiar tailwind—surging demand for AI compute—but also with a sharper split between “scale winners” and “balance-sheet stress tests.” In the last 48 hours alone, the market’s cloud narrative has been shaped by a record pace of data-center dealmaking, new mega-contract momentum in cloud security, and a fresh reminder that financing is becoming a defining competitive advantage for 2026. Reuters+2Reuters+2
Alphabet Class C Stock (GOOG) News on 20.12.2025: Cloud’s $10B Palo Alto Deal, AI Chip Push, and Wall Street Forecasts

Alphabet Class C Stock (GOOG) News on 20.12.2025: Cloud’s $10B Palo Alto Deal, AI Chip Push, and Wall Street Forecasts

Dec. 20, 2025 — Alphabet Inc.’s Class C shares head into the weekend with investors focused on a concentrated set of catalysts: a blockbuster Google Cloud cybersecurity partnership, a renewed push to make Google’s in-house AI chips more attractive to enterprise customers, and a steady drumbeat of analyst price-target updates. With U.S. markets closed Saturday, the most recent regular-session reference point is Friday’s close: GOOG ended Dec. 19 at $308.61, up 1.60% on the day, after trading between roughly $302 and $309 with above-typical volume. Investing.com
20 December 2025
Palo Alto Networks (PANW) Stock After Hours on Dec. 19, 2025: Google Cloud’s Multibillion-Dollar Deal, CyberArk Regulatory Update, and What to Watch Before the Next Market Open

Palo Alto Networks (PANW) Stock After Hours on Dec. 19, 2025: Google Cloud’s Multibillion-Dollar Deal, CyberArk Regulatory Update, and What to Watch Before the Next Market Open

Palo Alto Networks, Inc. finished the regular session on Friday, December 19, 2025 at $186.88, up 0.54% on the day, and was trading modestly higher in the extended session at about $187.51 as of 7:59 p.m. ET. Volume was elevated at roughly 18.74 million shares, a notable pickup compared with recent sessions. StockAnalysis
Palo Alto Networks Stock (PANW) in Focus: Google Cloud Deal “Approaching $10 Billion,” Analyst Targets, and What Comes Next (Dec. 19, 2025)

Palo Alto Networks Stock (PANW) in Focus: Google Cloud Deal “Approaching $10 Billion,” Analyst Targets, and What Comes Next (Dec. 19, 2025)

Palo Alto Networks, Inc. stock is in the spotlight on Friday, December 19, 2025, after the cybersecurity leader and Google Cloud announced a major expansion of their partnership aimed at securing enterprise AI workloads—an area that boards and CISOs increasingly view as a “must-solve” risk. A source familiar with the agreement told Reuters the multiyear commitment is “approaching $10 billion,” making it the largest security-services deal Google Cloud has struck to date, though executives declined to confirm the exact figure publicly. Reuters
AI Stocks Today (Dec. 19, 2025, 1:17 p.m. ET): Nvidia’s China Chip Review, Micron’s AI Memory Boom, and Big Cloud Deals Lift the Sector

AI Stocks Today (Dec. 19, 2025, 1:17 p.m. ET): Nvidia’s China Chip Review, Micron’s AI Memory Boom, and Big Cloud Deals Lift the Sector

As of 1:17 p.m. ET on Friday, December 19, 2025, the “AI trade” is back in the driver’s seat on Wall Street—at least for today—after a choppy stretch where investors questioned whether Big Tech’s spending binge can translate into durable profits. By early afternoon, U.S. stocks were higher, led by AI-heavy tech and semiconductors, with Nvidia and Broadcom among the day’s notable gainers, and Oracle jumping on TikTok-related headlines. AP News+1
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