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Cloud Computing 11 November 2025 - 25 November 2025

Alibaba Earnings Today: AI Cloud Boom Lifts Revenue Above Estimates as Heavy Spending Hits Profit – 25 November 2025

Alibaba Earnings Today: AI Cloud Boom Lifts Revenue Above Estimates as Heavy Spending Hits Profit – 25 November 2025

Alibaba reported quarterly revenue of 247.8 billion yuan (US$34.8 billion), up 5% year over year and beating forecasts. Net income fell over 50% to 20.6 billion yuan as spending surged on AI and logistics. Cloud Intelligence Group revenue jumped 34% to 39.8 billion yuan, driven by strong demand for AI-powered services. Non-GAAP net income dropped 72% amid heavy investment.
25 November 2025
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IREN Stock Today (11/24/2025): Microsoft AI Cloud Deal Drives Double-Digit Rebound in High-Voltage Growth Name

IREN Stock Today (11/24/2025): Microsoft AI Cloud Deal Drives Double-Digit Rebound in High-Voltage Growth Name

IREN shares surged nearly 10% to around $46.35 in heavy trading Monday, rebounding after a steep drop from an early November high of $76.87. The stock remains down over 30% for the month but is still up more than 300% year-over-year. Volume topped 15.8 million shares by late morning. IREN operates 810 MW of data centers and remains a major Bitcoin miner.
24 November 2025
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Microsoft Stock Today (MSFT) – November 24, 2025: Anthropic’s $30 Billion Azure Deal, New AI Tie‑Ups and Fresh Analyst Targets

Microsoft Stock Today (MSFT) – November 24, 2025: Anthropic’s $30 Billion Azure Deal, New AI Tie‑Ups and Fresh Analyst Targets

Microsoft shares traded around $474 Monday, up slightly after weeks of declines since fiscal Q1 2026 results. The stock remains down over 12.8% from recent highs. Anthropic agreed to buy about $30 billion in Azure cloud capacity, deepening Microsoft’s AI partnership with Anthropic and Nvidia. Microsoft’s market value stands near $3.85 trillion.
24 November 2025
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CoreWeave, CRWV Stock Today – November 20, 2025: Nvidia-Fueled Spike, CDS Jitters and a Wild Ride for AI Cloud Investors

CoreWeave, CRWV Stock Today – November 20, 2025: Nvidia-Fueled Spike, CDS Jitters and a Wild Ride for AI Cloud Investors

CoreWeave shares opened above $82 on November 20, 2025, surged nearly 10% after Nvidia’s strong earnings, then reversed to close just under $70, down about 8% on heavy volume. Analyst notes flagged concerns over CoreWeave’s debt and a five-year default probability above 40%. The stock remains about 50% below its level a month ago.
20 November 2025
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Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

Nebius (NBIS) Stock Today, 20 November 2025: After‑Hours Surge Above $100 on AI Cloud Deals and Nvidia Boost

Nebius Group shares surged in after-hours trading on 20 November 2025, reaching $103.69, up about 9% from the previous close of $95.07. The move follows Nvidia’s strong quarterly results and renewed attention on Nebius’ AI contracts and products. Trading volume on 19 November topped 21.8 million shares. The stock remains volatile, with a 52-week range of $18.31 to $141.10.
20 November 2025
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Oracle Stock Today (ORCL), November 19, 2025: Cloud Wins, AI Debt Fears and New ETFs Drive a 2% Rebound

Oracle Stock Today (ORCL), November 19, 2025: Cloud Wins, AI Debt Fears and New ETFs Drive a 2% Rebound

Oracle shares closed at $225.53 on November 19, up 2.3% after weeks of steep losses, but remain over 30% below their 52-week high. The move followed the launch of a new AI-focused cloud region in Turin, Italy, and continued scrutiny of Oracle’s AI investments, rising debt, and fallout from its OpenAI partnership. Trading volume reached 18.6 million shares.
19 November 2025
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Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

AVGO Stock Today (Nov. 19, 2025): Broadcom Jumps on Quantum‑Safe Gen 8 Launch, Wi‑Fi 8 Deal and Cloud Partnership

Broadcom shares rose about 4% Wednesday, trading near $354 and pushing the company’s market value to roughly $1.6 trillion. The move followed the launch of its Brocade Gen 8 storage-networking lineup, billed as the first 128G Fibre Channel platforms for AI workloads, and came amid renewed momentum in AI chip stocks after Nvidia’s earnings. Trading volume topped 21 million shares, well above recent averages.
19 November 2025
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Palo Alto Networks to Acquire Chronosphere for $3.35B, Bringing AI‑Scale Observability to Cortex AgentiX

Palo Alto Networks to Acquire Chronosphere for $3.35B, Bringing AI‑Scale Observability to Cortex AgentiX

Palo Alto Networks said it will acquire Chronosphere for $3.35 billion in cash and equity, aiming to close the deal in the second half of fiscal 2026 pending regulatory approval. Chronosphere reported over $160 million in annual recurring revenue as of September 2025 and was named a Leader in the 2025 Gartner Magic Quadrant for Observability Platforms.
19 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle Stock (ORCL) Before the Bell — Nov. 19, 2025: Cloud Expansion in Italy, Fresh Analyst Calls, and What to Watch Today

Oracle opened a second public cloud region in Italy, partnering with Telecom Italia to expand AI and multicloud services. Oracle Health’s EHR v25 secured ONC Health IT Certification, meeting U.S. federal standards. ORCL traded near $221 premarket, slightly above Tuesday’s close. Baird cut its price target to $315, while Jefferies maintained a bullish $400 target.
19 November 2025
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Microsoft, Nvidia and Anthropic Strike $45 Billion AI Mega-Deal as Claude Commits $30 Billion to Microsoft Azure

Microsoft, Nvidia and Anthropic Strike $45 Billion AI Mega-Deal as Claude Commits $30 Billion to Microsoft Azure

Anthropic will buy $30 billion in cloud computing capacity from Microsoft Azure and receive up to $15 billion in new investment from Microsoft and Nvidia. The deal gives Anthropic access to 1 gigawatt of Nvidia-powered compute on Azure and brings its Claude AI models to Microsoft’s cloud. Anthropic’s Claude becomes the only major frontier AI model available on all three leading clouds. Amazon remains Anthropic’s primary cloud partner.
18 November 2025
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Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom (AVGO) Stock on November 18, 2025: Price Action, NEC Cloud Deal, Fidelity Lawsuit and What It All Means for Investors

Broadcom shares fell 1.5% to around $337 Tuesday amid a broader tech sell-off. The drop came as NEC expanded its VMware Cloud Foundation partnership with Broadcom and Fidelity Technology Group sued over potential software access loss. Analysts’ price targets remain above current levels, with most still rating the stock a buy.
18 November 2025
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Cloudflare (NET) Stock Soars to Record High on Earnings and AI Buzz – What’s Next for Investors?

Cloudflare Stock (NET) Falls After Global Outage Hits X and ChatGPT – Price and News for November 18, 2025

Cloudflare shares closed at $195.84 on Tuesday, down about 3% after a major outage disrupted X, ChatGPT, Spotify, and crypto platforms before services recovered. The stock has dropped roughly 15% in a week but remains up over 80% in 2025, with a market value near $71 billion. Trading volume topped 5.1 million shares, well above average.
18 November 2025
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Microsoft Azure Blocks Record 15.7 Tbps DDoS Attack as Kenyan Government Websites Recover and ‘EVALUSION’ Malware Campaign Emerges

Microsoft Azure Blocks Record 15.7 Tbps DDoS Attack as Kenyan Government Websites Recover and ‘EVALUSION’ Malware Campaign Emerges

Microsoft said its Azure cloud blocked a record 15.72 Tbps DDoS attack on October 24, driven by the Aisuru IoT botnet. Kenya restored government websites after extremist defacement on November 17. Researchers reported a new EVALUSION malware campaign using phishing to deploy Amatera Stealer and NetSupport RAT.
18 November 2025
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Dell Technologies (DELL) in Focus: AI Cloud Deal and Conflicting Analyst Calls – 17 Nov 2025

Dell Technologies (DELL) in Focus: AI Cloud Deal and Conflicting Analyst Calls – 17 Nov 2025

Dell shares swung sharply on November 17 after Morgan Stanley issued a rare double downgrade to Underweight and cut its price target to $110, citing higher memory costs. JPMorgan countered with a price target hike to $170 and added Dell to its “Positive Catalyst Watch.” Dell also announced a major AI cloud deal with HIVE Digital, aiming for over 6,000 new GPUs and $120 million in annual revenue by 2026.
17 November 2025
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Microsoft (MSFT) Stock Outlook (Nov 2025): AI-Powered Growth, Strong Earnings, and 2026 Forecast

Microsoft’s AI Superfactory Goes Live: What Fairwater, New Azure Deals and Baird’s $600 Target Mean for MSFT Stock Today (November 17, 2025)

Microsoft’s Fairwater AI datacenter network is now operational, linking Atlanta and Wisconsin sites with a dedicated high-speed optical backbone. Baird has initiated coverage of Microsoft with an Outperform rating and a $600 target, citing AI leadership. New Azure AI partnerships were announced today. A Microsoft-backed report warns AI is spreading faster than previous tech waves but unevenly.
17 November 2025
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NICE Ltd. (NICE) Stock Pops as Q3 2025 Earnings Showcase AI‑Driven Cloud Growth and Raised Revenue Guidance

NICE Ltd. (NICE) Stock Pops as Q3 2025 Earnings Showcase AI‑Driven Cloud Growth and Raised Revenue Guidance

NICE Ltd. reported Q3 2025 revenue of $732 million, up 6% and above analyst expectations, with cloud revenue rising 13% to $562.9 million. GAAP net income reached $144.9 million, up 20% from a year earlier. The company raised its full-year non-GAAP revenue outlook but trimmed EPS guidance. Shares rose 6–9% in pre-market trading after results.
13 November 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle Stock Today, November 13, 2025: ORCL Extends Slide as Wall Street Splits on Its AI Cloud Bet

Oracle shares traded near $227 on Thursday, down nearly 4% after a steep drop from September’s record high of $345. The stock has fallen in seven of the last ten sessions, losing about 17.5% amid concerns over thin AI cloud margins and mixed analyst views. Institutional activity is split, with some buying and others cutting stakes. Next earnings are due December 8.
13 November 2025
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Snowflake to Acquire Datometry: Hyper‑Q Aims to Supercharge SnowConvert AI With 4× Faster Migrations and 90% Cost Cuts — Nov 12, 2025

Snowflake to Acquire Datometry: Hyper‑Q Aims to Supercharge SnowConvert AI With 4× Faster Migrations and 90% Cost Cuts — Nov 12, 2025

Snowflake has agreed to acquire Datometry, the maker of the Hyper-Q virtualization platform, for undisclosed terms. Snowflake plans to integrate Hyper-Q into its SnowConvert AI migration suite, aiming to accelerate and lower the cost of moving data warehouses. The company claims Hyper-Q can speed Teradata migrations by up to four times and cut costs by as much as 90%.
12 November 2025
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Alphabet (GOOGL, GOOG) Today: Shares Hover Near $290 as Google Unveils €5.5B Germany Cloud Expansion — Nov 11, 2025

Alphabet (GOOGL, GOOG) Today: Shares Hover Near $290 as Google Unveils €5.5B Germany Cloud Expansion — Nov 11, 2025

Alphabet shares traded near $290 Tuesday after Google announced a €5.5 billion ($6.4B) investment to expand cloud and data-center capacity in Germany through 2029. The stock touched an intraday high of $291.69, just above its 52-week peak. German officials said the project will create about 9,000 jobs without state subsidies. South Korea delayed a decision on Google’s map data export request.
11 November 2025
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Stock Market Today

  • NVIDIA Shares Rise 2.3% Following Bank of America Price Target Increase
    May 13, 2026, 5:44 PM EDT. Shares of NVIDIA Corporation (NASDAQ:NVDA) rose 2.3% after Bank of America raised its price target from $300 to $320, maintaining a buy rating. The stock reached an intraday high of $227.84, closing at $225.83 on Wednesday with 148 million shares traded, slightly below the average volume. Other analysts also upgraded their targets, with Piper Sandler, Truist Financial, BNP Paribas Exane, Needham, and Tigress Financial all rating NVIDIA positively. Insider selling was notable, with directors Aarti S. Shah and Mark A. Stevens reducing their holdings. Insiders now own about 4.17% of NVIDIA's shares. The stock has an average rating of "Buy" and an average target price near $277 according to MarketBeat.com.

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Wall Street’s Tomorrow Test: Retail Sales, Fed Rate Risk and a Trump-Xi Trade Push

Wall Street’s Tomorrow Test: Retail Sales, Fed Rate Risk and a Trump-Xi Trade Push

13 May 2026
U.S. retail sales data for April is due Thursday at 8:30 a.m. EDT, offering a key signal on consumer spending after inflation jumped. The S&P 500 and Nasdaq closed at record highs Wednesday, led by tech shares, despite producer prices posting their biggest monthly gain in four years. Prediction markets show a near-unanimous expectation that the Federal Reserve will hold rates steady in June.
Mobileye Stock Jumps 14% as Robotaxi Plans Pull Investors Back In

Mobileye Stock Jumps 14% as Robotaxi Plans Pull Investors Back In

13 May 2026
Mobileye shares surged 14.1% to $10.53 on Nasdaq Wednesday after the company reported a 27% jump in first-quarter revenue and raised its 2026 outlook. The company authorized a $250 million share buyback. After-hours trading was flat. Mobileye cited strong EyeQ chip demand but warned of risks from China market uncertainty and a recent goodwill write-down.
Fermi Stock Faces A High-Stakes Q1 Test As Founder Fight Deepens

Fermi Stock Faces A High-Stakes Q1 Test As Founder Fight Deepens

13 May 2026
Toby Neugebauer and allied shareholders filed new proxy materials to press for board changes at Fermi Inc., despite the board’s claim that the May 29 special meeting has been canceled. The group plans to use separate proxy cards for the disputed May 29 vote and a shareholder-called meeting expected around June 30. Fermi’s board opposes Neugebauer’s push for control and a quick sale. First-quarter results are due Thursday.
Fervo Energy Stock Jumps 35% in Nasdaq Debut as AI Power Demand Pulls Geothermal Into Wall Street’s Spotlight

Fervo Energy Stock Jumps 35% in Nasdaq Debut as AI Power Demand Pulls Geothermal Into Wall Street’s Spotlight

13 May 2026
Fervo Energy shares closed at $36.54, 35% above the $27 IPO price, in their Nasdaq debut Wednesday, valuing the company at $10.36 billion. The Houston geothermal developer raised $1.89 billion by selling 70 million shares. Fervo reported 2025 revenue of $138,000 and a net loss of $57.8 million. The company holds $7.2 billion in potential contracted revenue but has yet to deliver commercial power.
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