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Cloud Computing News 25 November 2025 - 29 November 2025

CoreWeave Stock (CRWV) on November 29, 2025: Insider Selling, Debt Fears and AI Cloud Growth Collide

CoreWeave Stock (CRWV) on November 29, 2025: Insider Selling, Debt Fears and AI Cloud Growth Collide

Updated: November 29, 2025 CoreWeave, Inc. (NASDAQ: CRWV), the Nvidia‑backed AI cloud specialist, remains one of the most volatile names in the artificial intelligence trade. After a euphoric run that sent the stock above $180 earlier this year, shares are now trading in the low‑$70s, even as the company posts triple‑digit revenue growth and announces huge multi‑year cloud deals. Investing.com+2Finviz+2 On November 29, 2025, the CoreWeave story is being driven by three big themes: a cluster of insider transactions, mounting concerns over leverage and capital intensity, and a still‑impressive — but increasingly controversial — AI growth narrative. CoreWeave stock price
29 November 2025
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Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Updated November 28, 2025 Oracle is racing to reinvent itself as an AI infrastructure giant, signing massive cloud deals with OpenAI and Meta, unveiling new AI databases and superclusters, and restructuring its workforce—all while facing mounting debt and fresh security and legal risks. Oracle’s reinvention: from database giant to AI infrastructure heavyweight Oracle Corporation, long known as the company behind the relational database, is in the middle of its most aggressive transformation in decades. In 2025 the company has: The result is a company trying to vault from “traditional enterprise software vendor” into the front rank of AI infrastructure builders—alongside
28 November 2025
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Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Updated: November 28, 2025 Microsoft is reshaping itself around AI and cloud in 2025, with record financial results, a revamped OpenAI partnership, a multibillion‑dollar Anthropic alliance, an AI “superfactory,” and big moves in Xbox gaming and regulators’ courts. A pivotal year for Microsoft Microsoft has spent years talking about being an “AI-first” company. In 2025, that slogan finally looks literal. The company is posting record cloud and AI-driven financials, renegotiating its blockbuster OpenAI deal, striking a huge new alliance with Anthropic and Nvidia, building an AI “superfactory” spanning U.S. states, and pushing agentic AI from the data center all the
28 November 2025
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Microsoft Stock Today (MSFT): Near $485 as AI and Cloud Drive $3.6 Trillion Value

Microsoft Stock Today (MSFT): Near $485 as AI and Cloud Drive $3.6 Trillion Value

Microsoft Corporation (NASDAQ: MSFT) is trading around record territory again on Friday, November 28, 2025, with the stock hovering near $485.50 per share and supporting an estimated market capitalization of about $3.6 trillion. StockAnalysis+1 Despite a choppy November for technology shares overall, Microsoft remains one of the market’s core AI and cloud bellwethers, priced at a premium valuation as investors continue to pay up for its growth in Azure, Copilot, and AI infrastructure. Microsoft+1 Microsoft share price and key stats on November 28, 2025 Based on the latest available data: Recent filings and market data also show institutional investors controlling
28 November 2025
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Microsoft Stock Today, November 28, 2025: MSFT Steady Near $485 as EU Cloud Overhang Eases and AI Bets Deepen

Microsoft Stock Today, November 28, 2025: MSFT Steady Near $485 as EU Cloud Overhang Eases and AI Bets Deepen

Microsoft stock is back in focus this Black Friday, with investors weighing a softer regulatory backdrop in Europe against massive AI spending and fresh growth in healthcare and cloud. Microsoft stock today: price, session context, and key levels Microsoft Corporation (NASDAQ: MSFT) last closed at $485.50 on Wednesday, November 26, 2025, up 1.78% from the prior session’s $476.99. Nasdaq+1That close leaves the shares: In pre‑market trading this morning, quotes around $488–489 per share indicated a modest gain of about 0.6% versus Wednesday’s close, as tracked by several real‑time data providers. MarketWatch+1 Key market context: From a valuation standpoint, Microsoft now sits at roughly $3.6–3.8 trillion in market cap, with
28 November 2025
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CoreWeave (CRWV) Stock Before the Bell on November 28, 2025: AI Cloud Volatility, Big Deals and Big Risks

CoreWeave (CRWV) Stock Before the Bell on November 28, 2025: AI Cloud Volatility, Big Deals and Big Risks

CoreWeave, Inc. (NASDAQ: CRWV) heads into the shortened Black Friday session on November 28 as one of Wall Street’s most closely watched artificial intelligence (AI) infrastructure plays — and one of its most volatile. After one of 2025’s hottest IPOs, the Nvidia‑backed GPU cloud provider has been hammered by an AI sector pullback, data‑center hiccups, aggressive capital spending and mounting legal scrutiny. At the same time, CoreWeave keeps signing multi‑billion‑dollar AI contracts and attracting “smart money” buyers like ARK Invest and Bridgewater Associates. Here’s what traders and investors need to know about CoreWeave stock before the U.S. market reopens on
27 November 2025
IREN Limited (NASDAQ: IREN) Stock Today, November 26, 2025: What DNB’s Stake, Options Activity and the AI Cloud Story Mean for Investors

IREN Limited (NASDAQ: IREN) Stock Today, November 26, 2025: What DNB’s Stake, Options Activity and the AI Cloud Story Mean for Investors

IREN Limited (formerly Iris Energy Limited) – the Australian-born Bitcoin miner turned AI data‑center operator – remains one of the most closely watched names in the “AI infrastructure” trade. On Wednesday, November 26, 2025, the stock is digesting weeks of explosive moves driven by its $9.7 billion Microsoft GPU cloud contract, record quarterly results and a flood of new institutional and derivatives activity. Reuters+2Stock Titan+2 Below is a rundown of today’s key developments around IREN, how the stock is trading, and what the latest newsflow might signal next. IREN stock price today: volatility cools, but the ride is still wild As
26 November 2025
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Oracle Stock Today, November 26, 2025: ORCL Rebounds as Wall Street Backs Its High‑Risk AI Cloud Bet

Oracle Stock Today, November 26, 2025: ORCL Rebounds as Wall Street Backs Its High‑Risk AI Cloud Bet

Oracle Corporation (NYSE: ORCL) is bouncing on Wednesday after a brutal multi‑week sell‑off that wiped out roughly 40% of its value from September highs. As of mid-session, Oracle shares trade around $204.76, up about 3.9% versus Tuesday’s close, after touching an intraday low of $196 and a high of $211.45. TradingView Behind today’s move: a wave of fresh analyst support from Deutsche Bank and HSBC, new color on Oracle’s AI and cloud strategy, and continued interest from big institutional investors—even as concerns about debt, cash flow and its massive OpenAI exposure remain very much alive. Investing.com+2Investing.com+2 Oracle stock price today:
26 November 2025
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Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Published: November 26, 2025 Amazon has just made one of the biggest infrastructure commitments ever aimed at the public sector: up to $50 billion to build out dedicated artificial intelligence (AI) and supercomputing capacity for U.S. government customers of Amazon Web Services (AWS). The multi‑year program, announced November 24 and now rippling through Washington and Wall Street, will add roughly 1.3 gigawatts of new computing power across AWS’s Top Secret, Secret and GovCloud regions starting in 2026. About Amazon+1 At full scale, that’s about as much electricity as nearly one million U.S. homes consume, all pointed at AI workloads for
26 November 2025
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Oracle Stock Today (ORCL): AI Cloud Sell‑Off Deepens as Analysts Cut Targets

Oracle Stock Today (ORCL): AI Cloud Sell‑Off Deepens as Analysts Cut Targets

Oracle Corporation (NYSE: ORCL) is ending November under heavy pressure. As of the close on November 25, 2025, Oracle stock finished around $194.8, down roughly 2.7% on the day and well below its late‑summer peak.Investing.com+1 That close leaves ORCL about 44% under its 52‑week high near $346, even though it’s still trading well above its 52‑week low of roughly $119.Investing.com+2MarketWatch+2 The contrast captures the story of 2025: a spectacular AI‑driven melt‑up followed by an equally dramatic reset in expectations. Below is a detailed look at Oracle stock today, what’s driving the sell‑off, and the key numbers investors are watching. Oracle
25 November 2025
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Aussie Founders Land $5.2 Billion Exit as Palo Alto Networks Snaps Up Chronosphere After Cloudflare Outage

Aussie Founders Land $5.2 Billion Exit as Palo Alto Networks Snaps Up Chronosphere After Cloudflare Outage

Published: November 25, 2025 Australian entrepreneurs Martin Mao and Rob Skillington have clinched one of the biggest tech exits of the year, agreeing to sell their observability startup Chronosphere to US cybersecurity giant Palo Alto Networks in a deal worth about A$5.18 billion (US$3.35 billion). SmartCompany The blockbuster sale lands just days after a major Cloudflare outage on November 18 temporarily knocked out access to key internet services like ChatGPT, X, Spotify and Canva, highlighting exactly the kind of resilience and real‑time visibility that Chronosphere is built to deliver. Financial Times At the same time, Palo Alto Networks has reported
25 November 2025
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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’s latest earnings report shows exactly where the company is betting its future: artificial intelligence, cloud computing and ultra‑fast “one‑hour” delivery. Those bets are driving strong revenue growth — but also hammering margins. On Tuesday, 25 November 2025, Alibaba reported results for the quarter ended 30 September 2025 (its fiscal second quarter), beating revenue expectations thanks to surging demand for AI-powered cloud services and rapid expansion of instant commerce in China.FT Markets+1 Revenue beats forecasts, but profits plunge Alibaba posted quarterly revenue of about 247.8 billion yuan (roughly US$34.8 billion), up 5% year over year and slightly above analysts’ expectations
25 November 2025
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Stock Market Today

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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