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Cloud Computing 1 October 2025 - 23 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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s AI Cloud Gamble Drives Soaring Stock – Can ORCL Join the Trillion-Dollar Club?

Oracle shares surged as much as 43% in a single day in September 2025 after unveiling massive AI cloud deals, including a $300 billion agreement with OpenAI. The stock hit a record $345 before settling near $290 in October, up about 75% year-to-date. Quarterly revenue rose 12% to $14.9 billion, with cloud infrastructure sales up 55%. Oracle spent $8.5 billion on expansion and raised $18 billion in bonds, pushing debt over $100 billion.
7 October 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM’s Big Blue Comeback: How AI and Cloud Bets Sent IBM Soaring in 2025

IBM shares traded near $289 in early October 2025, close to multi-year highs, with a market cap of $265 billion and a P/E ratio of about 45. Q2 revenue beat estimates at $16.98 billion, but a slight miss in software sales triggered a 5% after-hours dip. IBM reported $7.5 billion in generative AI business and unveiled Granite 4.0, a new open-source AI model. Q3 results are due Oct. 22.
7 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Oracle shares surged 36% in one day after its September earnings report showed a record jump in cloud contract bookings, with the stock up about 70% year-to-date at $285 as of early October. The company landed a $300 billion, five-year cloud deal with OpenAI and is negotiating a $20 billion-plus contract with Meta. Oracle’s cloud backlog hit $455 billion, up 359% year-over-year. Long-term debt now exceeds $100 billion after heavy spending and bond issuance.
6 October 2025
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AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

Morgan Stanley’s Lisa Shalett warns the AI spending surge is nearing its late stages, citing slowing free-cash-flow growth among hyperscalers after capex quadrupled since 2022. She notes most AI infrastructure is funded by mature businesses facing saturation and rising competition. Strategas data shows hyperscalers’ free cash flow could shrink 16% in the next year. Morgan Stanley advises caution on small-cap and unprofitable tech stocks.
2 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Big AI Gamble: Nadella Hands Over Commercial Reins to Focus on Datacenters and AI — What It Means for Customers, Partners and Competitors

Judson Althoff has been promoted to CEO of Microsoft’s commercial business, now overseeing sales, marketing, and operations, which generate about 75% of company revenue. Satya Nadella will shift focus to AI infrastructure and research, stepping back from daily commercial management. Microsoft also launched a unified marketplace for cloud and AI apps this week.
2 October 2025
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You Won’t Believe What Google Did This Month: July 2025’s Biggest Stories

Alphabet’s 2025 Surge: How Google’s AI, Ads & Cloud Are Powering a 30% Rally

Alphabet shares surged 38% in Q3 2025, pushing its market cap above $3 trillion for the first time. Q2 revenue rose 14% to $96.4 billion, with net income at $28.2 billion. Google Cloud grew 32% to $13.6 billion, while search and YouTube ads each increased 12%. A U.S. judge blocked a breakup of Google’s core businesses in September.
1 October 2025
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Stock Market Today

  • Shell Shares: Investment Value Over 5 Years and Market Outlook
    April 17, 2026, 4:36 AM EDT. A £5,000 investment in Shell shares five years ago bought 354 shares, now worth £11,865 after a 137% rise. Today, £5,000 buys only 149 shares due to the stock's price increase. Shell benefits from high energy prices but faces volatile commodity markets, especially oil prices ranging widely since 2005. From 2021 to 2025, Shell generated $265.3 billion cash from operations despite net debt rising to $45.7 billion. The dividend grew 62% from 2021 to 2025, currently paying a 3.2% yield, slightly above the FTSE 100. However, dividends are not guaranteed. BP offers a 4.2% yield and may outperform by cutting costs and selling non-core assets to reduce debt, aiming for leaner operations amid sector volatility.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 17.04.2026

17 April 2026
LIVEMarkets rolling coverageStarted: April 17, 2026, 12:00 AM EDTUpdated: April 17, 2026, 4:43 AM EDT Shell Shares: Investment Value Over 5 Years and Market Outlook April 17, 2026, 4:36 AM EDT. A £5,000 investment in Shell shares five years ago bought 354 shares, now worth £11,865 after a 137% rise. Today, £5,000 buys only 149 shares due to the stock's price increase. Shell benefits from high energy prices but faces volatile commodity markets, especially oil prices ranging widely since 2005. From 2021 to 2025, Shell generated $265.3 billion cash from operations despite net debt rising to $45.7 billion. The dividend
Hims & Hers Health Stock Jumps as FDA Reconsiders Peptide Restrictions

Hims & Hers Health Stock Jumps as FDA Reconsiders Peptide Restrictions

16 April 2026
Hims & Hers Health shares rose to $26.65 Thursday after the FDA said it would reconsider restrictions on several peptides, removing 12 from a high-risk list and scheduling a July review of seven more. The move follows Hims’ March decision to stop advertising compounded GLP-1 drugs and expand branded offerings through Novo Nordisk. The company acquired a California peptide facility last year to bolster supply.
NuScale Power Stock Whipsaws After U.S. Opens Door to Nuclear Loans, Space Reactor Push

NuScale Power Stock Whipsaws After U.S. Opens Door to Nuclear Loans, Space Reactor Push

16 April 2026
NuScale Power shares jumped to $13.23 before falling back to $11.52 Thursday after the White House ordered NASA to start a space-reactor program and Energy Secretary Chris Wright said initial U.S. reactors would likely get federal loans. NuScale remains the only U.S. firm with an approved small modular reactor design but has yet to secure firm orders or financing.
SoFi Technologies Stock Rises as FedNow Instant Transfers Set Up April 29 Earnings Test

SoFi Technologies Stock Rises as FedNow Instant Transfers Set Up April 29 Earnings Test

16 April 2026
SoFi Technologies shares rose 1.5% Thursday after launching instant bank transfers via its Galileo platform, allowing money to move between SoFi and outside banks in seconds. The stock traded near $19.08 in New York. Investors await first-quarter results April 29, with SoFi guiding to $1.04 billion in adjusted net revenue and 12 cents per share in adjusted earnings.
D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

D-Wave Quantum Stock Jumps Again as Nvidia’s Ising Launch Reignites Quantum Rally

16 April 2026
D-Wave Quantum shares climbed about 5% Thursday, extending a 22.6% surge after Nvidia launched Ising, a new AI model family for quantum computing. D-Wave traded at $21.81, up from last year’s lows, and reported 2025 revenue of $24.6 million with first-quarter 2026 bookings topping $32.8 million. The company completed its $250 million Quantum Circuits acquisition in January. Market cap stood near $8.4 billion.
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