Today: 23 June 2026
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Cloud Computing 27 November 2025 - 4 December 2025

ARK Investment Management bought 223,690 shares of Snowflake, valued at about $52 million, after Snowflake raised its outlook and announced a five-year, $6 billion deal with Amazon Web Services. Snowflake shares jumped on the news. Microsoft shares ended at $379.40, down 2.9% since June 12, underperforming the S&P 500 and Nasdaq. Upcoming Micron earnings and new U.S. inflation data are expected to test the AI spending narrative. Nebius traded higher in premarket and will join the Nasdaq-100 on June 22, along with CoreWeave, Astera Labs, Rocket Lab, and Teradyne. Nebius also completed the acquisition of Eigen AI, adding model-optimization software to its AI cloud platform, and the stock spiked as focus shifted to execution factors like power, chips, financing, and margins. Rackspace Technology shares surged 33.8% after announcing a deal to provide 30 megawatts of AMD-powered AI compute, with phased rollout from late 2026 through 2028. Southwest Airlines plans to move most of its systems to Amazon Web Services’ cloud-based, AI-enabled infrastructure by 2028 as part of a commercial overhaul. IREN shares rose on investor enthusiasm for its shift from Bitcoin mining to AI cloud infrastructure, supported by commitments from Microsoft, Nvidia, and Dell, but the stock still carries high execution risk and faces scrutiny over the pace of converting AI-cloud deals and GPU financing into revenue. CoreWeave shares gained about 9% after news it will join the Nasdaq-100, with a new senior-notes deal supporting its AI infrastructure expansion. SharonAI announced a six-year NVIDIA collaboration for new AI data-center capacity in Australia, though the company remains unprofitable. Oracle shares dropped despite record results, as investors focus on the cost of AI data-center expansion and new financing plans, with cloud infrastructure growing 93% and a $638 billion backlog. Alphabet shares slipped despite a price target increase, as attention turned to Google Cloud growth and regulatory risks.
Microsoft AI Sales Quotas Under Fire: What Azure AI Foundry’s Target Cut Reveals About the Enterprise AI Boom

Microsoft AI Sales Quotas Under Fire: What Azure AI Foundry’s Target Cut Reveals About the Enterprise AI Boom

Microsoft has lowered internal sales growth targets for some new AI products, including Azure AI Foundry and Copilot Studio, after sales teams missed aggressive goals in the fiscal year ending June 2025, according to The Information. More than 80% of one US Azure sales team failed to meet a 50% growth target, prompting Microsoft to cut this year’s goal to about 25%, The Verge reported. Microsoft publicly denies reducing AI sales quotas.
4 December 2025
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Snowflake Q3 FY2026 Earnings Beat: $1.21B Revenue, $200M Anthropic AI Deal and $2B AWS Milestone Can’t Stop SNOW Stock Slide

Snowflake Q3 FY2026 Earnings Beat: $1.21B Revenue, $200M Anthropic AI Deal and $2B AWS Milestone Can’t Stop SNOW Stock Slide

Snowflake reported Q3 revenue of $1.21 billion, up 29% and above estimates, with adjusted EPS of $0.35. Shares fell after hours as the company projected a drop in operating margin to 7% for Q4, citing increased AI investment. Snowflake also announced new partnerships with Anthropic, AWS, and Accenture. The company ended the quarter with $1.94 billion in cash.
3 December 2025
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Oracle Stock (ORCL) Today: AI Cloud Winner, Wells Fargo Upgrade and Long‑Term Forecasts to 2030

Oracle Stock (ORCL) Today: AI Cloud Winner, Wells Fargo Upgrade and Long‑Term Forecasts to 2030

Oracle shares traded near $204 on December 3 after a volatile month, down about 22% but still up 21% year to date. Wells Fargo initiated coverage at “Overweight,” citing Oracle’s $500 billion AI workload pipeline as a growth driver. Invesco boosted its stake by 42% in Q2, while other funds trimmed holdings. Analyst reports highlight both short-term pressure and long-term optimism tied to Oracle Cloud Infrastructure.
3 December 2025
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Deutsche Telekom AG Stock (DTE): Price on 2 December 2025, Dividend Outlook, AI Cloud Bets and Analyst Targets

Deutsche Telekom AG Stock (DTE): Price on 2 December 2025, Dividend Outlook, AI Cloud Bets and Analyst Targets

Deutsche Telekom shares traded near €27.60 on Xetra late morning 2 December 2025, down 0.2% and far below the March high of €35.91. The stock has dropped 17% over six months despite raised 2025 guidance and a planned dividend increase to €1.00 per share. Q3 net profit fell 18% to €2.43 billion, while revenue rose 3% organically.
2 December 2025
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SAP SE Stock on December 2, 2025: Business ByDesign Exit, EU AI Cloud and Legal Risks – What Investors Need to Know

SAP SE Stock on December 2, 2025: Business ByDesign Exit, EU AI Cloud and Legal Risks – What Investors Need to Know

SAP SE shares rose about 0.2% to €209 in early Frankfurt trading Tuesday, remaining nearly 26% below February’s record high. SAP will stop new sales of its midmarket ERP product Business ByDesign from April 20, 2026, though existing customers will retain support. The company faces ongoing antitrust and trade-secret cases, while analysts continue to forecast double-digit earnings growth.
2 December 2025
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Amazon Stock After Hours Today: AWS re:Invent AI Deals, Google Multicloud Pact and Holiday Tailwinds Lift AMZN (Dec. 1, 2025)

Amazon Stock After Hours Today: AWS re:Invent AI Deals, Google Multicloud Pact and Holiday Tailwinds Lift AMZN (Dec. 1, 2025)

Amazon shares closed December 1 at about $233.5–$233.9, up 0.3–0.4%, and held steady after hours near $234. Options trading showed increased call buying, with a put/call ratio of 0.32 on 529,000 contracts. Investors responded to new AI product launches at AWS re:Invent, a multicloud deal with Google, and data showing Amazon’s AI shopping assistant boosted Black Friday sales.
1 December 2025
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CoreWeave Stock (CRWV) on December 1, 2025: AI Cloud Darling Caught Between Huge Backlog, Heavy Debt and New Nvidia Jitters

CoreWeave Stock (CRWV) on December 1, 2025: AI Cloud Darling Caught Between Huge Backlog, Heavy Debt and New Nvidia Jitters

CoreWeave shares traded at $73.35 late morning December 1, down over 60% from a $187 high but still above the March IPO price of $40. The company reported $4.31 billion in trailing 12-month revenue, a $55.6 billion backlog, and ongoing losses of $824.7 million. CoreWeave and Jane Street backed AI startup Numerata in a new seed round. Analyst consensus rates the stock a buy, with a $129.83 average price target.
1 December 2025
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Oracle Stock (ORCL) in December 2025: AI Backlog Jitters vs. $144 Billion Cloud Dream

Oracle Stock (ORCL) in December 2025: AI Backlog Jitters vs. $144 Billion Cloud Dream

Oracle shares closed at $202 on December 1, 2025, down 40% from their 52-week high and among the worst performers in mega-cap tech last month. The sell-off follows concerns over debt-fueled AI spending and exposure to OpenAI. Analysts’ average 12-month target still implies over 60% upside. The company reports fiscal Q2 earnings on December 8.
1 December 2025
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Snowflake (SNOW) Stock Price, AI Data Cloud News and Forecast Before the December 1, 2025 Market Open

Snowflake (SNOW) Stock Price, AI Data Cloud News and Forecast Before the December 1, 2025 Market Open

Snowflake closed at about $251 on November 28, up 1% and outperforming the broader market. Shares have gained roughly 64% year-to-date, driven by AI partnerships and analyst upgrades ahead of Q3 earnings on December 3. Wall Street consensus price targets now average $268–$277, implying 7–12% upside. Market capitalization stands near $85 billion.
1 December 2025
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Oracle Stock Price Forecast 2026: Can AI and Cloud Growth Reignite ORCL After Its 2025 Sell‑Off?

Oracle Stock Price Forecast 2026: Can AI and Cloud Growth Reignite ORCL After Its 2025 Sell‑Off?

Oracle shares trade near $200, down 41% from a 2025 peak after heavy AI and data-center spending triggered a sell-off. Fiscal 2025 revenue reached up to $59 billion with net income over $12 billion, but net debt stands above $100 billion and free cash flow turned negative. Wall Street targets for 2026 vary widely as analysts weigh large AI contracts against high leverage and credit risk.
30 November 2025
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IREN Limited (NASDAQ: IREN) Pre‑Market Preview for December 1, 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Rising Risks?

IREN Limited (NASDAQ: IREN) Pre‑Market Preview for December 1, 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Rising Risks?

IREN Limited closed Friday at $47.81, down 1.3%, with nearly $953 million in turnover and a 9% intraday swing. The stock is up 387% year-to-date but fell 21% in November. Market cap stands near $13.7 billion. Technical models project a volatile Monday, with an expected trading range between $44.74 and $50.88.
30 November 2025
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Oracle Stock Outlook for December 1, 2025: Debt‑Fueled AI Bet, OpenAI Cloud Pact and a Deep Wall Street Divide

Oracle Stock Outlook for December 1, 2025: Debt‑Fueled AI Bet, OpenAI Cloud Pact and a Deep Wall Street Divide

Oracle shares closed Friday at $201.95, down 1.5% and about 42% below their September high. The company’s $575 billion valuation comes with a debt-to-equity ratio above 3x and a P/E near 47. Debate centers on Oracle’s debt-funded AI push with OpenAI, split analyst views, and recent healthcare IT moves. Wall Street consensus remains broadly positive, with an average price target of $325.
30 November 2025
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Microsoft Stock Today: MSFT Holds Near $492 as EU Cloud Shift and AI Push Shape Investor Sentiment (November 30, 2025)

Microsoft Stock Today: MSFT Holds Near $492 as EU Cloud Shift and AI Push Shape Investor Sentiment (November 30, 2025)

Microsoft shares traded near $492 on Sunday, flat from Friday’s close after a 4% weekly gain—their best since May. Google dropped its EU antitrust complaint against Microsoft’s cloud unit, easing legal pressure as regulators continue a broader probe. A new OpenAI deal values Microsoft’s stake at $135 billion and commits $250 billion in Azure spending. Microsoft rolled out new AI features in Windows 11, including “streaming” AI text in Notepad.
30 November 2025
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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

CoreWeave shares closed at $73.12 on November 29, down 1.6% in heavy trading, after falling sharply from a 2025 peak above $180. CFO Nitin Agrawal sold about 3,700 shares for $255,000 on November 25, trimming his direct stake by 2.4%. The stock remains above its $40 IPO price but trades well below key moving averages. CoreWeave’s market cap sits in the high-$20 billions.
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

Oracle signed a reported $300 billion cloud deal with OpenAI and is negotiating a $20 billion agreement with Meta, aiming to become a top AI infrastructure provider. The company adopted a co-CEO model in September 2025, named Clay Magouyrk and Mike Sicilia as co-chiefs, and moved Safra Catz to executive vice chair. Oracle faces rising debt, legal, and security risks amid layoffs and restructuring.
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

Microsoft reported record quarterly revenue of $77.7 billion, up 18% year-on-year, driven by cloud and AI growth. The company renegotiated its OpenAI partnership, announced a multibillion-dollar deal with Anthropic, and began building an AI “superfactory.” Gaming revenue rose 9% as Xbox services expanded, while regulators closed some antitrust cases and opened new cloud probes.
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 traded near $485.50 per share on November 28, 2025, with a market cap of about $3.61 trillion and a trailing P/E of 34.5. Fiscal Q1 2026 revenue reached $77.7 billion, up 18% year over year, driven by cloud and AI growth. Institutional investors hold over 71% of the float. Azure and cloud services posted growth near 40%.
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 closed at $485.50 on Wednesday, up 1.78%, with pre-market quotes near $488–489 early Friday. Google withdrew its EU antitrust complaint against Microsoft’s cloud business, easing regulatory pressure as the EU launches a broader sector probe. U.S. markets will close early for Black Friday. Microsoft’s market cap stands near $3.7 trillion.
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 shares closed Wednesday at $74.29, up 4.21%, with 28.7 million shares traded ahead of Friday’s shortened session. The stock, down over 60% from its $187 high but more than double its 52-week low, carries a $37 billion market cap and heavy short interest near 10% of free float. Daily volatility has hovered around 10%. StockInvest projects a possible ±11.6% swing on Friday.
27 November 2025
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Stock Market Today

  • Prediction Market Traders Turn Bearish on Nvidia Stock Amid Demand Concerns
    June 22, 2026, 11:47 PM EDT. Nvidia (NVDA) stock remains up 12% in 2026 but has declined 3% over the past month while the broader semiconductor market surged. Traders are pricing in weaker demand for Nvidia's top data center chip, the B200 GPU, with lease prices dropping from $6.11 to $4.22 per hour, indicating cooling demand for computational power. Prediction markets assign low odds for NVDA hitting high price targets by late June, with a 62% chance the stock falls to $204. Despite recent pullbacks, Nvidia holds near short-term support levels and trades above its 100- and 200-day moving averages. Analysts maintain Buy ratings with an average target of $324 ahead of August earnings. The shift reflects traders rotating chip money elsewhere amid mixed signals from Nvidia's key GPU demand.

Latest articles

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

Amazon Stock Just Got Hit Before Prime Day — AI Spending Fears Are Back

23 June 2026
Amazon shares plunged 4.75% to $232.79 as investors questioned whether the company’s massive AI and cloud spending will pay off quickly enough, just ahead of Prime Day—a key test of U.S. consumer demand—with Bank of America projecting $21.6 billion in sales for the event and analysts warning that profit quality could disappoint if shoppers focus on lower-margin essentials.
Keel Shares Hit Record—What’s Next for the Stock

Keel Shares Hit Record—What’s Next for the Stock

23 June 2026
Keel Infrastructure Corp. surged 5.9% to a 52-week high as investors bet its power sites can be converted to AI data-center leases, with shares ending at $6.66 on heavy volume; the stock’s rally now hinges on permits, construction, and landing customer contracts, while upcoming Russell 3000 index inclusion and recent $458 million convertible note financing add both opportunity and dilution risk.
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