Today: 13 April 2026
Subscribe
Browse Category

Cloud Computing 12 June 2025 - 25 September 2025

Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300 Billion AI Cloud Bombshell Sends ORCL Stock Soaring – What’s Next?

Oracle shares hit a record $328 on Sept. 10, then fell to $291 after a 5.6% drop, still up 75–85% year-to-date. Safra Catz will step down as CEO, with Clay Magouyrk and Mike Sicilia named co-CEOs. Q1 FY2026 results showed a 359% surge in cloud backlog to $455 billion, driven by a $300 billion OpenAI deal. The stock trades at a $830 billion market cap and 45× forward earnings, outpacing tech peers.
25 September 2025
···
Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba’s $53 Billion AI Blitz: Stock Soars on Nvidia Pact and Global Cloud Push

Alibaba shares jumped nearly 10% to a four-year high after the company pledged to boost AI investment beyond its $53 billion budget and announced a partnership with Nvidia. The deal will bring Nvidia’s AI tools to Alibaba Cloud, including software for robotics and autonomous driving. Alibaba also launched new AI models and plans data centers in Brazil, France, and the Netherlands. Financial terms of the Nvidia partnership were not disclosed.
25 September 2025
·····
How Machine Learning Works and Why It’s Changing Everything in 2025

The Containerized Data Center Boom: How “Data Centers in a Box” Are Revolutionizing IT (Market to Hit $43B by 2030)

The global containerized data center market is projected to jump from about $16 billion in 2025 to $42.9 billion by 2030, growing over 21% annually, according to GlobeNewswire. Telecom and IT firms are deploying pre-fabricated, shipping container-based data centers for rapid setup at remote sites, fueled by demand for edge computing, AI, and high-performance workloads.
18 September 2025
··
The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

Oracle signed a five-year, $300 billion cloud contract with OpenAI, set to begin in 2027 and supply up to 5 gigawatts of compute power. The deal pushed Oracle’s cloud backlog to $455 billion and briefly made Larry Ellison the world’s richest person. OpenAI raised $40 billion to help fund the commitment, despite annual revenue of $10 billion and ongoing losses. Oracle’s stock surged, then dropped 7% on concerns about reliance on a single client.
14 September 2025
··
AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Oracle stock soared 36% after unveiling a $300 billion cloud deal with OpenAI, its biggest gain since 1992, pushing the S&P 500 and Nasdaq to record closes. The surge lifted chipmakers Nvidia, Broadcom, and AMD, while Oracle co-founder Larry Ellison’s net worth jumped to $392.6 billion. Palantir shares rose on a UK defense AI deal. Synopsys plunged 36% after missing revenue targets.
11 September 2025
·······
AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

Meta signed a six-year, $10 billion cloud deal with Google and raised its 2025 capital spending forecast to up to $72 billion, while moving to sell $2 billion in data-center assets. Nvidia announced GeForce NOW upgrades with Blackwell RTX 5080-class GPUs at Gamescom. OpenAI will open its first international office in New Delhi in 2025 and launched its cheapest ChatGPT plan in India at $4.60 per month.
26 August 2025
····
AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

Nvidia became the first $4 trillion company last month after a 1,400% rally since late 2022, but shares fell over 3% this week as the Nasdaq slid more than 2%. Palantir dropped nearly 10% after recent gains, while Analog Devices rose 4% on strong AI-chip demand. Meta committed over $10 billion to Google Cloud for AI. The U.S. will invest $8.9 billion in Intel, taking a 9.9% stake at a discount.
24 August 2025
·········
The 2025 Google Cloud AI Revolution: New Services, Strengths, and Surprising Developments

The 2025 Google Cloud AI Revolution: New Services, Strengths, and Surprising Developments

Google announced Gemini 2.5 "Flash," a smaller, cost-efficient AI model, and unveiled Vertex AI Agents and an AI Agent Marketplace at Next ’25. Over 4 million developers use Gemini models on Vertex AI, with usage up 20× in a year. Cloud TPU v5e delivers up to 2.5× better inference per dollar, and "Ironwood" TPUs are coming. Google Cloud partners with Hugging Face, Anthropic, SAP, Mayo Clinic, Deloitte, and Accenture.
27 July 2025
·····
Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

AWS announced a $100 million boost for its Generative AI Innovation Center and launched the Generative AI Partner Innovation Alliance. Amazon ECS added a blue/green deployment feature for container updates. OpenAI chose Google Cloud for AI training, while Oracle signed a $30 billion annual cloud deal with OpenAI for Texas data center capacity. IBM closed its $6.4 billion HashiCorp acquisition and introduced the z17 mainframe with on-chip AI.
24 July 2025
·
Microservices and Serverless Roundup: Key Developments in June–July 2025

Microservices and Serverless Roundup: Key Developments in June–July 2025

Amazon Aurora DSQL, a serverless distributed SQL database, became generally available in late May 2025. AWS API Gateway added dynamic routing rules on June 3. Google Cloud launched NVIDIA GPU support on Cloud Run on June 9. Databricks completed its $1 billion acquisition of Neon, a serverless PostgreSQL database for AI workloads.
9 July 2025
·····
AI, Cloud & Cybersecurity Boom: Inside the 2025 CIO Tech Agenda

AI, Cloud & Cybersecurity Boom: Inside the 2025 CIO Tech Agenda

In 2025, 88% of ANZ CIOs and over 80% of global CIOs plan to invest in cybersecurity, while 58% of global tech leaders rank AI as the top technology priority. U.S. large enterprises will spend 1.45% of revenue on IT, compared to 1.29% in Europe. 56% of large firms prioritize cost reduction over revenue growth. Gartner predicts 25% of CIOs will have pay tied to sustainable tech outcomes by 2027.
7 July 2025
·····
Tech News Deep Dive: July 2025’s Biggest Stories in Devices, AI, Cloud, Gaming, and Space / Updated: 2025, July 3rd, 12:01 CET

Tech News Deep Dive: July 2025’s Biggest Stories in Devices, AI, Cloud, Gaming, and Space / Updated: 2025, July 3rd, 12:01 CET

Oracle signed a $30 billion annual cloud deal to lease 4.5GW of computing power to OpenAI for the Stargate data center, aiming to double cloud sales by 2028. Nothing Phone (3) launched with a transparent chassis and Snapdragon 8s Gen 4, starting at $799. Nintendo Switch 2 reportedly faces overheating issues with demanding games. Interstellar object A11pl3Z will pass near Mars in October 2025, posing no threat to Earth.
3 July 2025
········
Cloud Computing and XaaS Developments (May–June 2025)

Cloud Computing and XaaS Developments (May–June 2025)

Salesforce agreed to acquire Informatica for $8 billion in May 2025. Microsoft partnered with xAI to host Grok 3 models on Azure. Red Hat and AMD expanded AI collaboration, while IBM and Oracle launched a cloud partnership. Q1 2025 global enterprise cloud infrastructure spending reached $94 billion, up 23% year over year.
30 June 2025
··········
Ground Control Goes Cloud: The Digital Overhaul of Satellite Operations (2025–2030)

Ground Control Goes Cloud: The Digital Overhaul of Satellite Operations (2025–2030)

The global satellite ground station market is forecast to rise from $56 billion in 2022 to $125 billion by 2030. Operators including AWS and Microsoft now offer cloud-based ground services, with digital twins, AI, and SDN integrated for automation and network management. Most new missions will use virtualized ground services by 2030. Regulatory, licensing, and interoperability issues persist.
12 June 2025
····
1 … 12 13 14

Stock Market Today

  • Sirius XM and Consumer Discretionary Wireless Stocks Show Mixed Q4 Performance
    April 13, 2026, 2:56 PM EDT. Sirius XM (NASDAQ:SIRI) and its wireless, cable, and satellite peers posted mixed results in Q4, reflecting ongoing sector headwinds such as cord-cutting and costly network upgrades. Sirius XM beat revenue estimates with $2.19 billion but missed adjusted operating income targets, while the stock rose 14.4% after earnings. AT&T (NYSE:T) led revenue growth with a 3.6% increase to $33.47 billion, also outperforming forecasts. Despite challenges like intense pricing competition and regulatory scrutiny, the group's share prices gained 5.9% on average post-results. These companies face structural challenges in the consumer discretionary sector, where demand is sensitive to economic shifts, yet opportunities remain through growing broadband usage and bundling services.

Latest article

Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

13 April 2026
Marvell Technology shares rose 2.1% to $131.22 Monday, hitting a record after Nvidia’s $2 billion investment and renewed optimism over Amazon’s AI chip business. The stock earlier touched $135.18. Barclays upgraded Marvell and raised its price target to $150, citing surging demand for optical products in AI data centers. Nvidia and Marvell plan to link custom chips for Nvidia’s NVLink Fusion platform.
Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

13 April 2026
Intel shares climbed $2.09 to $64.47 by late morning Monday, extending a rally that has added over $100 billion in value across eight sessions. The surge follows a raised price target, new deals with Google and Elon Musk’s Terafab, and Intel’s $14.2 billion buyback of Apollo’s Fab 34 stake. The stock is up 69% in 2026 after an 84% gain last year. Intel reports first-quarter results April 23.
Nebius Stock (NBIS) Jumps as BofA Backs AI Trade, but Downgrade Flags Valuation Risk

Nebius Stock (NBIS) Jumps as BofA Backs AI Trade, but Downgrade Flags Valuation Risk

13 April 2026
Nebius Group shares climbed 7.4% to $155.74 by midday Monday after Bank of America raised its price target to $175, despite Freedom Capital Markets downgrading the stock to Hold. The Amsterdam-based AI infrastructure firm recently secured a five-year deal with Meta worth up to $27 billion and holds over $40 billion in supply contracts with Microsoft and Meta. Nebius also closed $4.34 billion in convertible debt and sold $2 billion in warrants to Nvidia.
Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

13 April 2026
Salesforce faced renewed attention after reports of stake reductions by Choreo LLC and Sumitomo Mitsui Trust Group, based on SEC filings from January that reflected year-end positions. Choreo held 27,733 shares and Sumitomo Mitsui 2,478,864 shares as of December 31. The reported cuts amounted to about 35% and 8.6%, respectively. Salesforce shares rose 3.4% Monday, while broader software stocks remain down for the year.
Go toTop