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Cloud Computing News 9 November 2025 - 19 November 2025

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

Quick take New this morning: Oracle adds a second cloud region in Italy Oracle announced the Oracle Cloud Turin Region—its second public cloud location in the country—aimed at accelerating AI innovation, multicloud architectures, and sovereign cloud requirements for regulated customers. Oracle says the region will bring its full OCI services portfolio (including generative AI services and the AI Agent Platform)…
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

Microsoft, Nvidia and Anthropic have unveiled one of the largest AI cloud and chip partnerships to date, stitching together a package worth up to $45 billion and reshaping how frontier AI models are built, trained and distributed. At the heart of the deal, announced today, Anthropic is committing to buy $30 billion of cloud computing capacity from Microsoft Azure, while…
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

New York – November 18, 2025 — Broadcom Inc. (NASDAQ: AVGO) is back in the spotlight today as its share price comes under pressure alongside a broader tech sell-off, even while fresh news on cloud partnerships and lingering legal risk keep the story very active. As of this afternoon, Broadcom stock is trading around $337 per share, down roughly 1.5% on the day,…
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 stock (NYSE: NET) slid on Tuesday after a major outage briefly took down parts of the internet — including X, ChatGPT, Spotify and multiple crypto platforms — before services were restored.  CoinDesk As of the U.S. market close on November 18, 2025, NET was trading around $196 per share, leaving the company with a market value near $71 billion and extending a sharp pullback…
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

On November 18, 2025, Microsoft disclosed the largest cloud DDoS attack ever recorded, Kenya confirmed recovery from a major government website defacement, and researchers detailed a new “EVALUSION” malware campaign. Together, these stories show just how fast the global cyber threat landscape is escalating. Azure vs. a 15.72 Tbps “Data Tsunami” Microsoft has confirmed that on October 24, 2025, its…
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 Technologies Inc. (NYSE: DELL) saw volatile trading on November 17, 2025, as a rare Morgan Stanley double downgrade clashed with a fresh JPMorgan price-target hike and a new AI cloud infrastructure deal with HIVE Digital. Here’s what investors need to know today. DELL Stock Today: Volatility After a Rare Double Downgrade On Monday, November 17, Dell Technologies (NYSE: DELL)…
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)

As of November 17, 2025, Microsoft is pushing even harder into the AI era on three fronts at once: At the same time, a fresh Microsoft-backed report on AI diffusion warns that the technology is spreading faster than any past tech wave, but unevenly—raising new economic and security fault lines. Help Net Security Below is a detailed breakdown of what’s…
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

On November 13, 2025, NICE Ltd. (NASDAQ: NICE) reported Q3 2025 results that beat Wall Street revenue expectations, highlighted 13% cloud growth, and nudged its full‑year revenue outlook higher as investors cheered the company’s AI‑first strategy. NICE Q3 2025: The Short Version NICE Ltd., a global provider of AI‑powered customer experience software, delivered a solid third quarter for 2025, with:…
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 stock (NYSE: ORCL) is trading around $227 after a steep pullback from record highs. Here’s what’s driving today’s move on November 13, 2025, and how analysts, institutions, and technicals are lining up around the AI cloud story. Key takeaways for ORCL on 13 November 2025 ORCL stock price today: where things stand As of Thursday, November 13, 2025, most…
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 strikes a deal to acquire Datometry and fold its Hyper‑Q virtualization into SnowConvert AI, promising up to 4× faster, lower‑cost data‑warehouse migrations. Snowflake has entered a definitive agreement to acquire Datometry, the San Francisco–based database‑migration specialist behind the Hyper‑Q virtualization platform. Terms were not disclosed. Snowflake says it plans to integrate Datometry’s technology into SnowConvert AI, its free, AI‑assisted migration…
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 stock news and price action for Tuesday, November 11, 2025. What’s happening now Alphabet (Google’s parent; tickers GOOGL and GOOG) traded around the $290 mark on Tuesday as investors digested a major infrastructure announcement: Google will invest €5.5 billion (~$6.4B) to expand cloud and data‑center capacity in Germany over 2026–2029, including a new site in Dietzenbach near Frankfurt and expansion in Hanau. German officials said the…
11 November 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

MSFT Before the Bell (Nov 10, 2025): OpenAI–AWS shockwave, Azure outlook, $9.7B IREN chips pact, dividend date, and week‑ahead catalysts

Published: Monday, November 10, 2025 — Pre‑market Quick take 1) Overnight & weekend developments investors are trading OpenAI → AWS ($38B/7yrs). OpenAI will run workloads on Amazon Web Services, diversifying away from sole reliance on Azure. The timing (announced Nov. 3) keeps pressure on Microsoft’s Azure share-of-wallet narrative into this week. Watch sympathy moves in AMZN (AWS) and NVDA. Reuters…
9 November 2025
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Stock Market Today

  • Super Micro (SMCI) Q4 Revenue Surges 123%, Stock Jumps on Strong Guidance
    February 3, 2026, 7:26 PM EST. Super Micro Computer (NASDAQ:SMCI) reported a 123% year-on-year revenue increase to $12.68 billion for Q4 CY2025, beating analyst estimates by 21.5%. The company's non-GAAP EPS rose 41.4% above expectations, reaching $0.69 per share. Guidance for Q1 CY2026 revenue also exceeded forecasts, with $12.3 billion expected, 20.5% above estimates. Full-year revenue guidance was raised by 11.1% to $40 billion. Despite a drop in operating margin to 3.7% from 6.5% last year, free cash flow loss narrowed significantly. Super Micro's accelerated revenue growth-74.1% annualized over two years-reflects strong demand for its energy-efficient server solutions amid expanding cloud and AI markets.
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