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Cloud Computing News 4 November 2025 - 18 November 2025

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 Azure cloud platform automatically detected and mitigated a multi‑vector distributed denial-of-service (DDoS) attack peaking at 15.72 terabits per second (Tbps) and nearly 3.64 billion packets per second (pps). The attack targeted a single public endpoint in Australia, but was fully
18 November 2025
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) spent much of the session in the spotlight as traders digested a highly unusual double downgrade from Morgan Stanley alongside a fresh bullish note from JPMorgan. Over the last week, Dell has slid roughly 9–10%, and it is down about
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 happening today and how it connects back to the news in Yahoo Finance, Seeking Alpha and TipRanks about Microsoft’s AI and cloud dominance. 1. Microsoft’s Fairwater AI Superfactory Is Now Live A central theme behind all three reference articles is
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: Investors liked what they saw: NICE shares climbed in pre‑market trading, with reports showing gains of roughly 6–9% after the release. Investing.com+2Benzinga+2 Headline Numbers: Inside NICE’s Q3 2025 Results Revenue and Earnings Beat For the quarter ended September 30, 2025,
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 data providers still show Oracle (ORCL) trading around $226–227 in early indications, essentially hovering near Wednesday’s close of $226.99 on the NYSE. That Wednesday session saw the stock drop 3.88% from $236.15, with an intraday range of about $226.2–236.8 and
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 suite. InfoWorld Why this deal matters At stake is one of the thorniest problems in enterprise data: moving mission‑critical analytics from legacy systems (think Teradata or Oracle) to modern cloud platforms without multi‑year rewrites or risky cutovers. Datometry’s Hyper‑Q virtualizes
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 plan is expected to secure roughly 9,000 mostly indirect jobs and will not involve state subsidies. Reuters+1 Key takeaways By the numbers (Nov 11, 2025) Note: Real‑time quotes can vary by source and are typically delayed; use an up‑to‑the‑minute feed for trading decisions. Reuters
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+1 Microsoft–OpenAI, chapter two. On Oct. 28, Microsoft and OpenAI restructured their relationship, with press and filings indicating OpenAI’s valuation around $500B and Microsoft maintaining a meaningful equity stake and long‑term product/model rights—even as OpenAI gains freedom to use multiple clouds.
Microsoft vs. Oracle Stocks: AI Frenzy Sends Shares Soaring – Which Tech Titan Will Win?

Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

Date: November 7, 2025 In the fast-moving world of cloud infrastructure and artificial intelligence (AI), two major players — Microsoft and Oracle — are carving competing paths. Their stock moves, strategies and risk profiles differ markedly. This article takes a detailed look at both companies as of Nov. 7, 2025: how they have performed this year, what the major catalysts are, and how the investment case stacks up. Microsoft: Staying the Course with Cloud + AI What Microsoft delivered: What stands out:Microsoft has a broad base: strong cloud growth, durable productivity/business software revenue, and a massive backlog of commitments that
JFrog (FROG) Soars 20%+ After Q3 Beat: Cloud Revenue Jumps 50%, FY2025 Guidance Raised to $523–$525M

JFrog (FROG) Soars 20%+ After Q3 Beat: Cloud Revenue Jumps 50%, FY2025 Guidance Raised to $523–$525M

JFrog Ltd. (NASDAQ: FROG) ripped higher today after posting a decisive third‑quarter beat and lifting its full‑year outlook. As of roughly 16:05 UTC, shares traded near $58.90, up ~24.6% intraday after touching an intraday high of $62.92; premarket gains topped 20% as the report hit the tape. Barron’s Key takeaways What’s driving the surge JFrog’s outperformance was broad‑based, with strength in its software supply chain platform and accelerating cloud adoption. Management highlighted new governance and AI offerings—AppTrust and AI Catalog—as catalysts helping large customers standardize on the platform. JFrog Investor Relations On the numbers, JFrog delivered total revenue of $136.9M
IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited — the AI-focused data‑center operator formerly known as Iris Energy — is back in the spotlight today after reporting record fiscal Q1 FY26 results last night and riding momentum from a $9.7 billion, five‑year AI cloud contract with Microsoft announced earlier this week. Shares are volatile in Friday trading even as Compass Point doubled its price target to $105 on the company’s hyperscale AI build‑out. GlobeNewswire+2 What’s new today (Nov. 7) The Microsoft catalyst: $9.7B over five years On Nov. 3, IREN announced a $9.7 billion AI cloud services contract with Microsoft. Under the agreement, IREN will supply
Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Stock Performance & Valuation Zeta’s stock has trended down from its late-2024 highs (~$36.7) as broader growth-tech valuation pressures emerged. At the Nov 4 close, ZETA was ~$16.70stockanalysis.com, near its 52-week low and well below its peak. Over the year it’s down ~–7%marketbeat.com (since start-2025), while smaller tech peers have also lagged. On Nov 4 its volume was ~11.2 M sharesstockanalysis.com, reflecting heavy trading after earnings. Technically, ZETA carries a higher beta (~1.28stockanalysis.com) so it tends to amplify tech market moves. The stock’s drop on Nov 4 (–5.2% on the closestockanalysis.com) came ahead of the after-market earnings release, amid a weak
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Stock Market Today

Diageo share price slips into the weekend as investors eye Feb. 25 results

Diageo share price slips into the weekend as investors eye Feb. 25 results

7 February 2026
Diageo shares closed down 1.48% at 1,760 pence on Friday, trailing a 0.59% gain in the FTSE 100. An updated analyst consensus points to a 2.0% fall in first-half organic net sales ahead of interim results due Feb. 25. Trading volume was light, and the stock remains over 22% below its 52-week high.
National Grid share price: what to know before London reopens after BoE signal

National Grid share price: what to know before London reopens after BoE signal

7 February 2026
National Grid shares closed at 1,285 pence in London on Friday, up 0.23%. The Bank of England held rates at 3.75% after a close vote, signaling possible cuts if inflation falls. National Grid announced a wireless power transmission study with Space Solar and marked five years of IFA2 interconnector operations. Its U.S. ADR ended at $88.06, up $1.17.
BAE Systems share price rises into weekend — what to watch before Monday’s London open

BAE Systems share price rises into weekend — what to watch before Monday’s London open

7 February 2026
BAE Systems shares closed up 1.2% at 1,879 pence on Friday, tracking gains in European defence stocks. The company’s market value stands near £54.8 billion. Investors await BAE’s full-year results on Feb. 18 for updates on cash returns and orders. GXO Logistics renewed and expanded its contract to support BAE’s Type 26 frigate program in Scotland.
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