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Cloud Computing 31 October 2025 - 17 November 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 (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)

Microsoft’s Fairwater AI datacenter network is now operational, linking Atlanta and Wisconsin sites with a dedicated high-speed optical backbone. Baird has initiated coverage of Microsoft with an Outperform rating and a $600 target, citing AI leadership. New Azure AI partnerships were announced today. A Microsoft-backed report warns AI is spreading faster than previous tech waves but unevenly.
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

NICE Ltd. reported Q3 2025 revenue of $732 million, up 6% and above analyst expectations, with cloud revenue rising 13% to $562.9 million. GAAP net income reached $144.9 million, up 20% from a year earlier. The company raised its full-year non-GAAP revenue outlook but trimmed EPS guidance. Shares rose 6–9% in pre-market trading after results.
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 shares traded near $227 on Thursday, down nearly 4% after a steep drop from September’s record high of $345. The stock has fallen in seven of the last ten sessions, losing about 17.5% amid concerns over thin AI cloud margins and mixed analyst views. Institutional activity is split, with some buying and others cutting stakes. Next earnings are due December 8.
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 has agreed to acquire Datometry, the maker of the Hyper-Q virtualization platform, for undisclosed terms. Snowflake plans to integrate Hyper-Q into its SnowConvert AI migration suite, aiming to accelerate and lower the cost of moving data warehouses. The company claims Hyper-Q can speed Teradata migrations by up to four times and cut costs by as much as 90%.
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 shares traded near $290 Tuesday after Google announced a €5.5 billion ($6.4B) investment to expand cloud and data-center capacity in Germany through 2029. The stock touched an intraday high of $291.69, just above its 52-week peak. German officials said the project will create about 9,000 jobs without state subsidies. South Korea delayed a decision on Google’s map data export request.
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

OpenAI ended its exclusive cloud deal with Microsoft Azure, signing a $38 billion, seven-year agreement with AWS. Microsoft restructured its OpenAI partnership on Oct. 28, keeping a significant stake and long-term tech rights. The company also secured $9.7 billion in AI compute capacity from IREN and a multi-billion-dollar GPU deal with Lambda. Microsoft last traded at $496.82, with a $3.85 trillion market cap.
9 November 2025
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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?

Microsoft reported Q1 2026 revenue of $77.7 billion, up 18%, with Azure and other cloud services growing 40%. Oracle’s Q1 2026 revenue reached $14.9 billion, up 12%, and its backlog surged 359% to $455 billion after signing several multibillion-dollar AI contracts. Microsoft flagged AI infrastructure constraints. Oracle’s stock jumped on its backlog news.
7 November 2025
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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 reported record Q1 FY26 revenue of $240.3 million and net income of $384.6 million, driven by unrealized gains and a surge in Bitcoin mining. Shares swung sharply Friday after a $9.7 billion, five-year AI cloud contract with Microsoft was announced. Compass Point doubled its price target to $105. IREN’s AI cloud revenue remains small but management targets $3.4 billion ARR by end-2026.
7 November 2025
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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)

Zeta (NYSE: ZETA) closed Nov. 4, 2025 at $16.70, down 5.2%, with after-hours trading near $18.06. Q3 revenue rose 26% year-over-year to $337.4 million, with net cash from operations up 68%. The company raised its FY2025 revenue outlook to $1.273–1.276 billion. Analyst consensus rates ZETA a “Strong Buy,” with an average 12-month price target of $28.
4 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Forecast 2025: AI-Fueled Growth Amid Cloud Boom

Oracle shares trade near $258 as of early November 2025, up about 50% year-to-date after surging on major AI and cloud deals. The stock reached a 52-week high of $345.72 in mid-2025 before retreating. Oracle’s market cap stands near $750 billion. Remaining performance obligations soared to $455 billion in Q1 FY2026, up 359% year-over-year.
4 November 2025
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Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

Microsoft Hits $4 Trillion Valuation – Cloud Boom, AI Bets, and What’s Next for MSFT Stock

Microsoft shares trade near $514, close to record highs, with a market cap around $3.8–4 trillion. Quarterly revenue hit $77.7 billion, up 18% year-over-year, as Azure cloud revenue surged nearly 40%. Microsoft announced a $135 billion OpenAI stake and $250 billion in new Azure commitments. Capital expenditures reached a record $34.9 billion, mostly for AI datacenters.
4 November 2025
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Amazon’s $2.5 Billion Cloud Outage: How an AI Glitch Broke the Internet – Again

Amazon’s $2.5 Billion Cloud Outage: How an AI Glitch Broke the Internet – Again

Amazon Web Services suffered a 16-hour outage in late October 2025, disrupting over 2,500 companies and major apps including Fortnite, Snapchat, and Coinbase. Amazon traced the incident to a bug in automated DNS management in its US-East-1 region, which triggered cascading failures. Engineers restored service after manual intervention. The outage caused an estimated $2.5 billion in global losses.
4 November 2025
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Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

Amazon Web Services and OpenAI signed a seven-year, $38 billion cloud deal, giving OpenAI immediate access to hundreds of thousands of NVIDIA chips on AWS. The agreement follows OpenAI’s move to diversify beyond Microsoft and is part of over $1 trillion in cloud and chip commitments. Amazon shares rose 4–5% on the news, adding nearly $140 billion to its market value. NVIDIA stock also climbed about 2%.
4 November 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s AI Power Play: GPT-5 Unveiled, $38B Cloud Deal, and a Global AI Shake-Up

OpenAI launched GPT-5 Pro, new video and voice tools, and a TikTok-style Sora app at its October DevDay. The company signed a $38 billion AWS deal, ending exclusive reliance on Microsoft Azure, and restructured its partnership with Microsoft, which retains a 27% stake. OpenAI announced a $450 billion supercomputing expansion and released AI economic blueprints for South Korea and Japan.
3 November 2025
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MongoDB’s CEO Shake-Up: 11-Year Veteran Departs as Cloudflare Exec Takes Charge Amid Stock Surge

MongoDB’s CEO Shake-Up: 11-Year Veteran Departs as Cloudflare Exec Takes Charge Amid Stock Surge

MongoDB named Chirantan “CJ” Desai as its next CEO, replacing Dev Ittycheria, who will step down in November 2025 after 11 years. Shares jumped about 9% in pre-market trading, nearing all-time highs, as the company raised its Q3 FY2026 outlook and analysts boosted price targets. Ittycheria will stay on as an advisor during the transition. Final Q3 results are due December 1, 2025.
3 November 2025
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AI Goldrush: IREN Stock Rockets 500% as Bitcoin Miner Morphs into AI Cloud Powerhouse

AI Goldrush: IREN Stock Rockets 500% as Bitcoin Miner Morphs into AI Cloud Powerhouse

IREN Limited shares surged nearly 500% over the past year, peaking at $74 in October before settling near $60 in November. The company doubled its GPU fleet and signed new AI cloud contracts covering 11,000 GPUs, driving a one-day 9% stock jump. IREN raised $875 million via convertible notes and benefited from Bitcoin’s rally above $120,000. Analysts remain bullish but warn of high valuation and overbought signals ahead of November 6 earnings.
2 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle Stock Skyrockets on AI Cloud Deals – Is a $1 Trillion Market Cap Next?

Oracle closed at $262.60 on Oct. 31, up about 70–75% year-to-date but 20% below its September record. Q1 FY2026 revenue rose 12% to $14.93 billion, with cloud sales up 28%. OpenAI agreed to spend $300 billion over five years on Oracle’s cloud, fueling a surge in backlog. Oracle’s market cap is near $800 billion, with cloud share at roughly 3%.
1 November 2025
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Alphabet (Google) Stock Skyrockets on AI & Cloud Boom – Could $300 Be Next?

Alphabet shares traded near $275–280 on Oct 30–31, 2025, putting its market cap around $3 trillion and up 30% year-to-date. Q3 revenue reached $102.3 billion, net income rose 33% to $34.98 billion, and adjusted EPS beat forecasts at $3.10. Google Cloud revenue jumped 34% to $15.16 billion. The EU fined Google $3.45 billion for ad-tech monopoly, and antitrust probes continue in the U.S. and India.
31 October 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle (ORCL) Stock Skyrockets in AI Cloud Craze – 70% Rally & Bullish Targets

Oracle shares traded near $264 on Oct. 31, up about 2.9% intraday, after a volatile drop from a September high of $345. Fiscal Q1 2026 revenue rose 12% to $14.93 billion, with cloud revenue up 28% to $7.2 billion. Oracle signed four multi-billion-dollar AI cloud contracts in Q1 and reaffirmed strong guidance. The company was tapped to build OpenAI’s “Stargate” data center in Michigan and is part of the group acquiring TikTok’s U.S. business.
31 October 2025
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Stock Market Today

  • Australian Stocks Flat Ahead of Key Data Week
    June 22, 2026, 10:45 PM EDT. The S&P/ASX 200 index remained flat as mining and banking sectors saw modest gains. Energy stocks declined following a 3% drop in oil prices, driven by signs of progress in a US-Iran deal. Investors are cautious ahead of a data-heavy week expected to influence market direction. Mining, banking, and energy sectors led market moves, with geopolitical developments impacting commodity prices.

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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