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Cloud Computing News 30 October 2025 - 4 November 2025

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

ORCL Stock Price & Recent Performance Oracle’s stock has been on a tear in 2025, propelled by accelerating cloud growth and AI enthusiasm. Shares started the year around the $170 level, then climbed steadily and spiked after mid-year earnings. By July, ORCL hit record highs near $240 (up 43% for 2025 at that point)investopedia.com, prompting analyst upgrades. Jefferies, for example, raised its price target to $270 in July, citing Oracle’s pivotal cloud deals and declaring the company at a “pivotal moment” in its evolutioninvestopedia.cominvestopedia.com. The rally peaked in September when Oracle briefly traded above $300. However, after touching its 52-week
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’s Stock Price & Recent Performance Microsoft’s stock is trading around $513–$515 per share in early November 2025, just a few percent shy of its all-time highs achieved last month. The stock jumped in late October to a $4 trillion valuation milestonereuters.com on optimism around its AI initiatives, briefly making Microsoft only the second company ever to reach that mark (trailing chipmaker Nvidia). Even after a slight pullback post-earnings, MSFT remains up nearly 25–30% year-to-date, dramatically outperforming the broader marketinkl.com. (By comparison, the S&P 500 index is up ~15% YTDinkl.com.) This rally has been powered by investor enthusiasm for Microsoft’s
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

AWS Outage “Breaks the Internet” in October 2025 Late last month, Amazon Web Services – the world’s largest cloud provider – experienced a catastrophic outage that many dubbed an “internet blackout.” The trouble began on October 19, 2025 (Monday), inside AWS’s busiest data center hub in Northern Virginia (US-East-1). According to Amazon, a “DNS resolution issue” in that region set off a chain reaction of failurestechcrunch.com. In simpler terms, part of the internet’s “phone book” stopped working properly. Specifically, AWS’s internal Domain Name System (DNS) – which translates service names to network locations – suddenly couldn’t find the address for
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

AWS and OpenAI Ink a $38 Billion Cloud Partnership Amazon Web Services and OpenAI unveiled a multi-year cloud computing deal that ranks among the largest ever in tech. Under the agreement – valued at $38 billion over seven years – OpenAI will run and scale its advanced AI workloads on AWS’s “world-class infrastructure” starting immediatelyaboutamazon.com. In practical terms, AWS is provisioning OpenAI with vast computing capacity: on day one, OpenAI gains access to hundreds of thousands of NVIDIA GPU-based processors in AWS data centers, with the option to scale up to tens of millions of CPU cores for future growtharabianbusiness.com. AWS has
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’s New Models and Features: GPT-5, Sora, and More OpenAI kicked off October 2025 with a bang at its DevDay 2025 in San Francisco, unveiling a suite of new AI models and tools aimed at developers and consumers. GPT-5 Pro, the company’s latest flagship language model, took center stagetechcrunch.com. Billed as the “smartest model in the API” for tasks requiring high precision and reasoning depthopenai.comtechcrunch.com, GPT-5 Pro is particularly geared toward demanding domains like finance, law, and healthcare where accuracy is paramounttechcrunch.com. “[Developers] now have access to the same model that powers Sora 2’s stunning video outputs right in your own
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

Leadership Transition at MongoDB MongoDB’s announcement on November 3, 2025 signaled a major leadership shake-up for the $29 billion database company. Dev Ittycheria, who has served as CEO since 2014, will be stepping down after an 11-year tenure leading MongoDBmarkets.ft.com. Ittycheria is credited with transforming MongoDB from a startup into a global player – he oversaw the company’s 2017 IPO and the growth of its customer base to nearly 60,000 organizations (including over 75% of the Fortune 100)markets.ft.cominvesting.com. In the press release, Ittycheria called it “the privilege of a lifetime to lead MongoDB” and said he is “immensely grateful to our
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

Company Background & Operations IREN Limited is a vertically integrated data center operator that began as Iris Energy, a company known for sustainably mining Bitcoin using 100% renewable energyts2.tech. Headquartered in Australia with major operations in Canada and Texas, IREN controls roughly 2.9 GW of clean power capacity (hydro and wind) for its facilitiests2.tech. This massive energy footprint enabled low-cost crypto mining (all-in cost ~$0.03–$0.04 per kWh, or about $41K per Bitcoin mined)ts2.tech – among the cheapest in the industry. By mid-2024 the company had scaled to ~20 exahashes of Bitcoin hashing power, making it one of the largest miners
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’s Current Stock and Performance Oracle’s stock has been on a tear in 2025, nearly doubling from around $170 in Jan 2025 to record highs (~$345) in mid-Septemberts2.tech. That rally put Oracle in the top 5 of U.S. companies by market cap (approaching $1 trillion)ts2.tech. As of Oct 31, 2025 the share price is about $262–270, after a mild late-October pullbackmarketbeat.comts2.tech. Year-to-date the stock is up roughly 70–75%ts2.techts2.tech, far outpacing the S&P 500 and even the “Magnificent Seven” tech giants. In mid-Oct, profit-taking trimmed the price by about 7% in a day, but ORCL remains in a clear uptrendts2.techts2.tech. Technically, the
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?

Stock Performance and Market Snapshot Alphabet’s stock has been on a tear. After closing around $265 on Oct 27, 2025, Class A shares (GOOGL) spiked following the Q3 report and trade near $280 as of Oct 31ts2.tech. Over the past year the stock is up well over 30%, reflecting optimism around AI and digital ads. Trading volumes have been robust amid volatility in the broader tech sector. Importantly, Alphabet is now one of only a few companies (with Apple, Microsoft) above the $3 trillion market cap thresholdts2.tech, underscoring its massive scale. Recent moves have set new record highs: for example, an
31 October 2025
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Amazon’s Stock Skyrockets: Q3 Beat, Cloud and AI Boom Fuel Rally

Amazon Stock Rockets 12% After AI-Driven Cloud Surge & $2.5B FTC Win! 🚀

Current Stock Price & Recent Performance As of the morning of Oct 31, 2025, AMZN shares have surged roughly 12% to about $250 per share, after-hours following its Q3 report and upbeat forward outlookreuters.com. (For context, AMZN closed around $222.86 on Oct 30investing.com.) Over the past week, the stock ranged in the mid-$210s to low-$230s. It climbed from about $224 on Oct 24 to ~$230 by Oct 29, then slipped to $222.86 on Oct 30 before the big jumpinvesting.com. Year-to-date, Amazon is flat (roughly +3%), underperforming major tech indexests2.techts2.tech. On technical charts, the stock has traded in the middle of
31 October 2025
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Amazon’s Stock Skyrockets: Q3 Beat, Cloud and AI Boom Fuel Rally

Amazon’s Stock Skyrockets: Q3 Beat, Cloud and AI Boom Fuel Rally

Stock Performance On Oct. 30, Amazon shares hovered in the $223–228 range during the dayts2.tech. They opened lower and were down about 1% intraday, tracking broader tech weakness (the Nasdaq fell ~1.6% that day). Yet when Amazon smashed expectations after the close, the stock surged over 10% in extended tradinggeekwire.com. Overall, AMZN’s 2025 performance has been lackluster – up only ~4% YTDts2.tech versus double-digit gains for Microsoft, Google and Apple. In fact, CNBC’s Jim Cramer bluntly called Amazon the worst performer of the “Magnificent Seven” tech stocks this yeartechbuzz.ai. For perspective, over the past five years Amazon is up ~44%
30 October 2025
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Stock Market Today

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

7 February 2026
Apple closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. The S&P 500 jumped 1.97% and the Nasdaq rose 2.18% as chipmakers rallied, while Amazon fell 5.6% on higher capex guidance. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13. Apple’s next dividend is $0.26 per share, payable Feb. 12.
Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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