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Cloud Computing 2 December 2025 - 7 December 2025

Amazon Market Value Dips Under $3 Trillion, AWS Expansion Weighed Against Cash Flow Challenges
Microsoft Supercharges Azure Networking and Edge: Zone‑Redundant NAT Gateway, 400G ExpressRoute and AI‑Powered IoT at the Edge

Microsoft Supercharges Azure Networking and Edge: Zone‑Redundant NAT Gateway, 400G ExpressRoute and AI‑Powered IoT at the Edge

Microsoft has launched one of its biggest networking and edge-computing waves in years, combining new Azure networking security and scale features with major upgrades to Azure Local and Azure IoT Operations. As of December 7, 2025, these changes position Azure as a cloud platform explicitly tuned for AI workloads, data sovereignty, and highly distributed edge operations. Microsoft Azure+2Microsoft Azure+2
7 December 2025
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Oracle Corp (ORCL) Stock on December 6, 2025: AI Cloud Deals, Debt Risks and Q2 2026 Earnings Forecast

Oracle Corp (ORCL) Stock on December 6, 2025: AI Cloud Deals, Debt Risks and Q2 2026 Earnings Forecast

As of the weekend on December 6, 2025, Oracle Corp is back on investors’ radar. The stock closed Friday at about $217.58, up roughly 1.5% on the day and marking its fourth straight session of gains, with trading volume running above its recent average. Even after this rebound, Oracle shares sit about 37% below their 52‑week high around $345.72 set in September, highlighting just how violent the recent pullback has been. MarketWatch
6 December 2025
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Broadcom (AVGO) Stock Outlook: AI Deals, VMware Cloud Wins and Wall Street Targets Ahead of December 11 Earnings

Broadcom (AVGO) Stock Outlook: AI Deals, VMware Cloud Wins and Wall Street Targets Ahead of December 11 Earnings

Broadcom Inc. heads into its next earnings report as one of the market’s flagship artificial‑intelligence infrastructure plays, with its share price hovering just below record highs and expectations running very hot. As of the latest close, AVGO trades around $390 per share, up about 2.4% on the day and more than 7% over the past month, outpacing both the S&P 500 and the broader tech sector. Finviz
6 December 2025
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Broadcom (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings

Broadcom (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings

Broadcom Inc. heads into its fiscal fourth‑quarter earnings report on Thursday, December 11, 2025, with its share price hovering near record territory and expectations for artificial intelligence revenue set sky‑high. As of Friday’s close, Broadcom stock traded around $390.24 per share, giving the company a market capitalization near $1.8 trillion and putting it among the most valuable chip and infrastructure software companies on the planet. Investing.com
6 December 2025
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Oracle vs Amazon Stock: Which AI Cloud Giant Looks Better Positioned for 2026?

Oracle vs Amazon Stock: Which AI Cloud Giant Looks Better Positioned for 2026?

Oracle and Amazon spent 2025 riding the same powerful wave — artificial intelligence and cloud computing — but their share prices and narratives diverged sharply. As investors look ahead to 2026, the “Oracle vs Amazon stock” question is really about choosing between a high-octane AI infrastructure surge and a diversified tech-and-retail powerhouse.
5 December 2025
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AWS, Azure And Cloudflare Outages Expose A Growing Cloud Reliability Crisis — And Why DNS Resilience Is Now Center Stage

AWS, Azure And Cloudflare Outages Expose A Growing Cloud Reliability Crisis — And Why DNS Resilience Is Now Center Stage

As of December 5, 2025, the global internet is once again grappling with reliability questions after a fresh Cloudflare disruption on top of recent outages at Amazon Web Services, Microsoft Azure and other core infrastructure providers. At the same time, AWS is rolling out a new Route 53 “Accelerated Recovery” feature and partnering with Google Cloud on a multicloud link designed to make it easier to ride out future failures. Amazon Web Services, Inc.+2Reuters+2
5 December 2025
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Snowflake Q3 FY2026 Earnings Beat: $1.21B Revenue, $200M Anthropic AI Deal and $2B AWS Milestone Can’t Stop SNOW Stock Slide

Snowflake Q3 FY2026 Earnings Beat: $1.21B Revenue, $200M Anthropic AI Deal and $2B AWS Milestone Can’t Stop SNOW Stock Slide

Snowflake Inc. delivered another quarter of strong growth and a clean beat on Wall Street expectations on Wednesday, but the stock fell sharply in after‑hours trading as investors focused on a softer margin outlook and the cost of aggressive AI investment. At the same time, the AI Data Cloud company unveiled a trio of major partnerships with Anthropic, Amazon Web Services and Accenture, all announced on December 3 and aimed squarely at consolidating Snowflake’s position at the center of enterprise AI. Accenture Newsroom+4Business Wire+4Benzinga+4
3 December 2025
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Oracle Stock (ORCL) Today: AI Cloud Winner, Wells Fargo Upgrade and Long‑Term Forecasts to 2030

Oracle Stock (ORCL) Today: AI Cloud Winner, Wells Fargo Upgrade and Long‑Term Forecasts to 2030

As of December 3, 2025, Oracle Corporation sits squarely in the middle of the AI‑infrastructure boom: its stock has pulled back sharply in recent weeks, yet Wall Street forecasts and fresh research notes still point to substantial upside driven by Oracle Cloud Infrastructure and massive AI compute commitments. AlphaSense
3 December 2025
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
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Walt Disney

NYSE: DIS 90 / 100
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American International Group

NYSE: AIG 87 / 100
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