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Cloud Computing 14 September 2025 - 17 October 2025

Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle’s AI Cloud Blitz: $300B OpenAI Deal, Meta Pact, and Supercomputer Unveiled

Oracle secured a $300 billion, five-year cloud deal with OpenAI and a $65 billion partnership with Meta, swelling its cloud backlog. The company unveiled a cloud-based AI supercomputer with up to 800,000 NVIDIA GPUs and announced new AI chips and services. Oracle also launched a unified AI data platform and cross-cloud purchasing credits for AWS, Azure, Google, and Oracle Cloud.
17 October 2025
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Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Nebius Group (NBIS) Skyrockets 350% on AI Deal, Then Stumbles – What’s Next for This Cloud Newcomer?

Nebius Group (NASDAQ: NBIS) stock soared over 350% year-to-date, fueled by a $17.4 billion AI infrastructure deal with Microsoft in September that triggered a one-day 44% jump. Shares cooled to $114 on Oct. 17, down 7% amid heavy profit-taking. The company raised $1.3 billion recently to fund a $3 billion expansion of its AI cloud capacity. Q2 revenue surged 625% to $105.1 million, but Nebius remains unprofitable.
17 October 2025
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Salesforce (CRM) Stock Soars on $60B AI Bet – Can the Cloud Giant’s Rally Last?

Salesforce (CRM) Stock Soars on $60B AI Bet – Can the Cloud Giant’s Rally Last?

Salesforce shares jumped nearly 4% to around $245 Friday after the company raised its 2030 revenue target above $60 billion, beating Wall Street estimates. Despite the rally, CRM remains down about 29% in 2025, lagging major peers and indexes. The new forecast excludes an $8 billion Informatica deal aimed at boosting AI capabilities. Investors remain split, with analyst targets ranging from $221 to $405.
17 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Bet Sends Stock Soaring – Trillion-Dollar Dreams Awaken

Oracle shares surged over 36% on September 10, 2025, after announcing $300 billion in new AI cloud contracts, including a major deal with OpenAI. The stock hit an all-time high near $345, then pulled back on margin concerns but remains up about 70–80% year-to-date. Fiscal Q1 revenue rose 12% to $14.93 billion, driven by 28% cloud growth. Oracle’s backlog soared to $455 billion, up 359% from a year earlier.
17 October 2025
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Google Pounces on Microsoft 365 Outages With Bold ‘Backup Plan’ to Lure Businesses

Google Pounces on Microsoft 365 Outages With Bold ‘Backup Plan’ to Lure Businesses

Google launched new Workspace plans targeting Microsoft 365’s recent outages, including a “Business Continuity” package that runs alongside Microsoft apps and a migration bundle with Okta and JumpCloud. Google criticized Microsoft’s reliability and security, citing October’s major 365 outage. Microsoft shares dipped slightly after the announcement but remain up over 20% this year. Alphabet stock has surged 29% in 2025, briefly topping $3 trillion in value.
17 October 2025
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Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle Stock Surges on $300B AI Cloud Deal – Is a Trillion-Dollar Valuation Next?

Oracle shares traded near $304 on Oct. 16, 2025, up sharply year-to-date after securing major AI cloud contracts, including a reported $300 billion deal with OpenAI. Q1 FY2026 revenue rose 12% to $14.93 billion. CEO Safra Catz will step down, with Clay Magouyrk and Mike Sicilia named co-CEOs. Wall Street targets cluster in the low-to-mid $300s, though some analysts warn of high valuation risks.
16 October 2025
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CoreWeave’s AI Cloud Goldrush: CRWV Stock Skyrockets on Mega-Deals & Bold Moves

CoreWeave’s AI Cloud Goldrush: CRWV Stock Skyrockets on Mega-Deals & Bold Moves

CoreWeave shares have tripled since its March 2025 IPO, recently trading in the mid-$130s and valuing the company at about $70 billion. In late September, CoreWeave signed a $14.2 billion AI cloud deal with Meta and expanded its OpenAI contract to $22.4 billion. This week, it agreed to acquire UK-based Monolith AI. Q2 revenue surged 207% year-on-year to $1.2 billion, but the company remains unprofitable.
10 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s AI Cloud Gamble Drives Soaring Stock – Can ORCL Join the Trillion-Dollar Club?

Oracle shares surged as much as 43% in a single day in September 2025 after unveiling massive AI cloud deals, including a $300 billion agreement with OpenAI. The stock hit a record $345 before settling near $290 in October, up about 75% year-to-date. Quarterly revenue rose 12% to $14.9 billion, with cloud infrastructure sales up 55%. Oracle spent $8.5 billion on expansion and raised $18 billion in bonds, pushing debt over $100 billion.
7 October 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM’s Big Blue Comeback: How AI and Cloud Bets Sent IBM Soaring in 2025

IBM shares traded near $289 in early October 2025, close to multi-year highs, with a market cap of $265 billion and a P/E ratio of about 45. Q2 revenue beat estimates at $16.98 billion, but a slight miss in software sales triggered a 5% after-hours dip. IBM reported $7.5 billion in generative AI business and unveiled Granite 4.0, a new open-source AI model. Q3 results are due Oct. 22.
7 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

Oracle shares surged 36% in one day after its September earnings report showed a record jump in cloud contract bookings, with the stock up about 70% year-to-date at $285 as of early October. The company landed a $300 billion, five-year cloud deal with OpenAI and is negotiating a $20 billion-plus contract with Meta. Oracle’s cloud backlog hit $455 billion, up 359% year-over-year. Long-term debt now exceeds $100 billion after heavy spending and bond issuance.
6 October 2025
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AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

Morgan Stanley’s Lisa Shalett warns the AI spending surge is nearing its late stages, citing slowing free-cash-flow growth among hyperscalers after capex quadrupled since 2022. She notes most AI infrastructure is funded by mature businesses facing saturation and rising competition. Strategas data shows hyperscalers’ free cash flow could shrink 16% in the next year. Morgan Stanley advises caution on small-cap and unprofitable tech stocks.
2 October 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Big AI Gamble: Nadella Hands Over Commercial Reins to Focus on Datacenters and AI — What It Means for Customers, Partners and Competitors

Judson Althoff has been promoted to CEO of Microsoft’s commercial business, now overseeing sales, marketing, and operations, which generate about 75% of company revenue. Satya Nadella will shift focus to AI infrastructure and research, stepping back from daily commercial management. Microsoft also launched a unified marketplace for cloud and AI apps this week.
2 October 2025
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You Won’t Believe What Google Did This Month: July 2025’s Biggest Stories

Alphabet’s 2025 Surge: How Google’s AI, Ads & Cloud Are Powering a 30% Rally

Alphabet shares surged 38% in Q3 2025, pushing its market cap above $3 trillion for the first time. Q2 revenue rose 14% to $96.4 billion, with net income at $28.2 billion. Google Cloud grew 32% to $13.6 billion, while search and YouTube ads each increased 12%. A U.S. judge blocked a breakup of Google’s core businesses in September.
1 October 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle’s $300 Billion AI Cloud Bombshell Sends ORCL Stock Soaring – What’s Next?

Oracle shares hit a record $328 on Sept. 10, then fell to $291 after a 5.6% drop, still up 75–85% year-to-date. Safra Catz will step down as CEO, with Clay Magouyrk and Mike Sicilia named co-CEOs. Q1 FY2026 results showed a 359% surge in cloud backlog to $455 billion, driven by a $300 billion OpenAI deal. The stock trades at a $830 billion market cap and 45× forward earnings, outpacing tech peers.
25 September 2025
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Alibaba Stock Skyrockets on AI Breakthrough – Key Facts & Latest 2025 Update

Alibaba’s $53 Billion AI Blitz: Stock Soars on Nvidia Pact and Global Cloud Push

Alibaba shares jumped nearly 10% to a four-year high after the company pledged to boost AI investment beyond its $53 billion budget and announced a partnership with Nvidia. The deal will bring Nvidia’s AI tools to Alibaba Cloud, including software for robotics and autonomous driving. Alibaba also launched new AI models and plans data centers in Brazil, France, and the Netherlands. Financial terms of the Nvidia partnership were not disclosed.
25 September 2025
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How Machine Learning Works and Why It’s Changing Everything in 2025

The Containerized Data Center Boom: How “Data Centers in a Box” Are Revolutionizing IT (Market to Hit $43B by 2030)

The global containerized data center market is projected to jump from about $16 billion in 2025 to $42.9 billion by 2030, growing over 21% annually, according to GlobeNewswire. Telecom and IT firms are deploying pre-fabricated, shipping container-based data centers for rapid setup at remote sites, fueled by demand for edge computing, AI, and high-performance workloads.
18 September 2025
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The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

Oracle signed a five-year, $300 billion cloud contract with OpenAI, set to begin in 2027 and supply up to 5 gigawatts of compute power. The deal pushed Oracle’s cloud backlog to $455 billion and briefly made Larry Ellison the world’s richest person. OpenAI raised $40 billion to help fund the commitment, despite annual revenue of $10 billion and ongoing losses. Oracle’s stock surged, then dropped 7% on concerns about reliance on a single client.
14 September 2025
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