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Cloud Computing 25 November 2025 - 2 December 2025

Amazon Market Value Dips Under $3 Trillion, AWS Expansion Weighed Against Cash Flow Challenges
SAP SE Stock on December 2, 2025: Business ByDesign Exit, EU AI Cloud and Legal Risks – What Investors Need to Know

SAP SE Stock on December 2, 2025: Business ByDesign Exit, EU AI Cloud and Legal Risks – What Investors Need to Know

SAP SE’s German-listed shares are edging higher today, but the backdrop for the DAX heavyweight is anything but quiet. A strategic retreat from its long-running midmarket product Business ByDesign, aggressive moves into sovereign AI cloud, and a growing stack of antitrust and trade‑secret cases are all converging just as analysts still project double‑digit earnings growth and meaningful upside for SAP stock.
2 December 2025
CoreWeave Stock (CRWV) on December 1, 2025: AI Cloud Darling Caught Between Huge Backlog, Heavy Debt and New Nvidia Jitters

CoreWeave Stock (CRWV) on December 1, 2025: AI Cloud Darling Caught Between Huge Backlog, Heavy Debt and New Nvidia Jitters

CoreWeave, Inc. has become one of the most closely watched artificial-intelligence infrastructure stocks of 2025. As of late morning on December 1, 2025, the stock trades around $73.35, giving the company a market capitalization of about $36.6 billion and leaving shares more than 60% below their 52‑week high of $187, but still well above the $40 IPO price from March. StockAnalysis+1
1 December 2025
CoreWeave Stock (CRWV) on November 29, 2025: Insider Selling, Debt Fears and AI Cloud Growth Collide

CoreWeave Stock (CRWV) on November 29, 2025: Insider Selling, Debt Fears and AI Cloud Growth Collide

CoreWeave, Inc., the Nvidia‑backed AI cloud specialist, remains one of the most volatile names in the artificial intelligence trade. After a euphoric run that sent the stock above $180 earlier this year, shares are now trading in the low‑$70s, even as the company posts triple‑digit revenue growth and announces huge multi‑year cloud deals. Investing.com+2Finviz+2
IREN Limited (NASDAQ: IREN) Stock Today, November 26, 2025: What DNB’s Stake, Options Activity and the AI Cloud Story Mean for Investors

IREN Limited (NASDAQ: IREN) Stock Today, November 26, 2025: What DNB’s Stake, Options Activity and the AI Cloud Story Mean for Investors

IREN Limited – the Australian-born Bitcoin miner turned AI data‑center operator – remains one of the most closely watched names in the “AI infrastructure” trade. On Wednesday, November 26, 2025, the stock is digesting weeks of explosive moves driven by its $9.7 billion Microsoft GPU cloud contract, record quarterly results and a flood of new institutional and derivatives activity. Reuters+2Stock Titan+2
Oracle Stock Today, November 26, 2025: ORCL Rebounds as Wall Street Backs Its High‑Risk AI Cloud Bet

Oracle Stock Today, November 26, 2025: ORCL Rebounds as Wall Street Backs Its High‑Risk AI Cloud Bet

Oracle Corporation is bouncing on Wednesday after a brutal multi‑week sell‑off that wiped out roughly 40% of its value from September highs. As of mid-session, Oracle shares trade around $204.76, up about 3.9% versus Tuesday’s close, after touching an intraday low of $196 and a high of $211.45. TradingView
Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Amazon has just made one of the biggest infrastructure commitments ever aimed at the public sector: up to $50 billion to build out dedicated artificial intelligence and supercomputing capacity for U.S. government customers of Amazon Web Services. The multi‑year program, announced November 24 and now rippling through Washington and Wall Street, will add roughly 1.3 gigawatts of new computing power across AWS’s Top Secret, Secret and GovCloud regions starting in 2026. About Amazon+1
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AI PORTFOLIO

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
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

American International Group

NYSE: AIG 87 / 100
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Editorial model selection. Not personalised advice.