Today: 23 June 2026
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Cloud Computing 12 June 2025 - 26 August 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.
AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

AI Storm: $10B Cloud Deals, Biotech Breakthroughs & Backlash (Aug 25–26, 2025 AI News Roundup)

Meta signed a six-year, $10 billion cloud deal with Google and raised its 2025 capital spending forecast to up to $72 billion, while moving to sell $2 billion in data-center assets. Nvidia announced GeForce NOW upgrades with Blackwell RTX 5080-class GPUs at Gamescom. OpenAI will open its first international office in New Delhi in 2025 and launched its cheapest ChatGPT plan in India at $4.60 per month.
26 August 2025
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AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

AI Stock Shake-Up: Tech Selloff, $10B Cloud Deal & Intel’s $9B Lifeline (Aug 23–24, 2025)

Nvidia became the first $4 trillion company last month after a 1,400% rally since late 2022, but shares fell over 3% this week as the Nasdaq slid more than 2%. Palantir dropped nearly 10% after recent gains, while Analog Devices rose 4% on strong AI-chip demand. Meta committed over $10 billion to Google Cloud for AI. The U.S. will invest $8.9 billion in Intel, taking a 9.9% stake at a discount.
24 August 2025
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The 2025 Google Cloud AI Revolution: New Services, Strengths, and Surprising Developments

The 2025 Google Cloud AI Revolution: New Services, Strengths, and Surprising Developments

Google announced Gemini 2.5 "Flash," a smaller, cost-efficient AI model, and unveiled Vertex AI Agents and an AI Agent Marketplace at Next ’25. Over 4 million developers use Gemini models on Vertex AI, with usage up 20× in a year. Cloud TPU v5e delivers up to 2.5× better inference per dollar, and "Ironwood" TPUs are coming. Google Cloud partners with Hugging Face, Anthropic, SAP, Mayo Clinic, Deloitte, and Accenture.
27 July 2025
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Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

AWS announced a $100 million boost for its Generative AI Innovation Center and launched the Generative AI Partner Innovation Alliance. Amazon ECS added a blue/green deployment feature for container updates. OpenAI chose Google Cloud for AI training, while Oracle signed a $30 billion annual cloud deal with OpenAI for Texas data center capacity. IBM closed its $6.4 billion HashiCorp acquisition and introduced the z17 mainframe with on-chip AI.
24 July 2025
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Microservices and Serverless Roundup: Key Developments in June–July 2025

Microservices and Serverless Roundup: Key Developments in June–July 2025

Amazon Aurora DSQL, a serverless distributed SQL database, became generally available in late May 2025. AWS API Gateway added dynamic routing rules on June 3. Google Cloud launched NVIDIA GPU support on Cloud Run on June 9. Databricks completed its $1 billion acquisition of Neon, a serverless PostgreSQL database for AI workloads.
9 July 2025
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AI, Cloud & Cybersecurity Boom: Inside the 2025 CIO Tech Agenda

AI, Cloud & Cybersecurity Boom: Inside the 2025 CIO Tech Agenda

In 2025, 88% of ANZ CIOs and over 80% of global CIOs plan to invest in cybersecurity, while 58% of global tech leaders rank AI as the top technology priority. U.S. large enterprises will spend 1.45% of revenue on IT, compared to 1.29% in Europe. 56% of large firms prioritize cost reduction over revenue growth. Gartner predicts 25% of CIOs will have pay tied to sustainable tech outcomes by 2027.
7 July 2025
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Tech News Deep Dive: July 2025’s Biggest Stories in Devices, AI, Cloud, Gaming, and Space / Updated: 2025, July 3rd, 12:01 CET

Tech News Deep Dive: July 2025’s Biggest Stories in Devices, AI, Cloud, Gaming, and Space / Updated: 2025, July 3rd, 12:01 CET

Oracle signed a $30 billion annual cloud deal to lease 4.5GW of computing power to OpenAI for the Stargate data center, aiming to double cloud sales by 2028. Nothing Phone (3) launched with a transparent chassis and Snapdragon 8s Gen 4, starting at $799. Nintendo Switch 2 reportedly faces overheating issues with demanding games. Interstellar object A11pl3Z will pass near Mars in October 2025, posing no threat to Earth.
3 July 2025
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Cloud Computing and XaaS Developments (May–June 2025)

Cloud Computing and XaaS Developments (May–June 2025)

Salesforce agreed to acquire Informatica for $8 billion in May 2025. Microsoft partnered with xAI to host Grok 3 models on Azure. Red Hat and AMD expanded AI collaboration, while IBM and Oracle launched a cloud partnership. Q1 2025 global enterprise cloud infrastructure spending reached $94 billion, up 23% year over year.
30 June 2025
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Ground Control Goes Cloud: The Digital Overhaul of Satellite Operations (2025–2030)

Ground Control Goes Cloud: The Digital Overhaul of Satellite Operations (2025–2030)

The global satellite ground station market is forecast to rise from $56 billion in 2022 to $125 billion by 2030. Operators including AWS and Microsoft now offer cloud-based ground services, with digital twins, AI, and SDN integrated for automation and network management. Most new missions will use virtualized ground services by 2030. Regulatory, licensing, and interoperability issues persist.
12 June 2025
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Stock Market Today

  • Pinterest (PINS) Shares Drop 2.25%, Lag Behind Market Ahead of Earnings
    June 22, 2026, 7:31 PM EDT. Pinterest (PINS) shares fell 2.25% to $32.99, underperforming the S&P 500's 0.53% decline in the latest session. Over the past month, PINS dropped 4.31%, trailing the Computer and Technology sector's 1.25% gain. Investors await Pinterest's Q3 earnings release on November 4, 2025, with projected EPS of $0.42, up 5%, and revenue of $1.05 billion, a 16.56% increase year-over-year. Full-year estimates forecast EPS of $1.72 (+33.33%) and revenue of $4.23 billion (+16.02%). Pinterest carries a Forward P/E of 19.57, below the industry average of 29.31, and a low PEG ratio of 0.58 versus the industry's 2.1, suggesting potential undervaluation amid expected growth. Pinterest holds a Zacks Rank of #2 (Buy), reflecting moderate analyst optimism.

Latest articles

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.
Nokia Shares Pop After Google Cloud AI Announcement

Nokia Shares Pop After Google Cloud AI Announcement

23 June 2026
Nokia shares surged 4.2% in Helsinki and 7.0% in New York after announcing an expanded AI network-software partnership with Google Cloud, as investors shift focus to Nokia’s role in AI infrastructure; the deal integrates Google’s Gemini AI into Nokia’s network management tools, with SaaS launch set for September and more features due through 2027.
Dominion Energy Faces $67 Billion Test From Virginia Data Center Power Surge

Dominion Energy Faces $67 Billion Test From Virginia Data Center Power Surge

23 June 2026
Dominion Energy shares hovered near a 52-week high as investors weighed surging Virginia data-center power demand and the pending NextEra takeover, with the stock closing at $68.04, down 0.54%; the deal’s outcome and regulatory approvals could determine whether Dominion’s capital plan becomes shareholder gains or a balance-sheet risk.
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