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Cloud Computing 29 October 2025 - 9 November 2025

Amazon Market Value Dips Under $3 Trillion, AWS Expansion Weighed Against Cash Flow Challenges
Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

In the fast-moving world of cloud infrastructure and artificial intelligence, two major players — Microsoft and Oracle — are carving competing paths. Their stock moves, strategies and risk profiles differ markedly. This article takes a detailed look at both companies as of Nov. 7, 2025: how they have performed this year, what the major catalysts are, and how the investment case stacks up.
7 November 2025
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IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited — the AI-focused data‑center operator formerly known as Iris Energy — is back in the spotlight today after reporting record fiscal Q1 FY26 results last night and riding momentum from a $9.7 billion, five‑year AI cloud contract with Microsoft announced earlier this week. Shares are volatile in Friday trading even as Compass Point doubled its price target to $105 on the company’s hyperscale AI build‑out. GlobeNewswire+2
7 November 2025
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Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta Global (ZETA) – 17th Straight Beat & Raise Quarter Ignites AI-Cloud Rally – Analysts Eye ~$28 Target (≈+70% Upside)

Zeta’s stock has trended down from its late-2024 highs as broader growth-tech valuation pressures emerged. At the Nov 4 close, ZETA was ~$16.70stockanalysis.com, near its 52-week low and well below its peak. Over the year it’s down ~–7%marketbeat.com, while smaller tech peers have also lagged. On Nov 4 its volume was ~11.2 M sharesstockanalysis.com, reflecting heavy trading after earnings.
4 November 2025
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Oracle (ORCL) Stock Forecast 2025: AI-Fueled Growth Amid Cloud Boom

Oracle (ORCL) Stock Forecast 2025: AI-Fueled Growth Amid Cloud Boom

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 $240investopedia.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.
4 November 2025
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Microsoft Hits $4 Trillion Valuation – Cloud Boom, AI Bets, and What’s Next for MSFT Stock

Microsoft Hits $4 Trillion Valuation – Cloud Boom, AI Bets, and What’s Next for MSFT Stock

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. Even after a slight pullback post-earnings, MSFT remains up nearly 25–30% year-to-date, dramatically outperforming the broader marketinkl.com. This rally has been powered by investor enthusiasm for Microsoft’s AI and cloud momentum, as the company is seen as a prime beneficiary of the generative AI boom. In fact, Microsoft’s stock is among the best performers in the tech-heavy “Magnificent 7” mega-cap tech cohortreuters.com.
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

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, inside AWS’s busiest data center hub in Northern Virginia. 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 – which translates service names to network locations – suddenly couldn’t find the address for Amazon’s DynamoDB database servicetomsguide.comtomsguide.com. DynamoDB is a core component used by countless applications, so this was like the phone book losing the number to a major switchboard.
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

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 deep experience operating clusters of over 500,000 chips securely at scalearabianbusiness.com, which will be leveraged to support OpenAI’s needs from model training to running popular services like ChatGPT.
4 November 2025
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OpenAI’s AI Power Play: GPT-5 Unveiled, $38B Cloud Deal, and a Global AI Shake-Up

OpenAI’s AI Power Play: GPT-5 Unveiled, $38B Cloud Deal, and a Global AI Shake-Up

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 app,” CEO Sam Altman noted, emphasizing GPT-5 Pro’s advanced capabilitiestechcrunch.comtechcrunch.com. The introduction of GPT-5 Pro reflects OpenAI’s push to maintain its edge in quality and reasoning at a time when multiple competitors are nipping at its heels with their own large models.
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

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 organizationsmarkets.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 nearly 60,000 customers… and to our investors for their unwavering support”markets.ft.com. He expressed full confidence in his successor CJ Desai and will remain on the Board of Directors for a year and serve as an advisor to ensure continuitytradingview.commarkets.ft.com.
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

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 for its facilitiests2.tech. This massive energy footprint enabled low-cost crypto miningts2.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 globallyts2.tech.
2 November 2025
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Oracle Stock Skyrockets on AI Cloud Deals – Is a $1 Trillion Market Cap Next?

Oracle Stock Skyrockets on AI Cloud Deals – Is a $1 Trillion Market Cap Next?

Oracle’s stock has been on a tear in 2025, nearly doubling from around $170 in Jan 2025 to record highs in mid-Septemberts2.tech. That rally put Oracle in the top 5 of U.S. companies by market capts2.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 stock recently held its 50-day moving average after the pullbackts2.tech, suggesting support in this area. Long-term momentum is strong – even after corrections Oracle is dramatically higher YTDts2.techts2.tech.
1 November 2025
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Alphabet (Google) Stock Skyrockets on AI & Cloud Boom – Could $300 Be Next?

Alphabet (Google) Stock Skyrockets on AI & Cloud Boom – Could $300 Be Next?

Alphabet’s stock has been on a tear. After closing around $265 on Oct 27, 2025, Class A shares 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 above the $3 trillion market cap thresholdts2.tech, underscoring its massive scale. Recent moves have set new record highs: for example, an Oct 30 high around $291.59 was a multi-year peak. This momentum comes amid a tech rally led by Nvidia, Apple, Microsoft and others.
31 October 2025
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Amazon Stock Rockets 12% After AI-Driven Cloud Surge & $2.5B FTC Win! 🚀

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

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. 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, underperforming major tech indexests2.techts2.tech.
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

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. 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% vs. 1,521% for Nvidiabusinessinsider.com.
30 October 2025
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SAP Stock Soars on Cloud Surge — Can the Rally Continue?

SAP Stock Soars on Cloud Surge — Can the Rally Continue?

Bottom Line: SAP remains a market heavyweight riding a powerful transition to cloud and AI. Its Q3 results showed solid gains, but management warned of a near-term slowdown in cloud growth. Analysts say the long-term story is positive – backlog is large and costs are in check – but with the stock near cycle highs, “the rally” may need new catalysts to keep climbing. Investors will be watching upcoming earnings and how well SAP turns its AI/cloud investments into sales.
30 October 2025
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Microsoft Stock Nears All-Time High on AI, Cloud Boom – Is $625 Next?

Microsoft Stock Nears All-Time High on AI, Cloud Boom – Is $625 Next?

Microsoft’s October surge reflects both its recent execution and investor anticipation. The strong Q1 results and aggressive AI/cloud investments have boosted confidence. As Barclays noted about the OpenAI news, the company is “putting down all its chips to bet on AI’s future”reuters.com, and many analysts expect this to pay off. While valuations are lofty, Wall Street consensus remains overwhelmingly bullish. Even cautious voices admit Microsoft’s diverse revenue streams and cash flows justify a premiumts2.tech. Going forward, analysts will watch closely for signs of sustained cloud growth and how Microsoft manages rising capex. The combination of secular AI demand, expanded cloud offerings, and a loyal enterprise base gives Microsoft a clear runway. Barring any surprises, most experts believe MSFT could extend its rally – many price targets imply another 15–20% upside in the next 12 months.
30 October 2025
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Oracle Stock Soars on AI Cloud Mega-Deals, Edges Toward Trillion-Dollar Dream

Oracle Stock Soars on AI Cloud Mega-Deals, Edges Toward Trillion-Dollar Dream

Oracle’s stock has been on a tear in 2025, nearly doubling in value amid a frenzy for AI-related cloud plays. Shares began the year around $170 and recently hit all-time highs, reaching the mid-$300s in September. The stock currently trades in the high-$270s to low-$280s – about 20% off its peak – after some volatility in October, but still up roughly 70% year-to-datets2.techts2.tech. At these levels Oracle’s market capitalization is around $780–820 billion, making it one of the five most valuable U.S. companies. The stunning rally has far outpaced the S&P 500 and even eclipsed the gains of Big Tech’s “Magnificent Seven” stocks this yearts2.tech.
29 October 2025
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Taiwan Semiconductor

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