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Cloud Computing 9 July 2025 - 13 October 2025

Amazon Market Value Dips Under $3 Trillion, AWS Expansion Weighed Against Cash Flow Challenges
Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Microsoft Stock Set to Explode: AI Boom & Cloud Growth Propel MSFT to New Highs

Microsoft’s stock price reached a record high of about $555.45 on July 31, 2025 tradingview.com. Since then it has pulled back modestly, closing around $510.96 on Oct 10, 2025 stockanalysis.com. Over the last week MSFT dipped ≈–1.2%, though it remains +23.1% higher than a year ago tradingview.com. MarketBeat notes the average 12-month target is about $618 marketbeat.com, while some analysts’ top targets approach $650–$700 marketbeat.com.
13 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

Early October has brought a flurry of headlines for CoreWeave. On October 6, 2025, the company announced it will acquire Monolith AI, a London-based startup specializing in AI-driven engineering and simulation software Njbiz. The deal combines Monolith’s machine-learning tools for physics and engineering problems with CoreWeave’s AI cloud, creating a full-stack platform for industrial firms. CoreWeave’s Chief Strategy Officer Brian Venturo said the goal is to help manufacturers “use [AI] to solve intractable physics and engineering problems” and speed up product design – areas where Monolith’s tech has already helped Nissan, BMW and Honeywell cut R&D time Njbiz Njbiz. Monolith’s CEO noted that joining CoreWeave lets them “scale that mission dramatically” across industries worldwide Njbiz. This move aligns with CoreWeave’s broader strategy to expand AI infrastructure offerings beyond tech giants into sectors like manufacturing Njbiz. It follows CoreWeave’s recent acquisitions of OpenPipe and Weights & Biases to bolster its AI software ecosystem Njbiz. CoreWeave also became the official AI cloud partner of the Aston Martin Formula One team this year, highlighting its push into new verticals Njbiz.
10 October 2025
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Oracle’s AI Cloud Gamble Drives Soaring Stock – Can ORCL Join the Trillion-Dollar Club?

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

Oracle’s share price has been on a tear in 2025, handily beating the broader market and most tech peers. Riding a wave of AI optimism, ORCL is up roughly 70% year-to-datets2.tech. This surge far outpaces the ~16–25% gains of the average tech sector – and even leaves cloud heavyweights like Microsoft, Alphabet, and Amazon in the dustfinviz.com. The rally culminated in a stunning spike on September 10, 2025, when Oracle’s stock exploded by over 36% in a single sessionreuters.com. Shares hit an intraday high around $345.69 – an all-time record – after the company revealed eye-popping new AI cloud deals and raised its outlook.
7 October 2025
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IBM’s Big Blue Comeback: How AI and Cloud Bets Sent IBM Soaring in 2025

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

IBM’s stock has enjoyed a remarkable resurgence in 2024–2025, after spending much of the prior decade languishing. The share price sits near a 52-week high with no major pullback so far this year. In late September, IBM briefly hit an intraday peak close to $296 when news of a quantum computing breakthrough sparked a one-day 5% rallyts2.tech. As of the first week of October, IBM trades just a few percent shy of that high, reflecting sustained optimism.
7 October 2025
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Oracle’s $300B AI Cloud Gamble – Can ORCL Stock Become the Next $1 Trillion Tech Titan?

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

Oracle’s stock has been on a tear in 2025, dramatically outpacing the broader market thanks to AI cloud enthusiasm. Shares started the year around the $170s and climbed into the high $200s by early October, after an especially explosive move in September. The catalyst was Oracle’s Fiscal Q1 2026 earnings release on Sept. 9, 2025, which revealed an “astonishing” influx of cloud business. Oracle’s remaining performance obligations – a backlog of contracted future revenue – ballooned to $455 billion, up 359% from a year priorts2.tech. This implied Oracle had secured hundreds of billions in new long-term cloud commitments, far beyond expectations. In response, ORCL stock jumped nearly 40% in the next trading session, marking its biggest one-day gain since 1992ts2.tech. The stock briefly traded above $330, giving Oracle a market capitalization north of $900 billion and vaulting co-founder Larry Ellison past Elon Musk as the world’s richest personts2.techts2.tech.
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?

The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds of billions of dollars into data centres, GPUs and networking equipment to support explosive demand for generative‑AI workloads. This spending has turned AI into what one blogger called “the thing that is eating the economy,” with some analyses showing AI investment adding more to U.S. GDP than consumer spending awealthofcommonsense.com.
2 October 2025
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Microsoft’s Big AI Gamble: Nadella Hands Over Commercial Reins to Focus on Datacenters and AI — What It Means for Customers, Partners and Competitors

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

Satya Nadella’s memo announcing the promotion of Judson Althoff to CEO of Microsoft’s commercial business reads like a mission statement for the AI era. Nadella describes the generational platform shift to artificial intelligence as “tectonic” and argues that Microsoft must combine sales, marketing, operations and engineering to meet customer needs and build the new AI frontier blogs.microsoft.com. The reorganisation brings marketing chief Takeshi Numoto and chief operating officer Carolina Dybeck Happe under Althoff’s oversight. Nadella emphasised that consolidating operations within the commercial organisation will “tighten the feedback loop” between customer needs and product delivery theverge.com.
2 October 2025
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Alphabet’s 2025 Surge: How Google’s AI, Ads & Cloud Are Powering a 30% Rally

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

Alphabet’s stock skyrocketed in 2025. By mid-September, Alphabet became the best-performing “Magnificent 7” tech stock, up ~32% YTD reuters.com vs. S&P500’s ~12% gain. The rally lifted its market cap briefly above $3 trillion reuters.com. Regulatory news helped: a U.S. judge in early Sept 2025 ruled against breaking up Google’s core businesses, which “removes a significant legal overhang” reuters.com. More recently, EU regulators are again targeting Google under the EU Digital Markets Act; reports indicate Google may face a fine for favoring its own vertical search engines theedgemalaysia.com theedgemalaysia.com.
1 October 2025
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Oracle’s $300 Billion AI Cloud Bombshell Sends ORCL Stock Soaring – What’s Next?

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

Oracle’s stock has been on a tear in 2025, massively outperforming the broader market. Shares started the year around $167 morningstar.com and climbed relentlessly on optimism around the company’s cloud and AI initiatives. By early September, ORCL nearly doubled in price – a year-to-date gain of over 85% reuters.com – making it one of the top performers in the S&P 500 and even outgaining high-flying peers like Apple, Microsoft, and Nvidia. On September 10, the stock hit an all-time closing high of $328.33 macrotrends.net after Oracle’s blockbuster earnings forecast, briefly valuing the company around $933 billion reuters.com.
25 September 2025
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Alibaba’s $53 Billion AI Blitz: Stock Soars on Nvidia Pact and Global Cloud Push

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

Alibaba’s latest pivot to artificial intelligence has ignited its stock and signaled to the market that the Chinese tech giant is “all in” on AI. At its annual Apsara Conference, CEO Eddie Wu underscored that AI industry growth “far exceeded our expectations”, with demand for AI infrastructure outpacing what Alibaba had anticipated reuters.com. In response, Wu announced Alibaba will boost its investment in AI beyond the hefty ¥380 billion three-year budget it set earlier this year reuters.com. While he didn’t put a new number on the commitment, the message was clear: Alibaba sees AI as a core priority alongside its e-commerce empire reuters.com, and it’s prepared to spend big to stay competitive.
25 September 2025
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Oracle’s Massive $20B Meta Cloud Deal Shakes Up the AI Cloud Wars

Oracle’s Massive $20B Meta Cloud Deal Shakes Up the AI Cloud Wars

Oracle Corporation built its empire on database software, but it came late to the cloud computing market. Through the 2010s, Oracle struggled for relevance as Amazon Web Services, Microsoft Azure, and Google Cloud grabbed a combined 65%+ share of the cloud market reuters.com. Oracle was often dismissed as a “legacy” player, with co-founder Larry Ellison famously deriding cloud computing as “gibberish” in its early days qz.com.
20 September 2025
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The Containerized Data Center Boom: How “Data Centers in a Box” Are Revolutionizing IT (Market to Hit $43B by 2030)

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

Containerized data centers – often dubbed “data centers in a box” – are modular data center solutions built inside standardized shipping containers or similar portable structures. In practice, this means all the typical infrastructure of a data center is pre-installed inside a metal container at the factory statetechmagazine.com. The entire unit is delivered as a turnkey product to the customer’s site, where it only needs power, network, and cooling hookups to go live.
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

In September 2025, news broke that OpenAI had agreed to spend an eye-popping $300 billion on cloud computing from Oracle over about five years techcrunch.com. According to The Wall Street Journal’s scoop, OpenAI would start drawing on this capacity in 2027 techcrunch.com. The deal, if confirmed, is historic – on the order of a Pentagon defense contract, but for AI compute – and by far one of the largest cloud commitments ever signed techcrunch.com cio.com. It sent shockwaves through the tech sector and sent Oracle’s stock price skyrocketing over 30% in a day theregister.com.
14 September 2025
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From Legacy to AI Leviathan: Inside Oracle’s Unlikely Run

From Legacy to AI Leviathan: Inside Oracle’s Unlikely Run

Oracle’s transformation from enterprise software stalwart to cloud contender began to show tangible results in fiscal Q1 2025. In that quarter, Oracle reported $13.3 billion in revenue, up 7% year-on-year, fueled by strong cloud uptake stocktitan.net. Cloud services revenue grew 21% to $5.6 billion stocktitan.net, with Oracle’s Infrastructure-as-a-Service business up 45% and its Fusion and NetSuite cloud applications each growing ~16–20% stocktitan.net. Perhaps most telling, Oracle’s remaining performance obligations – essentially its contracted backlog – reached $99 billion, up 53% from the prior year stocktitan.net. This was a then-record backlog for Oracle, signaling robust demand in the pipeline.
14 September 2025
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AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some natural tension,” observed Bill Northey, senior investment director at U.S. Bank, cautioning that the market’s upward trajectory may face resistance as prices run ahead of earnings reuters.com.
11 September 2025
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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)

Over the past 48 hours, the artificial intelligence world has been shaken by billion-dollar tech alliances, groundbreaking research advances, new government actions, and intensifying ethical debates. Tech giants inked mega-deals and launched cutting-edge AI tools, while scientists announced feats pushing AI into biotechnology and space. Policymakers from Colorado to Seoul rolled out ambitious AI regulations and investments. At the same time, experts sounded alarms on AI’s societal impacts – from fears of an investment bubble and mass job disruption to warnings about “AI psychosis” and lawsuits over AI “scraping” creative work. Below is a comprehensive roundup of the major AI developments from August 25–26, 2025, complete with sources and expert commentary.
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)

A months-long AI-fueled stock rally hit a sudden speed bump heading into the weekend. After soaring to record highs, U.S. tech shares pulled back sharply as investors locked in gains and grew uneasy about lofty valuations ts2.tech ts2.tech. The tech-heavy Nasdaq slid roughly 2%+ by mid-week, led by high-flyers like Nvidia and Palantir tumbling 5–16% from recent peaks reuters.com ts2.tech. Warnings of an AI bubble added to the jitters: an MIT study found 95% of firms see no returns on their AI spending, and even OpenAI’s CEO Sam Altman cautioned that investors might be “overexcited” about AI’s short-term payoff ts2.tech. “The [Altman] comments may have been a wake-up call for investors, sparking a sharp pullback in high-flying names,” noted Ipek Ozkardeskaya of Swissquote after Altman deemed some AI valuations “insane” theguardian.com. AI chipmaker Nvidia fell over 3% this week, while other AI-linked stocks like Arm, Oracle and AMD lost ground, and Palantir – an “AI darling” of 2025 – plunged nearly 10% theguardian.com.
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 Cloud AI refers to the broad portfolio of artificial intelligence and machine learning services available on Google Cloud Platform. It enables developers and organizations to leverage Google’s cutting-edge AI research and infrastructure without needing to build everything from scratch. At the heart of Google Cloud’s AI offerings is Vertex AI, a unified platform for developing, training, and deploying machine learning models at scale. Vertex AI combines Google’s powerful AI tools into one environment – from data preparation and model training to MLOps, pipelines, and model monitoring – reducing the complexity of building custom models cloud.google.com. It even supports AutoML capabilities, allowing users to train high-quality models with minimal coding or ML expertise cloud.google.com. In addition, Google Cloud AI provides a rich set of pre-trained AI APIs that developers can simply call to add intelligence to applications, without needing to train models themselves. These APIs cover vision, speech, language, translation, and more:
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 Invests in AI Innovation Center: Amazon Web Services announced an additional $100 million investment into its Generative AI Innovation Center, a consulting unit that helps enterprises build cloud-based machine learning solutions boardroominsight.com. The center has already completed thousands of customer engagements and will use the new funds to expand AI engineering capabilities and partner programs. An AWS spokesperson noted the launch of a Generative AI Partner Innovation Alliance to bring in top consulting firms, stating it will “streamline the process of taking AI projects from experimentation to production” via a global network of system integrators boardroominsight.com boardroominsight.com. This move essentially doubles AWS’s commitment to enterprise AI services, aiming to meet surging demand as companies face talent shortages in AI development.
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

June and July 2025 saw significant advances in microservices and serverless computing across the tech industry. Cloud providers rolled out new features and services, analysts issued fresh reports on market trends, and thought leaders weighed in with commentary. Major enterprises and startups alike made headlines – from cloud platform announcements to industry-shaping acquisitions in the microservices ecosystem. There were also academic and open-source innovations targeting microservices performance and AI integration, as well as public sector initiatives emphasizing modern cloud architectures. Below, we break down the highlights from reputable news sources, research analyses, expert commentary, corporate announcements, academic developments, startup funding, and government actions during June and July 2025.
9 July 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

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#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
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Walt Disney

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American International Group

NYSE: AIG 87 / 100
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