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Cloud Computing News 15 December 2025 - 22 December 2025

Palo Alto Networks (PANW) Stock News Today: Google Cloud’s Near-$10 Billion Deal, AI-Security Momentum, and Analyst Forecasts (Dec. 22, 2025)

Palo Alto Networks (PANW) Stock News Today: Google Cloud’s Near-$10 Billion Deal, AI-Security Momentum, and Analyst Forecasts (Dec. 22, 2025)

Palo Alto Networks, Inc. (NASDAQ: PANW) is back in the spotlight on December 22, 2025, as investors digest a wave of fresh coverage and analysis tied to the company’s expanding role in AI-era cybersecurity—and a landmark cloud partnership that could reshape its growth narrative into 2026. As of the latest available quote on Dec. 22, PANW traded around $189.65, up roughly 1.5% on the day, as the market continued to assess the revenue potential (and execution risks) of several major strategic moves. Below is a comprehensive, publication-ready roundup of the current news, forecasts, and analyses circulating today (22.12.2025)—including what’s driving
22 December 2025
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Alphabet (GOOG) Class C Stock Today: Google Cloud’s $10B Security Push, Gemini 3 Momentum, and 2026 Analyst Targets (Dec. 22, 2025)

Alphabet (GOOG) Class C Stock Today: Google Cloud’s $10B Security Push, Gemini 3 Momentum, and 2026 Analyst Targets (Dec. 22, 2025)

Monday, December 22, 2025 — Alphabet Inc.’s Class C shares (NASDAQ: GOOG) are in focus heading into the final stretch of the year as investors weigh fresh AI and cloud catalysts against a still-busy legal and regulatory calendar. As of today, GOOG is trading around $308–$309 in midday action. Alphabet’s valuation has moved into the rare air of mega-cap history—roughly $3.7 trillion by several market cap trackers—after a powerful 2025 run that has increasingly been framed as an “AI execution” story rather than a pure advertising story. Companies Market Cap+1 Below is a full, publication-ready breakdown of the most relevant
22 December 2025
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Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

December 22, 2025 — Microsoft Corp. (NASDAQ: MSFT) enters the holiday-shortened final stretch of 2025 with investors focused on one big question: can the company turn its massive AI buildout into accelerating, measurable returns fast enough to justify the spending curve and premium valuation? On Monday, Microsoft shares traded around $486, keeping the software giant firmly in mega-cap territory while sentiment across tech improves into year-end. TipRanks+1 Below is a detailed, publication-ready roundup of the latest MSFT stock news, analyst forecasts, and market-moving themes as of 22.12.2025—with a clear look at what bulls and bears are watching next. Microsoft stock
22 December 2025
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Palo Alto Networks (PANW) Stock Week Ahead: Google Cloud’s ‘$10B’ Partnership, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

Palo Alto Networks (PANW) Stock Week Ahead: Google Cloud’s ‘$10B’ Partnership, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

As the holiday-shortened week begins, Palo Alto Networks, Inc. (NASDAQ: PANW) heads into the December 22–26 trading window with investors focused on two big narratives: a newly expanded Google Cloud partnership (described by Reuters as approaching $10 billion over several years) and Palo Alto’s accelerating AI-era platform strategy—including major acquisitions slated for fiscal 2026. Reuters+1 PANW last closed at $186.88 (Dec. 19), putting the stock about 16% below its 52-week high of $223.61 and roughly 30% above its 52-week low of $144.15—a positioning that reflects both the year’s volatility and the market’s ongoing debate over cybersecurity “platformization” leaders. Palo Alto
21 December 2025
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Cloud Computing Stocks: December 21, 2025 News, Forecasts and 2026 Outlook for Amazon, Microsoft, Alphabet, and Oracle

Cloud Computing Stocks: December 21, 2025 News, Forecasts and 2026 Outlook for Amazon, Microsoft, Alphabet, and Oracle

Cloud computing stocks are closing out 2025 at the center of one of the market’s most consequential debates: how long Wall Street will keep funding the AI cloud buildout before demanding clearer returns. On December 21, 2025, the news flow across hyperscalers (AWS, Azure, Google Cloud, Oracle Cloud), cloud security, and enterprise software paints a sector that’s still expanding—but increasingly judged on capital discipline, financing structure, and monetization, not just revenue growth. Below is a detailed roundup of the latest headlines, forecasts, and analyst takes shaping cloud computing stocks right now, plus what investors are watching as 2026 approaches. What’s
21 December 2025
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Alphabet (GOOG) Class C Stock Week Ahead: Google Cloud’s $10B Security Deal, Waymo Funding Buzz, and Antitrust Risk in Focus (Dec. 22–26, 2025)

Alphabet (GOOG) Class C Stock Week Ahead: Google Cloud’s $10B Security Deal, Waymo Funding Buzz, and Antitrust Risk in Focus (Dec. 22–26, 2025)

Alphabet Inc.’s Class C shares (NASDAQ: GOOG) head into the Christmas week with investors balancing a familiar 2025 tug-of-war: AI-driven growth and “mega-cap momentum” on one side, and regulatory/antitrust uncertainty plus heavy AI infrastructure spending on the other. GOOG last closed at $308.61 (Friday, Dec. 19, 2025), leaving the stock about 6% below its 52‑week high of $328.67 and far above its 52‑week low of $142.66. Nasdaq+1 The week ahead (Dec. 22–26) is also holiday-shortened (early close on Christmas Eve, markets closed on Christmas Day), which often means thinner liquidity—a setup where major headlines can punch above their weight. Investopedia+1
21 December 2025
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Palo Alto Networks (PANW) Stock on Dec. 20, 2025: Google Cloud Deal Near $10B, Latest Forecasts, and What’s Next for Investors

Palo Alto Networks (PANW) Stock on Dec. 20, 2025: Google Cloud Deal Near $10B, Latest Forecasts, and What’s Next for Investors

Dec. 20, 2025 — Palo Alto Networks, Inc. (NASDAQ: PANW) stock is in focus this weekend after a high-impact week of AI-security headlines and fresh valuation debate. Shares were last around $186.88, after closing Dec. 19 at $186.88. StockAnalysis The near-term narrative is being shaped by a landmark expansion of Palo Alto Networks’ partnership with Google Cloud—described publicly as “multibillion-dollar,” and reported by Reuters as “approaching $10 billion” over several years—alongside the company’s broader push into agentic AI security, platform consolidation, and two major acquisitions queued for fiscal 2026. AP News+3Reuters+3PR Newswire+3 Below is a comprehensive, publication-ready overview of today’s
20 December 2025
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Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

December 20, 2025 — Cloud computing stocks are ending the year with a familiar tailwind—surging demand for AI compute—but also with a sharper split between “scale winners” and “balance-sheet stress tests.” In the last 48 hours alone, the market’s cloud narrative has been shaped by a record pace of data-center dealmaking, new mega-contract momentum in cloud security, and a fresh reminder that financing (not just innovation) is becoming a defining competitive advantage for 2026. Reuters+2Reuters+2 This is the core setup for investors tracking cloud computing stocks: the AI infrastructure buildout looks durable—but it is getting bigger, more expensive, and more
20 December 2025
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Alphabet Class C Stock (GOOG) News on 20.12.2025: Cloud’s $10B Palo Alto Deal, AI Chip Push, and Wall Street Forecasts

Alphabet Class C Stock (GOOG) News on 20.12.2025: Cloud’s $10B Palo Alto Deal, AI Chip Push, and Wall Street Forecasts

Dec. 20, 2025 — Alphabet Inc.’s Class C shares (NASDAQ: GOOG) head into the weekend with investors focused on a concentrated set of catalysts: a blockbuster Google Cloud cybersecurity partnership, a renewed push to make Google’s in-house AI chips more attractive to enterprise customers, and a steady drumbeat of analyst price-target updates. With U.S. markets closed Saturday, the most recent regular-session reference point is Friday’s close: GOOG ended Dec. 19 at $308.61, up 1.60% on the day, after trading between roughly $302 and $309 with above-typical volume. Investing.com This article focuses on Alphabet’s Class C stock (GOOG)—the non-voting share class.
20 December 2025
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Microsoft Stock (MSFT) Outlook on Dec. 20, 2025: Azure Growth, AI Capex Shockwaves, and Fresh Regulatory Risks

Microsoft Stock (MSFT) Outlook on Dec. 20, 2025: Azure Growth, AI Capex Shockwaves, and Fresh Regulatory Risks

Microsoft Corp. (NASDAQ: MSFT) stock heads into the final stretch of 2025 with a familiar tug-of-war: surging cloud and AI demand on one side, and the rising cost (and scrutiny) of powering that demand on the other. As of the last U.S. market close (Friday, Dec. 19, 2025), MSFT traded around $485.92 per share, up modestly on the day, with an intraday range near $482.56–$488.49 and a market capitalization around $3.85 trillion. The latest headlines shaping Microsoft stock into Dec. 20, 2025 are concentrated in three themes: Below is a detailed, publication-ready roundup of the most current news, forecasts, and
20 December 2025
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Palo Alto Networks (PANW) Stock After Hours on Dec. 19, 2025: Google Cloud’s Multibillion-Dollar Deal, CyberArk Regulatory Update, and What to Watch Before the Next Market Open

Palo Alto Networks (PANW) Stock After Hours on Dec. 19, 2025: Google Cloud’s Multibillion-Dollar Deal, CyberArk Regulatory Update, and What to Watch Before the Next Market Open

Palo Alto Networks, Inc. (NASDAQ: PANW) finished the regular session on Friday, December 19, 2025 at $186.88, up 0.54% on the day, and was trading modestly higher in the extended session at about $187.51 as of 7:59 p.m. ET. Volume was elevated at roughly 18.74 million shares, a notable pickup compared with recent sessions. StockAnalysis The after-hours tone comes after a headline-heavy day for the cybersecurity leader, led by an expanded Google Cloud partnership that Reuters described as approaching $10 billion over several years (per a source), plus a separate regulatory development tied to Palo Alto’s pending CyberArk acquisition. Reuters+1
20 December 2025
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Palo Alto Networks Stock (PANW) in Focus: Google Cloud Deal “Approaching $10 Billion,” Analyst Targets, and What Comes Next (Dec. 19, 2025)

Palo Alto Networks Stock (PANW) in Focus: Google Cloud Deal “Approaching $10 Billion,” Analyst Targets, and What Comes Next (Dec. 19, 2025)

Palo Alto Networks, Inc. (NASDAQ: PANW) stock is in the spotlight on Friday, December 19, 2025, after the cybersecurity leader and Google Cloud announced a major expansion of their partnership aimed at securing enterprise AI workloads—an area that boards and CISOs increasingly view as a “must-solve” risk. A source familiar with the agreement told Reuters the multiyear commitment is “approaching $10 billion,” making it the largest security-services deal Google Cloud has struck to date, though executives declined to confirm the exact figure publicly. Reuters With the headline partnership now moving from strategic collaboration to a deeper operational and product alignment,
19 December 2025
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AI Stocks Today (Dec. 19, 2025, 1:17 p.m. ET): Nvidia’s China Chip Review, Micron’s AI Memory Boom, and Big Cloud Deals Lift the Sector

AI Stocks Today (Dec. 19, 2025, 1:17 p.m. ET): Nvidia’s China Chip Review, Micron’s AI Memory Boom, and Big Cloud Deals Lift the Sector

As of 1:17 p.m. ET (18:17 UTC) on Friday, December 19, 2025, the “AI trade” is back in the driver’s seat on Wall Street—at least for today—after a choppy stretch where investors questioned whether Big Tech’s spending binge can translate into durable profits. By early afternoon, U.S. stocks were higher, led by AI-heavy tech and semiconductors, with Nvidia (NVDA) and Broadcom (AVGO) among the day’s notable gainers, and Oracle (ORCL) jumping on TikTok-related headlines. AP News+1 The day’s AI-stock narrative is being shaped by three overlapping forces: Below is a full, publication-ready roundup of the major AI-stock news, forecasts, and
19 December 2025
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CoreWeave Stock, Nvidia’s China Chip Review, and Oracle’s TikTok Deal: The AI Infrastructure News Driving Markets on Dec. 19, 2025

CoreWeave Stock, Nvidia’s China Chip Review, and Oracle’s TikTok Deal: The AI Infrastructure News Driving Markets on Dec. 19, 2025

December 19, 2025 is shaping up as a “tell” for the next phase of the AI trade — the phase after the initial Nvidia-fueled boom, when the market starts obsessing over who can deliver AI compute at scale, finance it responsibly, and power it reliably. At the center of that debate sits CoreWeave (NASDAQ: CRWV), the specialist “neocloud” that has become a proxy for both sides of the AI narrative: breathtaking demand and backlog on one hand, brutal capital intensity and execution risk on the other. Today’s headlines add fresh fuel to that tug-of-war — including U.S. government moves affecting
19 December 2025
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Amazon AI Chief Rohit Prasad to Leave as Andy Jassy Puts AWS Veteran Peter DeSantis in Charge of AGI, Nova Models, Chips and Quantum

Amazon AI Chief Rohit Prasad to Leave as Andy Jassy Puts AWS Veteran Peter DeSantis in Charge of AGI, Nova Models, Chips and Quantum

December 18, 2025 — Amazon is reshaping its artificial intelligence leadership at a moment CEO Andy Jassy calls an “inflection point,” moving longtime AWS executive Peter DeSantis into a newly expanded organization that brings together Amazon’s most ambitious AI model work, custom silicon development, and quantum computing efforts. The change comes as Rohit Prasad, the senior vice president and head scientist who helped build Alexa and later led Amazon’s “AGI” organization, plans to depart at the end of 2025. About Amazon+1 The reorganization is one of the clearest signals yet that Amazon wants to treat next-generation AI as a “full
18 December 2025
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Palo Alto Networks Stock (PANW) Today — Dec. 16, 2025: Analyst Price Targets Shift as a New AI Security Report Reframes the Cloud Risk Debate

Palo Alto Networks Stock (PANW) Today — Dec. 16, 2025: Analyst Price Targets Shift as a New AI Security Report Reframes the Cloud Risk Debate

Palo Alto Networks, Inc. (NASDAQ: PANW) is back in the spotlight on Tuesday, December 16, 2025, with its stock trading around the mid-$180s while investors digest a fresh wave of analyst price-target changes and a new cloud security report that paints a stark picture of how AI is reshaping enterprise attack surfaces. MarketScreener+2MarketBeat+2 Below is a full, investor-focused roundup of the current news, forecasts, and market analysis published or circulating on 16.12.2025—and what it could mean for PANW stock into early 2026. What’s happening with Palo Alto Networks stock on Dec. 16, 2025? PANW shares were trading around ~$186 in
16 December 2025
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Snowflake vs Alphabet: Google Cloud Backlog Hits $155B as Citi Keeps Buy on SNOW on December 16, 2025

Snowflake vs Alphabet: Google Cloud Backlog Hits $155B as Citi Keeps Buy on SNOW on December 16, 2025

As the AI boom turns data into the new battleground, investors are once again weighing a classic cloud-data dilemma: buy the focused pure-play (Snowflake) or back the diversified giant (Alphabet) with Google Cloud’s BigQuery. That debate intensified heading into December 16, 2025, after fresh analyst commentary compared Snowflake (SNOW) and Alphabet (GOOGL) side by side, and as Wall Street continued to digest Citigroup’s recent decision to keep a “Buy” on Snowflake even while trimming its price target. Nasdaq+2TipRanks+2 Meanwhile, a separate headline underscored what might be the most underappreciated driver of cloud winners in 2026: power and infrastructure. Reuters reported
16 December 2025
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Nutanix Stock (NTNX) Today: Sovereign Cloud Push, Pure Storage Partnership, and Analyst Forecasts After the Selloff

Nutanix Stock (NTNX) Today: Sovereign Cloud Push, Pure Storage Partnership, and Analyst Forecasts After the Selloff

December 15, 2025 — Nutanix, Inc. (NASDAQ: NTNX) is back in the spotlight as the enterprise cloud software company rolls out a fresh wave of platform updates aimed at one of the most politically and operationally charged themes in IT: sovereign clouds. The timing matters for investors because Nutanix stock has been digesting a sharp pullback since mid-November—and Monday’s headlines land right as the market tries to decide whether the move was an overreaction, a warning sign, or simply the cost of living in “high-expectations tech land.” As of Monday trading (Dec. 15), Nutanix stock was hovering around the $49
15 December 2025
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IREN Stock (NASDAQ: IREN) News Today, Dec. 15, 2025: Paul Tudor Jones Trims Stake as Analysts Watch the Microsoft AI Cloud Rollout

IREN Stock (NASDAQ: IREN) News Today, Dec. 15, 2025: Paul Tudor Jones Trims Stake as Analysts Watch the Microsoft AI Cloud Rollout

Dec. 15, 2025 — IREN stock is back in the spotlight on Monday as investors weigh a fresh round of “who’s buying and who’s selling” headlines against a much bigger question: can the former bitcoin miner successfully execute one of the most ambitious pivots in the AI infrastructure trade? Shares of IREN Limited (NASDAQ: IREN) were trading around $36.53, down about 9% in late morning U.S. trading, extending a volatile December pullback after an explosive 2025 run. Benzinga Note: This article refers to IREN Limited (NASDAQ: IREN) (the AI data center / compute infrastructure company), not the Italian multi-utility Iren S.p.A. listed in Europe. Below is the full picture of what’s moving
15 December 2025
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Microsoft Stock (MSFT) Today: Fresh Analyst Targets, UK Cloud Lawsuit Risk, and AI Catalysts Investors Are Watching on Dec. 15, 2025

Microsoft Stock (MSFT) Today: Fresh Analyst Targets, UK Cloud Lawsuit Risk, and AI Catalysts Investors Are Watching on Dec. 15, 2025

Microsoft Corp. (NASDAQ: MSFT) began the week under a familiar spotlight: Wall Street still sees Microsoft as one of the most important “AI infrastructure + enterprise software” plays in global markets, but investors are also weighing the costs and constraints of the AI buildout—plus rising legal and regulatory scrutiny tied to cloud licensing. As of the latest available trading update on Monday, Dec. 15, 2025, MSFT traded around $477.90, down about 0.13% on the day, after opening near $480.11 and moving between roughly $477.05 and $480.26 intraday. Microsoft’s market capitalization stood near $3.85 trillion, with a P/E ratio around 36.7
15 December 2025
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Stock Market Today

SAP stock price: Treasury stake tops 5% as buyback focus builds into next week

SAP stock price: Treasury stake tops 5% as buyback focus builds into next week

7 February 2026
SAP SE closed at 171.22 euros on Xetra Friday, up 0.43%, after disclosing its treasury shares rose above 5% of capital, reaching 61,737,035 shares. The increase follows the launch of a buyback plan worth up to 2.6 billion euros through July 2026. SAP’s U.S. shares finished at $203.34. Investors await SAP’s Integrated Report on Feb. 26 and next results on April 23.
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