Cloud Computing News 1 November 2025

Microsoft vs. Oracle Stocks: AI Frenzy Sends Shares Soaring – Which Tech Titan Will Win?

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

Date: November 7, 2025 In the fast-moving world of cloud infrastructure and artificial intelligence (AI), two major players — Microsoft and Oracle — are carving competing paths. Their stock moves, strategies and risk profiles differ markedly. This article takes a

7 November 2025

JFrog (FROG) Soars 20%+ After Q3 Beat: Cloud Revenue Jumps 50%, FY2025 Guidance Raised to $523–$525M

JFrog Ltd. (NASDAQ: FROG) ripped higher today after posting a decisive third‑quarter beat and lifting its full‑year outlook. As of roughly 16:05 UTC, shares traded near $58.90, up ~24.6% intraday after touching an intraday high of $62.92; premarket gains topped

7 November 2025

Cloud Computing · Earnings · Financial Results · NASDAQ:FROG · Software Stocks · Tech News

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

7 November 2025

Artificial Intelligence · Business News · Cloud Computing · Stock Market · Technology

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

Stock Performance & Valuation Zeta’s stock has trended down from its late-2024 highs (~$36.7) as broader growth-tech valuation pressures emerged. At the Nov 4 close, ZETA was ~$16.70 stockanalysis.com, near its 52-week low and well below its peak. Over the

4 November 2025

AI Technology · Cloud Computing · Earnings Reports · Investment Ideas · NYSE:ZETA · Stock Analysis

Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

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

ORCL Stock Price & Recent Performance 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

4 November 2025

Artificial Intelligence · Cloud Computing · Investment Analysis · NYSE:ORCL · Stock Market · Technology

Microsoft Stock Soars on AI and Cloud Frenzy – Analysts Eye $600+ Price Targets

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

Microsoft’s Stock Price & Recent Performance 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

4 November 2025

Artificial Intelligence · Cloud Computing · Microsoft · Stock Market · Technology

Amazon’s $2.5 Billion Cloud Outage: How an AI Glitch Broke the Internet – Again

AWS Outage “Breaks the Internet” in October 2025 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 (Monday), inside

4 November 2025

Artificial Intelligence · Cloud Computing · Internet Outages · IT Infrastructure · Technology News

Amazon’s $38 Billion OpenAI Deal Makes Bezos $10 B Richer and Ignites the AI Cloud Wars

AWS and OpenAI Ink a $38 Billion Cloud Partnership 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

4 November 2025

Artificial Intelligence · Business News · Cloud Computing · Market Analysis · Technology Trends

OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

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

OpenAI’s New Models and Features: GPT-5, Sora, and More 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,

3 November 2025

Artificial Intelligence · Business · Cloud Computing · Innovation · Technology News

MongoDB’s CEO Shake-Up: 11-Year Veteran Departs as Cloudflare Exec Takes Charge Amid Stock Surge

Leadership Transition at MongoDB 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 MongoDB markets.ft.com.

3 November 2025

Business · Cloud Computing · Leadership · NASDAQ:MDB · NYSE:NET · Stock Market · Technology

AI Goldrush: IREN Stock Rockets 500% as Bitcoin Miner Morphs into AI Cloud Powerhouse

Company Background & Operations IREN Limited is a vertically integrated data center operator that began as Iris Energy, a company known for sustainably mining Bitcoin using 100% renewable energy ts2.tech. Headquartered in Australia with major operations in Canada and Texas,

2 November 2025

Artificial Intelligence · Bitcoin Mining · Cloud Computing · NASDAQ:IREN · Stock Market · Technology News

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

Oracle’s Current Stock and Performance Oracle’s stock has been on a tear in 2025, nearly doubling from around $170 in Jan 2025 to record highs (~$345) in mid-September ts2.tech. That rally put Oracle in the top 5 of U.S. companies

1 November 2025

Artificial Intelligence · Cloud Computing · Investment · NYSE:ORCL · Oracle · Stock Market

Cloud Computing News 1 November 2025 - 7 November 2025