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Cloud Computing 15 December 2025 - 27 December 2025

Cloud Computing Stocks Stock: Global X Cloud Computing ETF (CLOU) News, Forecasts, and the Setup Before Monday’s Open

Cloud Computing Stocks Stock: Global X Cloud Computing ETF (CLOU) News, Forecasts, and the Setup Before Monday’s Open

U.S. stock markets closed nearly flat Friday, with the Dow down 0.04%, S&P 500 off 0.03%, and Nasdaq losing 0.09%. The Global X Cloud Computing ETF (CLOU) ended at $22.92, up 0.17%, while SKYY and WCLD also posted small gains. Trading was light ahead of year-end, with investors watching for volatility in cloud stocks as rate sensitivity and AI-driven demand remain in focus.
27 December 2025
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Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

Global cloud infrastructure spending reached $102.6 billion in Q3 2025, up 25% from a year earlier, with AWS, Azure, and Google Cloud taking 66% of the market. Tech firms issued $428.3 billion in bonds in 2025 to fund AI and cloud expansion, while credit markets show rising caution. AWS posted 20% revenue growth, Azure 40%, and Google Cloud 36% for the quarter.
25 December 2025
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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 shares rose 1.5% to $189.65 on Dec. 22 after news of an expanded Google Cloud partnership, reportedly worth nearly $10 billion over several years. The deal includes integrating Palo Alto’s AI security tools with Google Cloud services and expanding firewall and SASE deployments. Analysts highlighted the partnership’s potential to drive recurring revenue but noted execution risks remain.
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)

Alphabet Class C shares traded around $308–$309 midday Monday, with market cap near $3.7 trillion after a strong 2025 run. Q3 revenue topped $100 billion for the first time, up 16% year over year. The company raised its 2025 capex outlook to $91–$93 billion, citing AI and cloud investments. Shares remain off their late-November high of $328.67.
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)

Microsoft shares traded near $486 on December 22, 2025, holding above spring lows but below the July peak of $555.45. Analysts at Wedbush and Evercore highlighted optimism for AI-driven growth and Azure in 2026. CEO Satya Nadella is reportedly pushing for faster Copilot improvements. A year-end tech rebound is supporting sentiment across AI stocks.
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

Reuters reported Dec. 19 that Google Cloud and Palo Alto Networks expanded their partnership in a deal valued near $10 billion, described as Google Cloud’s largest-ever security services agreement. The arrangement includes migrating Palo Alto services to Google Cloud and developing new AI-driven cybersecurity products. PANW closed at $186.88 on Dec. 19, about 16% below its 52-week high. Financial terms were not confirmed by company executives.
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 ended 2025 under pressure as investors questioned the sustainability of AI infrastructure spending and demanded clearer returns. Data-center dealmaking hit record highs through November, but analysts say markets now reward capital discipline over pure growth. Major cloud providers face scrutiny over debt, financing, and monetization as the sector enters 2026.
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’s Class C shares (GOOG) closed at $308.61 on Dec. 19, about 6% below their 52-week high. Google Cloud announced a security partnership with Palo Alto Networks valued near $10 billion, its largest to date. Waymo is reportedly seeking funding at a $100 billion-plus valuation. The holiday-shortened trading week may see increased volatility on major headlines.
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

Palo Alto Networks shares closed at $186.88 on Dec. 19 after announcing an expanded partnership with Google Cloud, reportedly worth nearly $10 billion over several years. The deal includes new AI security integrations and Palo Alto migrating workloads to Google Cloud. Analyst targets remain above current prices, but some cite valuation concerns.
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

Data-center dealmaking in 2025 set a new record, with over 100 transactions totaling nearly $61 billion, according to S&P Global. Wall Street now estimates hyperscaler AI capital spending will reach $527 billion in 2026, per Goldman Sachs. Microsoft continues to face AI infrastructure shortages, projecting supply constraints through June 2026 despite ongoing expansion efforts.
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

Alphabet’s Class C shares (GOOG) closed Friday, Dec. 19, at $308.61, up 1.60%, with trading volume above average. The stock remains near its 52-week high of $328.67, set in late November. Alphabet’s market value stands near $3.7 trillion. Google Cloud’s expanded security partnership with Palo Alto Networks, valued at nearly $10 billion, marked the week’s biggest catalyst.
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 shares closed at $485.92 on Dec. 19, 2025, valuing the company at about $3.85 trillion. Fiscal Q1 2026 revenue rose 18% to $77.7 billion, with Microsoft Cloud up 26%. Losses tied to OpenAI investments cut net income by $3.1 billion for the quarter. Regulatory scrutiny and soaring AI infrastructure costs remain in focus.
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 shares closed at $186.88 Friday, up 0.54%, with after-hours trading at $187.51 as of 7:59 p.m. ET. Volume surged to 18.74 million shares. The move followed news of an expanded Google Cloud partnership, reportedly near $10 billion, and a regulatory update on the CyberArk acquisition. U.S. markets reopen Monday, December 22.
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 and Google Cloud announced an expanded partnership Friday, with a multiyear deal “approaching $10 billion,” according to a source cited by Reuters. The agreement will see Palo Alto migrate offerings to Google Cloud and develop new AI-driven cybersecurity services. Executives did not confirm the exact value. The deal is Google Cloud’s largest security-services contract to date.
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

Nvidia and Broadcom shares rose Friday as AI-focused tech and semiconductor stocks led U.S. markets higher by early afternoon. Oracle jumped on TikTok-related news. The Trump administration began a review of Nvidia’s H200 chip sales to China, a shift from prior restrictions. Traders also eyed Fed rate-cut bets and volatility from “triple witching.”
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

CoreWeave (NASDAQ: CRWV) reported $1.4 billion in Q3 revenue, up 134% year over year, amid surging demand and a growing backlog. The company faces constraints in power and data-center capacity, while capital expenditures run into the billions quarterly. Recent headlines and federal initiatives have heightened scrutiny of CoreWeave as a market “stress test” for the next phase of the AI trade.
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

Amazon named Peter DeSantis to lead a new organization uniting its AI model, custom silicon, and quantum computing efforts, reporting directly to CEO Andy Jassy. Rohit Prasad, head of Amazon’s AGI group and a key Alexa architect, will leave at the end of 2025. Pieter Abbeel will lead the frontier model research team within the AGI organization.
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 shares traded near $186 on Dec. 16, 2025, down about 4% over five days, as the company released its State of Cloud Security Report highlighting a surge in AI-driven cloud and API attacks. Mizuho cut its price target while Wolfe Research raised theirs. Investors also tracked insider selling by a company director.
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

Snowflake reported 12,621 customers in fiscal Q3 2026, up 20% year over year, with 50% of bookings tied to AI. Citigroup maintained a “Buy” on Snowflake but trimmed its price target. TotalEnergies signed a 21-year renewable energy deal to power Google data centers in Malaysia. Analysts continue to compare Snowflake’s pure-play model to Alphabet’s broader Google Cloud approach as cloud analytics spending surges.
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

Nutanix stock rebounded to around $49 on Dec. 15 after a 30% slide since mid-November. The move followed the company’s announcement of expanded “sovereign cloud” capabilities, including new security and on-premises management features. Monday’s gains marked a 3–4% rise during the session. Investors remain focused on whether the business outlook has changed.
15 December 2025
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