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Cloud Computing 7 December 2025 - 15 December 2025

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

IREN Limited shares fell about 9% to $36.53 late Monday morning, extending a volatile pullback after a strong 2025 rally. Tudor Investment trimmed its IREN stake by over 90% following major gains, while B. Riley maintained a Buy rating and called the decline a buying opportunity. The moves follow Microsoft’s $9.7 billion AI cloud deal with IREN announced in November.
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 shares traded near $477.90 Monday, down 0.13%, with a market cap of about $3.85 trillion. Wolfe Research cut its price target to $625 from $675 but kept an Outperform rating. The stock faces pressure from a UK lawsuit over alleged overcharging for Windows Server on rival clouds. MSFT’s 52-week range spans $344.79 to $555.45.
15 December 2025
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Oracle Stock Today (ORCL): AI Capex, OpenAI Data Center Questions, and Multicloud Expansion Fuel Fresh Volatility on Dec. 15, 2025

Oracle Stock Today (ORCL): AI Capex, OpenAI Data Center Questions, and Multicloud Expansion Fuel Fresh Volatility on Dec. 15, 2025

Oracle shares fell 2.5% to about $185 by mid-day Monday after volatile trading, following last week’s sharp AI-stock selloff. The stock has swung between $191 and steep declines, as investors react to strong cloud growth and a record $523 billion backlog, offset by weaker guidance and rising infrastructure costs.
15 December 2025
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Alphabet Class C Stock (GOOG) News and Forecasts: AI Overviews, Cloud Capex, and Antitrust Risks (Dec. 14, 2025)

Alphabet Class C Stock (GOOG) News and Forecasts: AI Overviews, Cloud Capex, and Antitrust Risks (Dec. 14, 2025)

Alphabet’s GOOG shares hovered near $310, just below a recent 52-week high, with a market value close to $2.94 trillion. Investors weighed strong AI and cloud growth against mounting antitrust scrutiny in the EU and U.S. The European Commission opened a new probe into Google’s use of publisher content for AI, raising concerns over compensation and opt-out options.
14 December 2025
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Cloud Computing US Stocks Week Ahead: AWS, Microsoft Azure, Oracle, ServiceNow and IBM After a Volatile Dec. 8–14, 2025

Cloud Computing US Stocks Week Ahead: AWS, Microsoft Azure, Oracle, ServiceNow and IBM After a Volatile Dec. 8–14, 2025

Oracle shares fell after its cloud revenue rose 34% to $8 billion but its outlook missed Wall Street targets, raising concerns over rising capital spending. Broadcom warned that a shift toward AI could pressure gross margins despite strong demand, fueling volatility. The Federal Reserve cut rates by 25 basis points, adding to uncertainty for growth stocks. Investors are demanding clearer signs of profitable growth in the cloud sector.
14 December 2025
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CoreWeave Stock in December 2025: Debt Jitters, AI Cloud Growth and What Comes Next for CRWV

CoreWeave Stock in December 2025: Debt Jitters, AI Cloud Growth and What Comes Next for CRWV

CoreWeave (Nasdaq: CRWV) traded at $82–83 midday December 11, down from a 2025 high near $187 but above its $40 March IPO. Q3 revenue rose 133% to $1.36 billion, but the company posted a net loss of $110 million, citing $310 million in interest expense. CoreWeave cut 2025 revenue guidance in November after data-center delays, triggering a sharp sell-off. Market cap stands in the mid-$40 billion range.
11 December 2025
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IREN Stock Today (Dec. 11, 2025): Premarket Moves, AI Cloud Hopes and a $2.3 Billion Convertible Overhang

IREN Stock Today (Dec. 11, 2025): Premarket Moves, AI Cloud Hopes and a $2.3 Billion Convertible Overhang

IREN shares traded near $43 in Thursday’s premarket, down about 2–3% after a 6.2% drop Wednesday. The slide followed a $2.3 billion convertible notes deal and 39.7 million-share equity offering. IREN reported record Q1 FY26 revenue of $240.3 million and net income of $384.6 million. The company recently signed a $9.7 billion AI cloud contract with Microsoft and plans a $5.8 billion Nvidia GPU purchase via Dell.
11 December 2025
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Oracle Earnings Today: Q2 2026 Results Put AI Cloud Boom — and Debt Fears — Under the Microscope

Oracle Earnings Today: Q2 2026 Results Put AI Cloud Boom — and Debt Fears — Under the Microscope

Oracle reported Q2 revenue of $16.1 billion, up 14%, and non-GAAP EPS of $2.26, up 54%, boosted by a $2.7 billion gain from selling its Ampere stake. Cloud revenue jumped 34% to $8.0 billion. Shares fell over 5% after hours to $210.85 as investors questioned cash burn, debt, and reliance on OpenAI despite headline beats. Remaining performance obligations surged to $523 billion, up 438% year over year.
10 December 2025
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Oracle Q2 2026 Earnings Today: AI Cloud Boom, $300 Billion OpenAI Deal and $111 Billion Debt Under the Microscope

Oracle Q2 2026 Earnings Today: AI Cloud Boom, $300 Billion OpenAI Deal and $111 Billion Debt Under the Microscope

Oracle will report fiscal Q2 2026 earnings after markets close Wednesday, with Wall Street expecting revenue near $16.2 billion and non-GAAP EPS of $1.64–$1.65. Analysts project about 15% revenue growth and 11% higher EPS, driven by Oracle Cloud Infrastructure and a record $455 billion contract backlog. The stock has fallen about one-third from September highs but remains up over 30% year-to-date.
10 December 2025
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IREN Limited (IREN) Stock Forecast 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Massive Dilution Risk?

IREN Limited (IREN) Stock Forecast 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Massive Dilution Risk?

IREN Ltd shares closed at $44.24 on December 10, down 5.6% in 24 hours after a year of 205% gains, fueled by a $9.7 billion Microsoft AI cloud deal. The company, once a Bitcoin miner, now focuses on AI data centers and cloud services. IREN has raised $2.3 billion in convertible debt and equity, sparking debate over dilution. Market cap stands at $13.1 billion with a P/E of 24 and high volatility.
10 December 2025
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Oracle Earnings Today: Q2 FY26 Preview, AI Cloud Bets, Debt Risks and a Look Back at Last Results

Oracle Earnings Today: Q2 FY26 Preview, AI Cloud Bets, Debt Risks and a Look Back at Last Results

Oracle will report fiscal Q2 2026 earnings after U.S. markets close on December 10, with a webcast at 5 p.m. Eastern. Analysts expect revenue of $16.1–$16.2 billion, up 14–16% from a year ago, and adjusted EPS of $1.63–$1.65. Oracle Cloud Infrastructure revenue may surge over 70% year-on-year, outpacing last quarter’s 55% growth.
10 December 2025
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Oracle (ORCL) Stock Today: AI Cloud Boom Meets Debt Jitters Ahead of Q2 FY26 Earnings

Oracle (ORCL) Stock Today: AI Cloud Boom Meets Debt Jitters Ahead of Q2 FY26 Earnings

Oracle shares traded near $222 ahead of its Q2 FY26 earnings report, with Wall Street expecting revenue of $16.1–$16.2 billion and non-GAAP EPS of $1.63–$1.65. The company’s cloud backlog has topped $455 billion, driven by AI demand, but rising debt and negative free cash flow have widened credit spreads. Oracle’s market cap stands at $631 billion, still well below its September high.
10 December 2025
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Microsoft Bets $23 Billion on AI in India and Canada as Cloud Race Intensifies

Microsoft Bets $23 Billion on AI in India and Canada as Cloud Race Intensifies

Microsoft will invest $17.5 billion in India and over C$7.5 billion ($5.4 billion) in Canada to expand AI and cloud infrastructure, CEO Satya Nadella announced December 9 in New Delhi. The India package includes a new data center region in Hyderabad and expansion in Chennai and Pune, with projects set to begin in 2026. The Canada investment is part of a broader C$19 billion plan running through 2027.
10 December 2025
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CoreWeave (CRWV) Stock Today: Debt, AI Cloud Growth, and What the $2.25 Billion Convertible Notes Mean for 2026

CoreWeave (CRWV) Stock Today: Debt, AI Cloud Growth, and What the $2.25 Billion Convertible Notes Mean for 2026

CoreWeave priced an upsized $2.25 billion convertible senior notes offering on December 9, 2025, intensifying debate over its debt levels. The Nvidia-backed AI cloud provider’s stock surged nearly 360% after its March IPO before falling 60% and partially rebounding. As of early December, shares remained up about 80% from the IPO price.
9 December 2025
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Nebius Group N.V. (NBIS) Stock on December 8, 2025: Latest News, Price Targets and AI Cloud Growth Forecasts

Nebius Group N.V. (NBIS) Stock on December 8, 2025: Latest News, Price Targets and AI Cloud Growth Forecasts

Nebius Group shares traded just under $100 on December 8, 2025, valuing the company in the mid-$20 billion range. Invesco and StoneX Group disclosed increased stakes, with institutions now holding about 21.9% of the float. The stock remains up over 200% year-to-date despite a 30% pullback since October. New contracts with Microsoft and Meta total over $20 billion, but Morningstar initiated coverage with a $70 fair value.
8 December 2025
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IBM’s $11 Billion Confluent Acquisition: How Real‑Time Data Supercharges Its AI and Cloud Strategy

IBM’s $11 Billion Confluent Acquisition: How Real‑Time Data Supercharges Its AI and Cloud Strategy

IBM will acquire Confluent in an all-cash deal valued at $11 billion, paying $31 per share, the companies announced December 8, 2025. The offer represents a roughly 50% premium to Confluent’s October 7 closing price. IBM will use existing cash to fund the purchase. The deal is expected to close by mid-2026, pending shareholder and regulatory approval.
8 December 2025
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IBM Close to $11 Billion Deal to Acquire Confluent, Reports Say, as Big Blue Confirms Takeover for AI Data Push

IBM Close to $11 Billion Deal to Acquire Confluent, Reports Say, as Big Blue Confirms Takeover for AI Data Push

IBM agreed to acquire Confluent in an all-cash deal valued at $11 billion, or $31 per share, the companies announced Monday. The boards of both firms have approved the transaction, with Confluent shareholders holding 62% of voting power backing the deal. IBM will use existing cash for the purchase. Closing is expected by mid-2026, pending regulatory and shareholder approval.
8 December 2025
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Databricks News December 5–7, 2025: $134 Billion Valuation Talks, New AI Products and Cloud Partnerships

Databricks News December 5–7, 2025: $134 Billion Valuation Talks, New AI Products and Cloud Partnerships

Databricks is in advanced talks to raise $5 billion at a $134 billion valuation, according to multiple reports. The company expects 2025 revenue of $4.1 billion and over 50% annual growth, but gross margins have slipped to 74% amid heavy AI product use. The rumored valuation is more than 30 times revenue, far above industry peers.
7 December 2025
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Microsoft Supercharges Azure Networking and Edge: Zone‑Redundant NAT Gateway, 400G ExpressRoute and AI‑Powered IoT at the Edge

Microsoft Supercharges Azure Networking and Edge: Zone‑Redundant NAT Gateway, 400G ExpressRoute and AI‑Powered IoT at the Edge

Microsoft has rebuilt its Azure network backbone, now spanning over 60 AI regions and 500,000 miles of fiber, tripling WAN capacity to 18 Pbps since FY24. The new StandardV2 NAT Gateway, in public preview, offers zone-redundant outbound connectivity and up to 100 Gbps throughput. Azure also announced 400G ExpressRoute Direct ports for 2026 and a threefold faster VPN Gateway.
7 December 2025
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Cloudflare Stock (NET) Outlook After Back‑to‑Back Outages – Latest Price, Forecasts and Analyst Calls (Dec 7, 2025)

Cloudflare Stock (NET) Outlook After Back‑to‑Back Outages – Latest Price, Forecasts and Analyst Calls (Dec 7, 2025)

Cloudflare stock fell over 20% from its 52-week high after two major outages on November 18 and December 5 disrupted sites like X, LinkedIn, and Shopify. Shares traded near $200.95 on December 6, down from highs above $260, as DDoS attacks and operational risks drew new scrutiny. Underlying growth remains strong, but volatility and bearish sentiment persist.
7 December 2025
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