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Cloud Computing 10 December 2025 - 20 December 2025

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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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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Stock Market Today

  • Vulcan Materials (VMC) Shares Show Slight Undervaluation After Recent Decline
    March 21, 2026, 9:21 PM EDT. Vulcan Materials (VMC) shares have dropped 2.6% in the past week and 13.7% over the last month, despite an 11.2% gain over one year and 59.0% over three years. The stock currently trades around $258.40, slightly below the intrinsic value of $270.72 estimated via a discounted cash flow (DCF) model, suggesting a modest 4.6% undervaluation. The company's price-to-earnings (P/E) ratio stands at 31.21, reflecting market expectations of growth and risk. Simply Wall St rates Vulcan Materials' value score at 2 out of 6, signaling some caution. Investors should watch for shifts in fundamentals or market conditions that could affect valuation.
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