Today: 7 February 2026
Subscribe
Browse Category

Cloud Computing News 16 December 2025 - 21 December 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 (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
··
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
·
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
········
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
·
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
···
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
····
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
····
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
······
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
·····
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
··
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
····
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
···
1 … 6 7 8 9 10 … 20

Stock Market Today

IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

7 February 2026
IREN shares closed up 5.1% at $41.83 Friday after reporting a $155.4 million quarterly loss and $184.7 million in revenue. The company announced $3.6 billion in GPU financing for its Microsoft contract, with $2.8 billion in cash as of Jan. 31. Bitcoin mining revenue fell, while AI cloud services rose. Traders await bitcoin’s weekend move and Monday’s market reaction.
Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

7 February 2026
Cadence Bank shares have been delisted following Huntington Bancshares’ takeover, with each Cadence share converted into 2.475 Huntington shares. Huntington closed Friday at $19.27 and named Senthil Kumar as chief risk officer ahead of new regulatory requirements. The merger leaves Cadence as a brand under Huntington, with customer account conversions planned for mid-2026. Huntington executives will address investors at a UBS conference on Tuesday.
NIO stock jumps on profit alert, with Monday’s open in focus

NIO stock jumps on profit alert, with Monday’s open in focus

7 February 2026
NIO shares jumped 7.23% to $5.04 Friday after the company forecast a swing to adjusted operating profit of up to 1.2 billion yuan for the fourth quarter. Trading volume reached 90.8 million shares, far above average. Nio’s deliveries rose 72% to 124,807 vehicles in the quarter. The company said results are preliminary and unaudited, with final figures due in March.
Go toTop