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Cloud Computing News 11 December 2025 - 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…
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

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…
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, 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 Below is a full, investor-focused roundup of…
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

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…
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

December 15, 2025 — Nutanix, Inc. (NASDAQ: NTNX) is back in the spotlight as the enterprise cloud software company rolls out a fresh wave of platform updates aimed at one of the most politically and operationally charged themes in IT: sovereign clouds. The timing matters for investors because Nutanix stock has been digesting a sharp pullback since mid-November—and Monday’s headlines…
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

Dec. 15, 2025 — IREN stock is back in the spotlight on Monday as investors weigh a fresh round of “who’s buying and who’s selling” headlines against a much bigger question: can the former bitcoin miner successfully execute one of the most ambitious pivots in the AI infrastructure trade? Shares of IREN Limited (NASDAQ: IREN) were trading around $36.53, down about 9% in late morning U.S.…
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 Corp. (NASDAQ: MSFT) began the week under a familiar spotlight: Wall Street still sees Microsoft as one of the most important “AI infrastructure + enterprise software” plays in global markets, but investors are also weighing the costs and constraints of the AI buildout—plus rising legal and regulatory scrutiny tied to cloud licensing. As of the latest available trading update…
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 Corporation stock (NYSE: ORCL) is starting the week under a bright spotlight after last week’s sharp selloff in AI-linked names, with investors weighing two forces that are pulling in opposite directions: a massive cloud-and-AI contract backlog that could reshape Oracle’s growth profile, and the heavy infrastructure spending—and financing questions—required to deliver it. Reuters By mid-day Monday, Dec. 15, Oracle…
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 are hovering near record levels as Google’s AI search and cloud momentum collide with rising capex and intensifying EU/U.S. antitrust pressure. Published: December 14, 2025 Alphabet Inc.’s Class C shares (NASDAQ: GOOG)—the non-voting version of “Google stock”—head into mid-December with investors balancing two powerful forces: accelerating AI-driven product rollout and cloud demand on one side, and a…
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

Updated: December 14, 2025 Cloud computing stocks head into the week of Dec. 15, 2025 with investor attention split between two powerful forces: accelerating AI-driven demand for cloud infrastructure and growing market skepticism about the cost, timing, and margins of that buildout. The past week (Dec. 8–14) delivered a clear message for U.S.-listed cloud names: it’s no longer enough to show strong “AI exposure.” Markets…
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

Updated December 11, 2025 – Not investment advice. For informational purposes only. Quick Snapshot: Where CoreWeave Stands Now CoreWeave, Inc. (Nasdaq: CRWV) is one of the highest‑profile “neocloud” plays in the AI infrastructure boom – a GPU‑rich cloud platform that rents Nvidia-powered compute to OpenAI, Meta, Microsoft and a long list of AI builders. Reuters As of mid‑day on December…
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

Key takeaways IREN premarket update on December 11, 2025 As of the early premarket session around 6:00–6:30 a.m. ET, IREN Limited (NASDAQ: IREN) is changing hands near $43 in off‑hours trading, modestly below yesterday’s close of $43.92. In other words, the stock is extending yesterday’s slide, but not yet showing capitulation. Premarket volume is relatively light compared with regular trading,…
11 December 2025
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Stock Market Today

  • Palantir Technologies Jumps 6.75% on Record Q4 Revenue and AI Demand
    February 3, 2026, 7:46 PM EST. Palantir Technologies surged 6.75% to $157.88 on Feb. 3, driven by record Q4 revenue growth and strong demand for its AI-powered data analytics platforms. The company reported a 70% year-over-year revenue increase, with U.S. commercial sales up 137%, challenging the view that Palantir relies heavily on government contracts. Trading volume soared to 111.3 million shares, nearly triple its average. Despite a broader market decline-S&P 500 down 0.85%, Nasdaq down 1.43%-Palantir benefited from bullish analyst upgrades and price targets reaching $235. Investors are now watching if the company can sustain its rapid growth through fiscal 2026 amid rising AI infrastructure spending pressures on peers like Microsoft and Oracle.
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