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Cloud Computing 5 December 2025 - 11 December 2025

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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Oracle Corp (ORCL) Stock on December 6, 2025: AI Cloud Deals, Debt Risks and Q2 2026 Earnings Forecast

Oracle Corp (ORCL) Stock on December 6, 2025: AI Cloud Deals, Debt Risks and Q2 2026 Earnings Forecast

Oracle shares closed at $217.58 Friday, up 1.5% and marking a fourth straight day of gains, but remain about 37% below their September high of $345.72. Trading volume topped 24 million shares, above the 50-day average. Fiscal Q2 2026 earnings are due December 10, with Wall Street expecting EPS between $1.50 and $1.63 and revenue near $16.2 billion.
6 December 2025
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IBM Stock Outlook December 2025: Can Big Blue’s 40% Rally Continue on AI, Cloud and Quantum Momentum?

IBM Stock Outlook December 2025: Can Big Blue’s 40% Rally Continue on AI, Cloud and Quantum Momentum?

IBM closed at $307.94 on December 5, 2025, near its 52-week high and up about 40% for the year. New 13F filings show Dodge & Cox and SCS Capital Management sharply increased their IBM holdings. Erste Group upgraded IBM to Buy on December 5. Simply Wall St estimates the shares are 5–6% above their fair value.
6 December 2025
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Broadcom (AVGO) Stock Outlook: AI Deals, VMware Cloud Wins and Wall Street Targets Ahead of December 11 Earnings

Broadcom (AVGO) Stock Outlook: AI Deals, VMware Cloud Wins and Wall Street Targets Ahead of December 11 Earnings

Broadcom shares closed at $390.24, up 2.4% on the day and 7.2% over the past month, outpacing the S&P 500 and tech sector. The company posted record Q3 revenue of $16 billion, with AI semiconductor sales jumping 63% year-over-year to $5.2 billion. Analysts maintain a consensus “Buy” rating, with price targets ranging from $210 to $472. Broadcom’s next earnings report is set for December 11, 2025.
6 December 2025
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Cloudflare (NET) Stock in December 2025: Outage Fallout, AI Ambitions and What the Latest Forecasts Say

Cloudflare (NET) Stock in December 2025: Outage Fallout, AI Ambitions and What the Latest Forecasts Say

Cloudflare shares traded near $201 Friday after a second major outage in three weeks disrupted major platforms for about 30 minutes on December 5. The company’s stock remains up over 80% year-on-year, with a market cap near $70 billion and a price-to-sales ratio around 35. Recent analyst upgrades and insider selling followed the outage.
6 December 2025
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Broadcom (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings

Broadcom (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings

Broadcom shares closed at $390.24 Friday, near record highs, ahead of its Q4 earnings report on December 11, 2025. The stock has surged about 65% year-to-date, fueled by AI chip demand and VMware cloud growth. In Q3, Broadcom reported $16 billion in revenue, up 22% year over year, with adjusted EPS of $1.69. Investors are watching whether Broadcom can sustain 30%+ AI growth amid high valuation multiples.
6 December 2025
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Oracle vs Amazon Stock: Which AI Cloud Giant Looks Better Positioned for 2026?

Oracle vs Amazon Stock: Which AI Cloud Giant Looks Better Positioned for 2026?

Oracle shares surged 87% year-to-date by September 2025, then dropped 30% before stabilizing near $216. Amazon gained 6.8% in 2025, lagging major indexes and trading around $230. Oracle trades at 45–50x earnings, seen as undervalued by some models, while Amazon’s P/E sits in the low-30s, also viewed as modestly undervalued. Oracle’s cloud revenue rose about 25% for the year, with infrastructure up nearly 50%.
5 December 2025
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Stock Market Today

  • Diploma Valuation Revisions Signal Shift in Market Expectations
    April 17, 2026, 7:37 AM EDT. Analysts including JPMorgan, Morgan Stanley, Deutsche Bank, Berenberg, and RBC Capital have raised price targets for Diploma (LSE:DPLM), reflecting recalibrated valuation inputs rather than changes in growth or margin forecasts. Price targets increased by £200 to £900, with firms like Berenberg and Morgan Stanley making notable uplifts. Diploma recently updated its fiscal 2026 guidance to 9% organic revenue growth, up from 6%, with growth focused in the first half of the year. Despite these changes, the fair value remains at £66.56, with profit margins steady at about 15.83% and price-to-earnings multiples nearly unchanged. The revisions indicate confidence in Diploma's execution but highlight the importance of sustained performance to justify higher valuations.

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XRP Price Today: XRP Climbs to $1.44 as ETF Inflows, Risk-On Mood Lift Ripple-Linked Token

XRP Price Today: XRP Climbs to $1.44 as ETF Inflows, Risk-On Mood Lift Ripple-Linked Token

17 April 2026
XRP climbed to about $1.44 in early New York trading Friday, up 2.5% in 24 hours with turnover over $4 billion, outpacing bitcoin and ether. U.S.-listed spot XRP ETFs saw $17 million in net inflows on April 15, the highest since February. Ripple announced a partnership with Kyobo Life Insurance for Korea’s first tokenised government bond settlement project. XRP remains about 60% below its all-time high.
Gold Price Today Near $4,784 as Weaker Dollar Keeps Bullion on Track for Fourth Weekly Gain

Gold Price Today Near $4,784 as Weaker Dollar Keeps Bullion on Track for Fourth Weekly Gain

17 April 2026
Gold hovered near $4,784 an ounce Friday, set for a fourth weekly gain despite easing 0.1% by 0815 GMT. A 10-day Lebanon-Israel ceasefire and possible U.S.-Iran talks kept investors watching for diplomatic progress. Indian gold imports stalled as banks await new government authorization, leaving over 5 tons stuck at customs. Spot silver rose 0.7% to $78.97, platinum held steady, and palladium slipped 0.1%.
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