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Cloud Computing News 7 November 2025 - 20 November 2025

Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

Nebius (NBIS) Stock Today, 20 November 2025: After‑Hours Surge Above $100 on AI Cloud Deals and Nvidia Boost

Nebius Group (NASDAQ: NBIS) is back in the spotlight on 20 November 2025, with the stock extending its rebound and trading back above $100 in after‑hours as investors re‑embrace one of the market’s most volatile AI infrastructure names. After closing Wednesday, 19 November at $95.07, up 5% on the day, Nebius climbed further in Thursday’s extended session. Data from Public.com shows NBIS changing hands around $103.69 at 8:00 p.m. ET, roughly 9% above the prior close. Nasdaq+1 Alongside the price action, a wave of fresh coverage dated 20 November 2025 is shaping the narrative around Nebius stock — from new
20 November 2025
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Oracle Stock Today (ORCL), November 19, 2025: Cloud Wins, AI Debt Fears and New ETFs Drive a 2% Rebound

Oracle Stock Today (ORCL), November 19, 2025: Cloud Wins, AI Debt Fears and New ETFs Drive a 2% Rebound

Oracle stock is catching its breath on Wednesday after a bruising few weeks. On November 19, 2025, Oracle Corporation (NYSE: ORCL) closed around $225.53, up about 2.3% on the day, after trading in a $217.31–$228.09 range on roughly 18.6 million shares of volume. That still leaves the stock more than 30% below its 52‑week high of $345.72, though well above its low of $118.86.  Investing Behind today’s move is a dense mix of headlines: a new AI‑ready cloud region in Italy, fresh AI awards in financial services, a cloud‑security partnership, yesterday’s AI‑powered EHR certification, and an ongoing wall of coverage about Oracle’s huge AI bets, rising debt and OpenAI deal fallout.  Oracle Investor Relations Below is a
19 November 2025
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Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

AVGO Stock Today (Nov. 19, 2025): Broadcom Jumps on Quantum‑Safe Gen 8 Launch, Wi‑Fi 8 Deal and Cloud Partnership

Broadcom Inc. (NASDAQ: AVGO) is closing out Wednesday firmly higher after unleashing a wave of AI‑infrastructure news, expanding a key cloud partnership and staying in the middle of the AI chip trade that’s again being fueled by Nvidia’s latest earnings. As of late trading on November 19, AVGO is changing hands around $354 per share, up roughly 4% on the day, with intraday moves between about $338 and $362 and volume north of 21 million shares, well above its recent daily averages in the high‑teens to low‑20‑million range. Investing.com+1 That puts Broadcom’s market value around $1.6 trillion, near the top tier of global chip and software names,
19 November 2025
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Palo Alto Networks to Acquire Chronosphere for $3.35B, Bringing AI‑Scale Observability to Cortex AgentiX

Palo Alto Networks to Acquire Chronosphere for $3.35B, Bringing AI‑Scale Observability to Cortex AgentiX

Updated: November 19, 2025 SANTA CLARA, Calif. — Palo Alto Networks announced today that it has entered into a definitive agreement to acquire Chronosphere, a fast‑growing cloud‑native observability platform, in a deal valued at $3.35 billion to be paid in cash and replacement equity awards. The companies said the transaction is expected to close in the second half of Palo Alto Networks’ fiscal 2026, pending customary regulatory approvals. PR Newswire+1 Why this deal matters Palo Alto Networks plans to pair Chronosphere’s high‑volume, cost‑efficient telemetry pipeline with its Cortex AgentiX platform to move beyond monitoring dashboards toward real‑time, agentic remediation—where AI agents can detect issues, investigate root causes, and autonomously fix
19 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle Stock Today (ORCL) – November 19, 2025: Italy Cloud Launch, Debt Jitters and New ETF Trades

Oracle stock is trying to stabilize on Wednesday after a bruising November, as investors digest fresh AI‑cloud expansion news, new trading products tied to the shares and ongoing worries about debt‑funded infrastructure spending. As of mid‑afternoon U.S. trading on November 19, Oracle Corporation (NYSE: ORCL) was changing hands around $224.78, up about 2% on the day, after opening at $218 and trading between roughly $217.5 and $228.1. Quick snapshot: ORCL on November 19, 2025 At a high level, today’s story is a tug‑of‑war: positive headlines about cloud and AI breadth versus unease about leverage and AI spending. 1. Oracle stock
19 November 2025
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Oracle (ORCL) Stock Rockets 70% on AI Frenzy – Jim Cramer Warns “It’s the Only One I’m Worried About”

Oracle Stock (ORCL) Before the Bell — Nov. 19, 2025: Cloud Expansion in Italy, Fresh Analyst Calls, and What to Watch Today

Quick take New this morning: Oracle adds a second cloud region in Italy Oracle announced the Oracle Cloud Turin Region—its second public cloud location in the country—aimed at accelerating AI innovation, multicloud architectures, and sovereign cloud requirements for regulated customers. Oracle says the region will bring its full OCI services portfolio (including generative AI services and the AI Agent Platform) closer to Italian enterprises and the public sector. Notably, Telecom Italia is the host partner, underscoring local carrier alignment as Oracle scales compute capacity in Europe. Oracle Why it matters for ORCL: This is incremental capacity that can support the
19 November 2025
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Microsoft, Nvidia and Anthropic Strike $45 Billion AI Mega-Deal as Claude Commits $30 Billion to Microsoft Azure

Microsoft, Nvidia and Anthropic Strike $45 Billion AI Mega-Deal as Claude Commits $30 Billion to Microsoft Azure

Microsoft, Nvidia and Anthropic have unveiled one of the largest AI cloud and chip partnerships to date, stitching together a package worth up to $45 billion and reshaping how frontier AI models are built, trained and distributed. At the heart of the deal, announced today, Anthropic is committing to buy $30 billion of cloud computing capacity from Microsoft Azure, while Nvidia and Microsoft together plan to invest up to $15 billion in Anthropic, the company behind the Claude family of AI models. Bloomberg The move deepens ties between three of the most powerful players in AI infrastructure and models, and
18 November 2025
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Broadcom’s $10B AI Deal Sparks 90% Rally – What’s Next for AVGO Stock?

Broadcom (AVGO) Stock on November 18, 2025: Price Action, NEC Cloud Deal, Fidelity Lawsuit and What It All Means for Investors

New York – November 18, 2025 — Broadcom Inc. (NASDAQ: AVGO) is back in the spotlight today as its share price comes under pressure alongside a broader tech sell-off, even while fresh news on cloud partnerships and lingering legal risk keep the story very active. As of this afternoon, Broadcom stock is trading around $337 per share, down roughly 1.5% on the day, after opening near $343 and moving between an intraday low near $336 and a high around $346. The move fits into a wider pullback in AI‑linked tech names as investors reassess how much they’re willing to pay for future growth.
18 November 2025
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Cloudflare (NET) Stock Soars to Record High on Earnings and AI Buzz – What’s Next for Investors?

Cloudflare Stock (NET) Falls After Global Outage Hits X and ChatGPT – Price and News for November 18, 2025

Cloudflare stock (NYSE: NET) slid on Tuesday after a major outage briefly took down parts of the internet — including X, ChatGPT, Spotify and multiple crypto platforms — before services were restored. CoinDesk+3Reuters+3The Washington Post+3 As of the U.S. market close on November 18, 2025, NET was trading around $196 per share, leaving the company with a market value near $71 billion and extending a sharp pullback from its early‑November record high near $260. MarketScreener UK+1 Key Takeaways (November 18, 2025) Cloudflare Stock Today: Price, Performance and Context Based on closing data from NYSE and independent quote services, Cloudflare ended Tuesday near $196 per share, down from about $202 on
18 November 2025
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Microsoft Azure Blocks Record 15.7 Tbps DDoS Attack as Kenyan Government Websites Recover and ‘EVALUSION’ Malware Campaign Emerges

Microsoft Azure Blocks Record 15.7 Tbps DDoS Attack as Kenyan Government Websites Recover and ‘EVALUSION’ Malware Campaign Emerges

On November 18, 2025, Microsoft disclosed the largest cloud DDoS attack ever recorded, Kenya confirmed recovery from a major government website defacement, and researchers detailed a new “EVALUSION” malware campaign. Together, these stories show just how fast the global cyber threat landscape is escalating. Azure vs. a 15.72 Tbps “Data Tsunami” Microsoft has confirmed that on October 24, 2025, its Azure cloud platform automatically detected and mitigated a multi‑vector distributed denial-of-service (DDoS) attack peaking at 15.72 terabits per second (Tbps) and nearly 3.64 billion packets per second (pps). The attack targeted a single public endpoint in Australia, but was fully
18 November 2025
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Dell Technologies (DELL) in Focus: AI Cloud Deal and Conflicting Analyst Calls – 17 Nov 2025

Dell Technologies (DELL) in Focus: AI Cloud Deal and Conflicting Analyst Calls – 17 Nov 2025

Dell Technologies Inc. (NYSE: DELL) saw volatile trading on November 17, 2025, as a rare Morgan Stanley double downgrade clashed with a fresh JPMorgan price-target hike and a new AI cloud infrastructure deal with HIVE Digital. Here’s what investors need to know today. DELL Stock Today: Volatility After a Rare Double Downgrade On Monday, November 17, Dell Technologies (NYSE: DELL) spent much of the session in the spotlight as traders digested a highly unusual double downgrade from Morgan Stanley alongside a fresh bullish note from JPMorgan. Over the last week, Dell has slid roughly 9–10%, and it is down about
17 November 2025
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Microsoft (MSFT) Stock Outlook (Nov 2025): AI-Powered Growth, Strong Earnings, and 2026 Forecast

Microsoft’s AI Superfactory Goes Live: What Fairwater, New Azure Deals and Baird’s $600 Target Mean for MSFT Stock Today (November 17, 2025)

As of November 17, 2025, Microsoft is pushing even harder into the AI era on three fronts at once: At the same time, a fresh Microsoft-backed report on AI diffusion warns that the technology is spreading faster than any past tech wave, but unevenly—raising new economic and security fault lines. Help Net Security Below is a detailed breakdown of what’s happening today and how it connects back to the news in Yahoo Finance, Seeking Alpha and TipRanks about Microsoft’s AI and cloud dominance. 1. Microsoft’s Fairwater AI Superfactory Is Now Live A central theme behind all three reference articles is
17 November 2025
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NICE Ltd. (NICE) Stock Pops as Q3 2025 Earnings Showcase AI‑Driven Cloud Growth and Raised Revenue Guidance

NICE Ltd. (NICE) Stock Pops as Q3 2025 Earnings Showcase AI‑Driven Cloud Growth and Raised Revenue Guidance

On November 13, 2025, NICE Ltd. (NASDAQ: NICE) reported Q3 2025 results that beat Wall Street revenue expectations, highlighted 13% cloud growth, and nudged its full‑year revenue outlook higher as investors cheered the company’s AI‑first strategy. NICE Q3 2025: The Short Version NICE Ltd., a global provider of AI‑powered customer experience software, delivered a solid third quarter for 2025, with: Investors liked what they saw: NICE shares climbed in pre‑market trading, with reports showing gains of roughly 6–9% after the release. Investing.com+2Benzinga+2 Headline Numbers: Inside NICE’s Q3 2025 Results Revenue and Earnings Beat For the quarter ended September 30, 2025,
13 November 2025
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Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

Oracle Stock Today, November 13, 2025: ORCL Extends Slide as Wall Street Splits on Its AI Cloud Bet

Oracle stock (NYSE: ORCL) is trading around $227 after a steep pullback from record highs. Here’s what’s driving today’s move on November 13, 2025, and how analysts, institutions, and technicals are lining up around the AI cloud story. Key takeaways for ORCL on 13 November 2025 ORCL stock price today: where things stand As of Thursday, November 13, 2025, most data providers still show Oracle (ORCL) trading around $226–227 in early indications, essentially hovering near Wednesday’s close of $226.99 on the NYSE. That Wednesday session saw the stock drop 3.88% from $236.15, with an intraday range of about $226.2–236.8 and
13 November 2025
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Snowflake to Acquire Datometry: Hyper‑Q Aims to Supercharge SnowConvert AI With 4× Faster Migrations and 90% Cost Cuts — Nov 12, 2025

Snowflake to Acquire Datometry: Hyper‑Q Aims to Supercharge SnowConvert AI With 4× Faster Migrations and 90% Cost Cuts — Nov 12, 2025

Snowflake strikes a deal to acquire Datometry and fold its Hyper‑Q virtualization into SnowConvert AI, promising up to 4× faster, lower‑cost data‑warehouse migrations. Snowflake has entered a definitive agreement to acquire Datometry, the San Francisco–based database‑migration specialist behind the Hyper‑Q virtualization platform. Terms were not disclosed. Snowflake says it plans to integrate Datometry’s technology into SnowConvert AI, its free, AI‑assisted migration suite. InfoWorld Why this deal matters At stake is one of the thorniest problems in enterprise data: moving mission‑critical analytics from legacy systems (think Teradata or Oracle) to modern cloud platforms without multi‑year rewrites or risky cutovers. Datometry’s Hyper‑Q virtualizes
12 November 2025
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Alphabet (GOOGL, GOOG) Today: Shares Hover Near $290 as Google Unveils €5.5B Germany Cloud Expansion — Nov 11, 2025

Alphabet (GOOGL, GOOG) Today: Shares Hover Near $290 as Google Unveils €5.5B Germany Cloud Expansion — Nov 11, 2025

Alphabet stock news and price action for Tuesday, November 11, 2025. What’s happening now Alphabet (Google’s parent; tickers GOOGL and GOOG) traded around the $290 mark on Tuesday as investors digested a major infrastructure announcement: Google will invest €5.5 billion (~$6.4B) to expand cloud and data‑center capacity in Germany over 2026–2029, including a new site in Dietzenbach near Frankfurt and expansion in Hanau. German officials said the plan is expected to secure roughly 9,000 mostly indirect jobs and will not involve state subsidies. Reuters+1 Key takeaways By the numbers (Nov 11, 2025) Note: Real‑time quotes can vary by source and are typically delayed; use an up‑to‑the‑minute feed for trading decisions. Reuters
11 November 2025
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Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

MSFT Before the Bell (Nov 10, 2025): OpenAI–AWS shockwave, Azure outlook, $9.7B IREN chips pact, dividend date, and week‑ahead catalysts

Published: Monday, November 10, 2025 — Pre‑market Quick take 1) Overnight & weekend developments investors are trading OpenAI → AWS ($38B/7yrs). OpenAI will run workloads on Amazon Web Services, diversifying away from sole reliance on Azure. The timing (announced Nov. 3) keeps pressure on Microsoft’s Azure share-of-wallet narrative into this week. Watch sympathy moves in AMZN (AWS) and NVDA. Reuters+1 Microsoft–OpenAI, chapter two. On Oct. 28, Microsoft and OpenAI restructured their relationship, with press and filings indicating OpenAI’s valuation around $500B and Microsoft maintaining a meaningful equity stake and long‑term product/model rights—even as OpenAI gains freedom to use multiple clouds.
9 November 2025
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Microsoft vs. Oracle Stocks: AI Frenzy Sends Shares Soaring – Which Tech Titan Will Win?

Microsoft (MSFT) vs. Oracle (ORCL): 2025 YTD — Who’s Winning the AI-Cloud Race?

Date: November 7, 2025 In the fast-moving world of cloud infrastructure and artificial intelligence (AI), two major players — Microsoft and Oracle — are carving competing paths. Their stock moves, strategies and risk profiles differ markedly. This article takes a detailed look at both companies as of Nov. 7, 2025: how they have performed this year, what the major catalysts are, and how the investment case stacks up. Microsoft: Staying the Course with Cloud + AI What Microsoft delivered: What stands out:Microsoft has a broad base: strong cloud growth, durable productivity/business software revenue, and a massive backlog of commitments that
7 November 2025
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JFrog (FROG) Soars 20%+ After Q3 Beat: Cloud Revenue Jumps 50%, FY2025 Guidance Raised to $523–$525M

JFrog (FROG) Soars 20%+ After Q3 Beat: Cloud Revenue Jumps 50%, FY2025 Guidance Raised to $523–$525M

JFrog Ltd. (NASDAQ: FROG) ripped higher today after posting a decisive third‑quarter beat and lifting its full‑year outlook. As of roughly 16:05 UTC, shares traded near $58.90, up ~24.6% intraday after touching an intraday high of $62.92; premarket gains topped 20% as the report hit the tape. Barron’s Key takeaways What’s driving the surge JFrog’s outperformance was broad‑based, with strength in its software supply chain platform and accelerating cloud adoption. Management highlighted new governance and AI offerings—AppTrust and AI Catalog—as catalysts helping large customers standardize on the platform. JFrog Investor Relations On the numbers, JFrog delivered total revenue of $136.9M
7 November 2025
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IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited (NASDAQ: IREN) Posts Record Q1, Lands $9.7B Microsoft AI Cloud Deal — Stock Swings as Compass Point Doubles Target to $105 (Nov. 7, 2025)

IREN Limited — the AI-focused data‑center operator formerly known as Iris Energy — is back in the spotlight today after reporting record fiscal Q1 FY26 results last night and riding momentum from a $9.7 billion, five‑year AI cloud contract with Microsoft announced earlier this week. Shares are volatile in Friday trading even as Compass Point doubled its price target to $105 on the company’s hyperscale AI build‑out. GlobeNewswire+2 What’s new today (Nov. 7) The Microsoft catalyst: $9.7B over five years On Nov. 3, IREN announced a $9.7 billion AI cloud services contract with Microsoft. Under the agreement, IREN will supply
7 November 2025
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Stock Market Today

Unilever share price flat at Friday close — what could move ULVR ahead of Feb 12 results

Unilever share price flat at Friday close — what could move ULVR ahead of Feb 12 results

8 February 2026
Unilever shares closed flat at 5,250 pence Friday, with about 3.2 million shares traded. The company will report full-year results on Feb. 12, its first major update since spinning off its ice cream unit. Investors expect guidance on 2026 sales, margins, and cost savings. Unilever has forecast 2025 underlying sales growth of 3% to 5% and second-half margins of at least 19.5%.
Windows 11 printer alert: Microsoft tightens the screws on legacy V3/V4 drivers in 2026

Windows 11 printer alert: Microsoft tightens the screws on legacy V3/V4 drivers in 2026

8 February 2026
Microsoft has blocked most new legacy Windows printer driver submissions, requiring manual review and justification from print partners as it phases out the V3 and V4 driver pipeline. No new third-party printer drivers will be published to Windows Update for Windows 11 and Windows Server 2025 or later after January 15, 2026. Existing drivers remain installable, with security fixes continuing for supported OS versions.
LSEG share price heads into Monday after AI jitters hit London Stock Exchange Group stock

LSEG share price heads into Monday after AI jitters hit London Stock Exchange Group stock

8 February 2026
London Stock Exchange Group shares fell 1.1% to 7,502p Friday, closing out a third straight weekly decline and an 8% drop for the week. The selloff followed renewed concerns over AI disruption after a new Claude plug-in from Anthropic and caution over Big Tech’s AI spending. LSEG bought back 256,419 shares on Feb. 5. Investors await Monday’s open and LSEG’s FY25 results webcast on Feb. 26.
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