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Cloud Computing News 7 December 2025 - 10 December 2025

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’s fiscal Q2 2026 earnings, released after the close on December 10, 2025, delivered exactly what everyone wanted to see on the surface: big AI-driven cloud growth, a massive backlog, and a huge earnings beat. Underneath, though, the numbers also intensify questions about debt, cash burn, and reliance on OpenAI — and that’s why the stock is trading lower after hours. Oracle (ticker: ORCL) reported:…
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 reports fiscal Q2 2026 earnings after the market closes on Wednesday, December 10, in what has quickly become one of the most closely watched events of the AI era. Wall Street expects another quarter of double‑digit growth, powered by Oracle Cloud Infrastructure (OCI) and a record AI backlog. Consensus forecasts cluster around $16.1–$16.3 billion in revenue—about 15% year‑over‑year growth—and…
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?

December 10, 2025 IREN Ltd (NASDAQ: IREN), the company formerly known as Iris Energy, has morphed from a niche Bitcoin miner into one of the most talked‑about AI data center plays on the market. Its share price has more than tripled over the past year, boosted by a headline‑grabbing $9.7 billion AI cloud contract with Microsoft and a wave of…
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 (NYSE: ORCL) will take center stage on Wall Street today, 10 December 2025, as it reports fiscal second‑quarter 2026 earnings after the market close. The numbers themselves are expected to show solid double‑digit growth — but the real story is whether Oracle can convince investors that its massive, AI‑driven cloud gamble and debt‑funded data‑center buildout are sustainable. Below is…
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

As of December 10, 2025, Oracle Corporation (NYSE: ORCL) sits at the center of Wall Street’s AI debate, with a soaring cloud backlog, heavy debt, and a make‑or‑break earnings report due after the bell. Key takeaways Oracle stock price snapshot on December 10, 2025 According to Oracle’s own investor site and multiple market data providers, Oracle closed at $221.53 on…
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 has announced a fresh wave of artificial intelligence and cloud investments worth $23 billion, split between a record $17.5 billion in India and more than C$7.5 billion (about $5.4 billion) in Canada, underscoring how aggressively the company is building infrastructure to compete with Amazon and Google in the AI era. Reuters On December 9, 2025, CEO Satya Nadella unveiled…
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, Inc. (NASDAQ: CRWV) has become one of the most closely watched AI infrastructure stocks of 2025. As of December 9, 2025, the Nvidia-backed “AI hyperscaler” is back in the spotlight after pricing an upsized $2.25 billion convertible senior notes offering, deepening investor debate over whether CoreWeave is a visionary AI cloud leader or a debt-fueled accident waiting to happen.…
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 N.V. (NASDAQ: NBIS) – the Amsterdam‑based AI infrastructure company spun out of Yandex – remains one of the most closely watched AI cloud stocks going into 2026. On December 8, 2025, the story is being driven by fresh institutional buying, new analyst coverage, and ongoing debate about whether its multi‑billion‑dollar AI contracts justify today’s rich valuation. Key takeaways…
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 has agreed to acquire data‑streaming specialist Confluent in an all‑cash deal valued at $11 billion, in what is shaping up to be one of the defining AI and cloud infrastructure deals of 2025. The transaction, announced on December 8, 2025, will see IBM pay $31 per share for all outstanding Confluent stock, implying an enterprise value of around $11…
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

Published December 8, 2025 International Business Machines Corp. (IBM) is moving ahead with one of its largest software deals in years, agreeing to acquire data-streaming specialist Confluent in an all‑cash transaction valued at about $11 billion, following a wave of reports that it was “close to a deal” over the weekend. Reuters The purchase, priced at $31 per share in cash, gives…
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 ending the first week of December 2025 with fresh funding rumors, new AI features and growing scrutiny of its sky‑high valuation. Here’s what matters for data and AI leaders right now. 1. Funding talks push Databricks toward a $134 billion valuation Databricks is once again at the center of the AI funding boom. Multiple reports this week say…
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 launched one of its biggest networking and edge-computing waves in years, combining new Azure networking security and scale features with major upgrades to Azure Local and Azure IoT Operations. As of December 7, 2025, these changes position Azure as a cloud platform explicitly tuned for AI workloads, data sovereignty, and highly distributed edge operations. Microsoft Azure Azure’s Network…
7 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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