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Cloud Computing News 10 December 2025 - 15 December 2025

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 land right as the market tries to decide whether the move was an overreaction, a warning sign, or simply the cost of living in “high-expectations tech land.” As of Monday trading (Dec. 15), Nutanix stock was hovering around the $49
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. trading, extending a volatile December pullback after an explosive 2025 run. Benzinga Note: This article refers to IREN Limited (NASDAQ: IREN) (the AI data center / compute infrastructure company), not the Italian multi-utility Iren S.p.A. listed in Europe. Below is the full picture of what’s moving
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 on Monday, Dec. 15, 2025, MSFT traded around $477.90, down about 0.13% on the day, after opening near $480.11 and moving between roughly $477.05 and $480.26 intraday. Microsoft’s market capitalization stood near $3.85 trillion, with a P/E ratio around 36.7
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+1 By mid-day Monday, Dec. 15, Oracle shares were down about 2.5% at roughly $185, after trading as high as about $191 earlier in the session—another reminder that ORCL has become one of the market’s most sensitive “tell” stocks for AI sentiment into year-end. Reuters Oracle stock
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 widening set of regulatory and legal risks on the other. GOOG last traded around $310 with a market value near $2.94 trillion, and has recently printed a fresh 52-week high in the low-$313 area. Below is a detailed roundup of
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 increasingly want proof of profitable growth, durable demand signals, and disciplined capital spending, especially after Oracle’s outlook and spending plans rattled confidence and Broadcom’s margin commentary reignited “AI bubble” fears across technology. Reuters+2Reuters+2 At the same time, headlines underscored how quickly the
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+2Reuters+2 As of mid‑day on December 11, 2025, CoreWeave stock trades around $82–83 per share, down sharply from its 2025 high near $187 but still well above its $40 IPO price from March. Investors+2CoreWeave+2 Key context: From November 21, 2025 onward, CoreWeave has been at the
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, so levels may shift quickly once the opening bell rings. A look back at Wednesday’s sell‑off On Wednesday, December 10, IREN had a rough regular session: A detailed MarketBeat recap framed it as a 6.2% intraday drop, noting that volume
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’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: Yet ORCL shares are down more than 5% in after-hours trading around $210.85, as investors label the report “mixed” and focus on quality of earnings and balance-sheet risk rather than just the headline beats. Investors+1 Below is a breakdown of what Oracle
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 non‑GAAP EPS near $1.64–$1.65, up roughly 11% from a year ago. TipRanks+3IG+3CoinCentral+3 But today’s earnings story is about far more than a single quarter. Oracle has: Together, those numbers have turned tonight’s report into a referendum on whether Oracle is
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 speculative interest.Simply Wall St+1 At the same time, IREN has loaded up on convertible debt and equity raises totaling roughly $2.3 billion, sparking fierce debate about dilution, sustainability, and whether the stock’s meteoric run can continue.AInvest+1 This article pulls together
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 a detailed look at what analysts expect from Oracle’s Q2 earnings today, how the company performed last quarter and in the same period a year ago, and the key themes likely to dominate tonight’s call. When Will Oracle Report Earnings
10 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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