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Cloud Computing 24 November 2025 - 1 December 2025

CoreWeave Stock (CRWV) on December 1, 2025: AI Cloud Darling Caught Between Huge Backlog, Heavy Debt and New Nvidia Jitters

CoreWeave Stock (CRWV) on December 1, 2025: AI Cloud Darling Caught Between Huge Backlog, Heavy Debt and New Nvidia Jitters

CoreWeave shares traded at $73.35 late morning December 1, down over 60% from a $187 high but still above the March IPO price of $40. The company reported $4.31 billion in trailing 12-month revenue, a $55.6 billion backlog, and ongoing losses of $824.7 million. CoreWeave and Jane Street backed AI startup Numerata in a new seed round. Analyst consensus rates the stock a buy, with a $129.83 average price target.
1 December 2025
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Oracle Stock (ORCL) in December 2025: AI Backlog Jitters vs. $144 Billion Cloud Dream

Oracle Stock (ORCL) in December 2025: AI Backlog Jitters vs. $144 Billion Cloud Dream

Oracle shares closed at $202 on December 1, 2025, down 40% from their 52-week high and among the worst performers in mega-cap tech last month. The sell-off follows concerns over debt-fueled AI spending and exposure to OpenAI. Analysts’ average 12-month target still implies over 60% upside. The company reports fiscal Q2 earnings on December 8.
1 December 2025
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Snowflake (SNOW) Stock Price, AI Data Cloud News and Forecast Before the December 1, 2025 Market Open

Snowflake (SNOW) Stock Price, AI Data Cloud News and Forecast Before the December 1, 2025 Market Open

Snowflake closed at about $251 on November 28, up 1% and outperforming the broader market. Shares have gained roughly 64% year-to-date, driven by AI partnerships and analyst upgrades ahead of Q3 earnings on December 3. Wall Street consensus price targets now average $268–$277, implying 7–12% upside. Market capitalization stands near $85 billion.
1 December 2025
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Oracle Stock Price Forecast 2026: Can AI and Cloud Growth Reignite ORCL After Its 2025 Sell‑Off?

Oracle Stock Price Forecast 2026: Can AI and Cloud Growth Reignite ORCL After Its 2025 Sell‑Off?

Oracle shares trade near $200, down 41% from a 2025 peak after heavy AI and data-center spending triggered a sell-off. Fiscal 2025 revenue reached up to $59 billion with net income over $12 billion, but net debt stands above $100 billion and free cash flow turned negative. Wall Street targets for 2026 vary widely as analysts weigh large AI contracts against high leverage and credit risk.
30 November 2025
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IREN Limited (NASDAQ: IREN) Pre‑Market Preview for December 1, 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Rising Risks?

IREN Limited (NASDAQ: IREN) Pre‑Market Preview for December 1, 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Rising Risks?

IREN Limited closed Friday at $47.81, down 1.3%, with nearly $953 million in turnover and a 9% intraday swing. The stock is up 387% year-to-date but fell 21% in November. Market cap stands near $13.7 billion. Technical models project a volatile Monday, with an expected trading range between $44.74 and $50.88.
30 November 2025
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Oracle Stock Outlook for December 1, 2025: Debt‑Fueled AI Bet, OpenAI Cloud Pact and a Deep Wall Street Divide

Oracle Stock Outlook for December 1, 2025: Debt‑Fueled AI Bet, OpenAI Cloud Pact and a Deep Wall Street Divide

Oracle shares closed Friday at $201.95, down 1.5% and about 42% below their September high. The company’s $575 billion valuation comes with a debt-to-equity ratio above 3x and a P/E near 47. Debate centers on Oracle’s debt-funded AI push with OpenAI, split analyst views, and recent healthcare IT moves. Wall Street consensus remains broadly positive, with an average price target of $325.
30 November 2025
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Microsoft Stock Today: MSFT Holds Near $492 as EU Cloud Shift and AI Push Shape Investor Sentiment (November 30, 2025)

Microsoft Stock Today: MSFT Holds Near $492 as EU Cloud Shift and AI Push Shape Investor Sentiment (November 30, 2025)

Microsoft shares traded near $492 on Sunday, flat from Friday’s close after a 4% weekly gain—their best since May. Google dropped its EU antitrust complaint against Microsoft’s cloud unit, easing legal pressure as regulators continue a broader probe. A new OpenAI deal values Microsoft’s stake at $135 billion and commits $250 billion in Azure spending. Microsoft rolled out new AI features in Windows 11, including “streaming” AI text in Notepad.
30 November 2025
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CoreWeave Stock (CRWV) on November 29, 2025: Insider Selling, Debt Fears and AI Cloud Growth Collide

CoreWeave Stock (CRWV) on November 29, 2025: Insider Selling, Debt Fears and AI Cloud Growth Collide

CoreWeave shares closed at $73.12 on November 29, down 1.6% in heavy trading, after falling sharply from a 2025 peak above $180. CFO Nitin Agrawal sold about 3,700 shares for $255,000 on November 25, trimming his direct stake by 2.4%. The stock remains above its $40 IPO price but trades well below key moving averages. CoreWeave’s market cap sits in the high-$20 billions.
29 November 2025
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Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle signed a reported $300 billion cloud deal with OpenAI and is negotiating a $20 billion agreement with Meta, aiming to become a top AI infrastructure provider. The company adopted a co-CEO model in September 2025, named Clay Magouyrk and Mike Sicilia as co-chiefs, and moved Safra Catz to executive vice chair. Oracle faces rising debt, legal, and security risks amid layoffs and restructuring.
28 November 2025
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Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft in 2025: AI Superfactory, New OpenAI Deal, Anthropic Alliance and Cloud Growth Redefine the Company

Microsoft reported record quarterly revenue of $77.7 billion, up 18% year-on-year, driven by cloud and AI growth. The company renegotiated its OpenAI partnership, announced a multibillion-dollar deal with Anthropic, and began building an AI “superfactory.” Gaming revenue rose 9% as Xbox services expanded, while regulators closed some antitrust cases and opened new cloud probes.
28 November 2025
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Microsoft Stock Today (MSFT): Near $485 as AI and Cloud Drive $3.6 Trillion Value

Microsoft Stock Today (MSFT): Near $485 as AI and Cloud Drive $3.6 Trillion Value

Microsoft traded near $485.50 per share on November 28, 2025, with a market cap of about $3.61 trillion and a trailing P/E of 34.5. Fiscal Q1 2026 revenue reached $77.7 billion, up 18% year over year, driven by cloud and AI growth. Institutional investors hold over 71% of the float. Azure and cloud services posted growth near 40%.
28 November 2025
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Microsoft Stock Today, November 28, 2025: MSFT Steady Near $485 as EU Cloud Overhang Eases and AI Bets Deepen

Microsoft Stock Today, November 28, 2025: MSFT Steady Near $485 as EU Cloud Overhang Eases and AI Bets Deepen

Microsoft closed at $485.50 on Wednesday, up 1.78%, with pre-market quotes near $488–489 early Friday. Google withdrew its EU antitrust complaint against Microsoft’s cloud business, easing regulatory pressure as the EU launches a broader sector probe. U.S. markets will close early for Black Friday. Microsoft’s market cap stands near $3.7 trillion.
28 November 2025
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CoreWeave (CRWV) Stock Before the Bell on November 28, 2025: AI Cloud Volatility, Big Deals and Big Risks

CoreWeave (CRWV) Stock Before the Bell on November 28, 2025: AI Cloud Volatility, Big Deals and Big Risks

CoreWeave shares closed Wednesday at $74.29, up 4.21%, with 28.7 million shares traded ahead of Friday’s shortened session. The stock, down over 60% from its $187 high but more than double its 52-week low, carries a $37 billion market cap and heavy short interest near 10% of free float. Daily volatility has hovered around 10%. StockInvest projects a possible ±11.6% swing on Friday.
27 November 2025
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IREN Limited (NASDAQ: IREN) Stock Today, November 26, 2025: What DNB’s Stake, Options Activity and the AI Cloud Story Mean for Investors

IREN Limited (NASDAQ: IREN) Stock Today, November 26, 2025: What DNB’s Stake, Options Activity and the AI Cloud Story Mean for Investors

IREN Limited shares traded around $47–$48 on Nasdaq Wednesday, following weeks of sharp swings after its $9.7 billion Microsoft GPU cloud contract. DNB Asset Management more than doubled its stake to 109,601 shares, now holding about 0.06% of IREN’s outstanding stock. Institutional ownership has climbed to roughly 41%. The stock remains volatile, moving between $46.7 and $49.5 intraday on volume near 12 million shares.
26 November 2025
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Oracle Stock Today, November 26, 2025: ORCL Rebounds as Wall Street Backs Its High‑Risk AI Cloud Bet

Oracle Stock Today, November 26, 2025: ORCL Rebounds as Wall Street Backs Its High‑Risk AI Cloud Bet

Oracle shares rose 3.9% to $204.76 midday Wednesday after a steep sell-off erased about 40% of their value since September. The rebound followed new analyst support and updates on Oracle’s AI and cloud plans. The stock remains roughly 41% below its September peak, pressured by concerns over heavy debt, negative cash flow, and a $300 billion OpenAI cloud deal.
26 November 2025
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Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Amazon Bets $50 Billion on Federal AI: Inside AWS’s Massive New Supercomputing Push for US Government Agencies

Amazon announced up to $50 billion in new AI and supercomputing infrastructure for U.S. government AWS customers, with construction set to start in 2026. The project will add 1.3 gigawatts of computing power across classified and government-only regions. More than 11,000 federal agencies are eligible to use the expanded capacity. Spending will extend over several years.
26 November 2025
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Oracle Stock Today (ORCL): AI Cloud Sell‑Off Deepens as Analysts Cut Targets

Oracle Stock Today (ORCL): AI Cloud Sell‑Off Deepens as Analysts Cut Targets

Oracle shares closed at $194.79 on November 25, down 2.7% for the day and about 44% below their 52-week high near $346. The stock has lost over 40% since September’s record highs, despite strong year-to-date gains from earlier AI-driven momentum. Trading volume was just under 16 million shares, near the recent average. Recent earnings slightly missed estimates, pressuring the stock further.
25 November 2025
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Aussie Founders Land $5.2 Billion Exit as Palo Alto Networks Snaps Up Chronosphere After Cloudflare Outage

Aussie Founders Land $5.2 Billion Exit as Palo Alto Networks Snaps Up Chronosphere After Cloudflare Outage

Palo Alto Networks will acquire observability startup Chronosphere for A$5.18 billion (US$3.35 billion), marking one of the largest tech exits by Australian founders this year. The deal follows a major Cloudflare outage on November 18 that disrupted services like ChatGPT and Spotify. Chronosphere, founded by Martin Mao and Rob Skillington, counts OpenAI and DoorDash among its customers. Palo Alto Networks also reported strong Q1 2026 results and raised its outlook.
25 November 2025
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Alibaba Earnings Today: AI Cloud Boom Lifts Revenue Above Estimates as Heavy Spending Hits Profit – 25 November 2025

Alibaba Earnings Today: AI Cloud Boom Lifts Revenue Above Estimates as Heavy Spending Hits Profit – 25 November 2025

Alibaba reported quarterly revenue of 247.8 billion yuan (US$34.8 billion), up 5% year over year and beating forecasts. Net income fell over 50% to 20.6 billion yuan as spending surged on AI and logistics. Cloud Intelligence Group revenue jumped 34% to 39.8 billion yuan, driven by strong demand for AI-powered services. Non-GAAP net income dropped 72% amid heavy investment.
25 November 2025
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IREN Stock Today (11/24/2025): Microsoft AI Cloud Deal Drives Double-Digit Rebound in High-Voltage Growth Name

IREN Stock Today (11/24/2025): Microsoft AI Cloud Deal Drives Double-Digit Rebound in High-Voltage Growth Name

IREN shares surged nearly 10% to around $46.35 in heavy trading Monday, rebounding after a steep drop from an early November high of $76.87. The stock remains down over 30% for the month but is still up more than 300% year-over-year. Volume topped 15.8 million shares by late morning. IREN operates 810 MW of data centers and remains a major Bitcoin miner.
24 November 2025
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