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