Cloud Computing
As the clock struck midnight on 2025, the tech sector found itself in an uncharacteristically defensive posture. While the broader markets enjoyed a respectable year, the final weeks of December saw a cooling of the "AI fever" that had dominated the last 24 months. Leading the retreat were
Nebius
As of December 31, 2025, the initial fever dream of artificial intelligence software has matured into a high-stakes arms race for the physical infrastructure required to run it. While the market spent much of 2023 and 2024 obsessed with chatbots and large language models, 2025 has been the year of
Microsoft
As of late 2025, the global technology landscape has shifted from the era of experimental artificial intelligence to what analysts are calling the "Industrial AI Era." At the center of this transformation is Microsoft (NASDAQ: MSFT), which has aggressively expanded its Azure AI infrastructure to unprecedented scales. By
Cloud Computing
As 2025 draws to a close, the financial world is bracing for a historic milestone in the technology sector. For the first time, the global cloud computing market is projected to surpass the $1 trillion mark in 2026, driven by a fundamental shift from experimental artificial intelligence to massive-scale operational
Amazon
As the final week of 2025 unfolds, Amazon.com, Inc. (NASDAQ: AMZN) finds itself at a pivotal crossroads, transitioning from a year of intensive infrastructure investment to a 2026 narrative defined by commercial scaling. The Seattle-based giant has spent the fourth quarter of 2025 cementing its dominance in the artificial
Microsoft
As of December 25, 2025, the global technology landscape has officially entered what analysts are calling the "Industrial AI Era." The initial wave of experimentation that defined the early 2020s has been replaced by a massive, infrastructure-heavy deployment phase, with Microsoft (NASDAQ:MSFT) emerging as the primary architect
Snowflake
As the 2025 calendar year draws to a close, Snowflake (NYSE: SNOW) has emerged as a central pillar of the "Santa Claus rally," with its stock price stabilizing near $225 on December 24, 2025. Following a volatile month that saw a sharp "sell-the-news" pullback after its
Amdocs
The final trading days of 2025 have brought an unexpected surge of volatility to the telecommunications software sector. On December 23, 2025, Amdocs (NASDAQ: DOX) witnessed a staggering spike in trading activity, characterized by an unusual explosion in call option volume. Traders snapped up over 3,600 call options—a
Oracle
The tech sector is facing a stark reality check as the final weeks of 2025 unfold. Oracle Corporation (NYSE:ORCL), once the darling of the artificial intelligence (AI) infrastructure boom, has seen its stock plummet nearly 23% in December alone. As of December 23, 2025, shares are trading in the
Oracle
As the final trading days of 2025 approach, Oracle Corp. (NYSE:ORCL) has emerged as the undisputed titan of the year-end market rally. While much of the technology sector spent the mid-December period navigating volatility fueled by interest rate uncertainty, Oracle shares staged a dramatic 6.6% surge on December
Oracle
As of December 22, 2025, the narrative of the artificial intelligence revolution has shifted from a one-company show to a powerful duopoly of infrastructure. While Nvidia (NASDAQ:NVDA) continues to dominate the silicon layer with its Blackwell architecture, Oracle (NYSE:ORCL) has emerged as its most critical partner, transforming from
Oracle
As of December 19, 2025, Oracle (NYSE: ORCL) has firmly established itself not just as a legacy software provider, but as a central nervous system for the global artificial intelligence infrastructure trade. Once viewed as a mature, slow-growth database company, Oracle’s aggressive pivot toward its Oracle Cloud Infrastructure (OCI)