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Surging interest in artificial intelligence (AI) and cloud computing has pushed technology stocks sharply higher this year. In 2025, the global cloud market is expected to surpass $400 billion in annual revenues, driven by strong demand from generative AI and the steady move of enterprises to cloud platforms.
Industry leaders like Amazon (AMZN) Web Services and Microsoft (MSFT) Azure still dominate the space, but Oracle (ORCL) has gained attention as it secures multi-billion-dollar contracts and quickly builds out its AI infrastructure.