Both stocks are relatively cheap on an earnings basis. And the companies have projected revenue growth rates much higher than ...

The cloud computing competitor trades for a lower valuation than its bigger peers.

Microsoft MSFT and Oracle ORCL are enterprise technology titans at the forefront of cloud and artificial intelligence, each expanding AI infrastructure and embedding AI deeply across their portfolios ...

Oracle climbed 9% and Microsoft gained 3%. Nvidia and Meta each added more than 2%. Alphabet inched higher. Amazon shares ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would reach at least $1 trillion in market ...

Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market ...

OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are spending significant amounts to build the capacity OpenAI wants. One stock ...

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...

New integration between Oracle Fusion Cloud SCM and Microsoft Azure IoT Operations and Microsoft Fabric will help manufacturers increase visibility, accelerate decision-making, and reduce downtime ...