Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which ...

Evercore is optimistic about enterprise software stocks heading into 2026. In a new investment note, the firm named Microsoft ...

Oracle’s ORCL positioning in the artificial intelligence infrastructure market presents a complex investment picture as the ...

Big Tech's AI arms race shifts to balance sheets as Alphabet, Microsoft flex cash power while Meta engineers debt and Oracle ...

Microsoft (NASDAQ:MSFT) and Salesforce are heading into 2026 with strong backing from Evercore, which says investors are not ready to wal ...

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 ...

With one of the largest capital budgets in the AI industry, Microsoft is not immune to the risk of overbuilding data center capacity. Read why MSFT is a Sell.

Chicago, IL – September 22, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks ...

Oracle (NYSE: ORCL) stock fell as much as 16.5% on Dec. 11 in response to the company's second-quarter fiscal 2026 results.

Big tech has invested heavily in AI startups. Some of those startups are spending that money on Big Tech cloud services. Is that real growth?

Cloud-computing companies including Oracle Corp., Microsoft Corp. and Meta Platforms Inc. have committed to spend a combined ...