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

Oracle's AI infrastructure push is driving explosive cloud growth, but $50 billion capex and negative free cash flow raise ...

Salesforce (CRM) and Oracle (ORCL) are among Evercore's top enterprise software stocks for 2026, the investment firm said on ...

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.

Nvidia has abandoned its plan to compete directly with Amazon Web Services—the cloud market leader commanding roughly 30% ...

“ Oracle has become the poster child for fears of an AI bubble,” Oracle investor and tech analyst Cory Johnson told Yahoo ...

Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same ...

As we come to the close of 2025, tech stocks are gaining pace, and they’ve remained one of the best performing in the ...

AI, compound interest—and friends in high places—have made these companies billionaire factories. In January 2025, as it was ...

Nvidia has agreed to license technology from AI startup Groq for use in some of its artificial intelligence chips ...

Tom Clarke explains why some analysts think the maths behind the AI boom no longer adds up, and breaks down the three ...

Investors have been reminded lately that artificial intelligence (AI) infrastructure investments are not always ...