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.

MarketWatch gave the following prompt to OpenAI's ChatGPT, Google's Gemini, Anthropic's Claude and xAI's Grok chatbots: "You are a technology portfolio manager looking at opportunities for 2026.

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

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 ...

What started as a clever chatbot that amazed the internet has quickly turned into one of the biggest, riskiest bets in modern ...

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

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

We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...