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.

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

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

Oracle’s stock’s peak price was largely driven by the remaining performance obligations from Q1, which increased further to ...

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

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending ...

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

Jefferies believes that OpenAI (PC:OPAIQ) is preparing for a major expansion into the enterprise market in 2026 — and this shift could have a ...

DOE signed agreements with 24 organizations to support the Genesis Mission, White House's initiative to promote AI use in ...