Oracle's stock price is up over 17% in the past 12 months. The stock trades at a forward price-to-earnings ratio of around 30 ...
Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...
Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...
It takes a whole lot of power and data to both train and run the AI models that have big tech so enamored. To support its AI ambitions on Bing Search, Microsoft leaped into the welcoming arms of cloud ...
Microsoft CEO Satya Nadella, left, with Oracle chairman and CTO Larry Ellison, announcing their recent partnership. (Microsoft Photo / Dan DeLong) “All partnerships are tactical. There is no such ...
AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...
Microsoft's (NASDAQ: MSFT) stock surged nearly 1,000% over the past decade and turned it into the world's most valuable company, with a market cap of $3.2 trillion. That massive growth spurt was ...
In the fiercely competitive cloud computing landscape, Microsoft MSFT and Oracle ORCL have emerged as significant players vying for market dominance. Both technology giants have deeply rooted ...
The cloud infrastructure market got a nice boost over the past two years thanks to the growing adoption of artificial intelligence (AI). Companies across the globe have been using cloud services to ...
“It’s actually my first time in Redmond,” Oracle co-founder Larry Ellison says. A rare joint appearance Thursday from two tech titans – Oracle Chief Technology Officer Larry Ellison and Microsoft CEO ...
During a virtual presentation, Ellison shared his thoughts on this momentous occasion: “It was lovely to come up here. It’s actually my first time in Redmond. It’s hard to believe. I waited till very ...
Oracle’s cloud-based transformation enabled it to grow again. The growth of the AI market is driving more customers to its data centers. But it probably won’t replicate Microsoft’s gains from the past ...
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