Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...

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 ...

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 ...

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 ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Vivek Yadav, an engineering manager from ...

For big businesses, Microsoft has become the cloud-computing provider of choice. Many of these companies, however, still use Oracle databases to run core parts of their business. The two tech giants ...

The “walled garden” model of cloud computing is not long for this world. Businesses and governmental organizations are getting a lot savvier about the technology and are demanding more choice and ...

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 ...