OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are ...

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 ...

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 ...

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 ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Oracle addressed customer concentration risk in its latest earnings call. The company pointed to its ability to shift AI ...

Chicago, IL – September 22, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks ...

AUSTIN, Texas, March 20, 2025 /PRNewswire/ -- Oracle today announced the general availability of Oracle Exadata Database Service on Exascale Infrastructure on Oracle Database@Azure. The Exascale ...

Oracle announced the general availability of Oracle Exadata Database Service on Exascale Infrastructure on Oracle Database@Azure—eliminating the need to provision dedicated database and storage ...

New integration between Oracle Fusion Cloud SCM and Microsoft Azure IoT Operations and Microsoft Fabric will help manufacturers increase visibility, accelerate decision-making, and reduce downtime ...