Both companies have a lot riding on the success of OpenAI, the leader in large language models.

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

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 ...

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 ...

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 ...

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 ...

Oracle can move AI capacity around fast, but it may not matter.

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 ...

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

Oracle (NYSE: ORCL) was once considered a slow-growth tech stock that was mainly owned for stable returns instead of aggressive gains. It was one of the world's largest database software providers, ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Oracle is announcing that its Autonomous Database is now generally ...

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 ...