Both stocks are relatively cheap on an earnings basis. And the companies have projected revenue growth rates much higher than ...

The cloud computing competitor trades for a lower valuation than its bigger peers.

Are Microsoft and Oracle the only safe AI stocks? Analyze why their cloud infrastructure (Azure/OCI) and business models make ...

Oracle climbed 9% and Microsoft gained 3%. Nvidia and Meta each added more than 2%. Alphabet inched higher. Amazon shares ...

In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would reach at least $1 trillion in market ...

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 narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...

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 ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...

Over the last two decades, thousands of customers have relied on Microsoft and Oracle software working well together to run their business-critical applications. As customers migrate applications and ...

Oracle and Microsoft are expanding their three-year cloud partnership with new data center regions. Oracle's CMO said the update is a commitment to helping customers use more than one cloud provider.