Forget "AI or bust." Microsoft's multiple holds because approximately 70% of Intelligent Cloud growth traces back to boring migrations—high-visibility, low-drama, with AI serving as an accelerant. The ...
Oracle experienced a dramatic 60% drawdown after reaching a 52-week high, highlighting volatility in its AI-driven data center strategy. Read why ORCL is a Hold.
Oracle (NYSE:ORCL) shares are making a strong comeback today, shaking off ongoing worries about the company’s hefty spending, climbing debt, and the risks of its all-in bet on artificial intelligence ...