BNP Paribas analyst Stefan Slowinski said recent SpaceX disclosures around AI infrastructure spending reinforce bullish ...

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 ...

Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...

The sell-off was triggered amid the broader rotation out of software stocks at the start of 2026. This centered on questions ...

Oracle's relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle's OpenAI ...

Microsoft and Oracle operate different business models. Microsoft is a more diversified company and generates most of its revenue from its Windows operating system, Office productivity software, Azure ...

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 ...

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 ...

A new partnership between Microsoft (MSFT) and Oracle (ORCL) has the potential to benefit both Club holdings in the competitive cloud-computing landscape. The pair announced Thursday that Oracle would ...

Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market ...

Days after Oracle missed Q1 2023 revenue expectations and gave a downbeat rest-of-year outlook, sending its share price to suffer the worst one-day performance in 21 years, the cloud provider ...

Oracle would run TikTok’s global operations while Microsoft is in talks to invest, according to NPR. Oracle would run TikTok’s global operations while Microsoft is in talks to invest, according to NPR ...