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 ...

Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...

In the fiercely competitive cloud computing landscape, Microsoft MSFT and Oracle ORCL have emerged as significant players vying for market dominance. Both technology giants have deeply rooted ...

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

The cloud infrastructure market got a nice boost over the past two years thanks to the growing adoption of artificial intelligence (AI). Companies across the globe have been using cloud services to ...

Oracle Corp. is using Microsoft Corp.’s Ignite conference today to announce that it has expanded the number of its Exadata database-optimized servers and Real Application Clusters colocated in ...

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 ...

Oracle on Tuesday released a new set of artificial intelligence agents to help salespeople with a range of tasks around dealing with customers. US-based Oracle is among a wave of big tech companies ...

Michael Burry believes Oracle is making a strategic mistake driven by ego that could end badly for shareholders. The company ...

Microsoft MSFT shares have lost approximately 9% over the past three months, underperforming the broader Zacks Computer and Technology sector. Yet this pullback in one of technology's most formidable ...

The White House is working to find an American buyer for TikTok and Microsoft is reportedly in the mix. TikTok is one of the biggest social media platforms out there and has massively changed the way ...