Oracle has transitioned from a software licensing business to a high-margin, subscription-based database and database management software company, to now a major player in cloud computing, with OCI ...

Following an artificial intelligence-themed survey with 30 chief information officers, investment firm Jefferies said Microsoft , Snowflake , and Oracle are its top picks i ...

The database and cloud provider has an enormous opportunity thanks to AI -- but it doesn't come without risk.

OpenAI's (OPENAI) updated capital expenditures for artificial intelligence infrastructure appear positive for hyperscalers Microsoft (MSFT) and Oracle (ORCL), according to BNP Paribas Equity Research.

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

Investors are losing patience with Oracle’s borderline reckless artificial intelligence (AI) spending. Netflix's Warner Bros. acquisition marks a noticeable step change in its margins and capital ...

The recent pressure on the software sector means some stocks backed by strong fundamentals are now trading at bargain levels. Two high-profile examples are Microsoft and Oracle whose shares have ...

Both stocks are relatively cheap on an earnings basis. And the companies have projected revenue growth rates much higher than that of the S&P 500. Oracle and Microsoft are both projected to increase ...

Tech Moves covers notable hires, promotions and personnel changes in the Pacific NW tech community. Submissions: [email protected] by Taylor Soper on Feb 3, 2026 at 8:54 am February 3, 2026 at 10:03 ...

The likelihood that Nvidia NVDA-0.40%decrease; red down pointing triangle will be investing far less than $100 billion in OpenAI raises big questions for Oracle ORCL 1.93%increase; green up pointing ...

Nvidia and Oracle are at the center of OpenAI’s trillion-dollar web of financing, but recent developments at the two companies may be sending cautious signals about the health of the ...

Feb 1 (Reuters) - Oracle (ORCL.N), opens new tab expects to raise $45 billion to $50 billion in 2026 to build additional ‌capacity for its cloud infrastructure, the software company said on Sunday.