Both companies have a lot riding on the success of OpenAI, the leader in large language models.
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 ...
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 ...
Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...
A longtime leader for Fulfillment by Amazon retires and offers parting thoughts, while former executives with Oracle, ...
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 ...
We have generally been negative about Oracle's common equity. Oracle Corporation (ORCL) 2052 bonds offer a rare 7% yield for an investment grade issuer, reflecting significant risk premiums. We ...
Nvidia’s Rubin platform may obsolete Blackwell, boosting chip depreciation risk for hyperscalers amid weak AI monetization. Click to read my NVDA stock update.
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