Oracle: $14.7 Billion Stargate Revenue Opportunity (Rating Upgrade)
Oracle's competitive pricing and strategic positioning make it an ideal partner for OpenAI, complementing Microsoft's Azure ...
Is Oracle Stock a Buy?
Oracle's AI-fueled sales growth enabled it to increase fiscal second-quarter earnings per share (EPS) by 24% year over year ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Microsoft Trades At Discount To Oracle Despite Strong Cloud Position: Analyst
Goldman Sachs analyst reiterates Buy rating on Microsoft Corp with $500 price target and unchanged fiscal 2025/2026 estimates ...
Oracle Interconnect for Microsoft now supports Oracle US government cloud
Oracle (ORCL) announced the general availability of the Oracle US Gov West and Azure US Gov Arizona regions for Oracle Interconnect for ...
Microsoft brings data center hype back to earth but the boom lives on
Microsoft's data center lease cancellation raises questions about the industry's staggering growth. Experts say the market ...
Why C3.ai, Oracle, and NuScale Power Stocks Are Moving on Monday
Big news in the artificial intelligence (AI) space over the weekend is shaking up stock prices at AI app-maker C3.ai (NYSE: ...
Don't read too much into Microsoft's AI data center slowdown
Microsoft (MSFT) says it still plans to spend $80 billion on data center infrastructure this year, according to reporting ...
Can Oracle (ORCL) Capitalize on the $500B AI Stargate Bonanza?
Oracle Corporation (ORCL) has been a titan of the IT industry for some time now, but with AI becoming the buzzword on ...
Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
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Oracle Interconnect for Microsoft Azure Now Supports Oracle US Government Cloud
Joint customers can use the Oracle Interconnect for Microsoft Azure to easily migrate their workloads to Oracle Cloud Infrastructure and Azure FedRAMP High-authorized environments. The Oracle ...