Bank of America points to implications for Microsoft and Oracle due to DeepSeek's AI breakthrough, affecting AI computing costs and cloud growth. Read for more.

Chinese artificial intelligence (AI) startup DeepSeek revealed shocked U.S. investors with claims it built its models at a fraction of the cost and with lower-tier chips. Companies like Microsoft (MSFT),

SoftBank is reportedly considering a historic $25 billion investment in OpenAI, which could surpass Microsoft's stake and position SoftBank as the ChatGPT maker's largest investor.

Microsoft Corp (NASDAQ: MSFT) is in talks to acquire ByteDance Ltd-owned TikTok US arm, President Donald Trump said. TikTok has 170M US users, accounting for 4% of the US digital ad market. Other bidders include AI startup Perplexity and Frank McCourt.

Tech giant Oracle (ORCL) recently revealed its latest AI agents that are designed to support supply-chain workers in various roles, from

As Oracle (ORCL) joins the Stargate Project, a new $500B AI infrastructure initiative, are there risks to Microsoft (MSFT) - OpenAI partnership. Read more here.

Oracle (NYSE:ORCL), and Microsoft (NASDAQ:MSFT), experienced significant declines in pre-market trading following a report that DeepSeek's AI assistant has surpassed ChatGPT as the top-rated free application on the Apple (NASDAQ:AAPL) App Store.

Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s announcement of a $500 billion joint venture spurred optimism about a rising tide of AI investments.

(Reuters) - Microsoft (MSFT) on Tuesday said it has changed some key terms of a deal with OpenAI after the ChatGPT creator announced a joint venture with Oracle (ORCL) and Japan's SoftBank Group ...

Oracle ( ORCL ), fresh off of announcing its part in the massive Stargate Project alongside OpenAI and SoftBank, debuted its latest AI agents aimed at manufacturers during its CloudWorld event in Austin Thursday. Scott Bessent confirmed as Treasury secretary, giving him a key role in extending Trump's tax cuts

Oracle Corporation (NYSE:ORCL) lost around $70 billion in market share after the stock price was down 14%. The firm has been making heavy investments in developing data centers in a bid to compete with big players like Amazon, Microsoft and Google.

We recently compiled a list of the Jim Cramer Discussed These 11 Stocks Before The DeepSeek Sell-Off. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against the other stocks.