Both companies have a lot riding on the success of OpenAI, the leader in large language models.

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.

Artificial intelligence (AI) spending is growing fast, and these blue-chip tech stocks can help you profit from it.

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

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

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 ...

AUSTIN, Texas, March 20, 2025 /PRNewswire/ -- Oracle today announced the general availability of Oracle Exadata Database Service on Exascale Infrastructure on Oracle Database@Azure. The Exascale ...

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 ...

Microsoft Azure launched a database migration service that allows businesses to migrate their Oracle or Microsoft SQL Server databases to the Azure cloud. In a blog post, Microsoft’s Scott Guthrie, ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption Goldman Sachs sees AI expanding the total ...

Oracle's relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle's OpenAI ...