Both stocks are relatively cheap on an earnings basis. And the companies have projected revenue growth rates much higher than ...

Oracle climbed 9% and Microsoft gained 3%. Nvidia and Meta each added more than 2%. Alphabet inched higher. Amazon shares ...

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...

In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would reach at least $1 trillion in market capitalization by 2030. But Netflix is down 38.6% from its 52 ...

Oracle’s cloud-based transformation enabled it to grow again. The growth of the AI market is driving more customers to its data centers. But it probably won’t replicate Microsoft’s gains from the past ...

The “walled garden” model of cloud computing is not long for this world. Businesses and governmental organizations are getting a lot savvier about the technology and are demanding more choice and ...

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 ...

Days after Oracle missed Q1 2023 revenue expectations and gave a downbeat rest-of-year outlook, sending its share price to suffer the worst one-day performance in 21 years, the cloud provider ...

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The buzz ahead of this week’s Oracle Cloud World grows louder as Oracle and longtime, and at times bitter, rival Microsoft jointly announce that Oracle's Exadata platform is coming to Azure cloud.

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...