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.

The sell-off in software stocks could be an incredible buying opportunity for long-term investors.

Over the past decade, Oracle stock (NYSE: ORCL) has emerged as a premier capital-return engine, distributing a remarkable ...

Oracle's backlog grew by $68 billion in the company's second quarter of fiscal 2026.

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 ...

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 and CoreWeave are among the riskiest bets in the AI sector.

São Paulo, Brazil – B3, the Brazilian stock exchange, signed strategic partnership agreements with Microsoft and Oracle, for the migration of their systems to the cloud within a period of ten years.

Chicago, IL – November 12, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks ...