Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...
Chicago, IL – September 22, 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 ...
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 ...
AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...
The sell-off in software stocks could be an incredible buying opportunity for long-term investors.
OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are spending significant amounts to build the capacity OpenAI wants. One stock ...
AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are on track to spend hundreds of billions of dollars this year to build out artificial-intelligence infrastructure — but the real amount is even higher than headline numbers ...
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