Oracle's competitive pricing and strategic positioning make it an ideal partner for OpenAI, complementing Microsoft's Azure ...

Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...

We recently published an article titled Jim Cramer Commented on 12 Stocks Linked to Data Centers. In this article, we are ...

Oracle (ORCL) announced the general availability of the Oracle US Gov West and Azure US Gov Arizona regions for Oracle Interconnect for ...

Goldman Sachs analyst reiterates Buy rating on Microsoft Corp with $500 price target and unchanged fiscal 2025/2026 estimates ...

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

Microsoft (MSFT) says it still plans to spend $80 billion on data center infrastructure this year, according to reporting ...

Microsoft and Oracle Corp ORCL were TikTok acquisition contenders in 2020 when Trump first forced ByteDance to either sell in the U.S. or face a ban, citing national security threat from its ...

How does that look? What, who’s looking at it? Is it Microsoft? I mean, who’s looking at it? I, [00:00:28] Lee Jackson: I hear a new voice on this every day. A couple of days ago, it was ...

Oracle’s ORCL stretched valuation metrics promote compelling reasons why investors should consider selling the stock in 2025. Oracle currently trades at an elevated EV/EBITDA multiple of 21.89x, ...