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

Oracle's stock price is up over 17% in the past 12 months. The stock trades at a forward price-to-earnings ratio of around 30 ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

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 ...

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

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 ...

In the fiercely competitive cloud computing landscape, Microsoft MSFT and Oracle ORCL have emerged as significant players vying for market dominance. Both technology giants have deeply rooted ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Vivek Yadav, an engineering manager from ...

OracleORCL stock edged higher Tuesday with the database technology giant's share hovering near record highs. Analysts with BofA Securities upped this price target for Oracle in response to a strong ...

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 ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Oracle is announcing that its Autonomous Database is now generally ...

Microsoft's (NASDAQ: MSFT) stock surged nearly 1,000% over the past decade and turned it into the world's most valuable company, with a market cap of $3.2 trillion. That massive growth spurt was ...