Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...

While OpenAI announced a new data center deal with Oracle last week, Microsoft still retains the rights to most of the ...

Worldwide Public Cloud Infrastructure as a Service 2025 Vendor Assessment (doc #US51813824, January 2025). A complimentary excerpt is available here.

Executives from Oracle, LSEG, and CJC detailed the ‘eye-opening’ performance and latency of the Oracle Cloud Infrastructure.

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last ...

DeepSeek's AI models, built using less-powerful chips at a lower cost, have positive implications for Microsoft and negative ...

Oracle Reveals Updated Partner Strategy at CloudWorld Mumbai - At an exclusive partner briefing in Mumbai today, on the sidelines of Oracle CloudWorld Tour Mumbai , ...

Oracle Corporation (NYSE:ORCL), a leading provider of enterprise software and cloud services with a market capitalization of ...

In the high-stakes enterprise technology arena, Oracle’s name once commanded equal respect, fear, and admiration. It was the undisputed titan of databases and enterprise software for decades, powering ...

Microsoft’s stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent ...

Beyond the headline numbers, investors focus heavily on growth for Microsoft's Azure cloud-computing business — and that came up short this time around. Microsoft reported 31% growth for Azure in ...