Microsoft MSFT and Oracle ORCL have emerged as two dominant players capitalizing on the enterprise cloud and artificial intelligence revolution. Both companies are investing billions in AI ...

Wells Fargo expects Oracle stock to rally nearly 50% in 2026. Analyst Michael Turrin explains why in a research note to clients.

Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...

Oracle's first-quarter results, announced in September, delivered a significant positive surprise that outweighed modest revenue shortfalls. Although revenue of $14.9 billion and adjusted earnings per ...

Salesforce CRM and Oracle ORCL are two of the biggest names in the cloud software market. Both companies offer powerful, enterprise-grade platforms spanning customer relationship management, ...

Nvidia is growing revenue and profits much faster than Oracle, thanks to surging demand for its AI computing platforms. Oracle is leaning on its cloud backlog and large AI deals, but its current ...

The fall event season advanced the AI conversation, but burning questions remain. Enterprise AI is pushing ahead - not by idealizing stand-alone LLMs, but by constraining LLM architectures into ...

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 ...

Broadcom's latest quarter showed powerful AI momentum and record free cash flow, but the stock carries a premium valuation. Oracle's blowout backlog and accelerating cloud infrastructure growth ...

OpenAI signed a contract with Oracle ORCL-4.47%decrease; red down pointing triangle to purchase $300 billion in computing power over roughly five years, people familiar with the matter said, a massive ...

Snowflake SNOW and Oracle ORCL are leading the shift as enterprises modernize data infrastructure to meet the demands of large-scale AI workloads. Snowflake offers a cloud-native architecture with ...

Oracle is forging ahead on its partnership with OpenAI to drive home the point that it's ready to play with the biggest US hyperscalers in the game. The partnership's success could significantly boost ...