Both companies have a lot riding on the success of OpenAI, the leader in large language models.

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

The sell-off in software stocks could be an incredible buying opportunity for long-term investors.

Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market ...

Oracle Corp. is using Microsoft Corp.’s Ignite conference today to announce that it has expanded the number of its Exadata database-optimized servers and Real Application Clusters colocated in ...

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 ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption Goldman Sachs sees AI expanding the total ...