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

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

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 ...

Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...

'We see 2026 as the year that investors begin to shift their focus from hardware to software positions,' an HSBC analyst writes Oracle's vectorized database will prove to be a key advantage as the AI ...

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

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 ...

Analysts with Jefferies upgraded IBM stock to a buy call and said they expect Oracle stock to bounce back from a harsh slump.

Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and applications, differentiating itself from hyperscalers. Despite recent stock ...

Microsoft and Oracle both hold key contracts with OpenAI and other generative AI developers. Cash flow could be a key factor in the race to build out capacity. One has a much more attractive valuation ...

Oracle ORCL has embarked on an aggressive infrastructure expansion strategy that positions the enterprise software giant at ...