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

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

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

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

Chicago, IL – September 22, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks ...

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 ...