ORCL's record AI backlog, strong cloud growth and discounted valuation give it an edge over MSFT as enterprise AI demand ...

The company's exposure to OpenAI remains the main talking point among equity and bond investors.

Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.

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Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single delayed contract ...

Microsoft and Oracle operate different business models. Microsoft is a more diversified company and generates most of its revenue from its Windows operating system, Office productivity software, Azure ...

Oracle's relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle's OpenAI ...

The article frames Burry’s exit from Oracle as a shift after the risk-reward worsened, but the core concern remains: heavy AI ...

“It’s actually my first time in Redmond,” Oracle co-founder Larry Ellison says. A rare joint appearance Thursday from two tech titans – Oracle Chief Technology Officer Larry Ellison and Microsoft CEO ...

The “walled garden” model of cloud computing is not long for this world. Businesses and governmental organizations are getting a lot savvier about the technology and are demanding more choice and ...

The buzz ahead of this week’s Oracle Cloud World grows louder as Oracle and longtime, and at times bitter, rival Microsoft jointly announce that Oracle's Exadata platform is coming to Azure cloud.

Oracle has denied reports that discussions for a $3 billion deal with Microsoft fell apart due to security and compliance concerns. Oracle told Reuters that these claims - which were laid out in a ...