Oracle, AMD and Microsoft are on pace for historic weeks, while Intel, Broadcom, Micron, Marvell and ON Semiconductor are all ...

The recent pressure on the software sector means some stocks backed by strong fundamentals are now trading at bargain levels. Two high-profile examples are Microsoft and Oracle whose shares have ...

This week gave beaten-up stock names a strange new job. They stopped acting like laggards and started leading the screen.

Oracle stumbled at the end of 2025 as investors began to question its ability to open more server farms for its partner, OpenAI, and reported less-than-impressive quarterly revenue and free cash flow.

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 ...

In just over three years, OpenAI has gone from a relatively unknown to a tech industry giant worth as much as $830 billion, based on its current fund-raising round. It's currently seeking $100 billion ...

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 ...

Cloud customers today refuse to bet everything on one provider. They run AI models across platforms, keep regulated data in ...

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 ...

Oracle (NYSE:ORCL) and Microsoft (NASDAQ:MSFT) to lead the integration of artificial intelligence into defense operations. Ives described defense AI as a long-term spending trend rather than a ...

GoPro Inc. has officially announced a major restructuring plan that will lay off 23% of its global workforce. This is similar ...