Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...

Nvidia is growing revenue and profits much faster than Oracle, thanks to surging demand for its AI computing platforms. Oracle is leaning on its cloud backlog and large AI deals, but its current ...

ORCL and CRM are Synopsys’s competitors in the Application Software industry that possess: 1) A lower valuation (P/OpInc) relative to Synopsys stock 2) However, they demonstrate higher revenue and ...

We recently published 10 Trending Stocks to Watch as Brad Gerstner Explains Tailwinds for AI Trade – ’10x Manhattan Project’. Oracle Corp (NYSE:ORCL) is one of the trending stocks to watch. Joseph ...

Oracle's valuation faces significant concentrated risk to OpenAI, which needs to deliver on its revenue projection to meet its $300 billion commitment. OpenAI will face competition from big tech with ...

Advanced Micro Devices (NASDAQ:AMD) has transformed into an artificial intelligence (AI) powerhouse in a short time. Just a few years ago, AMD was seen as lagging in the artificial intelligence chip ...

Advanced Micro Devices (AMD) surged as AI chip contender via cost-effective accelerators like MI300X. Nvidia leads, but AMD is gaining with open-source tools and hyperscaler ties. Oracle‘s (ORCL)’s 50 ...

Oracle AI World is now well underway, with a heaping batch of Oracle AI news to dig into. Highlights included Oracle's expanded AMD partnership, Oracle's AI data platform, and today: Oracle's AI Agent ...

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 ...

EL PASO, Texas (KVIA) -- Artificial intelligence company OpenAI and technology/software company Oracle have included an unnamed data center site in "Doña Ana County, New Mexico" as part of an overall ...

Oracle Corp. on Monday promoted Clay Magouyrk and Mike Sicilia to become co-chief executive officers, signaling the company’s focus on its rapidly expanding cloud computing business. The 39-year-old ...