OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are ...
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 ...
AI spending at Microsoft and Oracle is even higher than it looks, thanks to this accounting maneuver
Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...
Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...
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 Corp (NYSE:ORCL) is expanding its enterprise AI and supply chain solutions, partnering with Microsoft Corp (NASDAQ:MSFT) and launching new AI agents and a marketplace to streamline workflows ...
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