ORCL's $455B backlog impresses, but MSFT's diversified AI revenue streams and proven execution make it the better cloud play ...
Oracle shares rise as it nears a $20B cloud computing deal with Meta to supply compute for AI training and inference ...
Oracle is reportedly negotiating a multi-year cloud computing deal with Meta worth about $20 billion, highlighting Metas push to secure greater AI computing power. According to sources cited by ...
Organizations such as the PGA TOUR and Alaska Airlines prefer the hyperscalers to owned data centers for their ambitious ...
MSFT, JNJ, NKE and SPGI use strong moats to fend off rivals and deliver consistent returns amid market shifts.
The IBX data center will be interconnected with Equinix's Mumbai campus, which consists of three IBX data centers. | ...
Major growth and investment by major companies in emerging technologies such as artificial intelligence, along with the ...
Nvidia Corporation leads AI infrastructure with record Q2 revenue, strong demand, and game-changing product launches. Find ...
Microsoft Corp. had arguably the strongest earnings report within Big Tech last quarter, at least relative to investor expectations. Yet its stock is flat since just before the results came out, as ...
Microsoft remains a cornerstone for long-term, defensive growth portfolios, with a focus on wealth creation for retirees.