Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize ...

Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...

Oracle's stock price is up over 17% in the past 12 months. The stock trades at a forward price-to-earnings ratio of around 30 ...

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 ...

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

"Vodafone's business and applications have comprehensive service, market, and regional configurations guided by strict performance, scale, and functional requirements," said Pedro Sardo, CIO, Shared ...

Microsoft laid out the case for enterprises to ditch Oracle's database system for its own at this week's Data Driven conference in New York City. Exec Judson Althoff detailed a SQL Server 2016/Oracle ...

Microsoft and Oracle announced a new alliance today that will see the two companies directly connect their clouds over a direct network connection so that their users can then move workloads and data ...

Microsoft and Oracle announced a lot of piece parts with their June 24 partnership around Azure and Oracle databases and middleware. Here's your Cliffs Notes version: Oracle apps are now certified to ...

More than 80% of enterprises use a combination of Microsoft and Oracle to run their business. As organizations look to move those computing workloads out of their own data centers and into the cloud, ...