Oracle Corporation (ORCL) has been a titan of the IT industry for some time now, but with AI becoming the buzzword on ...

Moerdler covers the Technology sector, focusing on stocks such as Microsoft, Oracle, and Workday. According to TipRanks, Moerdler has an average return of 19.3% and a 77.01% success rate on ...

Is it Microsoft? I mean, who’s looking at it? I, [00:00:28] Lee Jackson: I hear a new voice on this every day. A couple of days ago, it was Oracle and Larry Ellison and, you know, the government ...

In fact, I believe the announcement may imply that Oracle is effectively replacing Microsoft as OpenAI's key could computing infrastructure collaborator. I would justify this thesis by pointing to ...

DeepSeek’s AI breakthrough could lower computing costs, benefiting Microsoft’s Azure growth and AI infrastructure efficiency. Analyst sees potential downside for Oracle as easing GPU ...

Unlike Amazon’s AWS and Microsoft’s Azure, Oracle clearly focuses on AI-optimised solutions, giving it a major advantage in continuous improvements and feature development. The Big Opportunity ...