News
Will MSFT Stock Climb as Azure AI Services Gain Traction?
8+ hour, 42+ min ago (134+ words) Zacks Equity Research January 15, 2026 AMZN Quick QuoteAMZN MSFT Quick QuoteMSFT GOOGL Quick QuoteGOOGL MSFT shares have lost 9.1% in the past six-month period, outperforming the Zacks Computer " Software industry's decline of" 9.4% but underperforming the Zacks Computer and Technology sector's return of…...
Should You Hold Oracle Stock Despite Debt-Fueled AI Data Center Bet?
1+ week, 14+ hour ago (514+ words) ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash flow test investor patience. Oracle ORCL has embarked on an aggressive infrastructure expansion strategy that positions the enterprise software giant…...
Is ORCL Stock Poised for Growth Amid Rising AI Infrastructure Demand?
2+ week, 6+ day ago (144+ words) AMZN Quick QuoteAMZN MSFT Quick QuoteMSFT ORCL Quick QuoteORCL Shares of Oracle have lost 6.1% in the past six-month period, underperforming the Zacks Computer and Technology sector's appreciation of 20.4% and the Zacks Computer - Software industry's 1.6% decline. From a valuation standpoint, ORCL…...
MSFT vs. ORCL: Which Enterprise Cloud & AI Stock Has Better Upside?
2+ week, 6+ day ago (460+ words) Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside. Microsoft MSFT and Oracle ORCL have emerged as two dominant players capitalizing on the enterprise cloud and…...
Can Cloudflare's Edge AI Inference Reshape Cost Economics?
3+ week, 2+ day ago (374+ words) Subham Roy December 23, 2025 AMZN Quick QuoteAMZN MSFT Quick QuoteMSFT NET Quick QuoteNET Cloudflare's (NET Quick QuoteNET - Free Report) AI inference strategy has been different from hyperscalers, as instead of renting server capacity and aiming to earn multiples on hardware costs…...
Breaking Down Oracle, the AI Trade, and the Outlook for Tech Earnings
3+ week, 6+ day ago (1202+ words) Sheraz Mian December 19, 2025 MSFT Quick QuoteMSFT ORCL Quick QuoteORCL GOOGL Quick QuoteGOOGL You follow Earnings Preview - edit Oracle's (ORCL Quick QuoteORCL - Free Report) relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of…...
Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying
1+ mon, 6+ day ago (531+ words) Bryan Hayes December 09, 2025 It's been a wild ride for Oracle investors this year. Shares of the enterprise software provider kicked off 2025 like most tech stocks, falling victim to the initial tariff-related volatility. From there, Oracle's stock steadily rose into the…...
Microsoft Up 16.7% YTD: Will OpenAI Partnership Drive Stock Further?
1+ mon, 2+ week ago (474+ words) MSFT's 16.7% YTD gain reflects OpenAI optimism, but premium valuation and rising competition from Amazon, Oracle and Google suggest waiting for a better entry. Microsoft MSFT has delivered a 16.7% year-to-date gain, outpacing the Zacks Computer-Software industry and cementing its position as…...
Salesforce vs. Oracle: Which Cloud Software Stock Has the Edge?
1+ mon, 3+ week ago (647+ words) Anirudha Bhagat November 24, 2025 CRM Quick QuoteCRM ORCL Quick QuoteORCL Salesforce (CRM Quick QuoteCRM - Free Report) and Oracle (ORCL Quick QuoteORCL - Free Report) are two of the biggest names in the cloud software market. Both companies offer powerful, enterprise-grade platforms spanning…...
C3.ai Expands Microsoft Cloud Integrations to Boost Enterprise AI
1+ mon, 3+ week ago (443+ words) AI deepens its Microsoft Cloud integrations, unifying data, reasoning and model operations to streamline secure, production-scale enterprise AI. C3.ai, Inc. AI expanded its long-standing collaboration with Microsoft Corporation MSFT by upgrading integrations across Microsoft Copilot, Microsoft Fabric and Azure AI…...