Oracle Corporation jumps on a $300B OpenAI cloud deal, but gains may be priced in after a strong rally. Read why I rate ORCL ...

Oracle’s AI and cloud pivot, strong backlog, and growth outlook make it a top buy for investors. Click here to read my most ...

Oracle stock got a massive boost last week from the cloud growth forecast it gave with its fiscal first-quarter results.

Oracle and NVIDIA are surging on AI demand, but stronger margins and lower leverage make NVIDIA the better long-term buy, ...

Oracle Corporation ($ORCL) posted a strong start to fiscal 2026 that drew broad attention from Wall Street. The company ...

Microsoft Fabric expands as industry analysts reveal critical criteria enterprises need for evaluating AI-ready data ...

综合来看，甲骨文的成功，是其凭借前瞻的技术布局、精准的生态位选择（中立性）以及强大的传统业务支撑，在AI时代完成的一次华丽转身。对于中国市场，短期内很难出现一个完美对标甲骨文的单一企业。大型云厂商虽有规模优势，但面临中立性考验；独立云厂商虽具中立优势 ...

Oracle sent its stock soaring 36%, according to Reuters, adding about $234 billion to its market value last week after unveiling its quarterly financial report and announcing a new AI cloud strategy.

Google Cloud’s AI and partner strategy is winning versus Microsoft in terms of choice, go-to-market and product innovation, ...

The UK Ministry of Defence (MoD) has signed a £400 million deal with Google Cloud to deliver a sovereign cloud platform ...

If you build it, they will come,” as we all learned from watching Field of Dreams two and a half decades ago. But sometimes, the numbers are so big that ...

Overview NVIDIA and Microsoft lead the Artificial Intelligence boom with strong growth in AI-driven products and services.Top AI Stocks span semiconductors, clo ...