Oracle, AMD and Microsoft are on pace for historic weeks, while Intel, Broadcom, Micron, Marvell and ON Semiconductor are all ...

Oracle stumbled at the end of 2025 as investors began to question its ability to open more server farms for its partner, OpenAI, and reported less-than-impressive quarterly revenue and free cash flow.

This week gave beaten-up stock names a strange new job. They stopped acting like laggards and started leading the screen.

Gil Luria of DA Davidson says Oracle Corp. ORCL is well-positioned in the AI market but must execute effectively to sustain ...

Oracle's relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. Tied to Oracle's OpenAI ...

In the fiercely competitive cloud computing landscape, Microsoft MSFT and Oracle ORCL have emerged as significant players vying for market dominance. Both technology giants have deeply rooted ...

In just over three years, OpenAI has gone from a relatively unknown to a tech industry giant worth as much as $830 billion, based on its current fund-raising round. It's currently seeking $100 billion ...

You might be surprised by the nuanced difference between what the equity markets and debt markets think about artificial ...

Oracle (NYSE:ORCL) and Microsoft (NASDAQ:MSFT) to lead the integration of artificial intelligence into defense operations. Ives described defense AI as a long-term spending trend rather than a ...

Baird tech strategist Ted Mortonson chats with Yahoo Finance's Julie Hyman to explain how the software (IGV) sector's ...

Microsoft Azure launched a database migration service that allows businesses to migrate their Oracle or Microsoft SQL Server databases to the Azure cloud. In a blog post, Microsoft’s Scott Guthrie, ...