DeepSeek breakthrough could benefit Microsoft, hurt Oracle: BofA
The remarkable artificial intelligence breakthrough from Chinese AI lab DeepSeek has wide-ranging implications for the ...
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Microsoft's cloud growth in focus as doubts grow over AI spending
Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will ...
Microsoft + TikTok, 2025 edition: Trump comment stirs new speculation about possible deal
Speaking with reporters Monday night, President Trump said "yes" when asked if Microsoft is among the companies in ...
Oracle: Traders Have Taken Profits - Stargate Rally Unlikely To Last
Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking ...
AI And Earnings Expansion Support Oracle's Valuation
Oracle, driven by AI and cloud, projects a 15% stock price CAGR potential over five years, and a fair valuation amid a ...
Oracle and Microsoft are negotiating a TikTok takeover, ByteDance could retain a minority stake
The plan to save TikTok involves software company Oracle and a group of outside investors effectively taking control of the ...
Oracle's $500 Billion Venture Can Accelerate Growth Despite DeepSeek's Emergence
Oracle's growth story remains intact despite the recent market sell-off driven by emergence of DeepSeek's AI model. See why I ...