Bernstein analysts maintained their positive outlook on Microsoft Corporation (NASDAQ:MSFT), reiterating an Outperform rating with a stable price target of $516.00. This aligns with the broader Wall Street sentiment,

Microsoft (MSFT.O) has announced that it changed some key terms of a deal with OpenAI after the ChatGPT creator announced a joint venture with Oracle (ORCL.N) and Japan’s SoftBank Group (9984.T) to build up to $500 billion of new AI data centers in the United States.

As Oracle (ORCL) joins the Stargate Project, a new $500B AI infrastructure initiative, are there risks to Microsoft (MSFT) - OpenAI partnership. Read more here.

Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s announcement of a $500 billion joint venture spurred optimism about a rising tide of AI investments.

Microsoft (MSFT) is no longer the exclusive cloud partner of artificial intelligence (A.I.) start-up company OpenAI. Microsoft has lost its role as the only provider of cloud computing capacity even though it is the largest investor in OpenAI,

Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.

The Stargate joint venture, led by SoftBank Group Corp. (TYO: 9984 ), OpenAI, Oracle, and Microsoft, with technology partners including NVIDIA Corporation (NASDAQ: NVDA) and Arm Holdings ADR (NASDAQ: ARM ), marks a major step in AI infrastructure development, analysts said

AI has quickly become the ‘shiny new thing,’ not just in tech but across a wide range of economic and business sectors and applications. AI is

Marc Andreessen, the Silicon Valley venture capitalist, said in a post on X on Sunday that DeepSeek’s R1 model was AI’s “Sputnik moment”, referencing the former Soviet Union’s launch of a satellite that marked the start of the space race in the late 1950s.

President Trump announced on Wednesday the 'Stargate' initiative, focused on expanding artificial intelligence (AI) infrastructure in the US. Stargate is currently backed by SoftBank (SFTBY), Oracle (ORCL),

Shares of AI-related companies surged Wednesday after President Trump announced a $500 billion joint venture with Oracle, OpenAI, and SoftBank to build AI infrastructure in the U.S. As key ...

We recently compiled a list of the 10 Best Cloud Stocks To Buy According to Hedge Funds. In this article, we are going to take a look at where Oracle Corp (NYSE:ORCL) stands against the other cloud stocks.