Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...

According to Fortune Business Insights, the cloud computing market could still grow at a compound annual growth rate (CAGR) ...

DeepSeek's AI models, built using less-powerful chips at a lower cost, have positive implications for Microsoft and negative ...

Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will ...

While OpenAI announced a new data center deal with Oracle last week, Microsoft still retains the rights to most of the ...

Oracle Reveals Updated Partner Strategy at CloudWorld Mumbai - At an exclusive partner briefing in Mumbai today, on the ...

Worldwide Public Cloud Infrastructure as a Service 2025 Vendor Assessment (doc #US51813824, January 2025). A complimentary excerpt is available here.

Oracle India chief Shailender Kumar said the tech company is witnessing strong growth and momentum in India, which is being ...

While OpenAI announced a new data center deal with Oracle last week, Microsoft still retains ... At the company's Intelligent Cloud unit, which includes the Azure platform, revenue rose to $ ...

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Long-term Investing. In this article, we will ...

Microsoft’s stock has badly lagged its tech peers in the past year as cloud growth has been basically stagnant in recent ...