The recent pressure on the software sector means some stocks backed by strong fundamentals are now trading at bargain levels. Two high-profile examples are Microsoft and Oracle whose shares have ...

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.

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

Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...

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 ...

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 ...

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

Cloud customers today refuse to bet everything on one provider. They run AI models across platforms, keep regulated data in ...

Microsoft is taking over a data center construction project in Texas after OpenAI declined to pursue it, in a move that will ...

OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are spending significant amounts to build the capacity OpenAI wants. One stock ...