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.

The cuts at Oracle are not an isolated event. Over the past month alone, companies including Meta, Microsoft, Disney and ASML ...

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 ...

Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...

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 ...

Microsoft has announced the public preview of a built-in Oracle Database connector for Azure Logic Apps Standard, expanding its hybrid integration capabilities. The release comes alongside other Azure ...

Oracle Corp. is using Microsoft Corp.’s Ignite conference today to announce that it has expanded the number of its Exadata database-optimized servers and Real Application Clusters colocated in ...

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, ...

Oracle is embedding AI agents into its Integration Cloud and ERP systems, while Microsoft advances Copilot’s in-app automation, signaling a shift toward adaptive, cross-platform enterprise workflows.

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

One executive told employees that OpenAI may be unable to fund future computing contracts.