ORCL's $455B backlog impresses, but MSFT's diversified AI revenue streams and proven execution make it the better cloud play ...

Oracle (ORCL -1.66%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services.

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second-quarter 2025 investor ...

Despite generating more revenue than IaaS and PaaS combined, SaaS rarely takes center stage in cloud conversations, causing enterprises to miss a source of strategic differentiation.

Oracle ORCL stock rose 4% on reports of $20 billion cloud deal talks with Meta for AI infrastructure services.

Alphabet has emerged in recent weeks as the new Big Tech favorite, outperforming Microsoft by 40 percentage points since Jul. 1 of this year. The Alphabet rally came after strong Google Cloud growth, ...

Overview:  NVIDIA, Microsoft, and Apple lead gains in the latest Trending US-based Stock Price Analysis.Strong earnings and ...

Built atop Microsoft Cloud, the new platform lets customers quickly onboard new AI tools without having to worry about security risks.

We recently published 10 Stocks Jim Cramer Discussed As He Remained Optimistic About American Ingenuity. Microsoft ...

Unlike many "story stocks," this increase is rooted in fundamentals: revenues are projected to rise from $117 million in ...

Investors now face three strategic paths: backing hyperscalers, energy/data center operators or specialist HPC and AI cloud ...