Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside.
Brent Thill, Jefferies analyst, joins ‘Squawk on the Street' to discuss concerns surrounding Oracle, how its success is linked to OpenAI's financials, and more.
Wall Street is losing faith in Oracle's capacity to crank out new server farms for OpenAI, even after the AI giant agreed to spend over $300 billion with the tech firm.
Live Updates Market Gainers 1 hour ago Live Freeport-McMoRan (NYSE: FCX) stock is gaining 2.8% today. Target (NYSE: TGT) is tacking on approximately 2%. Workday (Nasdaq: WDAY) is up 1.5%. Elevance Hea
Stocks look like they will rally a little bit at the open on Friday in what will be a shortened holiday trading session.
Shares of Microsoft (NASDAQ: MSFT) gained 1.96% over the past five trading sessions after losing 0.03% the five prior. That brings MSFT's year-to-date gain to 16.59%, including a nearly 38% gain since
Oracle's stock has tumbled 30% so far this quarter, headed for its steepest drop since the third quarter of 2001, when it slid almost 34%. Investors have grown skeptical about Oracle's ability to open
China urged the U.S. to cooperate and ensure fair treatment as ByteDance agreed to hand control of TikTok's U.S. operations to an Oracle-led group to avoid a ban, while also outlining plans to boost A
Investors swap the Magnificent 7 for small caps as the S&P 600 nears highs. Read why the "Endless Dove" fuels this year-end market rotation.
The AOT Software Platform ETF (AOTS) is a software ETF that emphasizes profitability metrics over market cap.
Oracle Corporation (NYSE: ORCL - Get Free Report) CEO Clayton Magouyrk sold 10,000 shares of Oracle stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $192
The Chinese government would like to see companies reach solutions that comply with Chinese laws and regulations and balance the interests of all parties, a commerce ministry spokesperson said on Thur

This Beaten-Down Tech Giant Is About to Roar Back

02:10pm, Wednesday, 24'th Dec 2025
Oracle enjoys exceptional multiyear revenue visibility. The company is targeting gross profit margins of 30% to 40% for its AI data centers.

Forget The Chips: Oracle Wins Phase 2 of AI

01:35pm, Wednesday, 24'th Dec 2025
Investors watched Oracle Corporation NYSE: ORCL surge to a closing price of $198.38 on Dec. 22, marking a gain of over 3% on heavy trading volume. While the broader technology sector has spent the las

Why Is Everyone Talking About Oracle Stock?

10:45am, Wednesday, 24'th Dec 2025
Oracle (ORCL +0.70%) stock is experiencing increasing volatility as investors are uncertain about what to make of this business.
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