ORCL’s operating margin of 31.9% is substantial, but falls short of MSFT’s 46.7% because of Oracle’s extensive investment in cloud data center infrastructure. ORCL’s revenue growth of 11.1%, driven by ...

Shares of Microsoft (NASDAQ: MSFT) tanked on Thursday following a quarterly report that spooked investors. While the headline numbers looked great, some cracks in the AI growth story started to emerge ...

Oracle's Larry Ellison believes the AI race is becoming a commodity due to shared internet data. He argues the future lies in leveraging private enterprise data, a move Oracle is heavily investing in ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption Goldman Sachs sees AI expanding the total ...

Azure HorizonDB introduces cloud-native PostgreSQL with disaggregated compute and storage for faster scaling and failover. HorizonDB’s Rust-based storage engine improves security, reliability, and ...

Artificial-intelligence plays weren't all hit with selling on Thursday, with shares of Meta Platforms Inc. and Microsoft Corp. both higher heading into the closing bell. Meta shares were up 0.2%, at ...

Enterprises need data, and data needs to be stored, with a flexible, portable environment that scales from developers’ laptops to global clouds. That storage also needs to be able to run on any OS and ...

With the official release of Microsoft's latest database offering, let's see what was improved and what still needs some work. Today, at Ignite, Microsoft announced the general availability of SQL ...

GoSaaS, Inc., an Oracle Cloud Applications implementation partner, today announced it is moving from GoSaaS.io to GoSaaS.ai and introducing an updated logo. The changes reflect a simple idea: the ...