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

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 ...

GoPro Inc. has officially announced a major restructuring plan that will lay off 23% of its global workforce. This is similar ...

Following an artificial intelligence-themed survey with 30 chief information officers, investment firm Jefferies said Microsoft (MSFT), Snowflake (SNOW), and Oracle (ORCL) are its top picks in ...

Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his ...

Microsoft Corp. will occupy a data center project previously earmarked for Oracle Corp. and OpenAI, scooping up 900 megawatts ...

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 analysts believe Microsoft's stock is attractive, and they see two main catalysts: orders converted to revenues as data ...

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 ...

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

Microsoft (MSFT) stock dropped 2.69% after securing a 700MW Texas data center lease previously abandoned by Oracle and OpenAI in Abilene facility deal.