including for Microsoft (NASDAQ:MSFT) and Oracle (NYSE:ORCL). For Microsoft, it could be a positive, Bank of America analyst Brad Sills said, as it may enable the Satya Nadella-led firm to keep ...
Tech giant Oracle (ORCL) recently revealed its latest AI agents that are designed to support supply-chain workers in various roles, from ...
Financial writer analyzes ORCL's performance in the generative AI boom, warns of inflated valuations, and recommends taking ...
Microsoft looks like it’s going to open up ... but that should only offer value in the end. Oracle looks like it’s going to open up a little bit to the upside. This seems to be a continuation ...
DeepSeek’s AI breakthrough could lower computing costs, benefiting Microsoft’s Azure growth and AI infrastructure efficiency. Analyst sees potential downside for Oracle as easing GPU ...