ORCL and MSFT Related Headlines
Go Back- AI spending boom creates winners and losers across U.S. Tech, BofA says
- Trump revamps stock portfolio, adding Nvidia and other AI names
- These two stocks are emerging as 'sooner AI compounders': Bernstein
- OpenAI partners with AMD, Broadcom, Intel, Microsoft, and Nvidia to launch MRC networking protocol
- Analysts back this tech stock into today's Q1 earnings on AI opportunity
- Piper Sandler: 'Our Thoughts on Managed Agents & Software Sell-Off'
- Software stocks selloff: PLTR, MSFT drop on Anthropic’s ‘Mythos’ model fears
- ’You can’t vibe code’ an AI replacement for mission-critical software: analyst
- JPMorgan Offers Clients A New Way To Hedge AI Debt Risk- Bloomberg
- Why Intuit says it is insulated from AI disruption
- Jensen: 'we offer confidential computing'
- Microsoft in Talks to Lease Large Texas Data Center Site After Oracle Walked Away - The Information
- OpenAI secures $110 billion in funding at $730 billion valuation
- Tradeable bounce is developing in software stocks, Raymond James says
- Why this economist says the AI rally still has a bit further to run
- Melius Downgrades Oracle (ORCL) to Hold
- Melius Downgrades Microsoft (MSFT) to Hold
- Short sellers post $24 billion gain amid software stocks selloff
- TD Cowen: 'Army Contract Expands Salesforce To More DoW Users'
- UBS is bullish on this software stock
- 4 software stocks to buy today: Bernstein
- Bernstein: 'Initial Thoughts for 2026 and Our Software Names'
- Anthropic and OpenAI join SpaceX in IPO preparations, NYT says
- Morgan Stanley CIO survey: Why AI hype isn’t boosting 2026 IT budgets
- Sprinklr (CXM) Reiterated at Market Outperform by Citizens: 'Has Work to Do'
- 3 U.S. software stocks to buy, 2 to avoid: Goldman Sachs
- Nvidia ramps up AI roadmap: Rubin superchip in full production, 5x faster
- Jefferies’ top software stocks to own led by Microsoft, Meta
- SoftBank completes $40 billion investment in OpenAI, CNBC says
- Evercore's Emanuel explains why the AI trade won't crash
- Oracle stock jumps 5% on TikTok deal progress, OpenAI fundraise talks
- Oracle (ORCL): no delays to any sites, all milestones remain on track
- Is there an AI bubble? Or are there more than one?
- Jefferies: 'we expect OpenAI to make a significant enterprise push in 2026, unlocking a major tactical opportunity for MSFT'
- Is the AI bubble helping or hurting software’s outlook for 2026?
- Sprinklr (CXM) Working to Generate a Positive Bend in the Business' - Citizens
- Microsoft stock falls after report of lowered AI sales quotas
- Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
- Google's Gemini 3 advances shake up AI competitive landscape
- Wedbush’s Ives says this is the '1996 Moment' for the tech, 'NOT a 1999 Moment'
- Boaz Weinstein's Saba Cap Sold Credit Default Swaps On Oracle, Microsoft, Meta, Amazon, And Alphabet - Reuters
- Michael Burry warns of $176 billion depreciation understatement by tech giants
- 'Big Short' Burry says 'By 2028, ORCL will overstate earnings 26.9%, META by 20.8%'
- Taking a deeper look at the economics of Oracle’s (ORCL) AI business
- Goldman says AWS strength underappreciated, raises Amazon price target
- Wells Fargo says all signs point to strong cloud demand, raises estimates
- Nvidia announces strategic partnership with OpenAI, shares climb
- Amazon stock falls amid Oracle’s AI market share gains
- Ellison nets $70B+ in one day to rival Musk as world's richest person
- Oracle (ORCL) PT Raised to $370 at Melius
- Morgan Stanley lifts Oracle target ahead of analyst day, flags margin risks
- 6 software stocks to buy amid recent AI-linked selloff
- Melius Research warns that things ‘can get worse for SaaS players like Adobe’
- Jefferies sees ‘easier setup’ for this cloud stock into Q2 earnings
- BofA ups Oracle price target on bullish AI infrastructure laterals
- Oracle 'transitioning into a new paradigm' says Scotiabank
- OpenAI enlists Google Cloud to power ChatGPT - CNBC
- OpenAI to use Google (GOOGL) Cloud for ChatGPT - CNBC
- Piper Sandler raises Oracle, cuts Workday as AI reshapes CIO spending priorities
- Security, AI, and IoT to drive robust IT spend in 2H25, Piper Sandler says
- Apple should acquire Perplexity AI to boost AI strategy, says Wedbush
- Oracle stock rises 7% after CEO touts strong start to fiscal year
- Stifel lifts Oracle stock rating on durable cloud gains
- AMD gains on Nvidia? Lisa Su reveals new chips in heated AI inference race
- UBS identifies stock winners amid structural growth tailwinds
