Oracle (ORCL) and Microsoft (MSFT) Expand Partnership to Deliver Oracle Database Services on Oracle Cloud Infrastructure in Microsoft Azure

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Go back to Oracle (ORCL) and Microsoft (MSFT) Expand Partnership to Deliver Oracle Database Services on Oracle Cloud Infrastructure in Microsoft Azure

HSBC starts Microsoft at Hold as Street is too optimistic on near-term AI monetization

September 15, 2023 7:47 AM EDT

HSBC analysts led by Stephen Bersey initiated much-anticipated research coverage of the U.S. tech sector.

US technology sector is experiencing three tailwinds that we believe will bolster operating performances for some companies, but not all. Although we see promise from AI, the timing remains uncertain; however, demand for cloud and digital transformation is still strong, Bersey wrote... More