Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

Oracle has denied reports that discussions for a $3 billion deal with Microsoft fell apart due to security and compliance concerns. Oracle told Reuters that these claims - which were laid out in a ...

Oracle said on ⁠Tuesday ⁠that details in a ⁠Business Insider report on the collapse of ​its discussions with Microsoft over a potential leasing deal ‌were inaccurate. The report had said ‌that ...

Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of ...

Microsoft CEO Satya Nadella, left, with Oracle chairman and CTO Larry Ellison, announcing their recent partnership. (Microsoft Photo / Dan DeLong) “All partnerships are tactical. There is no such ...

Microsoft and Oracle operate different business models. Microsoft is a more diversified company and generates most of its revenue from its Windows operating system, Office productivity software, Azure ...

Microsoft was recently in talks with Oracle for cloud infrastructure, but sources say the deal fell through over security and compliance concerns.

Microsoft has reportedly abandoned talks with Oracle to lease $3 billion in AI computing power after a stalemate over federal security regulations.

Oracle’s rising debt levels and surging capital expenditures to build capacity for future orders have long been a source of concern for investors.

Shares are on pace to lose 18% in June, which would be Microsoft's worst month since 2000.

The “walled garden” model of cloud computing is not long for this world. Businesses and governmental organizations are getting a lot savvier about the technology and are demanding more choice and ...

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud ...