ORCL's $455B backlog impresses, but MSFT's diversified AI revenue streams and proven execution make it the better cloud play ...

Engineering fundamentals aren’t just for computer science students. They pay huge dividends in both your systems’ service ...

"Too big to fail" is how we would describe the megacap stocks in this article today. While they will likely stand the test of ...

Alphabet's stock is still seen as undervalued despite a recent rally, with analysts citing cloud growth, AI investments, and ...

Oracle (ORCL -1.66%) stock popped 36% in response to a massive increase in customer orders for Oracle's cloud services. Oracle forecasts that revenue from its Oracle ...

Alibaba (BABA) shares surged today after the company announced a landmark deal with China Unicom, the nations second-largest ...

Cloudflare surged over 180% in the past year but now trades at a lofty 36x price/sales, signaling overvaluation. Learn more ...

Investors now face three strategic paths: backing hyperscalers, energy/data center operators or specialist HPC and AI cloud ...

In its first quarter fiscal 2026 earnings release from Sept. 9, Oracle projected Oracle Cloud Infrastructure (OCI) revenue to ...

“While that might have been true in the past, what we're working towards is the idea that data centers can actually become ...

Unlike many "story stocks," this increase is rooted in fundamentals: revenues are projected to rise from $117 million in ...

Alphabet hits $3 trillion market cap as Google stock jumps 3.45% in historic Wall Street rally. It now joins an exclusive ...