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Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and overlooked revenue streams Amazon Web Services is expected to add 15 gigawatts ...

Microsoft, Nvidia, Oracle, Meta, Amazon and Alphabet all saw their shares fall in the week up to the market close on Thursday.

Oracle (NYSE: ORCL) and Amazon (NASDAQ: AMZN) represent two different ways to invest in the growing cloud and artificial intelligence (AI) services markets. Oracle, one of the world's largest database ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...

Rationale #1: Customers will get the security of Gen 2’s architecture and AWS’s customer service, leading to a differentiated product versus competition AWS’s early mover advantage may now be waning ...

The force was supposed to be with Amazon in the battle for JEDI. But then came a disturbance in the force — and its name was Oracle. Microsoft scored an upset victory over Amazon when the Defense ...

Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...

AWS and Oracle love to take shots at each other, but as much as Amazon has knocked Oracle over the years, it was forced to admit that it was in fact a customer. Today in a company blog post, the ...

Charles Duan is the Director of Technology and Innovation Policy at the R Street Institute, a nonprofit think tank based in Washington, DC . He has authored several amicus curiae briefs in the ...

Oracle's stock has nearly tripled the performance of the S&P 500 over the last three years. Investors seeking a stock tied to the growing demand for data centers may prefer Oracle, while Amazon is a ...

In the high-stakes world of cloud computing, Amazon.com AMZN and Oracle ORCL represent contrasting approaches to capturing the explosive growth in artificial intelligence and enterprise computing.