Goldman Sachs launches U.S. software sector coverage naming Microsoft, Oracle, and ServiceNow as top investment picks Microsoft receives highest conviction rating with Azure revenue growth expected in ...

Goldman Sachs analyst Gabriela Borges initiated coverage of U.S. software stocks with Buy ratings on Microsoft, Oracle, and ServiceNow Microsoft is Goldman’s top pick with expected upside to Azure ...

Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world. Here's why Oracle plays a linchpin role in the artificial intelligence ...

After a detailed analysis of Oracle, the following trends become apparent: A Price to Earnings ratio of 36.08 significantly below the industry average by 0.64x suggests undervaluation. This can make ...

Software stocks might not be a very popular way to play the artificial-intelligence trade today, but that could soon change. Back To Top ...

Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and applications, differentiating itself from hyperscalers. Despite recent stock ...

Oracle (ORCL) stock slid in Thursday premarket trading, as investors were disappointed by the cloud software giant's current quarter guidance and increased spending forecast for 2026. In light of ...

After five decades of selling enterprise software, Oracle ORCL-0.36%decrease; red down pointing triangle has amassed a lot of very large customers. But never before has the company’s fate hinged so ...

RUNNING A GIANT software business used to be fun. Sure, coming up with a great product was a grind. But once you had one that customers could not live without—be it Microsoft Office, Amazon.com, ...

Oracle is aggressively building out AI data centers, most notably for OpenAI under a massive multi-year deal The company's balance sheet is already loaded with debt, and more debt is being piled on to ...