How does that look? What, who's looking at it? Is it Microsoft? I mean, who's looking at it? I, [00:00:28] Lee Jackson: I hear a new voice on this every day. A couple of days ago, it was Oracle ...

Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases ...

Oracle's competitive pricing and strategic positioning make it an ideal partner for OpenAI, complementing Microsoft's Azure ...

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI ...

Microsoft (MSFT) says it still plans to spend $80 billion on data center infrastructure this year, according to reporting ...

Snowflake is leveraging AI, strategic partnerships, and operational enhancements to drive product growth and margin expansion ...

Barclays analyst Raimo Lenschow maintained a Buy rating on Oracle (ORCL – Research Report) today and set a price target of $212.00. The ...

Meanwhile, in the competitive software infrastructure arena, Microsoft’s rival, Oracle Corporation (ORCL), is in the lead, with its shares gaining 19% over the past six months and rising 47.9% ...

Lee Simpson at Morgan Stanley has set Arm with a bull-case target price of $300 per share. That implies 120% upside from its ...

How does that look? What, who’s looking at it? Is it Microsoft? I mean, who’s looking at it? I, [00:00:28] Lee Jackson: I hear a new voice on this every day. A couple of days ago, it was ...