Oracle stock is no high-risk AI play, says analyst. Why it can take on Microsoft, Amazon.

Oracle stock has fallen from its highs of last year but Wedbush analysts think there's reason to back its AI ambitions.
SecurityWeek

Oracle Patches 450 Vulnerabilities With April 2026 CPU

The April 2026 Oracle CPU includes 481 new security patches addressing 450 unique CVEs across 28 product families.
24/7 Wall St

Wedbush’s Ives: Palantir, Oracle, Microsoft to dominate defense AI integration

Dan Ives of Wedbush Securities says defense AI is a generational spending cycle with Palantir (PLTR) as the first mover, while Oracle (ORCL) and Microsoft (MSFT) will capture infrastructure and ...
CNN

Big Tech promised AI would disrupt labor — just not like this

A version of this story appeared in CNN Business’ Nightcap newsletter. To get it in your inbox, sign up for free here. Oracle is reportedly laying off thousands of employees, adding to an already long ...
U.S. News & World Report

Microsoft to Rent Texas Data Center Dropped by Oracle and OpenAI, Bloomberg News Reports

March 24 (Reuters) - Microsoft has agreed ⁠to ⁠rent a data ⁠center project in Texas that was originally being developed for Oracle and OpenAI, Bloomberg News reported ‌on Tuesday, citing people ...
Microsoft

Advancing agentic AI with Microsoft databases across a unified data estate

This week, we are excited to kick off SQLCon 2026 alongside FabCon in Atlanta. Bringing these SQL and Fabric communities together creates a unique opportunity to learn, connect, and share what’s next ...
Seeking Alpha

Microsoft also shows interest in unfinished Oracle Stargate site in Abilene: report

Microsoft (MSFT) is apparently discussing leasing out segments of an uncompleted data center site in Abilene, Texas, according to The Information. The site in question is one of the flagship centers ...
Forbes

Microsoft Confirms SQL Zero-Day Security Vulnerability—Here’s The Fix

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. The Microsoft Security Response Center has confirmed that a SQL Server elevation of ...
Computer Weekly

Microsoft patches zero-days in .NET and SQL Server

Two zero-day flaws in the form of a denial of service (DoS) issue in .NET and an elevation of privilege (EoP) issue in SQL Server top the agenda for security teams in Microsoft’s latest monthly Patch ...
Morningstar

Microsoft and Oracle may be bargain stocks, -2-

Jefferies analyst Brent Thill recently wrote that Microsoft's valuation was attractive and below other hyperscalers, such as Amazon (AMZN), with a forward P/E of 25.7 and Alphabet (GOOGL), with a ...
CNBC

Oracle gains 9%, Microsoft climbs 3% as tech tries to bounce back from $1 trillion sell-off

Big Tech stocks tried to rally Monday after a week that saw more than $1 trillion wiped from their market caps. Oracle led the gains among the tech names. Market concerns came as companies announced ...