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Amazon vs. Oracle: Which Cloud Computing Stock is a Better Bet?

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.
AOL

Oracle eyes $20 billion AI cloud computing deal with Meta, source says

(Reuters) -Oracle is in talks with Meta for a multi-year cloud computing deal worth about $20 billion, underscoring the social media giant's drive to secure faster access to computing power, a person ...
Kalkine Media

Oracle AI Cloud Bet Puts S&P 500 Tech Focus In Play

Oracle’s Vera CPU rollout sharpens focus on AI cloud growth, infrastructure spending, and execution risks in enterprise ...
dbta

Oracle Debuts First Zettascale Cloud Computing Cluster

Oracle is introducing the first zettascale cloud computing clusters accelerated by the NVIDIA Blackwell platform. Oracle Cloud Infrastructure (OCI) is now taking orders for the largest AI ...
The Motley Fool

3 Reasons Why Oracle's Cloud Computing Deals With Meta Platforms and OpenAI Make The "Ten Titans" Growth Stock a Top Buy Now

Established cloud giants like Amazon (AMZN 2.85%) Web Services (AWS), Microsoft (MSFT +2.30%) Azure, and Alphabet's (GOOG 0.76%) (GOOGL 0.72%) Google Cloud serve a variety of general compute customers ...
Insider Monkey

Oracle (ORCL) Remains a Long-term Cloud Computing Story Despite Near-Term Headwinds

Oracle Corporation (NYSE:ORCL) is one of the most promising cloud stocks according to analysts. Morgan Stanley, in an update issued on January 23, lowered its target price on Oracle Corporation (NYSE: ...
TechCrunch

SAP, and Oracle, and IBM, oh my! ‘Cloud and AI’ drive legacy software firms to record valuations

There’s something of a trend around legacy software firms and their soaring valuations: Companies founded in dinosaur times are on a tear, evidenced this week with SAP‘s shares topping $200 for the ...