Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

Microsoft was recently in talks with Oracle for cloud infrastructure, but sources say the deal fell through over security and compliance concerns.

Oracle said on ⁠Tuesday ⁠that details in a ⁠Business Insider report on the collapse of ​its discussions with Microsoft over a potential leasing deal ‌were inaccurate. The report had said ‌that ...

Oracle has denied reports that discussions for a $3 billion deal with Microsoft fell apart due to security and compliance concerns. Oracle told Reuters that these claims - which were laid out in a ...

Microsoft CEO Satya Nadella, left, with Oracle chairman and CTO Larry Ellison, announcing their recent partnership. (Microsoft Photo / Dan DeLong) “All partnerships are tactical. There is no such ...

Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of ...

“It’s actually my first time in Redmond,” Oracle co-founder Larry Ellison says. A rare joint appearance Thursday from two tech titans – Oracle Chief Technology Officer Larry Ellison and Microsoft CEO ...

Big Tech companies are using finance leases to fund data-center buildouts, circumventing massive up-front cash outflows Microsoft and Oracle have dramatically increased their use of finance leases, ...

It takes a whole lot of power and data to both train and run the AI models that have big tech so enamored. To support its AI ambitions on Bing Search, Microsoft leaped into the welcoming arms of cloud ...

Microsoft and Oracle operate different business models. Microsoft is a more diversified company and generates most of its revenue from its Windows operating system, Office productivity software, Azure ...

The two software makers recently released products that help companies meet Section 404 of the act, which mandates that companies attest to the adequacy and efficiency of their internal controls and ...