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Both companies generate a large portion of their revenue from cloud computing, so it's good to start there. IBM lists hybrid cloud under its software segment. IBM's cloud revenue increased by 13% year ...

Oracle has more exposure to cloud computing, while IBM is a more diversified company. IBM Z is a catalyst, but it remains a small part of the business. OpenAI makes up a lot of Oracle's remaining ...

It wasn't that long ago when Oracle(NYSE: ORCL) looked poised to become a $1 trillion company. However, those plans came to an abrupt halt as the stock shed 40% of its value over the past year. Fellow ...

Oracle plans to raise nearly $40 billion in debt and equity in 2027 Capital spending for 2026 reached $55.66 billion, surpassing Oracle's $50 billion target Analysts highlight investor concerns over ...

The Office of Personnel Management is using the contract to consolidate more than 100 systems into a single platform covering 2 million federal employees. The Office of Personnel Management is ...

PLTR grew revenue 70% with $2.27B in free cash flow; ORCL's cloud surged 84% but burned $24.7B funding GPU-heavy datacenter buildouts. Alex Karp calls Palantir an 'n of 1' betting on workflow ...

Shares of International Business Machines (NYSE:IBM) are up 8% in mid-morning trading Thursday, while three legacy enterprise tech peers don't have the same rocket fuel today. Oracle (NYSE:ORCL), ...

Shares of International Business Machines (NYSE:IBM | IBM Price Prediction) are up 8% in mid-morning trading Thursday, while three legacy enterprise tech peers don’t have the same rocket fuel today.

I last covered ORCL in December, where I stuck by bullishness amidst the apocalypse in SaaS stocks. The stock has flatlined since. Data by YCharts The market appears to be underestimating the ...