Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

An open letter signed by architects, DBAs, and engineers argues that closed development, missing AI‑era features, and ...

Microsoft Corporation is upgraded to Buy due to a strong moat and revenue growth with a 36% upside to $545 fair value. Read more on MSFT stock here.

Goldman Sachs launches U.S. software sector coverage naming Microsoft, Oracle, and ServiceNow as top investment picks Microsoft receives highest conviction rating with Azure revenue growth expected in ...

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption Goldman Sachs sees AI expanding the total ...

Microsoft SQL Server 2025 finally hit general availability today, following a private preview a year ago and a public preview back in May. That said, the AI-focused release is still in a public ...

With the official release of Microsoft's latest database offering, let's see what was improved and what still needs some work. Today, at Ignite, Microsoft announced the general availability of SQL ...

Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, issued a clarification in a new note dated Oct. 16, following a report calling out ORCL debt ...

Microsoft is working to resolve a known issue that causes its Defender for Endpoint enterprise endpoint security platform to incorrectly tag SQL Server software as end-of-life. According to a service ...

Nine American companies are currently valued at $1 trillion or more, but another could soon join them. Oracle operates some of the world's fastest and most cost-efficient data centers for processing ...