including for Microsoft (NASDAQ:MSFT) and Oracle (NYSE:ORCL). For Microsoft, it could be a positive, Bank of America analyst Brad Sills said, as it may enable the Satya Nadella-led firm to keep ...

The introduction of Oracle’s AI agents is part of a broader industry trend, with companies like Microsoft (MSFT), Google (GOOGL), Amazon (AMZN), and Nvidia (NVDA) also developing AI agents to ...

Microsoft looks like it’s going to open up ... but that should only offer value in the end. Oracle looks like it’s going to open up a little bit to the upside. This seems to be a continuation ...

DeepSeek’s AI breakthrough could lower computing costs, benefiting Microsoft’s Azure growth and AI infrastructure efficiency. Analyst sees potential downside for Oracle as easing GPU ...