CLOUD REVENUE

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Dec 12 2025BUSINESS

Oracle's Big Bet on AI: Why Investors Are Worried

Oracle's stock took a big hit recently. It dropped the most since January. Why? The company is spending a lot on AI and data centers. This spending is growing fast. But it's not turning into cloud profits as quickly as investors hoped. In the last quarter, Oracle spent about $12 billion on capital

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Feb 01 2025TECHNOLOGY

Cloud Expectations Out of Reach for Microsoft

Microsoft, a tech giant, released its earnings report which showed some good, but also some not-so-good news and has shaken analysts' faith in the company's aggressive expansion in artificial intelligence. It hit above-expectations with the total revenue for the quarter going up 12%. The company fel

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