Oracle’s historic stock surge this week was fueled by a massive backlog, which is largely due to a deal with OpenAI. A week earlier, Broadcom shares soared after the company announced a $10 billion ...

Oracle is transitioning from a database leader to a core AI infrastructure provider, supported by major contracts with OpenAI and TikTok. Oracle's technical advantages, strong customer relationships, ...

Oracle focuses mostly on database software, where it is a leader, and data centers. The company's potential stock upside may be higher. Palantir’s strategy is dispersed across more market segments, ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. This voice experience is generated by AI. Learn more. This voice ...