Oracle and Amazon are AI 'loser' stocks — but here's why that's primed to change

Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and overlooked revenue streams.

Amazon vs. Oracle: Which Cloud Computing Stock is the Better Buy Now?

AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in ...

Tech Moves: Amazon employee retiring after 20 years; former Oracle and Microsoft execs take new roles

A longtime leader for Fulfillment by Amazon retires and offers parting thoughts, while former executives with Oracle, ...
Nasdaq

The Zacks Analyst Blog Highlights Oracle, Amazon, Microsoft and Alphabet

Chicago, IL – November 12, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks ...

Oracle's AI Bet: Equity Wins And Credit Waits

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...
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Google, Oracle, Amazon, Meta in hot AI race. But a data center backlash is surging.

Hyperscalers like Amazon AMZN, Microsoft MSFT, Alphabet GOOGL-owned Google, Meta Platforms META and Oracle ORCL are investing hundreds of billions of dollars in new facilities across the country that ...
Nasdaq

Should You Hold Oracle Stock Despite Debt-Fueled AI Data Center Bet?

Oracle ORCL has embarked on an aggressive infrastructure expansion strategy that positions the enterprise software giant at the center of the artificial intelligence revolution, yet this bet comes ...
MarketWatch

Oracle and Amazon are AI ‘loser’ stocks — but here’s why that’s primed to change

When it comes to artificial intelligence, Amazon.com and Oracle face plenty of skepticism from investors, whether due to their competitive positioning or their financing strategies. But that could ...