Microsoft (MSFT) and Oracle (ORCL) are both legacy tech giants, but when the AI boom took off, Microsoft had the clearer advantage. Azure already had enormous scale, and Microsoft’s partnership with OpenAI gave it an early strategic advantage in the race. Oracle, meanwhile, looked like the one trying to catch up. But Oracle’s position quickly changed. Oracle is rapidly expanding its AI infrastructure business, winning major contracts and emerging as an unexpected underdog in the AI cloud battle.
Let’s find out which is the better stock to buy now.