Oracle experienced a dramatic 60% drawdown after reaching a 52-week high, highlighting volatility in its AI-driven data center strategy. Read why ORCL is a Hold.

Jim Lebenthal, Chief Market Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying more Oracle now.

Microsoft Corporation is upgraded to Buy due to a strong moat and revenue growth with a 36% upside to $545 fair value. Read more on MSFT stock here.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It ...