MSFT vs. ORCL: Which Enterprise Cloud & AI Stock Has Better Upside?

Key Takeaways MSFT posted 18% revenue growth in Q1 FY26, with its Cloud topping $49B and Azure up about 40%.ORCL's cloud infrastructure jumped 68% in Q2 FY26, as RPO surged to $523B on massive AI contracts.ORCL plans about $50B in FY26 capex, pushing free cash flow negative as it scales datacenter capacity.Microsoft (MSFT) and Oracle (ORCL) have emerged as two dominant players capitalizing on the enterprise cloud and artificial intelligence revolution. Both companies are investing billions in AI infrastruct ...