Bullstory
May 24, 2026

Microsoft and Oracle shares fall despite cloud growth20fall by more than %

24On Microsoft and Oracle shares fell by more than %20. The two companies reported strong growth in cloud and AI services, and some columns presented them as undervalued buying opportunities.


Microsoft and Oracle shares fall despite cloud growth20fall by more than %

24Among technology stocks, Microsoft and Oracle shares fell by more than %. The two companies are classified as major cloud providers in the industry. The decline was recorded as a sharp correction during the trading session. Microsoft reported that revenue from its Azure cloud platform increased by %. The company said this growth occurred despite capacity constraints. The company’s announcement said that its cloud and AI services continue to expand. Oracle announced that revenue from its cloud infrastructure services increased by % year over year. The company cited rising demand for its cloud and AI product portfolio. The announcement said that infrastructure investment is expanding. A column presented the two stocks as undervalued buying opportunities. The same article also identified intensifying AI competition and the burden of infrastructure investment as risk factors. That assessment reflects the columnist’s opinion. Key market concerns include intensifying AI competition and rising infrastructure costs. These factors could affect near-term profitability. The two companies reported in their disclosures that cloud growth is continuing. Cloud revenue and related guidance remain areas of investor interest in upcoming quarterly earnings announcements. Company disclosures focused on figures from the preceding quarter and investment details. Further disclosures and quarterly results could affect subsequent share-price movements.20Microsoft reported that revenue from its Azure cloud platform increased by %. The company said this growth occurred despite capacity constraints. The company’s announcement said that its cloud and AI services continue to expand. Oracle announced that revenue from its cloud infrastructure services increased by % year over year. The company cited rising demand for its cloud and AI product portfolio. The announcement said that infrastructure investment is expanding. A column presented the two stocks as undervalued buying opportunities. The same article also identified intensifying AI competition and the burden of infrastructure investment as risk factors. That assessment reflects the columnist’s opinion. Key market concerns include intensifying AI competition and rising infrastructure costs. These factors could affect near-term profitability. The two companies reported in their disclosures that cloud growth is continuing. Cloud revenue and related guidance remain areas of investor interest in upcoming quarterly earnings announcements. Company disclosures focused on figures from the preceding quarter and investment details. Further disclosures and quarterly results could affect subsequent share-price movements.40Oracle announced that revenue from its cloud infrastructure services increased by % year over year. The company cited rising demand for its cloud and AI product portfolio. The announcement said that infrastructure investment is expanding. A column presented the two stocks as undervalued buying opportunities. The same article also identified intensifying AI competition and the burden of infrastructure investment as risk factors. That assessment reflects the columnist’s opinion. Key market concerns include intensifying AI competition and rising infrastructure costs. These factors could affect near-term profitability. The two companies reported in their disclosures that cloud growth is continuing. Cloud revenue and related guidance remain areas of investor interest in upcoming quarterly earnings announcements. Company disclosures focused on figures from the preceding quarter and investment details. Further disclosures and quarterly results could affect subsequent share-price movements.84Cloud revenue and related guidance remain areas of investor interest in upcoming quarterly earnings announcements. Company disclosures focused on figures from the preceding quarter and investment details. Further disclosures and quarterly results could affect subsequent share-price movements.

Sources: The Motley Fool,Yahoo Finance

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