Microsoft and Oracle both ended their latest quarters with record backlogs close in value, signaling strong demand for AI infrastructure. Microsoft’s backlog is backed by a highly profitable software business generating positive free cash flow, while Oracle relies heavily on capital raising and faces negative free cash flow due to large cloud infrastructure investments. Microsoft’s diversified customer base and steady cash flow position it as a steadier AI investment, whereas Oracle’s dependence on a few large contracts and uncertain cash flow timeline pose higher risks. Investors will watch upcoming quarters for Azure growth and Oracle’s cash flow improvements to gauge which company leads in AI infrastructure.
Microsoft shares trade at USD 526.94 with a 0.46% gain, reflecting steady investor interest in its AI-backed software business. Oracle is priced at USD 127.00, up 0.67%, showing market attention despite its higher risk profile. These prices and changes are as of Oct 26, 2026 20:02 WIB on Pluang.
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