Zacks.com compares Oracle Corp. (ORCL) and Alphabet Inc. (GOOGL) in the AI cloud market. Oracle’s strategic partnerships drive impressive revenue growth, aiming for $30 billion annually. However, job cuts indicate cost pressures. Alphabet’s Google Cloud revenue grows 32% YoY, boasting a comprehensive AI ecosystem and substantial capital investment for continued growth.

Both ORCL and GOOGL trade at premium valuations, with Alphabet showing more attractive metrics. ORCL rallies 130% over 5 years, while GOOGL gains 176% without dividends. Alphabet’s diverse revenue streams and broader market positioning suggest better risk-adjusted upside potential for investors. Alphabet’s dominance in the AI cloud market makes it a compelling investment option.

Read more at Nasdaq: The Zacks Analyst Blog Highlights Oracle and Alphabet