$MSFT $ORCL Two leading giants in the AI revolution: Microsoft and Oracle are under the spotlight for the future portfolio! 📈 Two tech giants are poised to make their mark in the next decade with their breakthroughs in AI and cloud computing. #Microsoft is vying for the top spot with its cloud service, Azure. Revenue from Azure and other cloud services increased by an impressive 39% year-over-year in the fourth quarter of the fiscal year. The 55% growth in the previous quarter for Microsoft Fabric, its AI-focused data and analytics platform, clearly demonstrates the company's commitment and potential in this area. Oracle, meanwhile, is attracting attention, with its booming cloud infrastructure business. The company's autonomous database service revenue continued to grow, accelerating from 27% to 47% year-over-year. Analysts expect Oracle's adjusted earnings to grow by 19% annually through fiscal 2030. As CEO Safra Catz noted, this could be just the beginning for the company, which is achieving double-digit revenue growth.