Oracle vs. IBM: Which Cloud Computing Stock Is the Better Buy?

Oracle's stock has fallen 40% in the past year, despite its strong cloud computing growth, largely due to concerns about OpenAI's ability to pay for a significant five-year deal starting in 2027. IBM, while more diversified and less risky, has seen flat performance year-to-date. Both companies are positioned to benefit from AI tailwinds, but Oracle's future revenue visibility is heavily dependent on OpenAI's financial viability.