{"data":[{"ticker":"ORCL","slug":"oracle","name":"Oracle","exchange":"NYSE","sector":"Technology","layers":["cloud-infrastructure","ai-saas"],"exposure":{"score":70,"tier":"Core","rationale":"Rents GPU capacity and cloud infrastructure through OCI to AI labs and enterprises, layered on top of its database and application franchises. AI training deals now drive its cloud backlog and the thesis, though legacy software still produces most revenue."},"price":116.1,"change24hPct":0.82,"marketCap":361965912064},{"ticker":"MSFT","slug":"microsoft","name":"Microsoft","exchange":"NASDAQ","sector":"Technology","layers":["cloud-infrastructure","ai-software","ai-saas","foundation-models"],"exposure":{"score":75,"tier":"Core","rationale":"Sells Azure AI infrastructure and Copilot subscriptions into the cloud and software layers, monetizing its OpenAI partnership across enterprise customers. Azure AI growth now drives the investment thesis, though Office, Windows, and gaming remain large non-AI businesses."},"price":530.61,"change24hPct":-0.99,"marketCap":3940412817408}],"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.243Z","tier":"free","source":"https://supercyclehq.com/compare/orcl-vs-msft","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/compare/orcl-vs-msft","html":"https://supercyclehq.com/compare/orcl-vs-msft","md":"https://supercyclehq.com/compare/orcl-vs-msft.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}