ORCL vs MSFT: Oracle and Microsoft as AI Stocks
Oracle (ORCL) and Microsoft (MSFT) are both tracked in the Supercycle AI universe. MSFT is the larger company at $3.72T versus $437.11B, and MSFT carries the higher AI Exposure Score (75 vs 70, Core tier), meaning its business depends more directly on AI demand.
Market data as of the close on . Prices are end of day, not live.
Side by side
| Metric | ORCL | MSFT |
|---|---|---|
| Price | $144.56 | $500.59 |
| Market cap | $437.11B | $3.72T |
| 24h change | -3.11% | +0.52% |
| 7d change | +0.98% | +2.10% |
| 1y change | -52.60% | -1.07% |
| P/E ratio | 22.6 | 28.1 |
| AI Exposure Score | 70 (Core) | 75 (Core) |
| Sector | Technology | Technology |
| Buildout layers | Cloud & HyperscalersAI Applications | Cloud & HyperscalersAI Software & PlatformsAI ApplicationsFoundation Models |
ORCL's role in the buildout
Oracle sits in the Cloud & Hyperscalers and AI Applications layers, and its buildout role is bigger than its history suggests. OCI rents GPU capacity to AI labs and enterprises, and AI training deals now drive its cloud backlog and the investment thesis. That new infrastructure business is layered on top of database and application franchises that still produce most revenue. Supercycle scores it 70 out of 100.
MSFT's role in the buildout
Microsoft spans the Cloud & Hyperscalers, Foundation Models, AI Software & Platforms, and AI Applications layers, one of the few companies present at every level of the stack. It rents AI infrastructure through Azure, trains its own MAI models alongside the frontier models it serves through its OpenAI partnership, and sells Copilot subscriptions on top of the world's most widely used work software. Azure AI growth now drives the investment thesis, though Office, Windows, and gaming remain large non-AI businesses. Supercycle scores it 75 out of 100.
Both stocks sit in Cloud & Hyperscalers, AI Applications, so they compete for the same slice of AI spending.
Frequently asked questions
Is ORCL or MSFT the bigger company?
Microsoft is bigger: $3.72T versus $437.11B by market cap, as of the latest end-of-day data.
Which has more AI exposure, ORCL or MSFT?
Microsoft does: its AI Exposure Score is 75 (Core tier) versus 70 (Core). The score measures how much of the business depends on AI, not which stock is the better investment.
Related comparisons
Build your own comparison of any tracked stocks with the compare tool, or see how the layers fit together in the Start Here guide. Nothing here is investment advice; see the disclaimer.