---
title: "ORCL vs MSFT"
canonical: "https://supercyclehq.com/compare/orcl-vs-msft"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["ORCL", "MSFT"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Oracle (ORCL) vs Microsoft (MSFT)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | ORCL | MSFT |
| --- | --- | --- |
| AI Exposure Score | 70 (Core) | 75 (Core) |
| Price | $116.10 | $530.61 |
| Market cap | $362.0B | $3.94T |
| Change 1d | +0.82% | -0.99% |
| Change 30d | -14.12% | +1.53% |
| Change 1y | -50.83% | +7.68% |
| P/E | 18.2 | 27.69 |
| Buildout layers | Cloud & Hyperscalers, AI Applications | Cloud & Hyperscalers, AI Software & Platforms, AI Applications, Foundation Models |

## Oracle (ORCL)

**AI exposure:** 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.

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.

Full profile: https://supercyclehq.com/stock/oracle.md

## Microsoft (MSFT)

**AI exposure:** 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.

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.

Full profile: https://supercyclehq.com/stock/microsoft.md

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---

Source: https://supercyclehq.com/compare/orcl-vs-msft. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.