At the time, I predicted investors would continue to pay a premium for Microsoft's stock as long as its cloud business was firing on all cylinders. Microsoft's stock price has rallied about 40% since I wrote that article, but Oracle's stock has advanced more than 50%. Let's see if I overestimated Microsoft and underestimated Oracle and if the slower-growth tech company will remain ahead of its higher-growth peer for the rest of the year.
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