Browsing Tag
Larry Ellison
13 posts
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
Oracle (ORCL) stock slide exposes the real cost of its AI infrastructure race
Find out why Oracle’s AI capex shock hit ORCL stock despite record cloud growth and what it means for AI infrastructure investors.
Oracle Q4 fiscal 2026: Cloud revenue up 47%, ORCL stock drops as financing plan rattles investors
Oracle (ORCL) posts record Q4 revenue and a $638B backlog, but shares slide on $55.7B capex, negative free cash flow and a $40B raise. Read the full analysis.
Oracle layoffs 2026: Up to 30,000 employees terminated by 6am email as Stargate debt tops $100bn
Oracle is cutting up to 30,000 jobs via 6am emails as $100bn AI debt forces the biggest layoff in company history. Read the full breakdown.
Oracle (NYSE: ORCL) rallies 10% after earnings as $553bn RPO signals AI infrastructure dominance
Oracle (ORCL) beats Q3 estimates with 22% revenue growth and a $553bn RPO backlog. Cloud up 44%, IaaS up 84%. FY2027 guidance raised to $90bn. Read the full analysis.
Paramount Skydance (Nasdaq: PSKY) seals $110bn Warner Bros. Discovery deal as Netflix walks away from bidding war
Paramount Skydance seals a $110B deal for Warner Bros. Discovery after Netflix exits. What it means for streaming, cable, and media consolidation. Read more.
Inside OpenAI’s jaw-dropping $300bn Oracle cloud deal that could reshape AI infrastructure forever
OpenAI’s $300B commitment to Oracle reshapes AI infrastructure. Find out how Project Stargate is redefining compute scale and cloud economics.
Oracle storms into S&P 500 top 10 as AI cloud momentum drives historic stock rally
Oracle’s stock rally has pushed it into the S&P 500’s top 10, fueled by surging AI cloud demand and $455 billion in backlog. Find out what this means for markets.
Oracle stock surges after $455bn backlog, record cloud growth, and AI product reveal in Q1 FY26
Oracle Corporation (NYSE: ORCL) stunned Wall Street with a fiscal first-quarter report that revealed a $455 billion contract backlog, record-breaking cloud revenue, and a new AI-native database product set to launch next month—sending its stock up nearly 30% in after-hours trading.
Oracle FY25 results: Multicloud and OCI growth accelerate, but free cash flow turns negative
Oracle FY25 cloud revenue jumped 27% with OCI up 52%, but free cash flow dipped into the red. Find out what this means for investors heading into FY26.