Browsing Tag
Oracle Cloud Infrastructure
41 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 just revealed a $638bn backlog, so why did ORCL stock get punished?
Find out why Oracle stock fell despite record AI cloud revenue, a $638bn backlog, and rising investor concern over ORCL capex.
$ALRT in focus: Oracle cloud deal caps rapid-fire month for Defence Holdings as shares consolidate after MoD spike
Oracle joins Defence Holdings' accelerator weeks after a proposed MoD contract surfaced. What the rapid-fire ALRT news flow means. Read the full analysis.
Why the $16bn Stargate data center campus could make or break AI infrastructure economics
Oracle and OpenAI’s $16bn Michigan AI campus tests power grids, construction capacity and data center economics. Read why it matters.
How Bloom Energy Corporation’s 2.8 GW Oracle agreement accelerates U.S. AI data center expansion
Find out how Bloom Energy and Oracle’s 2.8 GW agreement could reshape U.S. AI data center expansion and power infrastructure strategy.
Why this Oracle and Celonis move could matter more than another flashy AI product launch
Celonis and Oracle are expanding enterprise AI and IT modernization on OCI. Find out why this partnership could matter more than the AI hype cycle.
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.