Billionaire Larry Ellison has cut 21,000 jobs at Oracle as bosses claimed AI was increasingly replacing human workers.
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Bloom, Oracle, Brookfield Asset Management, Crescent and Diversified Energy have been highlighted in this Investment Ideas article.
The company stated it is adapting its business model to meet evolving technology demands and the growing use of AI.
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. AI computing infrastructure provider CoreWeave Inc. (NASDAQ:CRWV) is one of Jim Cramer’s favorite stocks. The shares are down by 35% over the past year and are up […]
The tech company’s head count shrank by roughly 13% in its previous fiscal year, as it continued to invest in artificial intelligence.
Oracle’s full-time employee strength was 141,000 as of May 31, compared to 162,000 a year ago.
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower. Alphabet fell roughly 6%. Microsoft slipped as well. When the two largest software-adjacent megacaps decline together, the sector indices follow mechanically given their index weight. But the deeper driver was the market's persistent fear that AI
Oracle (NYSE:ORCL) plans to reduce its workforce by about 13%, or roughly 21,000 employees, in fiscal 2026 as part of a broad restructuring. The company reported its largest-ever quarterly results alongside an AI focused expansion and a contracted backlog that now exceeds its market value. Oracle is preparing to raise up to $50b in new capital to fund AI infrastructure, with more than half of its backlog estimated to be tied to OpenAI related commitments. Oracle enters this restructuring...
Companies positioned across clean power generation, fuel-cell technology, natural gas transition assets, and renewable infrastructure are drawing increased attention as their earnings outlooks improve.
Oracle's total workforce declined by about 13%, or 21,000 employees, in fiscal 2026, as the cloud computing giant continued restructuring its business, partly driven by the adoption of AI across its operations. The company had a total workforce of 141,000 as of May this year, compared with about 162,000 in May 2025, according to its annual report released on Monday.
Oracle just surpassed Microsoft in terms of the absolute size of its RPO, but real risks continue to haunt investors.
On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750 billion on this AI build out just this year,” she said, and most of that money is now coming from the bond market ... Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market
Oracle (NYSE:ORCL) just reported its biggest quarter ever. Q4 FY2026 revenue hit $19.18B, cloud infrastructure ran +93% YoY, and remaining performance obligations exploded to $638 billion. Yet shares sit at $184.29, down 4.87% YTD and 11.73% over the past year. The market is wrestling with what Oracle has become: a capital-intensive AI infrastructure provider. Can shares ... Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen
Alphabet (NASDAQ:GOOGL) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in the same theme, Amazon (NASDAQ:AMZN) stock is down 4% to around $234. Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) shares are also lower, though by smaller ... Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers
Stripe has promoted chief revenue officer Eileen O'Mara to vice chair — effectively making her the payment giant's top exec besides the founding Collison brothers.
Oracle Corporation (NYSE:ORCL) is one of the Best Data Center Stocks That Are Cheaper Than the S&P 500. Recently, on June 15, Mizuho reiterated an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $320. The rating comes after the company reported record quarterly revenue during its fiscal Q4 2026 earnings. During the […]
Intuit gains momentum in the $90B mid-market with AI-powered QuickBooks, financing tools and workforce solutions as adoption accelerates.
Here’s a way to collect an attractive upfront premium from Adobe now, which immediately lowers your effective entry price while lining up a chance to own this creative software giant at a price well below today's.
PENG tops ORCL in this AI infrastructure faceoff, backed by AI/HPC momentum, memory growth and lower capital intensity.
Oracle’s remaining performance obligations (RPOs) now exceed those of Alphabet and Microsoft and have also surpassed the company’s own market value.
Oracle’s earnings report shows spending on data centers and AI infrastructure isn’t slowing down.
Oracle Corp. stock fell after its June 10 earnings release, even as operating cash flow rose from negative free cash flow. It also projects 25% higher capex next fiscal year, and a $20 billion equity raise.
A record rush to raise cash is bankrolling the AI build-out. But the companies tapping the market aren't all in the same financial shape.
Oracle Corporation (NYSE:ORCL) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the episode, a caller inquired about the stock, and Cramer replied: It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t […]
Microsoft Corporation (NASDAQ:MSFT) is one of the best falling stocks to invest in, according to analysts. On June 17, Microsoft Corporation (NASDAQ:MSFT) stock edged lower amid reports it had abandoned plans to lease an Oracle Data center. The tech giant has reportedly withdrawn from a deal that might have been worth more than $3 billion […]
CPI FIM (BDL:ORCL) recently drew investor attention after a daily share move that left returns mixed, with the stock down 4.5% over one day but slightly higher over the past month. See our latest analysis for CPI FIM. Zooming out, CPI FIM’s recent 6.33% 7 day share price return contrasts with its weaker year to date share price return. The 3 year total shareholder return of 108.96% hints at longer term resilience. If CPI FIM’s moves have you thinking about what else is out there, this could...
Wall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...
DTE Energy (NYSE:DTE) is approaching its 52-week high after a strong first half of 2026, and the hyperscaler tailwind keeps building. With shares at $147.19 and a 52-week high of $153.72, our 24/7 Wall St. price target points to $155.41 by year-end 2026, implying roughly 10.76% upside on a 12-month view. The recommendation is buy ... Nearing 52-Week High, This is Where DTE Energy Will End The Year
Kelly Kinzer, the company's global head of construction and surety, told Bloomberg that securitisation products – which would channel data centre risk to a wider base of investors – do not yet exist in any meaningful form.