Oracle is building yesterday’s data centers with tomorrow’s debt

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Is Oracle Stock The New King Of Cloud Growth?

While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...

Oracle plans to lay off thousands of employees due to AI data center buildout expenses: report

Oracle plans thousands of layoffs as it ramps AI data center spending and targets $45–$50B for cloud capacity.

Oracle Q3 Earnings On Deck; Inflation, Jobs Data Also In Focus

Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to ...

Larry Ellison’s Oracle slashing thousands of jobs due to AI cash crunch: report

Enterprise software company Oracle is planning thousands of job cuts as it faces a cash crunch from a massive AI data center expansion effort, Bloomberg News reported Thursday. Long a smaller ...
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Oracle Targets Job Cuts In The Thousands: Report

Oracle last reported an employee count of about 162,000 in May 2025. About 31 percent of those employees were in research and ...
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Warren Buffett’s Strategic Maneuvers in Berkshire Hathaway’s Latest Quarter How the Oracle of Omaha is Preparing for Market Turbulence and a Pote

In his latest 13F filing, Warren Buffett has revealed his investment adjustments, including trimming stakes in Apple and Bank of America, exiting positions in T-Mobile and Charter Communications, and ...