Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of ...
Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. The company's capital ...
Oracle (NYSE:ORCL | ORCL Price Prediction) has been one of the most punished mega-cap AI stories of 2026, sliding from a $303 ...
Oracle cut about 21,000 jobs in fiscal 2026 as it restructures around AI and cloud infrastructure, raising questions for ...
Oracle carried out layoffs in March. A new filing shows how much smaller the workforce is compared to this time last year.
The scale of the cuts was revealed in a regulatory filing Monday, showing Oracle’s workforce shrank from 162,000 full-time ...
"The adoption and deployment of AI technologies across our operations have resulted, and may continue to result, in ...
Oracle is undervalued at $150, with a fair value estimate between $173 and $180 per share on a 12-month view. Despite negative free cash flow and $162B in debt, ORCL's $553B RPO and accelerating ...
The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic ...