Oracle has transitioned from a software licensing business to a high-margin, subscription-based database and database management software company, to now a major player in cloud computing, with OCI ...

Oracle stock hit an all-time high last September after announcing a detailed roadmap for exponential artificial intelligence ...

The case of Oracle (ORCL) has been a curious one. After making itself suddenly relevant in the AI race by becoming part of the $500 billion “Stargate Project,” and after inking a blockbuster $300 ...

Sell Braze (BRZE): high operating losses, heavy stock-based comp & dilution, and moderate GenAI disruption risk.

Michael Burry is questioning the AI spending spree by the tech giants. Should investors be trimming their positions on these popular names now?

Oracle's capex is projected to reach $408.4B by 2029F, funded largely by debt, leading to near-term negative FCF margins and elevated leverage. Gross and FCF margins are expected to remain below ...

Oracle faces massive job cuts, potentially 20,000-30,000, to fund its costly $300 billion OpenAI partnership. The tech giant has already spent $58 billion on data centers and is struggling with rising ...

Oracle, a US-based multinational, is mulling over laying off around 20,000 to 30,000 employees, which is approximately 10% of its workforce, CIO reported, citing investment bank TD Cowen. The plans of ...

Oracle Layoffs: Tech major Oracle is planning to slash up to 30,000 jobs to fund AI data centres, a new report has said. According to a report by CIO citing research published this week by investment ...

Oracle is considering cutting 20,000 to 30,000 jobs and selling some of its activities as US banks pull back from financing the company’s AI data-center expansion, according to investment bank TD ...

TikTok is now majority-owned by a group of U.S.-backed investors, including Oracle, Silver Lake, and MGX. The app's former owner, Chinese company ByteDance, retains a ...