There’s limited evidence that Oracle is replacing workers with AI en masse—but the company is planning thousands of job cuts while investing tens of billions of dollars in data centers.

Ader reiterated an Overweight rating on Oracle shares with a price target of $300. Some analysts adjusted their outlooks ...

The expanded fund, disclosed in a filing with the US Securities and Exchange Commission following Oracle's quarterly earnings report, has heightened concerns that the company's restructuring ...

The race to build an AI ecosystem has propelled massive investments and brought the most unlikely players to the table. Oracle, the legacy enterprise software company launched in 1977 by co-founder ...

CNBC's Seema Mody joins 'Closing Bell Overtime' with Oracle quarterly results.

Ten years ago, Oracle (NYSE: ORCL) and Salesforce (NYSE: CRM) were both navigating a pivotal shift: legacy software companies racing to reinvent themselves as cloud businesses. Both made it, but the ...

Shares of Oracle and chipmakers rose on Wednesday after a strong earnings report signaled AI demand remains healthy, but ...

Today, March 11, 2026, investors are weighing blockbuster cloud and AI growth against massive data center spending and cash flow pressure.

Oracle is actively promoting its AI data center progress and job creation efforts amidst significant investor concerns. The company's massive $300 billion OpenAI cloud contract, signed in September ...

Oracle posted earnings that topped Wall Street estimates and lifted its outlook, as strong AI demand drove its sales and ...

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments. But my prediction that Oracle would remain a ...

The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors.