Oracle's $523B backlog and zero free cash flow create a rare tension between contracted revenue visibility and actual owner economics.

Oracle plans to cut thousands of jobs which will free up cash flow as the company aggressively invests in its AI data center ...

Oracle has ratcheted up its capital expenditures as it builds data center infrastructure that can handle AI workloads.

Oracle’s stock sinks 57% as the company cuts 30,000 jobs to fund a $10 billion AI push, raising concerns about cash flow, ...

Oracle has reportedly started a massive round of job cuts. Beginning on Tuesday, March 31, the company is set to lay off ...

Oracle’s stock has been weighed down by fears of overspending on AI, but Bernstein believes the company’s big bet is on track ...

Data center investor Related Digital is reportedly close to finalizing $16 billion in financing for an Oracle data center.

Financial analysts at Barclays point out that the layoffs at Oracle will help offset the massive debt that the company is ...

Billionaire Larry Ellison's Oracle sent layoff emails to employees worldwide at 6 a.m. Tuesday, with some analysts estimating ...

Oracle cut 30,000 jobs this morning.

Oracle stock down sharply as AI spending raises investor concerns. Bernstein says AI push will drive strong long-term cash flow growth. Analysts see valuation reset creating an attractive entry point.

Oracle has laid off between 20,000 and 30,000 employees globally, representing roughly 18% of its workforce, primarily to ...