Hilary Maxson used her first companywide meeting to frame the cuts as a matter of prioritizing resources, not squeezing workers

Oracle has started a new round of layoffs amid AI investment debt concerns.

Cloud revenue soared 62% in the quarter to $11.6 billion, topping the $11.51 billion consensus among analysts polled by StreetAccount. Revenue from cloud infrastructure more than doubled to $7.4 billion, beating the $7.09 billion consensus estimate.

Larry Ellison strategically borrows against his Oracle shares to cover expenses while avoiding paying taxes. Here’s how many shares he’s pledged over the years.

Oracle shares have fallen more than 14% in the last five trading sessions. Investors are weighing Oracle’s exposure to OpenAI, rising borrowing costs. Analysts have remained positive after Oracle’s latest results.

What comes next for this cloud infrastructure company?

Larry Ellison scrapped his plan to sell up to $7.5 billion in Oracle stock. The reversal is a signal to ORCL investors.

Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.

Oracle's stock is trading at about 23 times its trailing profits, which is right in line with the S&P 500 average. While it may look cheaper these days, it may still not offer investors enough margin of safety to offset the risks associated with its high debt load and exposure to OpenAI.

Oracle stock and CoreWeave has been hit by concerns about an AI slowdown. OpenAI could soothe those worries.

Oracle just posted record AI bookings and cloud growth that should have sent shares soaring, yet the stock sits near a 52-week low. Something is broken in how the market is pricing this company, and the gap between its earnings power and its share price tells a very different story.