Oracle stock plummeted by 25% in the first half of 2026, and this dire AI warning might be why

Some of Oracle's biggest data center customers might be unable to meet their obligations.
Harvard Business Review

Why the Next Wave of Enterprise Strategy is Industry Clouds

Key to this shift is the emergence of artificial intelligence (AI)-enabled industry clouds, also called industry suites, that ...
Barchart on MSN

A $2.2 billion reason to buy Oracle stock here

Shares of software giant Oracle Corporation (ORCL) have faced a brutal selloff lately, even though the company’s fundamentals ...
Kalkine Media

Oracle (NYSE:ORCL) Faces The AI Cloud Cost Test

Oracle’s cloud growth and workforce reset highlight the cost challenge behind AI data center expansion and enterprise ...

Microsoft lays off nearly 5,000 employees across Xbox, commercial sales

Microsoft cut around 4,800 roles, or 2.1% of its global workforce, on Monday — the latest in a series of layoffs that’s ...

Alex Karp, frontier models and the real fight for Enterprise AI

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...

Is The Market Ignoring The True Scale Of Oracle’s AI Expansion?

In this photo illustration, a smartphone displays the logo of Oracle Corporation (NYSE: ORCL), an American technology company ...