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Oracle Corporation ORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...

Oracle CorporationORCL is making one of the most aggressive infrastructure bets in enterprise technology, and its third-quarter fiscal 2026 results have sharpened the debate around whether this ...

Oracle has started informing its 162,000-strong workforce that thousands of jobs will be cut in a new round of layoffs, according to a report by CNBC. This move from the software giant comes as it ...

・オラクルの巨額AI投資とFCF赤字が深刻化し、信用格付け悪化の懸念が浮上。AIバブルの“初期亀裂”として市場全体の資金循環に影響する可能性が指摘されている。 ・設備投資の急増で負債と減価償却が膨張し、利益率は低下傾向。需要は強い一方、資本 ...

Oracle is undergoing a massive capital reallocation, funding an unprecedented AI and cloud infrastructure buildout with $39.2 billion in capex and $40 billion in new debt. The recent layoff of 30,000 ...