UNCOVERED: 3 - Caught on Camera

Oracle’s Q1 Results Prove the AI Trade Is Going Nowhere

Oracle posted a beat-and-raise quarter in Q1, but questions remain.

Barchart · Sep 15

Oracle layoffs: What severance will you get if laid off? A look at payouts based on your years at the company

Oracle layoffs 2026 : Oracle has begun another round of job cuts affecting numerous employees across its divisions. Affected workers discovered their positions were eliminated on September fourteenth, which mirrored previous layoffs. The company's standard severance plan caps payments at twenty-six weeks of base salary. Many employees with positive performance…

The Economic Times · Sep 15

Oracle layoffs: Long-serving employees along with strong performance ratings are also among those affected; India layoffs may follow

Oracle has reportedly begun a new wave of layoffs impacting staff throughout the United States. Those affected were shocked to find their jobs eliminated when they lost access to internal systems on September 14th. Cuts were noted in various departments, such as OCI security and NetSuite sales. Employees were surprised…

The Economic Times · Sep 14

Oracle's AI Boom Carries a Human Cost as Restructuring Plan Swells by Another $700 Million

Oracle has added about $700 million to its restructuring plan, lifting expected costs to roughly $2.8 billion as AI and cloud investment continues alongside efficiency measures.

International Business Times UK · Sep 14

3 Stocks to Bet Against If You Want to Invest Like Michael Burry

Michael Burry’s bearish positioning in these three names offers investors an opportunity to examine the risks behind some of the market’s closely watched AI stocks.

Barchart · Sep 13

Larry Ellison cancels plan to sell Oracle stock worth up to $7.5 billion

Larry Ellison has scrapped his strategy to unload up to fifty million shares of Oracle. No shares have been sold under this plan, and there are currently no further sales anticipated. Despite exceeding Wall Street forecasts in their recent quarterly results, Oracle's stock has dipped this year due to investor…

The Economic Times · Sep 13

MarketBeat Week in Review – 09/07 - 09/11

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.

MarketBeat · Sep 12

US stocks today: US stocks end higher as strong inflation data cements rate-hike bets

US stocks ended higher on Friday as accelerating consumer prices strengthened expectations of a Federal Reserve rate hike next week. The Dow, S&P 500 and Nasdaq all gained, while Dell surged to a record high. Oil prices fell but remained sharply higher for the week amid concerns over Middle East…

The Economic Times · Sep 11

Oracle’s AI Spending Is Still Huge, But the Payoff Is Starting to Show in Earnings

Oracle's fiscal Q1 revenue grew nearly 30% with a record $23 billion cash flow and surging backlog, as analysts cite an AI monetization inflection point supporting a Moderate Buy consensus.

MarketBeat · Sep 11

Oracle rises as AI-fueled backlog growth deflects spending worries

Oracle shares rose 3% in early trading after a $26 billion increase in its revenue backlog eased concerns over its debt-funded AI spending. Strong earnings and an improving balance sheet also supported the stock, though analysts warned that a meaningful recovery in Oracle's cash flow could still take years.

The Economic Times · Sep 11