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Dickens: ORCL Next Hyperscaler, NVDA Moat Unstoppable, CRWV "Fantastic" Model

Steven Dickens offers a wide perspective on the AI trade and makes the case why it's still the market's "theme" moving forward. For Oracle (ORCL), he believes the software company is a "hyperscaler at scale" with bolstered strength coming from its latest capital deployment....

Schwab Network - 4/2/2026 3:00:06 PM More News for ORCL
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Fired via email? Some of the 30,000 workers cut by Oracle woke up to a morning message saying they were laid off.

The cloud-computing and database company began cutting jobs on Tuesday, with many workers being alerted over email....

Market Watch - 4/1/2026 6:12:00 PM More News for ORCL
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Related Digital nears $16 billion financing for Oracle data center, Bloomberg News reports

Data center developer Related Digital is closing in on $16 billion of financing for a giant ​Oracle data center following months of negotiations with ‌investors, Bloomberg News reported on Wednesday....

Reuters - 4/1/2026 2:23:52 PM More News for ORCL
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Oracle stock slips despite layoff reports: here's why

Shares of Oracle Corporation opened lower on April 1, 2026, even as investor sentiment remained supported by its expanding artificial intelligence (AI) strategy and planned cost-cutting measures. The stock was trading at $146.29, down 0.7%, in early market hours....

Invezz - 4/1/2026 11:40:51 AM More News for ORCL
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Oracle stock rises in premarket on plans to cut thousands of jobs

Oracle shares rose in premarket trading after reports that it is laying off thousands of workers. The software giant recently said it is raising $50 billion for its data center build-out....

CNBC - 4/1/2026 8:23:04 AM More News for ORCL
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Wall Street Breakfast Podcast: RH Feels Housing Chill

RH (RH) shares plunged 17% premarket after missing Q4 results and guiding below consensus for Q1 and FY26 revenues. Oracle (ORCL) surged 6% as it began laying off up to 18% of its workforce to support AI infrastructure investments, signaling an efficiency-driven shift....

Seeking Alpha - 4/1/2026 7:04:13 AM More News for ORCL
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US tech firm Oracle cuts thousands of jobs as it steps up AI spending

Company chaired by Trump ally Larry Ellison seeks to reassure investors that bet on AI infrastructure will pay off...

The Guardian - 4/1/2026 6:20:04 AM More News for ORCL
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Oracle layoffs: Stock price rises as sudden job cuts shock employees

Another round of layoffs has hit the tech industry, this time at SaaS giant Oracle Corporation (NYSE: ORCL)....

Fast Company - 4/1/2026 6:11:09 AM More News for ORCL
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Oracle lays off hundreds in Seattle, again

Oracle's stock rose 6% on Tuesday after news of the layoffs, but is down almost 25% down on the year....

seattletimes.com - 4/1/2026 1:35:02 AM More News for ORCL
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Oracle layoffs hit thousands, but stock jumps 6%: here's why

Oracle has reportedly begun laying off employees across parts of its global workforce. The layoffs come as a new phase in the company's restructuring as it pours money into artificial intelligence infrastructure and data-center expansion....

Invezz - 3/31/2026 11:55:35 PM More News for ORCL
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Oracle cuts 491 jobs in Washington state as it embraces AI-led engineering

Oracle's layoffs affect more than 230 software developers and an additional 48 software development employees in Washington and include workers in senior director and vice president roles....

GeekWire - 3/31/2026 10:40:03 PM More News for ORCL
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