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Investing.com -- Oracle Corp (NYSE:ORCL) has begun a new round of job cuts, according to three affected employees and an email obtained by Business Insider
Anthropic (ANTH.PVT) CEO Dario Amodei and OpenAI (OPAI.PVT) CEO Sam Altman are in agreement that the AI industry needs to pace its development. Yahoo Finance's Jake Conley and Pras Subramanian are joined by Business Insider Today executive editor Dan DeFrancesco to discuss the two business leaders' latest statements and what these sentiments may ultimately mean for the AI frontier.
Dell and HPE surge as Oracle reveals what AI demand really looks like
The total cost of Oracle's restructuring plan now stands at roughly $2.8 billion, up from a prior estimate of $2.1 billion
Oracle co-founder and Chief Technology Officer Larry Ellison cancels a plan to sell 50 million shares of company stock.
News of the day for Sept. 14, 2026
Oracle's strong Q1 results and AI-driven cloud growth could boost its ETF appeal. Explore Oracle-heavy ETFs for potential gains and risks.
Ellison canceled the 10b5-1 trading plan one day after a regulatory filing disclosed it, with no explanation given
One is the fastest-growing connectivity play in AI infrastructure. The other has Nvidia's backing and a decade of hyperscaler relationships. Which belongs in your portfolio?
Hewlett Packard Enterprise (NYSE:HPE) grew its share price by 19.4 percent week-on-week amid the growth opportunities from continued investment outpour in the artificial intelligence sector, which pushed investors to increase their exposure to its stock. Investor optimism was supported by Oracle Corp.’s indication in an earnings call last week that it will continue to pour […]
↘️ Nvidia (NVDA), Intel (INTC), Marvell Technology (MRVL): Chip stocks slid premarket after leaders of the biggest AI companies called to slow development of the technology, raising questions over chip demand.
Medical Systems, American Well and Butterfly Network have been highlighted in this Industry Outlook article.
Anthropic’s rapid revenue growth and reported margins come under scrutiny as its IPO plans take shape.
HP, Dell Technologies, and Valero Energy shares surged to annual highs last week amid industry-specific catalysts and growing Wall Street optimism.
Oracle faces mounting concerns over AI spending, financing needs and customer concentration even as retail traders latch onto Ellison’s bullish signal.
Rising oil prices amid the ongoing conflict with Iran have pressured long-term bond yields and also impacted stock markets ahead of the Fed’s September policy meeting.
The firm sees a steep bill ahead, and still thinks the stock is worth buying.
Apple’s foldable iPhone launch, Nvidia’s potential Anthropic investment, Oracle’s expanding AI backlog, Nokia’s industrial AI platform and SpaceX’s computing plans stoked retail interest last week.
Oracle shares have crashed on concerns over its AI infrastructure spending.
Oracle had previously disclosed that Ellison planned to sell 50 million shares worth around $7.5 billion.
Hewlett Packard Enterprise (NYSE:HPE) Chief Strategy Officer Shannon Cross said the company is seeing strong demand across networking, storage and traditional servers, while supply availability and order conversion remain key priorities as it targets growth in fiscal 2027. Speaking at the Goldman S
Barclays raises Oracle stock price target to $252, keeping an Overweight rating, after strong fiscal Q1 growth and improved funding.
Larry Ellison had a $7.5 billion Oracle stock sale locked and loaded, then quietly walked away without explanation. What he did instead says everything about where he thinks the company is headed.
The cloud giant added more than 300,000 GPUs in one quarter, and its fleet still ran nearly full. Even 4-year-old chips got a price bump.
Here’s what could happen to ORCL shares next.
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