Oraclyst (ORCL) news

Overnight US Stock Market | Federal Reserve Raises Interest Rates by 25 Basis Points as Expected, All Three Major Indexes Close Lower, SpaceX (SPCX.US) Rises Over 5%

At market close, the Dow Jones Industrial Average fell by 630.56 points, or 1.21%, to 51,462.55 points; the S&P 500 Index dropped 33.51 points, or 0.44%, to 7,552.22 points; and the Nasdaq Composite Index declined 3.15 points, or 0.01%, to 25,978.42 points.

US House to Vote on New Electricity Regulation for Data Centers on Wednesday: Centers Must Bear Incremental Power Costs, Aimed at Preventing Tech Giants From Passing on Electricity Expenses

The U.S. House of Representatives is expected to vote as early as Wednesday on bipartisan legislation aimed at curbing electricity price increases related to the expansion of data centers supporting artificial intelligence.

JPMorgan: "Open source disruption" and "AI safety" are not issues, there is still room for capital expenditure in the next two years, semiconductor equipment will become the "new bottleneck"

JPMorgan believes that open-source models are not a threat, regulatory disruptions are only short-term, and cloud vendors’ leverage remains low—the fundamentals of computing power investment have not changed. It forecasts that the capital expenditure of the seven major tech giants will soar from $443 billion in 2025 to $1.577 trillion in 2027, with semiconductor equipment becoming the core bottleneck of the supply chain and a new round of price increases expected in wafer foundry and advanced packaging.

Overnight US Stocks | Three Major Indexes Fall for Second Consecutive Day, 10-Year Treasury Yield Rises to Highest Level Since 2007, WTI Crude Oil Surges 4%

At the close, the Dow Jones fell 328.09 points, down 0.63%, to 52,093.10 points; the S&P 500 Index fell 34.25 points, down 0.45%, to 7,585.73 points; the Nasdaq fell 204.84 points, down 0.78%, to 25,981.57 points.

Oracle releases Java 27 with enhanced post-quantum cryptography support

Oracle to Provide Solutions to Standardize Quorum Health's Technology Platforms

Oracle invests in more than 1.7 GW of carbon-free wind power projects in Texas

Oracle states that the project will supply power to the ERCOT grid

Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Tuesday; iQIYI, CrowdStrike to Open Lower

Oracle will continue to advance its data center project in New Mexico.

Oracle's AI ledger makes two simultaneous subtractions: 13% layoffs implemented, founder cancels over $7.5 billion stock selling plan

Oracle has initiated a new round of layoffs, with some teams experiencing double-digit percentage cuts. The total number of employees for fiscal year 2026 is expected to decrease by about 21,000 compared to the previous year, a reduction of approximately 13%. The company is reducing labor costs to finance expansion of AI infrastructure. The news triggered a sharp drop in the stock price of more than 5%, with a cumulative decline of about 25% since the beginning of the year. Wall Street remains cautious about its investment returns; Morgan Stanley maintains a "neutral" rating, pointing out that profit margin conversion is key to valuation reassessment.

Sector Update: Tech Stocks Fall Late Afternoon

Sector Update: Tech Stocks Fall Monday Afternoon

Top Midday Stories: No OpenAI IPO in 2026, Altman Reportedly Says; Nvidia, Palantir Said to Restrict AI Usage Over Customer Data Fears

Dow Jones Top Company Headlines at 11 AM ET: Microsoft Sets Limits for AI Models as Altman Details Control Risks | Dell's ...

US Stocks Movement | Oracle (ORCL.US) falls over 5% amid another wave of layoffs during massive AI investment

On Monday, Oracle (ORCL.US) fell by over 5%, closing at $142.44.

US Stock Alert | Oracle (ORCL.US) drops over 5% as another wave of layoffs hits amid massive AI investment

All three major US stock indexes open lower, with the Nasdaq down 1.2%

Market Chatter: Oracle Starts New Batch of Workforce Cut

Oracle launches new round of layoffs, with some teams facing double-digit cuts

Oracle lays off part of its team with double-digit percentage cuts

Oracle begins a new round of layoffs

--Oracle Kicks Off New Round of Layoffs, Business Insider Reports

Sector Update: Tech Stocks Fall Premarket Monday

Dow Jones Top Company Headlines at 9 AM ET: Chip Stocks Tumble After AI Leaders Call for Slowdown in Development | Sam ...

Social Buzz: Wallstreetbets Stocks Fall Pre-Bell Monday; Nebius Group, AMD to Open Lower

Oracle's Larry Ellison Cancels Stock Sale Plan

Morgan Stanley maintains "Neutral" rating on Oracle (ORCL.US): OCI performance meets expectations, but structural pressure on gross margin remains a valuation constraint

Morgan Stanley analyst Sanjit Singh has maintained a "neutral" rating on Oracle and set a target price of $210 in his latest report.

Larry Ellison Cancels Plan to Sell Oracle Stock

AI infrastructure is too costly! Oracle adds $700 million to restructuring budget for layoff compensation