Oracle company headlines, earnings, strategy, leadership, and market-moving business updates.
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Mizuho maintained an Outperform rating and a $320 price target for Oracle following the company’s fourth-quarter update, even as analysts and investors focused on whether rising spending could pressure margins. The brokerage pointed to fast growth in Oracle’s cloud infrastructure business as an offset.
THE APEX TIMES
THE APEX TIMES
Oracle disclosed 2026 headcount of 141,000, down 21,000 from a year earlier, alongside a push to expand artificial intelligence spending, according to an investor-focused report published Tuesday.
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The company said its employee base fell about 13% to roughly 141,000, with reductions tied in part to how artificial intelligence is changing work and staffing needs.
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A report says the software and cloud company has cut headcount by about 21,000 over the past year, pointing to operational changes tied to artificial intelligence.
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A Yahoo Finance roundup on Tuesday highlighted two competing threads for investors: the U.S. Energy Department’s proposed $17.5 billion in loans tied to nuclear reactors, and Oracle’s reported 13% workforce reduction in fiscal 2026.
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A recent market commentary pointed to weakness in Oracle’s stock, attributing the pullback to broader valuation pressure on software companies, while highlighting Oracle’s reported artificial intelligence demand backlog.
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A sharp pullback over the last nine months has put Oracle’s near-term outlook under scrutiny, with investors focusing on the company’s financial footing and uncertainty tied to what the stock commentary describes as its largest AI customer.
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A report citing internal or company-linked information says Oracle eliminated about 21,000 positions over roughly the last 12 months, equivalent to nearly 13% of its workforce, as companies across the technology sector restructure around artificial intelligence.
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In a widely reported workforce reduction, Oracle said it is eliminating roles it expects to be replaced with artificial intelligence, and it recorded a sizable restructuring charge.
