https://www.linkedin.com/feed/?lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3BCUb6w1OwSl2q07JA1aRFsw%3D%3D
3 replies (most recent on top)
Oracle is managing a high-stakes, debt-driven AI expansion that leaves little room for error and leaves its credit rating one notch above junk status. While default is unlikely, breaching leverage limits or experiencing issues with key customer OpenAI could trigger a downgrade, increasing borrowing costs and disrupting bond markets.
that's not how you share links to linkedin posts
Another Oracle layoff round is reportedly coming.....
According to a new report from Business Insider, Oracle is preparing another round of job cuts this month.
The article says the cuts in AUGUST 2026 are intended to reduce payroll as Oracle continues spending heavily on AI infrastructure.
Simply describe a small restructuring; it says some teams could see staffing reductions in the double-digit percentages.
Quick Notes:
Oracle spent $55.7 billion on infrastructure during FY2026
That spending exceeded its cash inflow by approximately $23.7 billion
Oracle raised approximately $43 billion in debt
It also raised $5 billion through stock
Oracle plans to raise another $40 billion this year
Revenue grew 17%
Cloud infrastructure revenue increased 77%
Yet Oracle's stock was reported to be down approximately 26% amid investor concerns around capital expenditures and the broader AI transition.