Wall Street Is Wrong About Oracle -- This $553 Billion Backlog Tells a Different Story for 2026

Wall Street is telling investors that Oracle's future is bleak, but it may not be as troubled as some investors fear.

Oracle’s Massive 30,000 Layoff As AI Spending Surges

Oracle laid off 30,000 works by email at 6 AM. The same quarter, it posted record revenue and a $553 billion backlog.

Oracle’s new CFO comes from the power industry. That tells you everything.

In 2026, capital intensity is the name of the game at Oracle.