On the Oracle Layoffs (and Recent Layoffs More Generally)
Something big is happening, but what is it?
Topic
Oracle
A collection of 13 issues
Of Musk’s Wonky Predictions and Ellison’s Unfortunately Named Yacht
Sometimes being right is beside the point
Oracle Takes a Tumble as Investors Get Jittery About AI Spending
The risks are real; the market is right to price them into calculations
Navigating Moats and Gaps
All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative
Fall is Upon Us, but Tech Markets Feel the Heat
Is it really so different this time?
Ethernet Strikes Again
A comforting constant in an ever-changing world
Earnings Calls Tout AI Growth, but Jobs Don’t Follow
For now, investors are winning; employees not so much