The growing use of AI contributed to Oracle laying off 21,000 workers in a year, according to a Securities and Exchange Commission filing on Monday.

Oracle just surpassed Microsoft in terms of the absolute size of its RPO, but real risks continue to haunt investors.

Oracle (NYSE:ORCL | ORCL Price Prediction) just reported its biggest quarter ever. Q4 FY2026 revenue hit $19.18B, cloud infrastructure ran +93% YoY, and remaining performance obligations exploded to $638 billion.

The tech giant's earnings were impressive, but Wall Street is still nervous.

The software giant beat Wall Street’s estimates on revenue, but investors appear to be concerned about its plans to raise $40 billion. Oracle Corporation reported increased revenue of 21% year-over-year (YOY) for its fiscal fourth quarter,

Oracle (NYSE:ORCL | ORCL Price Prediction) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638 billion AI backlog that locks in years of forward revenue.

A record rush to raise cash is bankrolling the AI build-out. But the companies tapping the market aren't all in the same financial shape.