Oracle

• Oracle released a new customer security advisory on April 30, 2026, preempting threats to AI models. • The advisory highlights a cybersecurity harbinger, urging updated security postures for AI deployments. • It signals proactive measures against novel vulnerabilities targeting generative AI systems.

Company chaired by Trump ally Larry Ellison seeks to reassure investors that bet on AI infrastructure will pay offOracle is cutting thousands of jobs as the US technology company seeks to reassure investors that its bet on AI infrastructure will pay off.The $420bn firm, headquartered in Austin, Texas, started letting employees go on Tuesday, with thousands of Oracle’s 160,000-strong workforce expected to leave. Continue reading...

• Oracle reported earnings that exceeded expectations, lifting its stock price, while Adobe continues to face investor skepticism over its AI strategy and competitive positioning amid broader tech sector repricing. • Morningstar downgraded Adobe's economic moat rating alongside Salesforce and ServiceNow, citing concerns that AI disruption could erode traditional software competitive advantages and justify lower valuation multiples. • The broader earnings season reveals a disconnect between traditional valuation metrics and AI disruption risks, prompting investors to reassess which software companies can sustain pricing power and market share in an AI-transformed landscape.

Negotiations between OpenAI and Oracle for expanding a massive datacenter in Abilene, Texas, as part of the $500 billion Stargate project, have stalled due to disagreements on financing and capacity delivery speed. The project aims to secure US AI leadership but faces headwinds in the global compute arms race with over $700 billion in datacenter lease volume, up 340%. Resolution could accelerate American AI infrastructure dominance amid bubble concerns.