Labor

2 stories

1. 
   September 11, 2026

   Oracle's sales soar. Its layoff budget grows too.

   Infrastructure sales more than doubled. That has not stopped Oracle from expanding its restructuring plan, largely devoted to severance.

2. 
   September 9, 2026

   The layoffs were never about AI. The AI was about the layoffs.

   Forty earnings calls, read by a model that flags every time 'efficiency' lands within ten words of 'headcount'.