Oracle
Mentioned in 131 analyzed podcast episodes across 10 shows
A major enterprise software company heavily investing in AI infrastructure through partnerships with OpenAI, including data center buildout and the Stargate project in Texas and UAE. Recently faced stock volatility amid concerns about its OpenAI relationship, accounting practices around AI infrastructure depreciation, and competitive pressures from NVIDIA deals. Also notable for historical acquisitions including Sun Microsystems and a significant departure from California citing tax burdens.
Mentioned On
Episode Mentions
Becker Private Equity & Business Podcast · Apr 16, 2026
The Markets Are Bouncing Back, Hoorah, Hoorah! 4-16-26
“Stock rebounded from approximately 20% down year-to-date”
Mundo in the Morning - KCMO Talk Radio 95.7FM & 710 AM · Apr 16, 2026
Charline Gasparino, Fox Business, On Markets | 4-16-26
“Transitioning to AI systems, laying off workers, and innovating rapidly; stock performing better than negative headlines suggest”
Mad Money w/ Jim Cramer · Apr 10, 2026
Mad Money w/ Jim Cramer 4/10/26
“Off 52-week highs; heavy data center investment questioned; earnings not until June; valuation concerns”
All-In with Chamath, Jason, Sacks & Friedberg · Apr 10, 2026
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
“Legacy enterprise software company potentially disrupted by AI capabilities”
Mad Money w/ Jim Cramer · Apr 9, 2026
Mad Money w/ Jim Cramer 4/9/26
“Enterprise software company down 3.7% as market rotates from software to hardware/AI infrastructure”
Authority Hacker Podcast – AI & Automation for Small biz & Marketers · Apr 8, 2026
Claude Mythos Changes Everything
“Early access recipient of Mythos for database and enterprise software security hardening”
The Dave Gerhardt Show (from Exit Five) · Apr 3, 2026
How to Make Outbound Work and Build Pipeline in 2026 (with Jen Allen-Knuth, Founder of DemandJen)
“Enterprise company using Converter for lead data management and validation”
CNBC's "Fast Money" · Apr 2, 2026
Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26
“Targeted by Iranian military claims of data center attacks in Dubai; part of broader software sector weakness narrative”
No Agenda Show · Apr 2, 2026
1856 - "CIS Lunar"
“Conducting mass layoffs of thousands of employees globally, particularly in India, to fund AI infrastructure expansion”
Daily Tech News Show · Apr 2, 2026
Humans Head Back to the Moon - DTNS 5239
“Began laying off approximately 10,000 people as part of restructure affecting 30,000 worldwide”
PBD Podcast · Apr 2, 2026
Trump's Iran Speech PANICS The Market | PBD #768
“Laying off 20,000-30,000 employees due to AI automation; average salary $139-400K; stock market reacted positively to cuts”
Mundo in the Morning - KCMO Talk Radio 95.7FM & 710 AM · Apr 2, 2026
The Six at Six, Top Six Stories For April 2nd | 4-2-26
“Announced tens of thousands of layoffs globally with 500+ employees affected at Kansas City campus between May 26-June 1”
America First with Nicholas J. Fuentes Repost · Apr 2, 2026
IRAN WAR DAY 33: Trump Announces NOTHING, GROUND OPS IMMINENT | America First Ep. 1667
“CEO Larry Ellison laid off 30,000 employees amid economic uncertainty from energy crisis”
A Product Market Fit Show | Startup Podcast for Founders · Apr 2, 2026
How this AI founder is on track to hit $50M ARR just 2 years after launch. | Tarek Alaruri, Co-Founder of Stuut
“Legacy ERP system mentioned as monolithic platform Stuut navigates for enterprise customers”
CNBC's "Fast Money" · Apr 1, 2026
Markets Rally Ahead of Trump’s Iran Address… And Fading The Bounce 4/1/26
“Prominent software name unable to catch market bounce, made all-time high in fall 2024, now underperforming”
Motley Fool Money · Apr 1, 2026
Oracle Lays Off 30,000 and Nike Falls Flat Once Again
“Announced 30,000 layoffs (18% of workforce) to free $8-10 billion annual cash flow; betting $50 billion CAPEX on AI infrastructure with $300 billion OpenAI partnership”
PBD Podcast · Apr 1, 2026
Trump To Address Nation + Dave Smith Debate | PBD #767
“Reportedly planning 12-18% workforce reduction affecting 20,000-30,000 employees amid broader tech industry layoffs”
Breaking Points with Krystal and Saagar · Apr 1, 2026
4/1/26: Iran Bombs Bahrain Amazon, US Allies Warn Of Disaster, Robert Pape On Iran Gaining Power, Mass Layoffs
“Announced 30,000 job cuts via 6am email; listed as IRGC target; major Gulf State client base threatened by conflict”
Macroaggressions · Apr 1, 2026
#634: Monitoring the Situation
“CIA-connected tech company founded by Larry Ellison; left California despite government ties due to unsustainable conditions”
Elon Musk Podcast · Apr 1, 2026
Oracle Fired 30,000 to Build AI
“Eliminated 30,000 employees to fund Stargate AI infrastructure project; carrying $100B debt and negative $13B free cash flow”
CNBC's "Fast Money" · Mar 31, 2026
Stocks Rally On Optimism For End Of Iran War… And Apple’s Mag-7 Outperformance 3/31/26
“Mentioned as planning another massive round of layoffs as part of broader tech sector restructuring”
Bannon`s War Room · Mar 31, 2026
Episode 5261: The Mutiny In NATO
“Named in Iranian cyber threat targeting U.S. technology sector”
TBPN · Mar 31, 2026
Is Meta Really Addictive?, Jetsons Prediction, Artemis II: Back to the Moon | Diet TBPN
“Collaborating with Nvidia and DOE to build massive AI supercomputer infrastructure”
Macroaggressions · Mar 18, 2026
#630: Media Drove the Getaway Car Again
“CIA front company founded by Larry Ellison; provides data infrastructure for intelligence operations”
Better Offline · Mar 18, 2026
Prediction Markets with Rebecca Ungarino and Nick Devor
“Example of stock manipulation via semantic agreements; $300B deal with OpenAI unconfirmed; negative cash flow but stock rallying”
3 Takeaways™ · Mar 17, 2026
The Quiet War: How Countries Fight Without Firing a Shot (#293)
“Cloud service provider controlling significant share of 75%+ global cloud infrastructure alongside Amazon, Google, Microsoft”
The AI Daily Brief: Artificial Intelligence News and Analysis · Mar 13, 2026
Pro-Worker AI
“Unconfirmed rumors of massive AI-related job cuts circulating in industry”
Latent Space: The AI Engineer Podcast · Mar 12, 2026
Retrieval After RAG: Hybrid Search, Agents, and Database Design — Simon Hørup Eskildsen of Turbopuffer
“Example of database company with universal enterprise adoption”
TBPN · Mar 12, 2026
Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey
“Highlighted for strong quarterly results showing enterprise software AI adoption potential”
TBPN · Mar 12, 2026
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
“Delivered blowout earnings with 84% infrastructure growth, beating estimates on AI infrastructure bets”
NPR News Now · Mar 12, 2026
NPR News: 03-11-2026 8PM EDT
“Software company reported earnings that beat Wall Street expectations, reassuring investors about AI sector valuations”
NPR News Now · Mar 11, 2026
NPR News: 03-11-2026 7PM EDT
“Software company reported earnings that beat Wall Street expectations, reassuring investors about AI bubble concerns”
NPR News Now · Mar 11, 2026
NPR News: 03-11-2026 6PM EDT
“Software company reported earnings that beat Wall Street expectations, reassuring investors about AI bubble concerns”
TBPN · Mar 11, 2026
Oracle Rips, Ellison's Tech-First Vision, Fertilizer Crisis | Apoorv Agrawal, Owen Jennings, Amjad Masad, Shardul Shah, Mike Blue, Brian Taylor, Ivan Soto-Wright
“Reported blowout earnings with 84% infrastructure growth driven by AI partnerships with OpenAI and Meta”
The AI Daily Brief: Artificial Intelligence News and Analysis · Mar 11, 2026
Why Google Workspace CLI is a Big Deal
“Reported strong earnings with 84% growth in AI server rental revenue”
Letters from an American · Mar 10, 2026
Iran War Affects Oil Prices and the Stock Market, Putting Pressure on Trump
“Investing in large-scale AI facilities across Middle East; now questioning security of investments due to regional conflict”
Money Rehab with Nicole Lapin · Mar 9, 2026
Are We in an AI Bubble? Here's the Honest Answer
“Recently borrowed $18 billion to fund AI infrastructure as massive bet on future returns”
Behind the Bastards · Mar 7, 2026
It Could Happen Here Weekly 222
“Provides massive capital backing to David Ellison's acquisition of Paramount”
TBPN · Mar 7, 2026
OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
“Reportedly planning 20-30,000 job cuts to fund AI data center expansion investments”
TBPN · Mar 6, 2026
GPT-5.4 Reviews, Oil Spikes, Anthropic's TGIF | Doug DeMuro, Vincenzo Landino, Max Hodak
“Reportedly planning 20-30,000 job cuts to fund AI data center expansion”
Galaxy Brain · Mar 6, 2026
Did Netflix Ruin Movies?
“Larry Ellison's company; his wealth partially funded Paramount-Skydance's Warner Bros. bid”
The AI Daily Brief: Artificial Intelligence News and Analysis · Mar 6, 2026
AI Is Officially Political
“Signatory to Big Tech Pledge on data center energy infrastructure alongside other hyperscalers”
The Daily · Mar 4, 2026
A New Media Empire
“Larry Ellison's company that provides the financial backing for the media acquisitions”
Better Offline · Mar 4, 2026
Hater Season: Corey Quinn
“Cloud pretender spending minimal CapEx despite cloud marketing; criticized for unrealistic revenue projections and Larry Ellison's speculative keynotes”
Pod Save America · Mar 3, 2026
1129: Why Democrats Must Oppose Trump's Iran War
“Majority owner of TikTok U.S. operations alongside conservative-backed Silver Lake Capital and Abu Dhabi's MGX investment group”
CNBC's "Fast Money" · Mar 2, 2026
Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26
“Five-year CDS hit 2008 crisis levels amid investor concerns over AI infrastructure capex costs and demand sustainability”
Acquired · Mar 2, 2026
Formula 1
“Title sponsor of Red Bull Racing for reportedly $100M annually, citing Drive to Survive as reason for investment”
America At Night with McGraw Milhaven · Feb 28, 2026
Charlotte & Peter Fiel on Watch Collecting, Matt Wolfe on Hollywood Shakeups, Theo Lewis Clark on Movie Trivia
“Database software giant owned by Paramount post-merger; part of consolidated tech/media portfolio”
PBS News Hour - Full Show · Feb 28, 2026
February 27, 2026 - PBS News Hour full episode
“Larry Ellison's company controls 15% of TikTok; Ellison family acquiring Warner Bros. through Paramount deal.”
PBD Podcast · Feb 27, 2026
Clinton's Epstein Depositions + Paramount WINS WarnerBros Deal | PBD #748
“Larry Ellison's company; mentioned as part of Paramount acquisition assets and portfolio”