Oracle

On 10 September, Oracle reported $28.5bn of capital spending for its first fiscal quarter and maintained full-year guidance of $90bn to $95bn. It said it had delivered 850 megawatts of new capacity, tying its investment programme to physical data-centre build-out.

Customer prepayments reduced Oracle's cash outlay for the quarter to $18bn. The programme therefore depends partly on customers bearing costs before the capacity is delivered, while permit pauses in Texas, New York and Loudoun County constrain the places where Oracle can add infrastructure.

On 22 June, Oracle told US regulators that AI adoption helped drive a reduction in headcount from 162,000 to 141,000. Its severance costs rose to $1.84bn, and the filing marked the first written statement from Oracle linking AI to the workforce reduction.

On 26 July, Oracle's credit default swap spread reached the level seen during the 2008 financial crisis, according to Apollo Global Management chief economist Torsten Slok. The event connected market concern to the cost of Oracle's infrastructure programme, rather than treating the job cuts as a standalone restructuring.

On 15 July, CISA set Oracle E-Business Suite users a three-day Deadline to patch CVE-2026-46817, a privilege-management flaw. The Deadline reflected the importance of the software in finance and human-resources systems, not evidence that an attacker had exploited that specific flaw.

On 1 June, CISA also added a WebLogic Server vulnerability to its urgent-action list after attackers used the flaw to install Cobalt Strike and Sodinokibi ransomware from at least mid-May. Oracle had patched that vulnerability in January 2024, but affected deployments remained exposed.