Based on the analysis by TD Cowen, Oracle Corporation is currently under substantial financial strain. This is primarily due to the challenges it faces in securing financing for the expansion of its artificial intelligence data centers. In response to these difficulties, the company is contemplating large-scale layoffs, with estimates suggesting that between 20,000 and 30,000 employees could be affected. Additionally, Oracle is considering the sale of certain business units, including the healthcare software division Cerner, which it acquired in 2022. This strategic move is anticipated to free up $8 billion to $10 billion in cash flow. Several U.S. banks have halted their lending to Oracle's data center projects, showing a lack of confidence. In contrast, Asian banks have maintained a relatively optimistic stance. By the market's close on January 30, Oracle's stock price had declined by 2.62%, leaving the company with a market capitalization of roughly $472.9 billion.
