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Oracle shares rose about 6% earlier this week following reports of buzz surrounding OpenAI-related funding activity, with investors linking the move to Oracle's expanding role in AI infrastructure and cloud computing. The rally added Oracle to the list of companies whose stock performance is increasingly tied to the broader AI buildout theme. Separately, reports emerged detailing new job cuts at Oracle, raising questions about how the company is balancing its aggressive AI infrastructure investment with internal cost management. The layoffs add a new dimension to the Oracle AI buildout narrative, as investors weigh the company's growth ambitions in cloud and AI against signs of restructuring within its workforce.