Amazon (company) & Oracle Corporation
95 shared events · Importance 13 · Last updated Aug 25, 2026
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Regulatory
Amazon (company): Amazon Web Services is designated as a critical third party, subject to UK financial regulatory oversight.
Oracle Corporation: Designated as a critical third party; Oracle Corporation UK Ltd is subject to oversight. Oracle expressed support for enhancing operational resilience of the UK financial sector.
Apr 20, 2026 · 27 articles
Business
Amazon (company): Amazon (company), through its cloud division AWS, is exposed to AI revenue from OpenAI and Anthropic. The warning highlights potential downside if AI concentration leads to a price war or reduced demand.
Oracle Corporation: Oracle is among the tech giants whose AI-related revenue is significantly tied to OpenAI and Anthropic. Eisman's warning points to potential revenue concentration risk and vulnerability to price competition.
Aug 13, 2026 · 7 articles
Business
Amazon (company): Amazon is a competitor to Oracle Corporation in the cloud-computing industry and is also engaged in significant infrastructure expansion, securing a large loan for its own funding.
Oracle Corporation: Oracle Corporation's shares tumbled due to investor concerns over surging capital expenditure and ballooning debt to fund its AI infrastructure buildout, leading to a significant drop in market value and a free cash flow deficit.
Apr 20, 2026 · 15 articles
Business
Amazon (company): Amazon is a major hyperscaler investing in AI data centers, contributing to the demand for backup power solutions. Its capital expenditure plans are a key driver of the market opportunity for Cummins.
Oracle Corporation: Oracle is a hyperscaler with aggressive AI infrastructure spending, contributing to the demand for power generation equipment. This benefits Cummins as a key supplier.
Aug 21, 2026 · 6 articles
Business
Amazon (company): Included in the framework; report notes its accounting profit does not reflect normalized valuation.
Oracle Corporation: Included in the framework; part of the AI equity universe.
Aug 23, 2026 · 6 articles
Business
Amazon (company): Amazon (company), a major Nvidia customer, faces higher server costs and is developing its own AI chips to reduce dependence, but remains reliant on Nvidia for now.
Oracle Corporation: Oracle, a major cloud provider, faces higher costs for AI servers, which could pressure its margins and capital expenditure plans.
Aug 22, 2026 · 27 articles
Business
Amazon (company): Amazon's Alexa for Shopping is a significant retailer shopping agent that brands need to optimize for, making it a key focus for ReFiBuy's RetailPlaybook.
Oracle Corporation: Target is mentioned as a retailer embedding AI-powered shopping experiences, indicating a broader market trend that ReFiBuy's RetailPlaybook addresses.
Jun 24, 2026 · 7 articles
Business
Amazon (company): Amazon (company) is expanding its data center capacity in India, competing with Microsoft for cloud and AI workloads, with Amazon — Amazon Web Services already operating a India — Hyderabad region.
Oracle Corporation: Oracle plans to establish its own data center capacity in India — Hyderabad, adding to the competitive landscape of cloud infrastructure in India.
Aug 06, 2026 · 28 articles
Business
Amazon (company): Central to the event; its market cap surpassed $3 trillion, driven by strong earnings and AWS growth. The company raised capex to $220 billion and saw its stock surge, though free cash flow turned negative.
Oracle Corporation: Cloud competitor whose stock rose 5% on the day, benefiting from the positive AI sentiment.
Jul 30, 2026 · 48 articles
Business
Amazon (company): Amazon is the primary actor, backing the gas plant to power its data center. The project conflicts with its climate goals and may harm its reputation, though it aims to avoid passing costs to consumers.
Oracle Corporation: Oracle is mentioned as another hyperscaler pursuing such projects.
Aug 07, 2026 · 20 articles
Business
Amazon (company): Amazon (company)'s cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.
Oracle Corporation: Oracle Corporation uses Bloom Energy fuel cells for data centers, benefiting from the AI infrastructure boom.
Aug 05, 2026 · 65 articles
Business
Amazon (company): Amazon (company) is a competitor that Oracle Corporation has lost ground to in recent years, contributing to Oracle Corporation's struggles.
Oracle Corporation: Oracle Corporation is undergoing a corporate restructuring, eliminating 1,800 corporate positions to streamline operations and improve decision-making amidst declining sales and increased competition. This move is intended to help Oracle Corporation regain its market position and improve customer experience.
Oct 23, 2025 · 9 articles
Business
Amazon (company): Amazon is among the major tech firms expanding hyperscale data centers, contributing to the global surge in electricity demand for AI workloads.
Oracle Corporation: Oracle is one of the tech firms expanding hyperscale data centers, driving the increased demand for electricity to support AI workloads.
May 29, 2026 · 6 articles
Business
Amazon (company): Amazon (company) announced significant layoffs, reflecting the broader trend of job reductions in tech companies amidst AI advancements.
Oracle Corporation: Oracle Corporation laid off thousands of workers, indicating that major tech firms are also undergoing workforce adjustments in the era of AI.
May 19, 2026 · 57 articles
Regulatory
Amazon (company): Amazon's UAE operations gain license-free access to AI chips and servers.
Oracle Corporation: Oracle's UAE operations benefit from the regulatory change.
Apr 20, 2026 · 13 articles
Business
Amazon (company): Amazon's significant AI infrastructure investments, including its cloud division, are a key customer for Nvidia's data center products, supporting demand.
Oracle Corporation: Oracle's AI infrastructure expansion and cloud business contribute to Nvidia's demand, as it is a key customer for GPUs.
Jul 22, 2026 · 29 articles
Regulatory
Amazon (company): Amazon (company)'s planned $20 billion data center expansion in United States — Pennsylvania is affected by the new executive order, though existing permits may be grandfathered.
Oracle Corporation: Oracle's data center campus in United States — Michigan faces opposition, but the project is moving ahead. Regulatory changes could impact its timeline.
Jun 30, 2026 · 151 articles
Domestic
Amazon (company): Amazon (company)>>> has also enacted thousands of layoffs in recent months, contributing to the broader trend of job displacement in the tech industry that the executive order aims to mitigate.
Oracle Corporation: Oracle Corporation>>> has enacted thousands of layoffs in recent months, contributing to the broader trend of job displacement in the tech industry that the executive order aims to mitigate.
May 21, 2026 · 7 articles
Domestic
Amazon (company): Committed to the pledge but faces criticism for opposing state-level consumer protection laws.
Oracle Corporation: Committed to the pledge but faces criticism for opposing state-level consumer protection laws.
Jul 13, 2026 · 45 articles
Business
Amazon (company): Less directly impacted; part of hyperscaler spending.
Oracle Corporation: Fell up to 11.7% after announcing plans to raise $40B for AI investments.
Apr 20, 2026 · 344 articles
Domestic
Amazon (company): Amazon (company)>>>'s expansion into less-than-truckload freight services negatively impacted shares of traditional trucking companies.
Oracle Corporation: Oracle Corporation>>> shares were down slightly after releasing its results, contributing to the overall negative sentiment in the tech sector.
Jun 10, 2026 · 10 articles
Business
Amazon (company): Amazon is mentioned as one of the hyperscalers that have issued significant bonds in 2026, reflecting the industry-wide trend of debt-funded AI spending.
Oracle Corporation: Oracle is mentioned as one of the hyperscalers that have issued bonds in 2026, highlighting the widespread reliance on debt for AI spending.
Aug 06, 2026 · 7 articles
International
Amazon (company): Amazon added a 3.5% fuel and logistics surcharge on third-party sellers to offset increased fuel prices.
Oracle Corporation: Oracle Corporation is scheduled to report results this week amid global market uncertainty.
May 05, 2026 · 374 articles
Business
Amazon (company): Amazon is a key platform where Code3's marketing strategies for Unilever — Elida Beauty's brands achieved significant revenue and views, showcasing the platform's importance in digital commerce.
Oracle Corporation: Oracle Corporation is mentioned as part of the retail content ecosystem where Code3 optimized content for Unilever — Elida Beauty's POND'S Beauty Runs Deep campaign.
Jun 17, 2026 · 6 articles
Business
Amazon (company): Amazon announced a multibillion-dollar deal with Corning Inc., impacting Corning's stock positively.
Oracle Corporation: Oracle Corporation fell 3.9% despite better-than-expected profit and revenue, as a new CEO works to turn around the company.
May 20, 2026 · 72 articles
Business
Amazon (company): Hyperscaler customer; its AI infrastructure spending plans influence demand for SK Hynix's memory chips.
Oracle Corporation: Hyperscaler customer; its AI infrastructure spending plans influence demand for SK Hynix's memory chips.
Jul 28, 2026 · 59 articles
Business
Amazon (company): Amazon (company)>>> founder Jeff Bezos is mentioned as the person Elon Musk>>> surpassed to become the world's richest person in 2021.
Oracle Corporation: Oracle Corporation's quarterly earnings report will test the strength of the tech trade, with its shares up over 9% this year.
Apr 20, 2026 · 457 articles
Business
Amazon (company): Amazon is cited as a tech company that has also implemented layoffs and ramped up AI investments, illustrating a common strategic shift in the technology sector.
Oracle Corporation: Oracle Corporation is undergoing a significant workforce reduction, laying off approximately 30,000 employees, or 18% of its global workforce, as part of a strategic pivot towards AI and cloud infrastructure, despite strong financial performance. This move aims to optimize costs and reallocate capital to high-growth areas.
Jun 01, 2026 · 6 articles
Business
Amazon (company): Amazon (company) is creating an additional 1,000 jobs at three logistics centers in France, part of its broader \u20ac15 billion investment over three years, contributing to job creation and economic activity.
Oracle Corporation: Oracle Corporation is mentioned as a partner in SoftBank Group's Stargate initiative in the US, indicating SoftBank's wider AI infrastructure ambitions, but has no direct role in the French investment.
May 30, 2026 · 102 articles
Business
Amazon (company): Amazon (company)>>> is listed among other tech giants that have undertaken layoffs or restructuring programs, highlighting the widespread nature of these changes.
Oracle Corporation: Oracle Corporation>>> is noted for its significant layoffs, demonstrating that Meta Platforms>>>'s actions are part of a larger trend in the tech industry.
May 18, 2026 · 155 articles
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