Oracle's SEC filing never says 21,000. It never says layoff. Reporters did the subtraction themselves.

Media coverage (widely repeated across outlets) summarizing Oracle's FY2026 10-K risk-factor language as a specific AI-layoff figure. Recorded 1 September 2026. Our ruling means: not supported by its own sources.

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4 receipts: 1 support the claim, 1 contradict it, 2 add context. 3 figures on the record, 1 traced to a quoted receipt.

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