[dofm]

They are not. Maybe they will be treated as such if the bubble bursts while while Trump is in power, because of loyalties.

But Oracle could relatively easily be broken up and sold off. Essentially all of the global consulting business units could sell to competitors in the various niches, the hardware business and the cloud hosting business could be separated, etc.

Plenty of companies worldwide would be up for buying pieces of Oracle at a bargain price.

"Too big to fail" only really applies in extreme circumstances (which might happen, admittedly) and with essentially monolithic businesses (or banking).

I don't think even Microsoft is too big to fail.

And I don't think people should casually entertain the idea that really any tech industry company is too big to fail, because tech corporations that cannot die point the way to a Rollerball future.