Microsoft is ending its AI cloud contract with Oracle, causing Oracle's stock to drop as much as 5.2% before a slight recovery. This deal, started in 2023, involved Microsoft renting Oracle's server capacity for AI-powered Bing, but Microsoft is now switching off this older hardware. Oracle's stock is down 65% from its peak, impacting investors like a retiree who bought 1,000 shares at $39 in 2016. Despite the drop, Oracle's business is growing, with strong revenue and cloud infrastructure gains, and analysts remain mostly positive. However, concerns about Oracle's high debt and cash burn persist, making it sensible for investors to consider trimming positions to reduce risk.
Oracle trades at USD 115.99 on Pluang as of Nov 07, 2026 06:01 WIB, up 0.81% in the last day. Microsoft shares are priced at USD 532.36, down 0.67% over the same period. Pluang data shows Oracle's market cap at $359.04B and a dividend yield of 1.74%, while Microsoft holds a $3.98T market cap with a 0.73% dividend yield.
Oracle will hold its 2026 Annual Meeting of Stockholders on November 18, 2026, at 9:00 a.m. Central Time. The meeting will be conducted virtually via a live audio webcast, allowing shareholders as of September 21, 2026, to participate and vote. Guest...
Microsoft is ending its agreement to rent artificial-intelligence computing capacity from Oracle, according to a Bloomberg report. This move has put pressure on Oracle's shares as it signals a shift in Microsoft's cloud AI strategy. The termination o...
Bond yields for AI data center builders like CoreWeave have surged above 16%, reflecting investor concerns over rising financing costs amid political challenges and tighter credit conditions. Credit default swap costs have increased for major AI-link...
Following widespread voter rejection of local data center projects, OpenAI announced it will pay for electricity and grid infrastructure costs at data centers it owns and operates. However, the pledge excludes leased campuses and partner sites, leavi...
A $500 million package of AI data center loans, reportedly from Dutch bank ING, went up for auction, causing a sharp selloff in related stocks like Oracle and CoreWeave. The auction includes loans tied to private data center firms and a $25 million l...
