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 of this deal may lead Microsoft to seek alternative AI cloud resources, affecting Oracle's revenue from this partnership.
Oracle shares are down 0.68% at USD 114.28, while Microsoft shares have fallen 0.52% to USD 533.12 on Pluang. The platform shows a higher sell activity for both stocks, with 67% of orders selling Oracle and 70% selling Microsoft. These figures are current as of Nov 07, 2026 01:42 WIB.
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...
The recent selloff in AI-related stocks is considered an overreaction, as major chipmakers like TSMC, Nvidia, Broadcom, and Micron face limited direct impact from political delays. While AI project costs are rising and timelines are slowing, hypersca...
Oracle reportedly canceled a $7 billion, five-year AI chip lease deal with Tencent after US officials raised concerns, reflecting growing political pressure on China-linked tech contracts. The lease represented about 1% of Oracle's $664 billion backl...
