Sam Badawi(@Sam_Badawi):MICROSOFT WINDS DOWN ORACLE DEAL Microsoft $MSFT is reportedly winding down its deal to rent AI cloud capacity from Oracle $ORCL, adding pressure on a stock that already fell 7% on Thursday. It follows June reports that talks over a $3B Oracle lease collapsed over a security compliance gap, which Oracle called inaccurate.

Sam Badawi

@Sam_Badawi

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Sam Badawi@Sam_Badawi

2026.11.06 17:40

MICROSOFT WINDS DOWN ORACLE DEAL Microsoft $MSFT is reportedly winding down its deal to rent AI cloud capacity from Oracle $ORCL, adding pressure on a stock that already fell 7% on Thursday. It follows June reports that talks over a $3B Oracle lease collapsed over a security compliance gap, which Oracle called inaccurate.