Markets on edge: Microsoft reportedly ends $3 billion cloud infrastructure talks with Oracle, exacerbating the chip stock pullback

Microsoft was recently reported to have been in talks with Oracle regarding the leasing of cloud infrastructure, but the deal—valued at over USD 3 billion—ultimately collapsed because Oracle’s public cloud lacks FedRAMP security certification and Oracle refused to add it. The news, released after market hours on Tuesday, further weighed down Oracle’s stock and chip-related equities. The U.S. equity market is currently highly sensitive—and somewhat jittery—about narratives surrounding AI-related capital expenditures; this marks the second market-moving incident in less than a week triggered by news concerning AI infrastructure.

wallstreetcn08:31

Tokens are too expensive to afford! Microsoft eyes DeepSeek as a cost-effective alternative.

Trump may flip the table

Gelonghui Finance32minutes ago

Goldman Sachs Key Analysis: AI Drives a Capital Expenditure Super-Cycle; Stocks with High Profit Growth Offer Greater Allocation Value

A new capital expenditure supercycle is taking shape as artificial intelligence (AI) reshapes investment priorities across the global economy.

Zhitong Finance35minutes ago

Singapore Outpaces Global Peers in AI-driven Work Output Gains, Microsoft Says

Singapore Business Review51minutes ago

Microsoft’s (MSFT.US) $3 billion Oracle computing capacity lease collapses over security and compliance concerns; Goldman Sachs warns AI infrastructure has entered a 'moment of vulnerability.'

It is reported that Microsoft (MSFT.US) has abandoned a $3 billion agreement to lease cloud computing capacity from Oracle (ORCL.US) over security concerns.

Zhitong Finance10:19

It’s all about the hype! Wall Street asset managers have swiftly launched a new MANGOS tech stock ETF.

① SpaceX has performed strongly since its listing on the U.S. stock market, boosting investor interest in artificial intelligence company stocks; ② Two Wall Street asset management firms plan to launch ETFs linked to 'MANGOS' (Meta, Anthropic, NVIDIA, Google, OpenAI, and SpaceX).

cls.cn10:15