Microsoft Walks Away from $3 Billion Oracle Cloud Deal Over Security Concerns
Microsoft walked away from a potential $3 billion deal to lease Oracle cloud capacity due to security concerns, as Oracle’s public cloud lacks FedRAMP certification.
Microsoft walked away from a potential $3 billion deal to lease Oracle cloud capacity due to security concerns, as Oracle’s public cloud lacks FedRAMP certification.
Microsoft has discussed restructuring or spinning out Xbox amid profitability pressures. At the same time, it’s doubling down on new Halo, Fallout, and other key titles.
Dell has won a $9.7 billion five-year contract to deliver Microsoft 365, cloud, and enterprise software across the U.S. Department of Defense, Intelligence Community, and Coast Guard.
U.S. President Donald Trump disclosed hundreds of millions in stock trades in Q1 2026 — heavy buys in Nvidia, Microsoft, Adobe, ServiceNow and more during the tech selloff.
Bill Ackman’s Pershing Square just took a big new stake in Microsoft. He calls the valuation “highly compelling” despite a 15% stock drop this year, citing huge AI upside in Azure, M365, and OpenAI.
Microsoft is buying AI startups to reduce reliance on OpenAI and build its own powerful AI systems for the future.