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.
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Oracle Beats Q4 Expectations, But Massive AI Spending Raises Profitability Concerns
Oracle reported Q4 revenue of $19.2B (+21%) and a record $638B RPO, beating expectations. Cloud revenue surged 47%, but massive $55.7B CapEx is worrying investors.
Trump’s Massive Tech Stock Shopping Spree in Early 2026
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.
OpenAI Misses Sales and User Targets, Drags Partner Stocks Down
OpenAI missed growth targets, worrying investors as rivals rise and AI costs stay high, raising doubts about quick profits. Shares of SoftBank, Oracle, and AMD dropped sharply.
Oracle: Wedbush Says It’s the Next AI Infrastructure Winner
Oracle is seen as an AI cloud winner; Wedbush rates it “Outperform” with a $225 target, citing strong AI infrastructure and fast growth.
Super Micro Stock Plunges as Oracle Scraps $1.1B–$1.4B Rack Contract
SMCI fell after Oracle canceled big Nvidia server orders, causing ~$1B+ loss. Legal issues and unsold chips add pressure.