Microsoft slips 2.9% this holiday-shortened week as traders question cloud capacity

Semiconductor Stocks Fall After Microsoft Ends Oracle Cloud Deal Talks

Semiconductor stocks declined in late trading Tuesday after a report that Microsoft Corp. ended negotiations to lease cloud infrastructure from Oracle Corp., a deal valued at over $3 billion, according to a report from Business Insider cited by ZeroHedge [1]. The planned arrangement would have moved some Microsoft workloads to Oracle Cloud Infrastructure, but Microsoft walked away due to concerns over security compliance, according to a person f…

Microsoft slips 2.9% this holiday-shortened week as traders question cloud capacity

Microsoft shares fell 2.9% to $379.40 this week, underperforming the S&P 500 and Nasdaq as investors rewarded AI chipmakers but not major buyers like Microsoft; a reported breakdown in cloud-capacity talks with Oracle and persistent supply constraints highlight execution risks ahead of key Micron earnings and U.S. inflation data next week. The post Microsoft slips 2.9% this holiday-shortened week as traders question cloud capacity appeared first…