{"id":619853,"date":"2026-06-16T20:00:53","date_gmt":"2026-06-16T20:00:53","guid":{"rendered":"https:\/\/buglecall.org\/?p=619853"},"modified":"2026-06-16T20:00:53","modified_gmt":"2026-06-16T20:00:53","slug":"semiconductor-stocks-tumble-after-microsoft-balks-at-3b-oracle-cloud-deal-2","status":"publish","type":"post","link":"https:\/\/buglecall.org\/?p=619853","title":{"rendered":"Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal"},"content":{"rendered":"<p><span class=\"field field--name-title field--type-string field--label-hidden\">Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal<\/span><\/p>\n<div class=\"clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item\">\n<p>Chip stocks tumbled even further in late Tuesday trading following a report that\u00a0<strong>Microsoft just walked away from talks with Oracle about leasing the company&#8217;s cloud infrastructure\u00a0<\/strong>because of concerns over security and compliance.\u00a0<\/p>\n<p><a data-image-external-href=\"\" data-image-href=\"\/s3\/files\/inline-images\/oracle-microsoft-partnership.jpeg_80.jpg?itok=f7zhXyhB\" data-link-option=\"0\" href=\"https:\/\/cms.zerohedge.com\/s3\/files\/inline-images\/oracle-microsoft-partnership.jpeg_80.jpg?itok=f7zhXyhB\"><img fetchpriority=\"high\" decoding=\"async\" data-entity-type=\"file\" data-entity-uuid=\"53745781-26c2-40c6-8e65-b5c60570038d\" data-responsive-image-style=\"inline_images\" height=\"259\" width=\"500\" class=\"inline-images image-style-inline-images\" src=\"https:\/\/assets.zerohedge.com\/s3fs-public\/styles\/inline_image_mobile\/public\/inline-images\/oracle-microsoft-partnership.jpeg_80.jpg?itok=f7zhXyhB\" alt=\"\" \/><\/a><\/p>\n<p>The deal, according to\u00a0<a href=\"https:\/\/www.businessinsider.com\/microsoft-was-in-talks-to-lease-oracle-compute-capacity-2026-6\"><em>Business Insider<\/em><\/a>, would have been worth over $3 billion &#8211; as large Silicon Valley tech companies are running short on computing power (more on that later).\u00a0<\/p>\n<blockquote>\n<p><em>The plan was to move some Microsoft workloads to Oracle Cloud Infrastructure, but <strong>Oracle&#8217;s public cloud did not have the Federal Risk and Authorization Management Program (FedRAMP)<\/strong>, a standardized security framework that ensures cloud services are secure enough to handle U.S. government data. Oracle was not willing to add this framework, one of the people said. -BI<\/em><\/p>\n<\/blockquote>\n<p>Oracle has denied the scoop.<\/p>\n<p>&#8220;The details mentioned in the article are inaccurate,&#8221; an spokesperson said, declining to specify the inaccuracies. &#8220;Microsoft is both an OCI partner and a customer. We have a tremendously collaborative and fruitful partnership, where we often talk about ways we can expand upon our ongoing work together.&#8221;\u00a0<\/p>\n<p>The report sent Oracle and the semiconductor basket lower in what was already a dismal day for the sector.<\/p>\n<p><a data-image-external-href=\"\" data-image-href=\"\/s3\/files\/inline-images\/image%2839%29.png?itok=wkS88pUm\" data-link-option=\"0\" href=\"https:\/\/cms.zerohedge.com\/s3\/files\/inline-images\/image%2839%29.png?itok=wkS88pUm\"><img decoding=\"async\" data-entity-type=\"file\" data-entity-uuid=\"a347ff13-10b2-4f4c-a2a2-9ab50552039d\" data-responsive-image-style=\"inline_images\" height=\"295\" width=\"500\" class=\"inline-images image-style-inline-images\" src=\"https:\/\/assets.zerohedge.com\/s3fs-public\/styles\/inline_image_mobile\/public\/inline-images\/image%2839%29.png?itok=wkS88pUm\" alt=\"\" \/><\/a><\/p>\n<p><a data-image-external-href=\"\" data-image-href=\"\/s3\/files\/inline-images\/bfm8B81_0.jpg?itok=2rsdrB1o\" data-link-option=\"0\" href=\"https:\/\/cms.zerohedge.com\/s3\/files\/inline-images\/bfm8B81_0.jpg?itok=2rsdrB1o\"><img decoding=\"async\" data-entity-type=\"file\" data-entity-uuid=\"d0109d5e-30f0-40ba-ace2-496e32b7ba52\" data-responsive-image-style=\"inline_images\" height=\"315\" width=\"500\" class=\"inline-images image-style-inline-images\" src=\"https:\/\/assets.zerohedge.com\/s3fs-public\/styles\/inline_image_mobile\/public\/inline-images\/bfm8B81_0.jpg?itok=2rsdrB1o\" alt=\"\" \/><\/a><\/p>\n<p><em>Developing&#8230;<\/em><\/p>\n<p>\u00a0<\/p>\n<\/div>\n<p>      <span class=\"field field--name-uid field--type-entity-reference field--label-hidden\"><a title=\"View user profile.\" href=\"https:\/\/cms.zerohedge.com\/users\/tyler-durden\" lang=\"\" class=\"username\" xml:lang=\"\">Tyler Durden<\/a><\/span><br \/>\n<span class=\"field field--name-created field--type-created field--label-hidden\">Tue, 06\/16\/2026 &#8211; 16:00<\/span><img decoding=\"async\" src=\"https:\/\/assets.zerohedge.com\/s3fs-public\/styles\/inline_image_mobile\/public\/inline-images\/oracle-microsoft-partnership.jpeg_80.jpg?itok=f7zhXyhB\" title=\"Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal\" \/><\/p>","protected":false},"excerpt":{"rendered":"<p>Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal Chip stocks tumbled even further in late Tuesday trading following a report that\u00a0Microsoft just walked away from talks with Oracle about leasing the company&#8217;s cloud infrastructure\u00a0because of concerns over security and compliance.\u00a0 The deal, according to\u00a0Business Insider, would have been worth over $3 billion&hellip; <a class=\"more-link\" href=\"https:\/\/buglecall.org\/?p=619853\">Continue reading <span class=\"screen-reader-text\">Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":619844,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":[],"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[20,23],"tags":[],"class_list":["post-619853","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economic-empowerment","category-national-security","entry"],"_links":{"self":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/619853","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=619853"}],"version-history":[{"count":0,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/posts\/619853\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=\/wp\/v2\/media\/619844"}],"wp:attachment":[{"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=619853"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=619853"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buglecall.org\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=619853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}