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The Kobeissi Letter
The Kobeissi Letter|11月 06, 2026 17:47
BREAKING: Oracle stock, ORCL, falls -5% after Microsoft ends its deal to rent AI cloud capacity from the company. Oracle is now down -68% from its record high.
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11月 06, 19:22Microsoft terminates computing resource agreement with Oracle
11月 06, 19:04Microsoft terminates AI leasing partnership with Oracle
11月 06, 18:32Oracle shares plunged more than 6%, hitting a two-year low.
11月 06, 17:51Microsoft is gradually terminating its AI computing power lease agreements with Oracle.
11月 06, 17:49Oracle shares fell after the Microsoft deal fell through.
11月 06, 17:37Microsoft terminates AI cloud agreement with Oracle
11月 06, 02:41The seven largest US stock companies saw their market value evaporate due to AI spending.
11月 05, 16:43Stock market crashes after Democrats win control of both houses of Congress
11月 04, 23:11Microsoft hits record high closing price for a single day
11月 04, 20:33US midterm elections boost stock prices of major cloud service providers

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