Distinguish this from Oracle’s news. Microsoft is reportedly not renewing its existing AI cloud capacity leasing contracts and is gradually reducing them—not necessarily ending all transactions. On November 6, the stock price fell about 5% intraday but closed up approximately 0.8%. Intraday headlines and closing results differ. More importantly, consider cash flow. Oracle’s FY2026 operating cash flow was approximately $32 billion, while capital expenditures totaled about $55.7 billion. The growth potential of AI and the ability to recoup investment are separate issues. Moving forward, it’s not just about announcing large contracts—it’s also about the ability to deploy infrastructure and collect payments. $ORCL
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