ZeroHedge
@zerohedge · 2026/6/16 20:01:12
Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal https://www.zerohedge.com/technology/chip-stocks-tumble-after-microsoft-balks-3b-oracle-cloud-deal
原帖 ↗非投资建议
AI 分析
▼ 整体看空置信度中AI 自动从帖子抽取，可能误判 · 非投资建议
Reports that Microsoft walked away from a $3B Oracle cloud deal, causing semiconductor stocks to decline broadly.
涉及标的（2）
— 中性$MSFT
Microsoft is mentioned as the party declining the deal, but no clear directional view on MSFT itself is expressed. 无外部数据佐证.
事件 Earnings (EPS est 4.3265) · 2026-07-28
▼ 看空$ORCL
Oracle lost a major $3B cloud deal with Microsoft, directly negative for its cloud business growth prospects. 无外部数据佐证.
关键要点
- Microsoft reportedly declined a $3B Oracle cloud infrastructure deal
- Semiconductor stocks tumbled on the news
- Suggests potential weakness in cloud infrastructure spending
对公开帖子与公开市场数据的客观摘要，非投资建议；数据可能延迟。
参考:专业金融 LLM 选股方向准确率约 45–53%(略高于抛硬币);AI 标签可能幻觉或误判,仅供参考、非投资建议。
参考:专业金融 LLM 选股方向准确率约 45–53%(略高于抛硬币);AI 标签可能幻觉或误判,仅供参考、非投资建议。