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Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal
Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal
Chip stocks tumbled even further in late Tuesday trading following a report that Microsoft just walked away from talks with Oracle about leasing the company's cloud infrastructure because of concerns over security and compliance.
The deal, according to Business Insider, would have been worth over $3 billion - as large Silicon Valley tech companies are running short on computing power (more on that later).
The plan was to move some Microsoft workloads to Oracle Cloud Infrastructure, but Oracle's public cloud did not have the...
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May 4, 2026 / Tyler Durden
Elites And Their Contempt
Elites And Their Contempt
Authored by Reverend John F. Naugle via The Brownstone Institute,
Last week, I was unexpectedly hit with a post-lockdown trauma response.
While driving to a baseball game days before the NFL Draft came to Pittsburgh, I passed a digital highway sign instructing me to avoid nonessential travel.
Suddenly, memories of empty highways with signs instructing drivers to “Stay Safe and Stay Home” came flooding back to me.
As the week developed, it began to occur to me that the parallels were deeper than my subjective emotional response.
Road closures intensified, rendering...
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Jul 23, 2026 / William L. Anderson
Yes, Democratic Socialists Want Soviet-Style Control of Capital
While the democratic socialists are claiming to just want a society like they have in Denmark, their real aims are the seizure of all or most private property and especially private capital.
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Jul 28, 2026 / Tyler Durden
This Is The Chart That Jensen Huang Does Not Want You To See
This Is The Chart That Jensen Huang Does Not Want You To See
In October 2025, while the world and his pet rabbit was buying anything-AI with both hands and feet, we were the first to warn that "AI Is Now A Debt Bubble Too, Quietly Surpassing All Banks To Become The Largest Sector In The Market"...
...as the world began to wake up to the negative free cash flow implications of the unprecedented CapEx spend required to achieve AI-Utopia... and therefore the need to fund that via debt (and equity)...
The...
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