Oracle shares have been on a tear, riding a broad recovery across AI-infrastructure names. Over the past seven sessions the stock has gained 9.4%, lifted by CoreWeave’s stronger-than-expected third-quarter 2026 revenue and a larger contractual backlog β developments that eased investor worries about the demand for and economics of AI spending. Yet the same stretch brought reports that some of Oracle’s key AI arrangements may be in flux.
Microsoft Said to Scale Back Rental Deal
Citing Bloomberg, Reuters reported on 6 November that Microsoft is pulling back on its agreement to rent AI computing capacity from Oracle, as the software giant reviews its cloud partnerships. Two days earlier, Reuters had reported β citing the Financial Times β that Oracle had walked away from a contract, valued at roughly $7 billion, to lease AI chips to Tencent, reportedly under pressure from the US government. No company statement confirming that cancellation was available.
$20 Billion Raised Across Stock and Bonds
The capital-markets side of Oracle’s expansion came into focus at the start of the month. On 2 November the company announced the terms of parallel equity and bond offerings totaling about $20 billion, with the common stock priced at $116.00 per share. A regulatory filing confirmed the closing of the $10 billion bond sale for 4 November. Those notes carry maturities running from 2029 to 2046, with coupons ranging from 7.000% to 8.650%.
Health Data Network Widens Its Reach
In the healthcare segment, Oracle Health reported that the US Department of Veterans Affairs and the Department of War have been participating in the Oracle Health Information Network since 5 November. According to the company, the move broadens the nationwide exchange of health information for medical professionals serving veterans, military personnel and other eligible beneficiaries β directly affecting how care is coordinated for those groups.
Finance-Focused Analytics Go Live
Oracle on Tuesday introduced Treasury Analytics and Customer Analytics, now generally available worldwide. Aimed at financial institutions and insurers, the applications pair curated data with AI-driven analysis and form part of the company’s offering for evaluating financial-services data.
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Opower Cuts Peak Load by 1 Gigawatt
Results from Oracle’s Opower programs in North America, released Wednesday, showed a 1-gigawatt reduction in peak load across more than 70 winter and summer events so far this year. The company put the number of enrolled customers at 4.3 million.
Nashville Campus Takes Shape
Ground was broken Tuesday on Oracle’s future global headquarters on Nashville’s East Bank, a campus planned to span roughly 78 acres. The project includes $175 million for public infrastructure, with the first buildings expected to open in 2030.
DBS Trims Target, Keeps Buy Rating
DBS lowered its price target on Oracle on Thursday to $290 from $310, according to media reports, while keeping its buy recommendation. The analysts did not tie the lower target to any change in their rating.
Shareholders next convene for the annual meeting on 18 November 2026, set to begin at 9 a.m. Central Time.
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