Oracle falls 4% as Microsoft reportedly winds down AI cloud capacity deal

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Investing.com -- Oracle shares fell 4% Friday after Bloomberg reported that Microsoft is winding down an arrangement to rent AI computing capacity from the company, adding to investor concerns about the sustainability of AI infrastructure spending following Thursday's sharp selloff in AI-related stocks. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » Microsoft has been turning off computing capacity rented from Oracle in recent months after declining to renew the contract, according to people familiar with the matter cited by Bloomberg.