Oracle’s cloud margin miss pulls S&P 500 off winning streak

Oracle’s cloud margin disappointment ended the S&P 500’s winning run, underscoring investor caution on AI and cloud profitability.

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Oracle’s cloud margin miss pulls S&P 500 off winning streak

Oracle’s cloud margin miss pulls S&P 500 off winning streak
Oracle shares slid nearly 5% after the company reported weaker-than-expected cloud margins, breaking the S&P 500’s eight-day rally. The results triggered broader weakness in the tech sector, as investors reassessed profitability within cloud and AI-linked businesses. Rising semiconductor input costs and concerns over inflated AI valuations added pressure to market sentiment. The pullback reflects growing investor caution toward earnings resilience in a maturing technology cycle across U.S. markets.