Microsoft shares fall nearly 4% after report that cloud capacity talks with Oracle broke down

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Microsoft shares fell nearly 4% on Wednesday after Business Insider reported that discussions with Oracle about leasing cloud capacity had ended without agreement. Citing unnamed people familiar with the matter, the report said the talks collapsed over security and compliance issues, specifically Oracle's unwillingness to add the FedRAMP security framework to its standard public cloud. An Oracle spokesperson told Reuters the article's details were inaccurate, adding that Microsoft is both an OCI partner and a customer and that the two companies have a collaborative partnership. Microsoft has not yet commented officially on the report.

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