Oracle cancels $7 billion Tencent AI deal under Trump pressure

Source Summary

Oracle has cancelled a $7 billion artificial intelligence deal with Chinese tech company Tencent following pressure from the Trump administration. The cancellation reflects escalating tensions between US AI infrastructure companies and Chinese technology firms amid broader US-China trade and technology restrictions.

Why it matters

The cancellation signals intensifying US government intervention in AI infrastructure deals involving Chinese companies, affecting major technology partnerships and investment flows.

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Financial Times ↗

NYSE:ORCLLive chart

Trading trends

The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.

Recent SEC-reported share and derivative transactions in ORACLE CORP.

Insider activity sentiment

Leaning bullish

BearishNeutralBullish

1 discretionary purchases · 1 discretionary sales

Confidence: Medium

Informative buyNon-informative buyInformative sellNon-informative sell

Insiders	Activity	Description	Shares	Avg. price / share	Est. value	Trade date
EVP, Chief Accounting OfficerSmith Maria	Non-informative buy	Common StockExercise or conversion; not an open-market trade (M)	8,926	—	—	Oct 23, 2026
EVP, Chief Accounting OfficerSmith Maria	Non-informative sell	Common StockTax or exercise-price withholding (F)	4,673	—	—	Oct 23, 2026
Vice ChairmanHENLEY JEFFREY	Non-informative buy	Common StockExercise or conversion; not an open-market trade (M)	8,033	—	—	Oct 23, 2026
Vice ChairmanHENLEY JEFFREY	Non-informative sell	Common StockTax or exercise-price withholding (F)	3,529	—	—	Oct 23, 2026
Chief Executive OfficerCATZ SAFRA	Non-informative buy	Common StockExercise or conversion; not an open-market trade (M)	8,033	—	—	Oct 23, 2026

As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.

Short interest

Open short positions reported twice monthly; this is not daily short-sale volume.

Earnings

Recent reported earnings per share compared with the analyst consensus available from Nasdaq.

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Owner	Activity	Change	Shares held	Value (thousands)	Reported
Vanguard Group Inc	Buy	5,841,584 (3.457%)	174,802,084	$20,839,904	12/31/2025
Blackrock, Inc.	Buy	2,043,313 (1.426%)	145,353,687	$17,329,067	6/30/2026
Vanguard Capital Management Llc	Buy	672,589 (0.605%)	111,788,001	$13,327,365	6/30/2026
State Street Corp	Buy	2,342,018 (3.069%)	78,645,193	$9,376,080	6/30/2026
Vanguard Portfolio Management Llc	Buy	539,987 (0.952%)	57,285,664	$6,829,597	6/30/2026
Capital Research Global Investors	Buy	7,606,983 (23.669%)	39,746,237	$4,738,546	6/30/2026
Geode Capital Management, Llc	Buy	300,741 (0.772%)	39,248,959	$4,679,261	6/30/2026
Morgan Stanley	Buy	1,418,524 (4.869%)	30,551,196	$3,642,314	6/30/2026
Fmr Llc	Buy	3,145,069 (13.745%)	26,025,909	$3,102,809	6/30/2026
Norges Bank	Buy	2,756,230 (12.39%)	25,002,553	$2,980,804	6/30/2026
Bank Of America Corp /De/	Buy	8,570,333 (55.711%)	23,954,012	$2,855,797	6/30/2026
Jpmorgan Chase & Co	Sell	-9,592,512 (-29.522%)	22,899,905	$2,730,127	6/30/2026

Settlement date	Short interest	Avg. daily volume	Change vs. previous report	Days to cover
Oct 15, 2026	47,521,444	28,583,284	-1.99%	1.66
Sep 30, 2026	48,486,262	32,926,003	-4.63%	1.47
Sep 15, 2026	50,840,436	37,506,615	+14.00%	1.36
Aug 31, 2026	44,597,874	19,206,990	-6.64%	2.32
Aug 14, 2026	47,767,442	30,712,339	-4.74%	1.56
Jul 31, 2026	50,143,917	35,923,608	+0.15%	1.40
Jul 15, 2026	50,068,756	43,167,418	+19.31%	1.16
Jun 30, 2026	41,966,703	30,324,023	+11.37%	1.38

Fiscal quarter	Reported	EPS	Consensus	Surprise
Aug 2026	Sep 10, 2026	1.63	1.39	+17.27%
May 2026	Jun 10, 2026	1.79	1.58	+13.29%
Feb 2026	Mar 10, 2026	1.43	1.34	+6.72%
Nov 2025	Dec 10, 2025	1.95	1.29	+51.16%

Source Summary

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Insider activity sentiment

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