Compliance Workaround Emerges

Oracle and Tencent explore a narrower arrangement that satisfies U.S. restrictions, such as reduced scale, non-frontier chips, or strict location and user controls. This outcome is plausible because Oracle has a financial incentive to preserve revenue while avoiding a direct policy breach.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.