Lease Proceeds Under Review

U.S. officials review the Oracle-Tencent arrangement but stop short of blocking it, treating the lease as controlled cloud access rather than a direct chip export. Oracle adds contractual monitoring, geofencing, and audit rights to reduce export-control risk while preserving most of the revenue opportunity.

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