ORCL and NVDA Related Headlines
Go Back- Trump revamps stock portfolio, adding Nvidia and other AI names
- OpenAI partners with AMD, Broadcom, Intel, Microsoft, and Nvidia to launch MRC networking protocol
- Super Micro tumbles 10% on reported $1.4B Oracle contract loss
- Evercore ISI on NVIDIA (NVDA): 'Extreme Co-Design, Extreme Agentic Token Growth'
- Jensen: 'we offer confidential computing'
- OpenAI in Talks with TPG, Bain, Advent and Brookfield on JV to Distribute AI Products - Reuters
- Freedom Capital: 'Don’t Count Meta Out!', 'MU, I’d continue to own this stock'
- Oracle stock falls on report of scrapped Texas data center plans
- OpenAI secures $110 billion in funding at $730 billion valuation
- Why this economist says the AI rally still has a bit further to run
- Oracle stock rises after Fitch affirms BBB rating amid debt plans
- Morgan Stanley CIO survey: Why AI hype isn’t boosting 2026 IT budgets
- Nvidia ramps up AI roadmap: Rubin superchip in full production, 5x faster
- Bezos, Huang, Dell, Zuckerberg - who cashed out the most in 2025?
- Evercore's Emanuel explains why the AI trade won't crash
- Can Micron blowout memory outlook turn around AI sentiment?
- Oracle stock falls as OpenAI data center completion pushed to 2028
- Some Oracle Data Centers For Openai Delayed To 2028 From 2027 - Bloomberg
- Broadcom shares slide as margins, OpenAI concerns overshadow strong earnings
- Softbank Eyes Data Center Firm Switch As Son Hunts For Ai Plays - Bloomberg
- Is there an AI bubble? Or are there more than one?
- New study challenges 'AI bubble' fears, HSBC says
- Microsoft stock falls after report of lowered AI sales quotas
- Macquarie says AI isn't a bubble as demand still far outstrips supply
- Mizuho TMT Desk: 'Active managers can no longer sit back and fight the narrative and watch their returns be negatively impacted'
- Google's Gemini 3 advances shake up AI competitive landscape
- Wedbush’s Ives says this is the '1996 Moment' for the tech, 'NOT a 1999 Moment'
- 'Big Short' Burry says 'By 2028, ORCL will overstate earnings 26.9%, META by 20.8%'
- Is the entire AI-driven rally suddenly at stake?
- Is more AI supply coming?
- NVIDIA partners with Oracle to build DOE's largest AI supercomputer
- CoreWeave (CRWV) sees upside action; ORCL, NBIS also moving
- TSMC profit surges to record high on AI chips boom; China concerns dismissed
- Can the AI rally push on higher?
- Oracle stock falls after report reveals thin margins in AI cloud business
- Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips - The Information
- Oracle (ORCL) lost nearly $100M from rentals of Blackwell chips in most recent quarter - The Information
- OpenAI partners plan to use debt financing to lease chips for Stargate AI data center project - Reuters
- Nvidia, OpenAI and the $100B deal: Key FAQs explained
- Nvidia announces strategic partnership with OpenAI, shares climb
- ’Music stops when AI capex stops. Enjoy the party’: Wells Fargo
- 'Key AI enabler': BofA upgrades Oracle to Buy after exceptional Q1 print
- Oracle (ORCL) PT Raised to $370 at Melius
- Oracle 'transitioning into a new paradigm' says Scotiabank
- Citi Positive on AMD, AVGO, MU and NVDA
- Apple should acquire Perplexity AI to boost AI strategy, says Wedbush
- AMD gains on Nvidia? Lisa Su reveals new chips in heated AI inference race
- Mizuho TMT specialist more bullish than ever on power
- UAE’s data center project with U.S. tech firms faces security concerns
