AMD & Oracle Corporation
15 shared events · Importance 3 · Last updated Aug 23, 2026
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Business
AMD: Fell up to 9% in a single session.
Oracle Corporation: Fell up to 11.7% after announcing plans to raise $40B for AI investments.
Apr 20, 2026 · 344 articles
Business
AMD: Included in the framework; part of the AI semiconductor space.
Oracle Corporation: Included in the framework; part of the AI equity universe.
Aug 23, 2026 · 6 articles
Tech
AMD: AMD launched Helios, its first rack-scale AI system, and secured Microsoft as a key customer, boosting its AI revenue prospects and market share against Nvidia.
Oracle Corporation: Oracle is an early customer for Helios, expanding its AI infrastructure options.
Jul 20, 2026 · 42 articles
Business
AMD: AMD saw its stock decline, contributing to the overall weakness in the technology sector.
Oracle Corporation: Oracle Corporation slumped, contributing to the overall decline in the technology sector.
Jun 16, 2026 · 56 articles
International
AMD: AMD has experienced increased demand from AI applications, indicating its participation in the growing AI chip market.
Oracle Corporation: Oracle Corporation is a new customer for Nubank's AGI CPU, demonstrating its demand for advanced data center chips and its role in the AI ecosystem.
Jun 02, 2026 · 6 articles
Business
AMD: AMD is another GPU supplier to Oracle, alongside Nvidia.
Oracle Corporation: Oracle is the central entity, executing a massive AI infrastructure buildout with $55.66B capex and $638B RPO. The stock has fallen 23% YTD due to negative free cash flow and planned capital raise, but long-term growth prospects remain strong.
Jun 14, 2026 · 30 articles
Business
AMD: Advanced Micro Devices (AMD) saw its shares rise significantly, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
Oracle Corporation: Oracle Corporation fell 3.9% despite better-than-expected profit and revenue, as a new CEO works to turn around the company.
May 20, 2026 · 72 articles
Business
AMD: AMD' stock performed robustly during a semiconductor rally, indicating positive sentiment in parts of the chip industry.
Oracle Corporation: Oracle is a customer for Nvidia's next-generation Vera Rubin AI chips.
May 21, 2026 · 8 articles
Business
AMD: AMD produces GPUs that use HBM chips, making it an indirect beneficiary of SK Hynix's capacity expansion.
Oracle Corporation: Oracle is a hyperscaler investing in AI data centers, contributing to demand for SK Hynix's memory chips.
Apr 20, 2026 · 247 articles
Tech
AMD: AMD faces increased competition in the PC chip market due to Nvidia's entry with the RTX Spark, potentially impacting its market share and stock performance.
May 26, 2026 · 159 articles
50
Oracle Corporation committed to use AMDAMD Helios AI system...
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