Applied Materials & Oracle Corporation

Applied Materials: Applied Materials climbed, contributing to the gains in the chipmaking industry as AI stocks showed signs of recovery.

Oracle Corporation: Oracle Corporation dropped despite reporting stronger-than-expected profit, as it plans to raise significant cash through borrowing and stock sales for AI investments, raising investor concerns.

Applied Materials: Applied Materials experienced a significant drop in its stock price, reflecting concerns about the valuation of AI-related companies.

Oracle Corporation: Oracle Corporation slumped, contributing to the overall decline in the technology sector.

Applied Materials: Applied Materials, with executives on VanEck Semiconductor ETF's board, is indirectly affected by the H-1B visa changes, which could impact the semiconductor industry's talent pool.

Oracle Corporation: Oracle Corporation, whose representatives are on the National Retail Federation's executive committee, is indirectly affected by the H-1B visa changes, which could impact the retail sector's ability to recruit talent.