Applied Materials & Oracle Corporation

Applied Materials: Fell up to 6.9% in a single session.

Oracle Corporation: Fell up to 11.7% after announcing plans to raise $40B for AI investments.

Applied Materials: Applied Materials is a semiconductor equipment maker. Burry is short the stock, but the company benefits from AI-driven chip demand.

Oracle Corporation: Oracle is expanding its AI cloud infrastructure. Burry increased his short position, citing concerns about its debt and off-balance-sheet obligations.

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.

Applied Materials: Applied Materials' stock was up more than 5% amid a rebound in the chipmaking sector.

Oracle Corporation: Oracle Corporation fell 3.9% despite better-than-expected profit and revenue, as a new CEO works to turn around the company.