Nvidia & Oracle Corporation
69 shared events · Importance 14 · Last updated Aug 23, 2026
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Business
Nvidia: Nvidia is raising AI server prices by over 15% due to rising memory costs, reflecting its strong pricing power and robust demand for its AI chips. This move could boost revenue but may also push customers toward alternatives.
Oracle Corporation: Oracle, a major cloud provider, faces higher costs for AI servers, which could pressure its margins and capital expenditure plans.
Aug 22, 2026 · 27 articles
Business
Nvidia: Nvidia is cited by Sridhar Vembu as a prime example of an overvalued company in the current AI-driven market, with a price-to-sales ratio of 20x, indicating a potential bubble.
Oracle Corporation: Oracle Corporation is the company founded by Sridhar Vembu, who is the primary source of the market bubble warning. The company's founder's views reflect a significant perspective on current market valuations.
May 31, 2026 · 10 articles
Business
Nvidia: Nvidia is a major beneficiary of the AI boom, but Burry's short position and Eisman's warning about AI concentration could pressure its stock. The company's growth is tied to AI infrastructure spending, which may be at risk.
Oracle Corporation: Oracle is among the tech giants whose AI-related revenue is significantly tied to OpenAI and Anthropic. Eisman's warning points to potential revenue concentration risk and vulnerability to price competition.
Aug 13, 2026 · 7 articles
Business
Nvidia: Fell 3.7% in one session, heaviest weight on S&P 500; lost over $300 billion in market cap in a single day.
Oracle Corporation: Fell up to 11.7% after announcing plans to raise $40B for AI investments.
Apr 20, 2026 · 344 articles
Business
Nvidia: Nvidia is the central entity, with its earnings report being the focus. The company's performance and guidance will directly impact its stock price and the AI sector. Despite recent underperformance, its dominant position in AI hardware and reasonable valuation support positive long-term sentiment.
Oracle Corporation: Oracle's AI infrastructure expansion and cloud business contribute to Nvidia's demand, as it is a key customer for GPUs.
Jul 22, 2026 · 29 articles
Business
Nvidia: Included in the framework and mentioned as part of crypto investor portfolios; high relevance.
Oracle Corporation: Included in the framework; part of the AI equity universe.
Aug 23, 2026 · 6 articles
Regulatory
Nvidia: Nvidia benefits from increased export opportunities for its AI chips to the UAE.
Oracle Corporation: Oracle's UAE operations benefit from the regulatory change.
Apr 20, 2026 · 13 articles
Business
Nvidia: Nvidia rose 3% as AI demand continues, with its chips powering data centers. The company remains a key beneficiary of the AI capex cycle.
Oracle Corporation: Oracle Corporation uses Bloom Energy fuel cells for data centers, benefiting from the AI infrastructure boom.
Aug 05, 2026 · 65 articles
Business
Nvidia: Nvidia is the lead investor, acquiring a 20% stake in Lancium for $2 billion with potential additional $1 billion. This secures power infrastructure for AI data centers, supporting its chip demand.
Oracle Corporation: Oracle Corporation is a partner in Stargate, which benefits from Lancium's expansion.
Aug 08, 2026 · 10 articles
Business
Nvidia: Nvidia is the dominant GPU supplier for AI infrastructure, and its demand is closely tied to the growth of companies like Nebius. Burry's short on Nvidia reflects concerns about the sustainability of AI capex.
Oracle Corporation: Oracle is expanding its AI cloud infrastructure. Burry increased his short position, citing concerns about its debt and off-balance-sheet obligations.
Aug 12, 2026 · 6 articles
International
Nvidia: Nvidia shares were up 1.3%, participating in the recovery of chipmakers.
Oracle Corporation: Oracle Corporation shares plunged 12.5% after projecting capital spending plans for fiscal 2027 above Wall Street estimates.
Apr 20, 2026 · 7 articles
Business
Nvidia: Nvidia's CEO Jensen Huang called Marvell Technology the 'next trillion-dollar company,' contributing to Marvell Technology's stock rally. Nvidia is also a rival in the custom chip market.
Oracle Corporation: Oracle Corporation will be added to the S&P 600 Index, which is seen as a significant marker of its progress and is expected to enhance its visibility within the investment community.
Jun 05, 2026 · 27 articles
Business
Nvidia: Nvidia is a key AI and semiconductor company featured in the campaign, potentially seeing increased retail trading interest. The campaign does not affect its fundamentals.
Oracle Corporation: Oracle Corporation is featured in the campaign, gaining promotional exposure. No direct financial impact is expected.
Aug 20, 2026 · 6 articles
International
Nvidia: Nvidia is mentioned as a company whose GPUs are subject to export controls, providing a contrast to the difficulty of controlling CPU exports. The United States has taken steps to halt Nvidia AI chip shipments to Chinese companies.
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
Nvidia: Nvidia is the guarantor and key beneficiary, securing long-term demand for its chips and reinforcing its role in AI infrastructure.
Oracle Corporation: Oracle could lose OpenAI as a customer, but the deal signals continued AI infrastructure spending.
Jul 26, 2026 · 28 articles
Business
Nvidia: Nvidia supplies GPUs for Oracle's data centers; Oracle uses Nvidia's latest chips in clusters of over 131,000 GPUs.
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
Nvidia: Nvidia's stock continued its decline, reflecting concerns about the stretched valuations of AI-focused companies.
Oracle Corporation: Oracle Corporation slumped, contributing to the overall decline in the technology sector.
Jun 16, 2026 · 56 articles
Business
Nvidia: Key customer and partner; SK Hynix's results reflect strong demand for Nvidia's AI chips, but concerns about AI spending sustainability affect Nvidia's outlook.
Oracle Corporation: Hyperscaler customer; its AI infrastructure spending plans influence demand for SK Hynix's memory chips.
Jul 28, 2026 · 59 articles
Tech
Nvidia: Nvidia unveiled major products and initiatives at Computex 2026, demonstrating its continued influence in global technology, particularly in AI and computing.
Oracle Corporation: Oracle Corporation exhibited its cloud-based business software at Computex 2026, identifying Taiwan as a growing market with significant potential for digital adoption, leveraging India's reputation in software development.
Jun 06, 2026 · 6 articles
Business
Nvidia: Nvidia is the primary financier and exclusive chip provider, providing up to $105 billion in guarantees and investing $1.5 billion in OVO Energy. This deal secures long-term demand for its chips and could generate up to $600 billion in revenue from OpenAI by 2030.
Oracle Corporation: Oracle Corporation is mentioned as a partner in the Stargate project, a separate AI infrastructure initiative, but is not directly involved in this United States — Ohio data center deal.
Aug 14, 2026 · 41 articles
Domestic
Nvidia: Nvidia>>> was a major drag on the S&P 500>>> as investors took profits and worried about stretched valuations in the semiconductor sector.
Oracle Corporation: Oracle Corporation>>> shares were down slightly after releasing its results, contributing to the overall negative sentiment in the tech sector.
Jun 10, 2026 · 10 articles
Tech
Nvidia: Nvidia faces increased competition from AMD's Helios system, which targets its dominant position in AI data center GPUs, though Nvidia still holds over 95% market share.
Oracle Corporation: Oracle is an early customer for Helios, expanding its AI infrastructure options.
Jul 20, 2026 · 42 articles
Business
Nvidia: Nvidia's stronger-than-expected quarterly report and revenue forecast, driven by demand for its AI chips, significantly boosted market sentiment and led to a rally in technology stocks across Asia and Wall Street. Despite a slight dip in after-hours trading, its performance was a key driver of the overall market gains.
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
International
Nvidia: Nvidia rose 1.6%, trimming its loss for the month and acting as a strong force lifting the S&P 500, indicating a recovery in AI stocks.
Oracle Corporation: Oracle Corporation fell 1.6%, bringing its June drop to nearly 36%, due to concerns that its large AI spending may not yield sufficient profits.
Jun 30, 2026 · 8 articles
Business
Nvidia: Nvidia shares were down, reflecting broader concerns about tech valuations.
Oracle Corporation: Oracle Corporation slumped, adding to the losses in the tech sector on Wednesday.
Jun 24, 2026 · 57 articles
Business
Nvidia: Nvidia is investing up to $100 billion in OpenAI and will be its preferred strategic compute and networking partner for AI factory expansion. This partnership is expected to boost Nvidia's stock and solidify its position in the AI chip market.
Oracle Corporation: Oracle Corporation, a partner with OpenAI, SoftBank, and Microsoft on the Stargate AI data center project, saw its shares gain nearly 5% following the announcement, indicating a positive market reaction to broader AI infrastructure developments.
Sep 22, 2025 · 14 articles
Business
Nvidia: Nvidia's Vera Rubin chips are part of the large-scale deployments in Meta Platforms' deal with Nebius Group, underscoring the critical role of advanced hardware in the AI infrastructure Meta is building.
Oracle Corporation: Oracle Corporation is mentioned as a company with which Meta Platforms has computing deals, highlighting Meta's strategy of both building and acquiring AI infrastructure.
Apr 20, 2026 · 42 articles
Business
Nvidia: Nvidia was the subject of SoftBank Group's stake sale, which generated a healthy profit for SoftBank Group due to Nvidia's recent market value increase. Nvidia also plans a $100 billion investment in OpenAI.
Oracle Corporation: Oracle Corporation's Larry Ellison was mentioned in connection with Project Stargate, an AI development initiative.
Nov 11, 2025 · 6 articles
Domestic
Nvidia: Potential investor in AI infrastructure; benefits from secure supply chains.
Oracle Corporation: Potential investor in AI infrastructure; benefits from secure supply chains.
Jul 31, 2026 · 6 articles
Business
Nvidia: Nvidia's unveiling of new AI chips and a superchip for Windows PCs directly challenged Qualcomm's Snapdragon series, posing a significant competitive threat and contributing to Qualcomm's stock decline. Nvidia's earnings report was also a key market driver.
Oracle Corporation: Oracle is a customer for Nvidia's next-generation Vera Rubin AI chips.
May 21, 2026 · 8 articles
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