Nvidia & Oracle Corporation
32 shared events · Importance 13 · Last updated Jul 05, 2026
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International
Nvidia: Nvidia, a major chip company and a significant beneficiary of the AI boom, was a heavy weight on the S&P 500 after falling 3.7%, reflecting investor concerns about AI stock valuations.
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.
Jun 03, 2026 · 191 articles
International
Nvidia: Nvidia's CEO, Jensen Huang, is a member of the AI for Good Global Commission, bringing expertise in AI development and infrastructure.
Oracle Corporation: Oracle Corporation is represented on the AI for Good Global Commission through Vishal Talwar, contributing to discussions on AI adoption in logistics.
Jul 03, 2026 · 13 articles
Business
Nvidia: Nvidia supplies graphics processing units (GPUs) to Oracle Corporation for its AI data centers, which are crucial for AI training and inference workloads.
Oracle Corporation: Oracle Corporation's stock has underperformed recently despite strong revenue growth and a massive backlog, due to investor concerns about capital spending and customer obligations. The company is aggressively building AI data centers, which is a capital-intensive undertaking, but is expected to drive significant future revenue growth.
Jun 14, 2026 · 13 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
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 · 31 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
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
International
Nvidia: Nvidia's latest quarterly results are being watched by investors amid global market uncertainty.
Oracle Corporation: Oracle Corporation is scheduled to report results this week amid global market uncertainty.
May 05, 2026 · 374 articles
Business
Nvidia: Nvidia was an investor in Crusoe Energy Systems's previous Series E funding round.
Oracle Corporation: Oracle Corporation is a customer of Crusoe Energy Systems, utilizing its AI computing power.
Apr 20, 2026 · 6 articles
Business
Nvidia: Nvidia is used as a comparative example of a stock that experienced significant growth, drawing a parallel to Bloom Energy's recent performance.
Oracle Corporation: Oracle Corporation is a significant customer of Bloom Energy, having signed an agreement for up to 2.8 gigawatts of fuel cell capacity for its AI data center projects in the U.S., demonstrating the demand for Bloom's solutions.
May 31, 2026 · 33 articles
Business
Nvidia: Nvidia is a public holding that contributed to SoftBank Vision Fund's strongest quarterly performance, and SoftBank Group has taken stakes in it as part of its AI ecosystem strategy.
Sep 18, 2025 · 6 articles
Business
Nvidia: Nvidia is mentioned as a company that Oracle Corporation has partnered with, further solidifying Oracle Corporation's position in the AI infrastructure market.
Sep 10, 2025 · 70 articles
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