Oracle Corporation & TSMC

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.

TSMC: TSMC, a major chipmaker in Taiwan, was affected by the broader AI stock sell-off, though Taiwan's market showed some resilience.

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.

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

Oracle Corporation: Oracle Corporation is scheduled to report results this week amid global market uncertainty.

TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.

Oracle Corporation: Oracle Corporation's Larry Ellison was mentioned in connection with Project Stargate, an AI development initiative.

TSMC: TSMC is a computer chip maker in which SoftBank Group has investments, benefiting from the growth of AI.

TSMC: TSMC has been approached by Masayoshi Son for a potential partnership in a proposed $1 trillion AI industrial park.