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2026-09-13
Oracle (NYSE: ORCL) Reports 97.9% GPU Utilization As Nvidia (NASDAQ: NVDA) Chip Shortage Becomes Impossible To Ignore - foreignpolicyjournal.com
0.88
www.foreignpolicyjournal.com 2026-09-13
2026-08-29
Nvidia Crushed Earnings: Doubling My Oracle Position (NYSE:ORCL) - Seeking Alpha
0.75
seekingalpha.com 2026-08-29
2026-08-27
Michael Burry Buys NVDA Calls As A ‘Hedge,’ Adds To ORCL, PLTR, NBIS Shorts — Why He Thinks ‘Nvidia Will Not Distribute Enough To Shareholders’ - Yahoo Finance
0.75
finance.yahoo.com 2026-08-27
2026-08-27
Michael Burry Buys NVDA Calls As A ‘Hedge,’ Adds To ORCL, PLTR, NBIS Shorts — Why He Thinks ‘Nvidia Will Not Distribute Enough To Shareholders’ - Stocktwits
0.78
stocktwits.com 2026-08-27
2026-07-27
ORCL Stock Jumps Overnight: Nvidia Reportedly Puts $250B On Table For OpenAI’s Data Center Push - Yahoo Finance
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news.google.com 2026-07-27
2026-07-15
Nasdaq, S&P 500 Futures Rise, Wall Street Eyes PPI After CPI Surprise: Why PYPL, ORCL, ASML, NOK, LCID, TSLA Are In Focus - TradingView
0.75
www.tradingview.com 2026-07-15
2026-06-18
Oracle (NYSE: ORCL) Signals Massive GPU Demand Surge That Could Supercharge Nvidia (NASDAQ: NVDA) Stock - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-06-18
Oracle's fiscal 2026 results signal a sharp acceleration in AI data center investment, despite cautious market reaction to rising capital expenditures and debt. The company reported a GPU utilization rate of 97.5% in its data centers, underscoring tight supply and demand in the AI infrastructure mar
AI hardwareGPU demandNVIDIAOracledata center investmentAI infrastructurecapital expenditureenterprise AI investment
2026-05-31
Wall Street Hedging Surges To Highs As Nvidia (NASDAQ: NVDA), Oracle (NYSE: ORCL) And Amazon (NASDAQ: AMZN) Pile Billions Into AI - foreignpolicyjournal.com
0.85
www.foreignpolicyjournal.com 2026-05-31
As the AI era accelerates, Wall Street traders are significantly increasing hedges against credit risk in major tech firms, pushing credit default swap (CDS) volumes to record highs. According to The Kobeissi Letter, the total notional value of outstanding CDS on major tech companies reached $12.5 b
AI InvestmentCredit Default SwapsWall Street HedgingTech Stock RiskAI InfrastructureCorporate BorrowingFinancial Market TrendsSemiconductor Supply Chain
2026-05-07
Analysts Offer Insights on Technology Companies: Navitas Semiconductor (NVTS), Oracle (ORCL) and Digi International (DGII) - The Globe and Mail
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www.theglobeandmail.com 2026-05-07