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Nvidia

Oracle Faces Funding Test Ahead of Earnings as AI Hardware Market Diversifies

Credit markets are signaling caution over Oracle’s leverage and customer concentration even as AI spending stays robust.

Nvidia’s Earnings Loom as AI Rally Faces a Market Test

AI Stock Jitters Deepen Before Nvidia’s Earnings Test

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Nvidia Tightens Grip on AI Infrastructure as Financing, Deals and Upgrades Mount

OpenAI’s New AI Hardware Deals Lift Suppliers as Broadcom Pact and Oracle–AMD Deployment Take Shape

Nvidia Shares Hit Fresh Record, Market Cap Exceeds $3.77 Trillion