Today: 30 June 2026
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NYSE:ORCL 30 January 2026 - 10 February 2026

Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia’s $20B OpenAI deal talk is back — and Oracle’s AI funding bet is in the spotlight

Nvidia is close to finalizing a roughly $20 billion investment in OpenAI during the AI company’s latest funding round, a source familiar with the situation said. The agreement isn’t set in stone yet, even as OpenAI has looked at alternatives to some of Nvidia’s latest chips. That’s despite CEO Sam Altman describing Nvidia’s products as “the best AI chips in the world.” The proposed investment’s scale is significant, linking two major players in the AI surge just as expenses rise and alliances morph into strategic edges. Nvidia CEO Jensen Huang told CNBC they’re open to backing OpenAI’s next funding round and eventual IPO, stating bluntly, “We will invest in the next round.”
4 February 2026
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Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Huang says Nvidia will still invest in OpenAI, dismisses ‘drama’ as Oracle exposure draws scrutiny

Nvidia CEO Jensen Huang dismissed rumors of a fallout on Tuesday, reaffirming the company’s commitment to investing in OpenAI. He called the chatter “no drama.” https://www.cnbc.com/2026/02/03/nvidias-jensen-huang-denies-openai-deal-rumors-theres-no-drama.html OpenAI’s spending plans are crucial since they sit at the heart of the AI supply chain — covering chips, cloud capacity, and data centers. Any hiccup there quickly rattles suppliers’ financing and forecasts. Nvidia shares dropped roughly 3.6% in afternoon trading, with Oracle sliding about 4%.
3 February 2026
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Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

Nvidia’s Jensen Huang says “no drama” with OpenAI as chip doubts and Oracle’s $50B AI funding plan collide

OpenAI, the maker of ChatGPT, is unsatisfied with some of Nvidia’s latest AI chips and has looked for alternatives since last year, eight sources familiar with the matter said, potentially complicating investment talks between two of the most visible names in the AI boom. The concern centers on “inference” — when a model answers a user — as opposed to training, the heavy-lift phase that has powered Nvidia’s rise in graphics processing units. That matters now because Wall Street is watching whether the AI buildout can keep expanding without spooking investors who already see balance sheets, not software demos, as the constraint. Nvidia shares were down about 5% in midday trading, while Oracle slid nearly 5%.
3 February 2026
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Oracle stock price slides after $50 billion AI funding plan as dilution math hits ORCL

Oracle stock price slides after $50 billion AI funding plan as dilution math hits ORCL

New York, February 2, 2026, 18:30 EST — After-hours Oracle shares dropped 2.7% to $160.06 in after-hours trading Monday following the company’s announcement of plans to raise $45 billion to $50 billion in 2026 aimed at rapidly expanding its cloud data centers. During the session, the stock fluctuated between $155.90 and $175.62. The funding will come from a mix of equity and a one-time senior unsecured bond issuance, with Goldman Sachs leading the bond deal and Citigroup managing the equity offerings.
3 February 2026
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AI stocks slide premarket as Oracle lines up $50 billion raise and Nvidia-OpenAI deal doubts linger

AI stocks slide premarket as Oracle lines up $50 billion raise and Nvidia-OpenAI deal doubts linger

NEW YORK, Feb 2, 2026, 06:17 EST — Premarket Oracle shares dropped 2.6% in premarket Monday after the company revealed plans to raise $45 billion to $50 billion this year to boost cloud infrastructure for AI workloads. The software giant, led by billionaire Larry Ellison, intends to fund this with roughly equal parts debt and equity, including a new $20 billion at-the-market program that allows gradual share sales. This move aims to support demand from clients like AMD, Meta, Nvidia, OpenAI, TikTok, and xAI. The company has been under pressure following a bondholder lawsuit filed in January and a rise in its credit-default swap costs, a default insurance measure. Russ Mould of AJ Bell noted that Oracle’s fortunes now seem “tied to OpenAI,” while Jefferies analysts cautioned the plan “buys time” but may hurt margins and keep free cash flow in the red until fiscal 2029.
2 February 2026
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Oracle stock price slips as ORCL extends weekly slide; TikTok outage and new AI launches in focus

Oracle stock price slips as ORCL extends weekly slide; TikTok outage and new AI launches in focus

New York, January 30, 2026, 10:55 — Regular session Oracle Corp shares dropped 0.5% to $168.16 on Friday morning, marking a continuation of their week-long decline. This came despite U.S. stock indexes showing only slight losses. The Invesco QQQ, tracking the Nasdaq-100, slipped roughly 0.4%, and the SPDR S&P 500 ETF edged down around 0.2%.
30 January 2026
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Stock Market Today

  • HSBC and SMIC Bullish, CATL Flashes Bearish Signal in Hong Kong Trade
    June 30, 2026, 3:43 AM EDT. Hong Kong trade turned mixed, with bank and tech names splitting. HSBC Holdings and Semiconductor Manufacturing International Corp (SMIC) moved higher, with technicals supporting both stocks-bullish momentum and new 1GT Bullish signals showed up. HSBC, listed in Singapore through HK SDR 5to1 (HSHD), is staying above the HK$145 support and watching resistance near HK$160, which could offer more upside. On the flip side, battery heavyweight Contemporary Amperex Technology Co Ltd (CATL) posted a 1GT Bearish signal just after running higher, pointing to near-term profit-taking and a pause. The tape is uneven, and stock pickers face a selective Hong Kong market right now.
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