AI Sector Drives Stock Surge for Oracle and Nvidia

AI Sector Drives Stock Surge. Both Oracle and Nvidia show remarkable annual stock growth, with Oracle's revenue up 9% and Nvidia's quarterly revenue hitting $39.3 billion. Their participation in the government's Stargate program is set to enhance growth potential.

Date: 04-03-2025

AI Rating: 8

Earnings Per Share (EPS): Oracle reported an EPS of $1.10, a 24% increase year over year, indicating substantial profitability growth tied to its AI endeavors. Similarly, Nvidia’s EPS in Q4 was $0.89, up 82% year over year, underscoring its significant financial success. Revenue Growth: Oracle's revenue climbed by 9% to $14.1 billion, greatly influenced by a 24% spike in its cloud computing segment, totaling $5.9 billion. In contrast, Nvidia's revenue soared 78% to $39.3 billion in its latest fiscal quarter, driven by a 93% increase in data center sales. This demonstrates that both companies are effectively harnessing AI demand to boost their revenues. The analysis emphasizes their strong financial performances which reflect robust growth and increasing market interest in their offerings.

Stocks: ORCL NVDA