Nvidia vs Oracle

This page compares Nvidia and Oracle across business models, financial performance, and market context in clear, accessible terms. It presents neutral, factual information to help readers understand how each company operates and where they sit within their respective sectors. Educational content, not financial advice.

This page compares Nvidia and Oracle across business models, financial performance, and market context in clear, accessible terms. It presents neutral, factual information to help readers understand h...

Comparison Snapshot

Key Financial Metrics

NVDA

Metric

ORCL

$4.53T

Market Cap

$524.17B

30.66%

Potential Profit

63.35%

Buy

Analyst Rating

Buy

Why It's Moving

Nvidia surges on biotech pivot and China chip green light amid AI momentum.

Shocking $1B Eli Lilly collaboration taps AI into biotech drug discovery, expanding Nvidia's addressable market dramatically.
Green light for H200 chip exports to China revives sales prospects despite Huawei competition and past restrictions.
CES 2026 updates confirm Blackwell production ramp and Rubin Ultra chips for 2027, bolstering the AI chip roadmap.

Sentiment:

🐃Bullish

Oracle's Stock Surges on Stellar Q2 Earnings, Crushing Expectations with Massive Backlog Growth

Remaining performance obligations exploded 438% to $523 billion, highlighting locked-in future revenue from high-demand cloud deals.
GAAP earnings per share rocketed 91% to $2.10, with non-GAAP EPS also posting strong gains, reflecting operational efficiency and AI tailwinds.
Stock rebounded 2.47% to $178.18 after recent dips, as investors focus on growth trajectory over valuation concerns pegging it as overvalued.

Sentiment:

🐃Bullish

Nvidia surges on biotech pivot and China chip green light amid AI momentum.

Shocking $1B Eli Lilly collaboration taps AI into biotech drug discovery, expanding Nvidia's addressable market dramatically.
Green light for H200 chip exports to China revives sales prospects despite Huawei competition and past restrictions.
CES 2026 updates confirm Blackwell production ramp and Rubin Ultra chips for 2027, bolstering the AI chip roadmap.

Sentiment:

🐃Bullish

Oracle's Stock Surges on Stellar Q2 Earnings, Crushing Expectations with Massive Backlog Growth

Remaining performance obligations exploded 438% to $523 billion, highlighting locked-in future revenue from high-demand cloud deals.
GAAP earnings per share rocketed 91% to $2.10, with non-GAAP EPS also posting strong gains, reflecting operational efficiency and AI tailwinds.
Stock rebounded 2.47% to $178.18 after recent dips, as investors focus on growth trajectory over valuation concerns pegging it as overvalued.

Sentiment:

🐃Bullish

Investment Analysis

Nvidia

NVDA

Pros

Nvidia’s fiscal 2025 revenue surged 114% year-over-year, reflecting dominant demand for its AI chips and ongoing leadership in the generative AI infrastructure boom.
The company’s gross margins remain near 70%, underpinning industry-leading profitability among large-cap technology peers.
Nvidia commands high visibility into future revenues, with $0.5 trillion in cumulative sales projected for its latest chip platforms over the next two years.

Considerations

Nvidia’s stock recently experienced one of the largest three-day market cap declines in 2025, highlighting vulnerability to sharp corrections after rapid gains.
Valuation metrics such as price/earnings ratio are elevated relative to peers, raising questions about sustainability if growth momentum slows.
The company’s heavy reliance on the AI chip cycle exposes it to potential demand volatility and increased competition in the semiconductor space.

Oracle

ORCL

Pros

Oracle has secured multi-billion-dollar AI contracts with major tech firms, driving a 90% stock gain this year and signalling strong growth potential in cloud and AI services.
The company’s large installed base in enterprise IT provides a recurring revenue stream and cross-selling opportunities for new cloud and AI products.
Oracle’s stock outperformed Nvidia over the past year, reflecting investor optimism about its ability to monetise the enterprise shift to AI and hybrid cloud.

Considerations

Oracle’s price/earnings ratio now exceeds Nvidia’s, suggesting the market may already be pricing in aggressive growth expectations.
The company operates with higher debt levels and lower profit margins compared to leading cloud and semiconductor peers.
Oracle’s history of integration challenges and slower cloud migration rates could limit its ability to fully capitalise on the AI infrastructure boom.

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