Oracle Shares Rise After Report on Nvidia-OpenAI Data Center Talks

Oracle Corp. shares rose 1.4% in overnight trading and became the most-discussed stock among retail investors on Stocktwits after reports that Nvidia is considering backing a major OpenAI data center project, Yuvraj Malik reported.

Oracle shares rose after reports highlighted a potential expansion of OpenAI's AI infrastructure plans. [Photo: Not Quite a Photographr Flickr]

OpenAI has become one of Oracle's largest new cloud customers, making the proposed infrastructure expansion a potential long-term benefit for Oracle.

However, Oracle's shares have come under pressure in recent months as investors questioned the company's rapidly rising debt, which has financed an aggressive expansion of AI-focused data centers.

According to a Stocktwits market analysis published on July 17, Oracle presents both significant opportunities and substantial risks in the artificial intelligence sector.

The report noted that Oracle's stock has fallen 54% from its 2026 high reached on June 1 and is down 65% from its peak last September.

While the lower valuation may appeal to some investors, analysts continue to monitor the company's growing debt burden as it expands its AI infrastructure business.