Oracle (ORCL) Shares Drop 28% and Nvidia (NVDA) 9% in 3 Months

Over the past three months, Oracle (ORCL) shares have declined by 28%, while Nvidia (NVDA) shares have dropped by 9%. Investor skepticism regarding the return on AI infrastructure spending is influencing these declines. Despite these challenges, Nvidia reported an 85% revenue increase in Q1 of fiscal 2027 to $81.6 billion and a 140% rise in diluted earnings to $1.87 per share. The continued investment of $750 billion in AI infrastructure across the industry could help support Nvidia's sales growth, indicating potential resilience for both tech stocks in a challenging market.