According to @CNBC, Nvidia partner Foxconn reported a 22% revenue surge as AI buildout ramps up (source: CNBC). Nvidia and Foxconn previously announced a partnership to build AI factories and manufacture AI servers, tying Foxconn’s revenue exposure to Nvidia’s AI compute ecosystem (source: Nvidia). AI-linked cryptocurrencies have shown sensitivity to Nvidia-driven news, with Reuters reporting broad gains in AI tokens following Nvidia earnings, highlighting potential spillover into crypto when AI infrastructure activity increases (source: Reuters).

According to @CNBC, Oracle (ORCL) shares are on pace for their worst quarter since 2001 as investors question the company’s AI buildout under its new CEOs, pressuring the stock. According to @CNBC, the drawdown reflects market concern over the scale and execution of Oracle’s AI infrastructure plans, weighing on sentiment and near-term valuation. According to @CNBC, the report did not cite direct cryptocurrency market impacts, highlighting AI-related equity risk as the primary context for ORCL’s decline.