Oracle is set to report fiscal third-quarter results after today’s market close, with analysts projecting double-digit growth in both revenue and earnings. The company’s shares have declined 21% year-to-date, highlighting investor focus on its ability to sustain margin expansion and free cash flow generation amid heavy AI infrastructure spending.

Investor Michael Burry claimed that Nvidia paid about $150 million to prevent AMD from securing a major AI data-center contract linked to Oracle, suggesting potential anticompetitive behavior in the AI chip market. While neither Nvidia nor regulators have confirmed these allegations, the dispute underscores growing scrutiny around dominant players in AI infrastructure.

Oracle joined Silver Lake Management and Abu Dhabi’s MGX as managing investors in the newly formed U.S. TikTok entity, supporting a national security review agreement. This strategic investment highlights Oracle’s interest in expanding cloud and data-security offerings to high-profile digital platforms.