---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/33836064.md"
description: "$Oracle(ORCL.US)'s earnings report impact on major stocks:$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US), and AMD, strong positive. Downstream prosperity is further confirmed. As of now, TSMC, AVGO, and Oracle have all strongly outlined their plans up to 2030.Chip giants/cloud platforms: Weak positive, the market is gradually confirming through direct and indirect data and financial expenditures that AI is indeed creating real value in different downstream scenarios."
datetime: "2025-09-10T09:53:06.000Z"
locales:
  - [en](https://longbridge.com/en/topics/33836064.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/33836064.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/33836064.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/33836064.md) | [繁體中文](https://longbridge.com/zh-HK/topics/33836064.md)


# $Oracle(ORCL.US)'s earnings report impact on major…


### Related Stocks

- [Advanced Micro Devices, Inc. (AMD.US)](https://longbridge.com/en/quote/AMD.US.md)
- [Taiwan Semiconductor Manufacturing Company Limited (TSM.US)](https://longbridge.com/en/quote/TSM.US.md)
- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)
- [Oracle Corporation (ORCL.US)](https://longbridge.com/en/quote/ORCL.US.md)

## Comments (3)

- **石来运转 · 2025-09-10T10:17:56.000Z**: Just wanted to ask about the impact on orcl. Got it, all in.
- **爷傲奈我何 · 2025-09-10T09:56:35.000Z**: Understood, holding onto TSMC tightly.
  - **新用户_LBqmaL** (2025-09-10T10:41:23.000Z): Anyway, I have to do the OEM work.