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Oracle Gave Nvidia Investors 15 Billion Reasons to Be Bullish

Oracle announced massive capex growth this year, driven by demand for AI compute.

By Jose Najarro – Dec 12, 2025 at 8:47AM EST

In today's video, I discuss recent updates affecting Nvidia (NVDA 1.20%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

*Stock prices used were the after-market prices of December 10, 2025. The video was published on December 10, 2025.

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About the Author

Jose Najarro
Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.
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Jose Najarro has positions in Nvidia and Oracle. The Motley Fool has positions in and recommends Nvidia and Oracle. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Nvidia Stock Quote
Nvidia
NASDAQ: NVDA
$183.43
(-1.40%)-$2.60
Oracle Stock Quote
Oracle
NYSE: ORCL
$160.31
(-1.72%)-$2.81

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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