NVIDIA vs. Oracle: Which AI Stock Is the Better Buy After Earnings?

Both NVIDIA Corporation NVDA and Oracle Corporation ORCL have benefited from the artificial intelligence (AI) boom, with strong demand for AI infrastructure and cloud driving their latest earnings results. But which AI stock looks like a better buy now? Let's explore – NVIDIA's Strong Earnings Cement Its AI Leadership NVIDIA's revenues reached $96.2 billion in the fiscal second quarter of 2027, representing a 106% year-over-year increase and an 18% rise sequentially, according to the company's Aug. 26 press release. The Data Center segment remained NVIDIA's primary growth driver. Data Center revenues came in at $89 billion, up 117% year over year and 18% from the previous quarter.