KLA Corporation & Oracle Corporation

KLA Corporation: KLA Corporation climbed 12.9%, also benefiting from the strong performance of chip-making companies.

Oracle Corporation: Oracle Corporation dropped 8.5% despite stronger-than-expected profit, due to its announcement of plans to raise $40 billion in cash through borrowing and stock sales for AI investments, raising concerns about heavy spending.

KLA Corporation: KLA Corporation, with executives on VanEck Semiconductor ETF's board, is indirectly affected by the H-1B visa changes, which could pose challenges for the semiconductor industry in recruiting skilled workers.

Oracle Corporation: Oracle Corporation, whose representatives are on the National Retail Federation's executive committee, is indirectly affected by the H-1B visa changes, which could impact the retail sector's ability to recruit talent.

KLA Corporation: KLA Corporation climbed 11%, also benefiting from the strong performance of chip-making companies.

Oracle Corporation: Oracle Corporation dropped 11.6% despite stronger-than-expected profit, due to plans to raise $40 billion in cash through borrowing and stock sales for AI investments, raising concerns about spending.

KLA Corporation: KLA Corporation's stock was up more than 5% as chipmakers and AI-infrastructure stocks staged a recovery.

Oracle Corporation: Oracle Corporation fell 3.9% despite better-than-expected profit and revenue, as a new CEO works to turn around the company.

KLA Corporation: KLA, another chip-making company, experienced a significant climb in its stock, aligning with the broader market's positive response to the Iran news.

Oracle Corporation: Oracle's stock dropped despite stronger-than-expected profit, due to plans for significant borrowing and stock sales for AI investments, illustrating market concerns about AI spending.