Oracle and Nvidia Shares Have Plunged Over the Past 3 Months. Is It Time to Cut These Tech Stocks Loose?

Oracle and Nvidia shares have declined significantly over the past three months amid investor skepticism about AI infrastructure spending. However, the article argues that selling these stocks may be premature. Nvidia maintains 86% of the GPU data center market with strong revenue growth, while Oracle has $638 billion in remaining performance obligations despite temporary margin pressures from heavy capex investments. Both companies have solid long-term growth prospects despite near-term headwinds.