$NVDA $ORCL $AAPL — AI, Inflation and Rotation: Market Momentum Meets Fresh Risks — Nvidia Tests Support as Oracle, Apple and Memory Names Drive Divergence

$NVDA $AAPL $ORCL — Markets opened with a risk-on tilt while underlying frictions persisted: Nvidia tested technical support, Oracle must prove AI-driven revenue growth, and regulators flagged Apple’s AI tool noncompliance. At the same time, signs of a memory-led supercycle and El Niño-driven inflation risks are forcing investors to weigh cyclical upside against macro and regulatory headwinds.