The article discusses the resurgence of interest in artificial intelligence (AI) stocks, driven by Oracle’s partnership with Nvidia to bring AI capabilities to Oracle’s cloud infrastructure. Nvidia’s shares rose 4.6% on the news, while Oracle’s stock gained 1.7%. The AI trade had cooled off in recent months after a surge earlier in the year, but the Oracle-Nvidia deal reignited investor enthusiasm. The partnership aims to make it easier for enterprises to run generative AI models like ChatGPT on Oracle’s cloud. Analysts view the deal as a positive for both companies, with Oracle gaining access to Nvidia’s AI chips and Nvidia expanding its reach in the cloud market. The article also mentions other AI-related developments, such as Microsoft’s AI investments and Nvidia’s plans to build a new AI factory in the U.S. Overall, the article highlights the growing importance of AI in the tech industry and its impact on stock market trends.