Chip stocks react to Oracle, Trilogy Metals surges on US investment

October 7, 2025

Yahoo Finance host Julie Hyman tracks today’s top moving stocks and biggest market stories in this Market Minute, including chip stock reactions to The Information’s reporting that Oracle (ORCL) lost nearly $100 million in Nvidia (NVDA) Blackwell chip rentals, PayPal (PYPL) launching its new advertising manager platform, and Trilogy Metals (TMQ) surging by over 200% after the Trump administration announced a 10% stake in the mineral company.

Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance’s Market Minute.

00:00 Speaker A

It’s time for Yahoo Finance’s Market Minute. Stocks are slipping. The S&P 500 headed for its first decline in eight sessions on concerns around the AI demand outlook.

00:13 Speaker A

Chip stocks tumbling after report after reporting by the information that Oracle saw a $100 million loss from renting out its Nvidia Blackwell chips in its latest quarter.

00:26 Speaker A

Again, according to a report from the information, it’s having a ripple effect. PayPal shares popping as the Fintech giant takes on the advertising industry, unveiling the PayPal ads manager. The company will offer small businesses that use its services the option to monetize site traffic by displaying ads while also offering the tools to create and manage ad campaigns.

00:46 Speaker A

And Canadian mining company Trilogy Metals surging on news the US invested $35.6 million for a 10% stake in the company.

00:56 Speaker A

This comes as the Trump administration has sought to boost domestic critical minerals investment to lessen reliance on China. And that’s your Yahoo Finance Market Minute.

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