OpenAI Momentum Spur ORCL, MSFT, NVDA to Rise as ChatGPT Ads Test Launched

OpenAI's path to commercialization is gaining momentum, sending ripples through its major partners. ChatGPT is set to begin testing advertisements in the U.S. free tier, and the company recently released an updated Codex. Growth in ChatGPT users is returning to over 10% monthly, with a new model expected later this week. This optimism has lifted tech stocks: Oracle (ORCL-US) received a buy rating, driving a near-10% gain followed by a 2.11% close on February 11, 2026. Microsoft (MSFT-US) and NVIDIA (NVDA-US) also saw gains. Analysts at Morgan Stanley and D.A. Davidson note the company's improved capital structure and evolving role as Google's primary competitor, with broader index funds indirectly affected by its expanding ecosystem of partners and suppliers.