13/12/2025, 10:45:07 am

Broadcom's AI acquisition faces Oracle challenge

Artificial intelligence stocks fell after cautious updates from Oracle and Broadcom, with Oracle shares plunging 17% and Broadcom down 11%. The slide revived fears of an AI valuation bubble, yet many investors remain optimistic. Short selling is focused on smaller firms, while Big Tech AI names stay lightly shorted as investors judge company specific prospects, not a broad market decline.