2026 US Stock Market Outlook: Internal Melting Point and External Inflection Point of the AI Bubble

The mechanism behind the formation of each bubble is similar, but the manifestation and the carriers of systemic risk differ.

Zhitong Finance20minutes ago

U.S. Stocks Close | Major Indices End Lower Amid Tech Selloff; Storage, Optical Communication Concepts Plunge Across the Board, SanDisk, ALAB Drop Over 14%; Tesla, Apple, Netflix Buck the Trend with Gains

Following Oracle, Broadcom also experienced a significant drop in its stock price due to its AI business, intensifying investor concerns over the high valuations across the AI sector. Reports indicated delays in some of Oracle's data center projects, further dampening market sentiment. The semiconductor index plummeted, nearly erasing all gains since December. The Nasdaq index fell by nearly 400 points in a single day. Despite the Federal Reserve's announcement of a more dovish policy than expected this week, challenges facing artificial intelligence development have led to mixed performances in the U.S. stock and bond markets. The Dow Jones Industrial Average still managed to rise over 1%, marking its third consecutive weekly gain. The cryptocurrency market vividly reflected this week's turmoil, with Bitcoin prices fluctuating sharply between $90,000 and $94,000, yet ending the week almost unchanged.

wallstreetcn07:13

AI Concerns Mount as Oracle Faces Delays with Some Data Centers Not Scheduled for Completion Until 2028

Following a surge in Oracle's AI spending and Broadcom's earnings call falling short of investors' high expectations, reports indicated that Oracle postponed the completion date of some data centers developed for OpenAI from 2027 to 2028, primarily due to labor and material shortages. Oracle's shares once dropped over 6%, with AI-related stocks and even utility stocks experiencing widespread declines. Oracle later denied the report, stating that none of its contracted data centers had encountered delays.

wallstreetcn06:41

Citigroup Maintains Buy on Broadcom, Raises Price Target to $480

Benzinga05:03 · Ratings

Barclays Maintains Overweight on Broadcom, Raises Price Target to $500

Benzinga04:38 · Ratings

Buffett's Big Insurance Bet Rakes In $830 Million Since September

Benzinga03:44