"AI Infrastructure" Hit Hard! Broadcom and Oracle Drop Over 17% in Three Days, CoreWeave Nearly "Halved" in Three Months—When Will Sentiment Improve?

Broadcom and Oracle both plummeted over 17% within just three trading days, with Broadcom recording its worst performance since March 2020. More than USD 300 billion in market value evaporated, causing Broadcom to fall behind Meta in market capitalization rankings. Meanwhile, CoreWeave's stock price has collapsed over 60% from its June peak. Despite robust AI demand, market concerns have spread, and Oracle’s debt-to-equity ratio of 500% has raised investor alarms.

wallstreetcn08:55

Oracle Shares Drop After Forecast Falls Short and AI Spending Surges

Yahoo Finance27minutes ago

Tech, Media & Telecom Roundup: Market Talk

WSJ17:20

U.S. Stocks in Focus | Oracle's pre-market shares extend decline by 1.3%, with the stock price nearing a '50% drop' from its historical high; JPMorgan forecasts continued pressure on bonds into next year.

Gelonghui December 16 | Oracle (ORCL.US) shares fell another 1.3% in pre-market trading to $182.5. As of Monday's close, the stock had dropped 46% from its all-time high of $345.121 reached in September. In terms of market sentiment, JPMorgan credit analyst Erica Spear anticipates that Oracle’s bonds will remain under pressure as the new year begins. Last week, Oracle recorded its largest single-week decline in nearly 11 months, while a key metric measuring its credit risk rose to a 16-year high. The company's latest quarterly earnings report showed cloud revenue below analysts' expectations, and it also raised its annual capital expenditure target.

Gelonghui Finance17:17

Barclays Sticks to Their Buy Rating for Oracle (ORCL)

TipRanks17:16 · Ratings

Nvidia's Depreciation Time Bomb: Jim Chanos Warns Of 'Massive Financial Risk' For CoreWeave, Oracle

Benzinga16:51