<div id="readability-page-1"><div id="ArticleBody-InlineImage-108241877"><div><div>A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Dec.15, 2025.Brendan McDermid | Reuters</div></div></div><div>U.S. stocks of late have been shaky as investors turn away from artificial intelligence shares, especially those related to AI infrastructure, such as Oracle, Broadcom and CoreWeave. The worry is that those companies are running into high levels of debt to finance their multibillion-dollar deals.Oracle, for instance, said Wednesday it would need to raise capital expenditure by an additional $15 billion for its current fiscal year and increase its lease commitments for data centers. The company is turning to debt to finance all that.The stock lost 2.7% on Monday, while shares of CoreWeave, its fellow player in the AI data center trade dropped around 8%. Broadcom also retreated over concerns over margin compression, sliding about 5.6%.That said, major indexes were not too adversely affected as investors continued rotating into sectors such as consumer discretionary and industrials. The S&amp;P 500 slipped 0.16%, the Dow Jones Industrial Average ticked down just 0.09% and the Nasdaq Composite, comprising more tech firms, fell 0.59%.The broader market performance suggests that the fears are mostly contained within the AI infrastructure space. &#34;It definitely requires the ROI [return on investment] to be there to keep funding this AI investment,&#34; Matt Witheiler, head of late-stage growth at Wellington Management, told CNBC's &#34;Money Movers&#34; on Monday. &#34;From what we've seen so far that ROI is there.&#34;Witheiler said the bullish side of the story is that, &#34;every single AI company on the planet is saying if you give me more compute I can make more revenue.&#34;The ready availability of clients, according to that argument, means those companies that provide the compute — Oracle and CoreWeave — just need to make sure their finances are in order.— CNBC's Ari Levy contributed to this report.</div><div>U.S. stocks edged down Monday. All major indexes slid as AI-related stocks continued to weigh down markets. Asia-Pacific markets traded lower Tuesday. South Korea's Kospi tumbled more than 2%, weighed down by plunging Korea Zinc shares.Tesla testing driverless Robotaxis in Austin, Texas. &#34;Testing is underway with no occupants in the car,&#34; CEO Elon Musk wrote in a post on his social network X over the weekend. Shares of Tesla rose 3.6% on Monday to close at their highest this year.The Pentagon partners Korea Zinc to build U.S. smelter. The U.S. government and unnamed strategic U.S. investors will also buy $1.9 billion of Korea Zinc shares, Reuters reported. But the company's largest shareholder group is reportedly challenging the move, sending shares down 14%.India's exports of goods grew in November. Shipment increased 19% year on year to $38.13 billion. New Delhi's exports to the U.S. returned to growth in November, rising 22.6% from a year earlier to $6.98 billion, despite tariffs on Indian imports remaining stiff.[PRO] Bank of America's top European auto picks. Changes in the European Union's policy on carbon emissions mean the automobile sector could receive a boost, said Horst Schneider, head of European automotive equity research at Bank of America Securities. </div><div id="ArticleBody-InlineImage-108235881"><div><div>Customers walk in the parking lot outside a Costco store on December 02, 2025 in Chicago, Illinois. Scott Olson | Getty Images</div></div></div><div>High cost of goods is causing consumers to spend less for the holidays, CNBC survey findsInflation looks to be sapping some of Americans' holiday cheer as they head out to buy gifts this Christmas season, according to the CNBC All-America Economic Survey.The survey found the high cost of goods has emerged as a major factor affecting how much shoppers spend and where they spend, suggesting inflation of the past several years and the rise in prices of imported goods due to tariffs is being felt at the checkout counter.— Steve Liesman</div></div>

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AI infrastructure stocks like Oracle, Broadcom, and CoreWeave are declining due to high debt levels for financing deals. Oracle plans to raise $15 billion for capital expenditure, affecting its stock price. Major indexes like S&P 500, Dow Jones, and Nasdaq saw minor declines, indicating fears are contained within the AI sector. Meanwhile, Tesla's shares rose 3.6% amid driverless Robotaxi testing, and Korea Zinc shares fell 14% due to shareholder challenges.

CNBC Daily Open: AI infrastructure stocks are taking a beating