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ORCL 251219 440 Call
ORCL251219C440000.US
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Concerns about technology stocks resurface, Asian stocks generally decline following the downward trend of U.S. stocks

Due to the disappointing financial reports from two major technology companies, the market has once again raised concerns about the rally in technology stocks driven by AI themes, leading to a general decline in Asian stock markets. After the Federal Reserve's third consecutive interest rate cut, the market is focused on the upcoming U.S. economic data. Global stock markets surged significantly under the leadership of technology stocks, but investors are worried about the high valuations of technology stocks and the return on AI investments. The disappointing financial reports from Oracle and Broadcom have deepened market concerns, causing declines in both U.S. and Asian stock markets

法新社·
US
ORCL
-2.66%
US
AVGO
-5.59%
法新社·
US
ORCL
-2.66%
US
AVGO
-5.59%

This round of AI stock crash: A global stock market disaster triggered by a storm

Broadcom and Oracle have fallen over 17% in three days, while CoreWeave has dropped more than 60% in six weeks. The crisis in US AI stocks stems from a summer storm, where heavy rain and strong winds caused a major AI data center cluster in Denton, Texas, operated by CoreWeave, to be delayed by about 60 days. The chaotic statements from CoreWeave executives further exacerbated investor panic. This incident exposes the systemic risks facing the entire AI infrastructure industry: the gap between the frenzied pace of construction and actual delivery capability is widening, while valuations in the hundreds of billions of dollars have already priced in optimistic expectations

Wallstreetcn·
US
ORCL
-2.66%
US
CRWV
-7.94%
US
AVGO
-5.59%
Wallstreetcn·
US
ORCL
-2.66%
US
CRWV
-7.94%
US
AVGO
-5.59%

Buy The Drop In Broadcom Or Oracle Stock After Earnings?

Broadcom and Oracle stocks have fallen over 15% despite exceeding earnings expectations due to investor concerns about rising costs, margin pressures, and AI-related spending. Broadcom reported a 28% increase in sales and a 37% rise in EPS for Q4, but warned of lower gross margins. Oracle's Q2 earnings rose 54%, but sales missed estimates, and its CapEx will be $15 billion higher than expected. Both companies have solid AI infrastructure ties, but market scrutiny over their spending and profitability remains high. Both stocks hold a Zacks Rank #3 (Hold).

Talkmarkets·
US
ORCL
-2.66%
Talkmarkets·
US
ORCL
-2.66%

Asian markets retreat ahead of US jobs as tech worries weigh

Asian markets fell alongside Wall Street as investors await key US jobs and inflation data. Concerns over a tech bubble, fueled by weak earnings from Oracle and Broadcom, weighed on sentiment. The Federal Reserve's interest rate decisions are in focus, with mixed signals from officials. Major Asian indices, including Tokyo, Hong Kong, and Shanghai, saw significant declines. The crypto market also faced pressure, with bitcoin dropping. The yen gained against the dollar ahead of a Bank of Japan rate hike.

Yahoo Finance·
US
ORCL
-2.66%
US
AVGO
-5.59%
Yahoo Finance·
US
ORCL
-2.66%
US
AVGO
-5.59%

Down 42% from its high, is Oracle the best AI growth stock to buy in 2026?

Oracle could fall further, but the growth potential is impossible to ignore.

MSN·
US
ORCL
-2.66%
MSN·
US
ORCL
-2.66%
Posts
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market just feels exhausted tbh

no major headlines but once again seeing a rotation from tech to financials/healthcare

$Broadcom(AVGO.US) and $Oracle(ORCL.US) continue down and pulling all the datacent...............
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