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Broadcom tumbles 11% despite blockbuster earnings as 'AI angst' weighs on Oracle, Nvidia
Even with better-than-expected earnings and revenue, Broadcom slid on Friday as investors continued to grow concerned about the AI trade.
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cnbc.com
Oracle's AI-fueled debt load has investors on edge ahead of quarterly earnings
Oracle's fiscal second-quarter results will be a crucial test for the AI trade and whether demand justifies the company's buildout plans.
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fortune.com
Oracle earnings may not be enough to assuage debt, AI deal fears | Fortune
Shares of Oracle, which reports earnings after the close, have plunged 33% since Sept. 10, when they hit an all-time high.
