Shares of Broadcom, CoreWeave, and Oracle, companies tied to the AI infrastructure buildout, extend last week's decline; ORCL is down 46%+ since September 10 (Ari Levy/CNBC)

• Shares of Broadcom, CoreWeave, and Oracle have continued their decline, with Oracle's stock down over 46% since September 10, reflecting a negative sentiment in the AI infrastructure market. Broadcom's shares fell 11% on December 12, marking their largest single-day drop since January, attributed to a disappointing AI sales outlook. Oracle also faced significant declines following reports of increased spending on AI data centers, raising investor concerns.
• The downturn in stock prices for these companies indicates growing investor skepticism about their future performance in the AI sector. Oracle's recent struggles, including a 15% drop in shares after disappointing quarterly results, have led to a substantial loss in market value, highlighting the challenges faced by companies heavily invested in AI technologies.
• This situation underscores a broader trend of volatility in the AI market, where investor expectations are not being met, leading to significant stock price fluctuations. The recent declines of Broadcom and Oracle reflect a potential shift in market sentiment regarding AI investments, as companies grapple with the balance between ambitious spending and actual revenue growth in a rapidly evolving technological landscape.

— via World Pulse Now AI Editorial System