AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility
Updated Sunday, December 14, 2025 — The “AI and data center” trade heads into the final full trading week of 2025 with momentum still intact, but with investors suddenly far more selective. A sharp late-week reversal in bellwether names like Broadcom and Oracle rekindled “AI bubble” chatter, even as the longer-term buildout story (chips, networking, power, cooling, and capacity) keeps expanding across the U.S. market. Reuters+1 Below is what mattered most from December 8–14, and what could move U.S. AI & data center stocks in the week ahead (Dec. 15–19). What changed for AI & data center stocks in Dec. 8–14 1) A reality check