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NASDAQ:AI News 12 December 2025

AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

Updated: Friday, Dec. 12, 2025 (midday U.S. session). Prices cited below reflect quotes around 12:25 p.m. ET and may move quickly. Wall Street’s AI trade is getting stress-tested again on Friday — and the pressure point isn’t demand for AI, but what investors are willing to pay for it. By midday, AI-chip and AI-infrastructure leaders are leading the downside after Broadcom’s margin warning and…
12 December 2025
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Stock Market Today

  • CrowdStrike Holdings (CRWD) Stock Drops Amid Valuation Debate
    February 5, 2026, 9:50 PM EST. CrowdStrike Holdings (CRWD) shares declined roughly 15% last week and 22% over three months, sparking valuation discussions. The stock trades near $415, below an analyst fair value estimate of about $533, suggesting potential undervaluation despite a high price-to-sales (P/S) ratio of 23.3 times. This contrasts with the US Software industry average P/S of 3.9 and peer average of 10.1. CrowdStrike's strategic focus on Next-Gen security and AI-powered data positioning supports growth expectations. However, execution risks and rising competitive costs could pressure margins. Investors face a choice: view the discount as a buying opportunity or caution over stretched valuation multiples amid uncertain profitability.
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