AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)
NEW YORK — Dec. 12, 2025 (6:00 p.m. ET) — A sharp pullback hit many of the U.S. stock market’s most closely watched AI stocks on Friday, as investors digested fresh concerns about profitability, margins, and the pace of payback from the biggest AI infrastructure buildout in modern tech. By the closing bell, the Nasdaq Composite fell 1.69%, the S&P 500 dropped 1.07%, and the Dow slipped 0.51%, with the Nasdaq marking its lowest close since Nov. 25, according to Reuters’ market wrap. Reuters At the center of the selloff: Broadcom and Oracle. Broadcom’s margin commentary reignited doubts about the economics of custom AI silicon, while Oracle’s AI-heavy cloud expansion and OpenAI-linked data-center