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NASDAQ:AVGO 11 December 2025 - 12 December 2025

Broadcom Stock Slides After Q4 Earnings: AI Chip Revenue Set to Double, but Margin Pressure Rattles Investors

Broadcom Stock Slides After Q4 Earnings: AI Chip Revenue Set to Double, but Margin Pressure Rattles Investors

Broadcom reported record quarterly revenue of $18.02 billion and raised its outlook, but shares fell over 8% Friday. Investors focused on management’s warning that rising AI hardware sales will pressure gross margins, with CFO Kirsten Spears projecting a sequential decline of about 100 basis points. Fiscal year revenue hit $63.89 billion, up 24%. Free cash flow for the quarter was $7.47 billion.
12 December 2025
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US Stock Market After the Opening Bell (Dec. 12, 2025): Dow Rises While S&P 500 and Nasdaq Slip as AI Trade Faces a New Reality Check

US Stock Market After the Opening Bell (Dec. 12, 2025): Dow Rises While S&P 500 and Nasdaq Slip as AI Trade Faces a New Reality Check

The Dow rose 0.2% after Friday’s open, while the S&P 500 slipped 0.2% and the Nasdaq fell 0.4%. Broadcom warned that rising sales of lower-margin AI chips could pressure profits, despite a $73 billion backlog. Oracle’s stock continued to drop after announcing a larger-than-expected increase in AI-related capital spending. Investors remain wary of AI profitability as the Fed’s recent rate cut lingers in the background.
12 December 2025
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Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

Broadcom shares fell about 7.8% at the open Friday after management warned of lower gross margins tied to its AI systems business. Semiconductor and data-infrastructure stocks led early declines on the Nasdaq and S&P 500, with Micron, SanDisk, and Western Digital also down. The Dow held steadier as investors rotated out of crowded AI trades.
12 December 2025
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Broadcom (AVGO) Stock Slides After Q4 Earnings: $73B AI Backlog, Margin Outlook, Dividend Hike, and Analyst Price Targets (Dec. 12, 2025)

Broadcom (AVGO) Stock Slides After Q4 Earnings: $73B AI Backlog, Margin Outlook, Dividend Hike, and Analyst Price Targets (Dec. 12, 2025)

Broadcom shares fell 1.5% to $406.37 by 12:44 UTC after the company warned of lower profit margins despite strong fiscal Q4 results and a bullish revenue outlook. The company expects first-quarter gross margin to drop about 100 basis points as AI-related sales grow. Revenue for Q4 rose 28% to $18.015 billion. The margin warning pressured tech stocks across the broader market.
12 December 2025
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NVIDIA Stock News Today (Dec. 12, 2025): NVDA Holds Near $181 as AI “Bubble” Fears Collide With Blackwell Growth Forecasts

NVIDIA Stock News Today (Dec. 12, 2025): NVDA Holds Near $181 as AI “Bubble” Fears Collide With Blackwell Growth Forecasts

NVIDIA shares fell 1.6% to $180.93 midday Dec. 12 as Broadcom’s margin warning and Oracle’s cloud outlook fueled concerns over AI infrastructure profitability. Renewed U.S.–China export scrutiny and signs of investor rotation out of mega-cap tech added pressure. NVIDIA remains a focal point in debates over the pace and returns of AI spending.
12 December 2025
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Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom shares fell about 5% premarket on December 12 despite record Q4 revenue of $18.015 billion and above-consensus guidance, as the company warned gross margins will decline due to a rising share of AI sales. The stock last traded near $406.37. Broadcom forecast Q1 revenue of $19.1 billion, with AI semiconductor sales expected to double year-over-year.
12 December 2025
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Most Active Stocks Today in the US Market (December 12, 2025): Nvidia, Oracle, Broadcom and Tesla Dominate Volume as AI Bubble Debate Flares Up

Most Active Stocks Today in the US Market (December 12, 2025): Nvidia, Oracle, Broadcom and Tesla Dominate Volume as AI Bubble Debate Flares Up

Broadcom and Oracle led pre-market trading volume Friday after Oracle’s spending surprise and Broadcom’s margin warning triggered volatility in AI-linked stocks. Nvidia, Tesla, Alphabet, Microsoft, and Apple also saw heavy activity. US stock-index futures softened, especially in tech. Traders awaited Fed commentary and upcoming economic data.
12 December 2025
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Biggest Stock Losers Today (Dec. 12, 2025): Broadcom Slides on AI Margin Warning, Oracle Extends Capex Rout as U.S. Futures Dip

Biggest Stock Losers Today (Dec. 12, 2025): Broadcom Slides on AI Margin Warning, Oracle Extends Capex Rout as U.S. Futures Dip

Broadcom fell 5% in premarket trading Friday after a margin warning, while Oracle shares stayed under pressure following its spending update. Select small-cap stocks including Applied Therapeutics and ProPhase Labs dropped more than 25% premarket. Nasdaq futures lagged as investors questioned the profitability of continued AI investment.
12 December 2025
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U.S. Stock Market Today (Dec. 12, 2025): S&P 500 Futures Slip as AI Spending Jitters Return, Dow Holds Near Record Highs

U.S. Stock Market Today (Dec. 12, 2025): S&P 500 Futures Slip as AI Spending Jitters Return, Dow Holds Near Record Highs

Dow futures rose 82 points premarket Friday, while S&P 500 and Nasdaq futures fell after Broadcom warned of margin pressure from AI-related business. Broadcom shares dropped 5% premarket; AMD and Nvidia also slipped. Oracle shares fell 16.5% Thursday after announcing higher capital spending for 2026. The Dow and S&P 500 closed at record highs Thursday, while the Nasdaq declined.
12 December 2025
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Top Stock Losers Today in Premarket: Broadcom Slides, Oracle Extends AI-Spending Rout Ahead of the Open (Dec. 12, 2025)

Top Stock Losers Today in Premarket: Broadcom Slides, Oracle Extends AI-Spending Rout Ahead of the Open (Dec. 12, 2025)

Broadcom fell 5.4% in premarket trading Friday after its earnings update raised new questions about profit margins, despite a positive revenue forecast. Oracle slipped 1% as investors reacted to higher capital spending and uncertainty over returns from AI data center investments. Other semiconductor and AI infrastructure stocks, including Micron and AMD, also traded lower before the open.
12 December 2025
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AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

Broadcom shares fell about 5% premarket Friday after warning of a near-term margin dip tied to its AI business, despite forecasting Q1 revenue above estimates. Oracle remained under scrutiny following a sharp selloff on heavy capital spending. Nasdaq futures dropped 0.47% as investors questioned profitability in the AI sector.
12 December 2025
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Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

Oracle shares fell nearly 11% in premarket trading Friday after warning of sharply higher AI-related spending and missing cloud contract forecasts. Nvidia, Alphabet, and Broadcom also traded lower, while Microsoft and Meta edged higher. Investors weighed strong AI demand against rising costs and fresh regulatory headlines for Nvidia and Google.
12 December 2025
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Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Broadcom shares fell 5.4% in premarket trading after the company warned of gross margin pressure from its AI chip segment, despite raising revenue guidance. Nvidia, Micron, AMD, Applied Materials, and Monolithic Power also traded lower before the bell. Oracle’s selloff has fueled renewed debate over an “AI bubble,” weighing on chip stocks and the broader Nasdaq. Semiconductor ETFs closed down sharply in the previous session.
12 December 2025
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US Stock Market Today (Dec. 12, 2025): Futures Mixed at 5:30 a.m. ET After S&P 500 Record Close; Broadcom Slides, Lululemon Jumps

US Stock Market Today (Dec. 12, 2025): Futures Mixed at 5:30 a.m. ET After S&P 500 Record Close; Broadcom Slides, Lululemon Jumps

U.S. stock futures were mixed early Friday after the S&P 500 and Dow closed at record highs Thursday, while the Nasdaq slipped. Oracle shares fell 14% this week on weak guidance and heavy AI spending, raising concerns about profitability in the sector. Broadcom also warned that AI-driven revenue could pressure margins. Investors shifted into financials and materials, pushing value stocks higher.
12 December 2025
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US Stock Market Today (Dec. 12, 2025): Futures Mixed at 5:30 a.m. ET as Broadcom Slides; S&P 500 and Dow Hit Record Highs After Fed Cut

US Stock Market Today (Dec. 12, 2025): Futures Mixed at 5:30 a.m. ET as Broadcom Slides; S&P 500 and Dow Hit Record Highs After Fed Cut

U.S. stock futures were mixed and mostly flat at 5:30 a.m. ET Friday after the Dow and S&P 500 closed at record highs, while the Nasdaq fell 0.3% Thursday. Dow futures edged higher, S&P 500 futures were steady, and Nasdaq-100 futures slipped amid renewed pressure on AI-linked tech stocks following Oracle’s drop and Broadcom’s margin warning. The Fed’s recent rate cut and cautious outlook continue to shape trading.
12 December 2025
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Broadcom (AVGO) Smashes Q4 2025 Estimates on AI Chip Boom — But Its 180% Stock Rally Faces a Reality Check

Broadcom (AVGO) Smashes Q4 2025 Estimates on AI Chip Boom — But Its 180% Stock Rally Faces a Reality Check

Broadcom reported fiscal Q4 2025 revenue of about $18 billion, up 28% year over year and above analyst estimates. Non-GAAP EPS reached $1.95, topping forecasts. AI semiconductor revenue rose 74% to over half the segment, while infrastructure software grew 17%. Shares jumped over 3% after hours, despite a forward P/E near 40 and ongoing EU legal challenges to the VMware acquisition.
11 December 2025
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Broadcom (AVGO) Pops After Hours on Q4 2025 Beat: What to Know Before the December 12 Market Open

Broadcom (AVGO) Pops After Hours on Q4 2025 Beat: What to Know Before the December 12 Market Open

Broadcom reported fiscal Q4 2025 revenue of $18.0 billion, up 28% year-over-year, and GAAP net income of $8.52 billion, up 97%. Shares closed at $406 on December 11, down 1.6%, but jumped to $417.56 in after-hours trading following the earnings beat and strong AI-driven guidance. Semiconductor Solutions revenue rose 35% to $11.07 billion.
11 December 2025
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Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

U.S. chip stocks fell sharply Thursday, with the Philadelphia Semiconductor Index down about 2% by midday as Nvidia, AMD, Micron, and Broadcom dropped 3–4%. Oracle shares plunged up to 15% after missing revenue estimates and announcing a $15 billion increase in AI-related capital spending, fueling renewed concerns over an AI investment bubble. The Nasdaq slipped 1%, while the Dow hit a record high.
11 December 2025
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Broadcom (AVGO) Stock on December 11, 2025: AI Giant Faces Earnings Test, VMware Scrutiny and Sky‑High Expectations

Broadcom (AVGO) Stock on December 11, 2025: AI Giant Faces Earnings Test, VMware Scrutiny and Sky‑High Expectations

Broadcom shares traded near record highs at $399 on December 11, 2025, ahead of its Q4 earnings report. The company expects Q4 revenue of $17.4 billion, up 24% year-over-year, with AI chip sales driving growth. Options markets are pricing in a possible 6% swing after results. Broadcom faces new regulatory scrutiny in Europe.
11 December 2025
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Stock Market Today

  • Berkshire Hathaway (BRK.B) Valuation Examined Amid Undervaluation Claims
    May 22, 2026, 10:01 PM EDT. Berkshire Hathaway (BRK.B) closed at US$486.38 after a 4.5% gain in the past month, despite a 2.4% decline over three months. The stock trades about 36.5% below an intrinsic value estimate of US$669,764.35, fueling a narrative that it is significantly undervalued. This estimate factors in optimistic revenue growth, strong profit margins, and elevated price-to-earnings (P/E) multiples typical of faster-growing sectors. However, analysts caution that these assumptions risk being overly bullish, as any earnings setbacks or shifts in market sentiment could diminish the stock's premium valuation outlook. Berkshire's longer-term shareholder returns - 51.7% over three years and 68.0% over five years - underline sustained momentum, but investors are advised to critically assess this mix of optimism amid potential risks.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
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