Infrastructure Stocks Diverge as Oracle and Broadcom Extend Losses
Investors scrutinize capital expenditure returns while Nvidia stabilizes on software news.
The financial markets signaled a deepening rift in the artificial intelligence sector on December 15, 2025. While Nvidia shares stabilized, gaining 0.70% to close at $176.24, other major infrastructure players faced continued selling pressure. Oracle (ORCL) and Broadcom (AVGO) extended losses from the previous week, reflecting growing investor skepticism regarding the immediate profitability of massive AI capital expenditures.
Oracle Falls on Capex Concerns
Oracle shares dropped 2.66% to close at $184.92, marking a decline of approximately 40% from September highs. The sell-off is driven by the "profitless prosperity" narrative, where revenue growth is outpaced by the costs of servicing …
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