Broadcom & Oracle: Stock Drops Despite Strong Earnings
Update: 2025-12-12
Description
Broadcoms shares plummeted eleven percent despite robust earnings, as investors shy away from AI trade. Oracle also took a hit, falling four percent after a ten percent drop. Analysts like Vijay Rakesh from Mizuho view this as a buying opportunity, citing Broadcoms key role as a supplier for tech giants like Google, Meta, and Anthropic. Broadcoms AI chip sales surged seventy-four percent, driving a twenty-eight percent revenue growth. However, short-term profit margins may dip due to higher production costs. Despite this, Broadcom boasts a massive $73 billion AI order backlog over the next eighteen months. Oracle, on the other hand, faces skepticism after beating earnings but missing revenue targets, leaving investors uncertain about its data center expansion plans.
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