AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide [MSNBC.com]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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Source: MSNBC.com
In this articleBroadcom CEO Hock Tan.Lucas Jackson | ReutersIn at least one corner of the artificial intelligence market, sentiment has turned decidedly negative.CoreWeaveOracleWhile the three stocks are all still solidly up for the year — CoreWeave held its marketdebut"It definitely requires the ROI to be there to keep funding this investment," Matt Witheiler, head of late-stage growth at Wellington Management, told CNBC's "Money Movers" on Monday. "From what we've seen so far that ROI is there."Witheiler said the bullish side of the story is that, "every single company on the planet is saying if you give me more compute I can make more revenue."Still, the market was displeased last week with quarterlyearnings reportswatch nowVIDEO4:1804:18Wellington Management’s Matt Witheiler on whether we are in an bubbleOracle, which is now heavilyreliant on the debt marketsto $50 billionMetaNvidiaIt's alsoratcheting up leasesMeanwhile, Broadcom CEO Hock Tan said he expects chip sales this qu
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AVGO
News
- CNBC Daily Open: Debt worries continue to weigh on AI-related stocks [MSNBC.com]MSNBC.com
- Asian markets retreat ahead of US jobs as tech worries weigh [Yahoo! Finance]Yahoo! Finance
- Broadcom's Momentum Continues, but Stock Slides. Is It Time to Buy the Stock? [Yahoo! Finance]Yahoo! Finance
- CNBC Daily Open: Debt worries continue to weigh on AI-related stocks [CNBC]CNBC
- Down 42% From Its High, Is Oracle the Best AI Growth Stock to Buy in 2026? [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/15/25 - Form 144
- 12/11/25 - Form 8-K
- 12/10/25 - Form 144/A
- AVGO's page on the SEC website