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The Potential Existential Threat To AI [Seeking Alpha]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
Disappointing results/guidance from Oracle and Broadcom sent the NASDAQ down 1.6% for the week despite another cut to the Fed Funds rate. There are growing concerns that a potential AI bubble has developed that is being sustained by massive future investment commitments that may not materialize. The other existential threat to the AI infrastructure buildout that is underpinning the markets and the economy doesn't get nearly the right amount of focus. That is the ability to bring electrical generation capacity online to allow these new massive AI data centers to operate. The article discusses this gap further below. J Studios/DigitalVision via Getty Images Some cracks emerged around the AI Narrative that has driven most of the gains in equities over the past three years, late this week. Oracle ( ORCL fell 11% in trading on Thursday after posting quarterly More on my IG service Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see
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- 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]
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