AI bubble jitters flare up after Oracle capex shock and Broadcom margin warning ripple through markets
Summary
A new wave of “AI bubble” nerves hit markets after Oracle’s surprise capex ramp (to fund AI infrastructure) collided with Broadcom warning that a growing mix of custom AI chips could dilute margins. The mood shift didn’t kill the AI trade, but it did change the vibe: investors are getting pickier about who can spend big on AI *and* show a credible path to profits. Broadcom’s commentary is especially notable because it sits in the plumbing layer of AI (custom accelerators and systems), where demand is real but pricing/margins can be messy. The takeaway: AI demand is still strong, but Wall Street is increasingly rewarding disciplined execution over sheer spending bravado.
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