Oracle's drop dragged other AI-related stocks lower, as well. Some of the worst performers on the Nasdaq 100 index included chipmakers such as Broadcom and Arm Holdings, which were both down around 5%. The Nasdaq Composite also slid more than 1.8%. The S&P 500 fell 1.2%.

Sanctuary Wealth’s chief investment strategist says 2026 will be a “reset year” because of high valuations and challenging year-over-year earnings comparisons. In a podcast interview with Barron’s Advisor,

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending debt-insurance prices soaring.

Nvidia has seen massive growth, with revenue in the third quarter of fiscal 2026 (ended Oct. 26, 2025) jumping 62% from a year ago to $57 billion. And Nvidia believes that it will be at the center of further expansion, as it sees AI infrastructure being valued at $3 trillion to $4 trillion a year by the end of the decade.

Quantum computing stocks surged after Wedbush initiated coverage on several names, lifting sentiment across the sector. Wedbush rated all three companies at Outperform, saying the quantum computing industry appears to be moving closer to broader commercial use.

They review what worked in 2025, what surprised them, and where disciplined investors may find opportunity as the new year approaches.

The delivery company posted better-than-projected quarterly results, boosted by higher U.S. package shipments. It ra

The "Magnificent Seven" stocks have been the primary driver of this market power concentration, along with Broadcom , JP Morgan , and Berkshire Hathaway . The Mag 7 companies —

Discover three stocks set to benefit from AI infrastructure scarcity, as demand for GPUs, data centers and power reshapes markets.