By Marcin Frąckiewicz
Publication Date: 2025-12-14 11:44:00
Updated Sunday, December 14, 2025 — The “AI and data center” trade heads into the final full trading week of 2025 with momentum still intact, but with investors suddenly far more selective. A sharp late-week reversal in bellwether names like Broadcom and Oracle rekindled “AI bubble” chatter, even as the longer-term buildout story (chips, networking, power, cooling, and capacity) keeps expanding across the U.S. market. [1]
Below is what mattered most from December 8–14, and what could move U.S. AI & data center stocks in the week ahead (Dec. 15–19).
What changed for AI & data center stocks in Dec. 8–14
1) A reality check hits “AI infrastructure” valuations
The biggest jolt came from back-to-back updates that investors often treat as real-time demand signals for AI infrastructure:
- Oracle spooked the market after forecasting results below some Wall Street expectations while also signaling even larger spending needs—an uncomfortable combination when rates…