By Marcin Frąckiewicz
Publication Date: 2025-12-12 17:57:00
As of about 12:30 p.m. ET on Friday, Dec. 12, 2025, big tech stocks are under pressure as Broadcom’s margin warning and Oracle’s OpenAI data-center delays reignite “AI bubble” debate, while Nvidia’s China chip demand story and fresh Apple/Google legal headlines shape sentiment.
NEW YORK — Big tech is having a rough midday on the U.S. stock market, with investors rotating away from AI-linked hardware and mega-cap growth after a pair of closely watched signals: Broadcom’s earnings beat paired with a margin caution, and Oracle’s stumbles tied to its OpenAI infrastructure push. Those headlines have pushed the tech-heavy complex lower even as the broader market tries to hold onto its recent post‑Fed momentum. [1]
Below is where the major names stand around 12:30 p.m. ET, what’s driving the move, and what analysts are watching next.
Midday market snapshot: Tech is leading the pullback
Trading action has deteriorated since the open. Early Friday, Reuters…
