By Marcin Frąckiewicz
Publication Date: 2025-12-12 17:58:00
As of about 12:30 p.m. ET on Dec. 12, 2025, U.S. markets are pulling back—led by AI-linked tech. Broadcom is tumbling on margin concerns, Oracle is still digesting a capex shock, and several hardware and “AI-adjacent” names are among the day’s biggest losers.
NEW YORK — Friday, Dec. 12, 2025 (12:30 p.m. ET update): The U.S. stock market’s late-year rally hit a speed bump Friday as investors rotated out of high-flying AI and AI-adjacent names—again—following a wave of scrutiny over profit margins, capital spending, and just how quickly AI investment translates into durable earnings. [1]
At roughly 12:27 p.m. ET, the Nasdaq-heavy trade was clearly under the most pressure: the Nasdaq 100 proxy QQQwas down about 1.8%, while the broader-market SPY was off roughly 1.1%. Blue chips (via DIA) were also lower, and small caps (via IWM) were down a bit more than 1%.
Below is a detailed, stock-by-stock breakdown of the top losers driving the midday tape—and what…
