:max_bytes(150000):strip_icc()/GettyImages-2234722679-f897f3a9a6934945a5247400ea3ae894.jpg?ssl=1 "Updates from Two Big Tech Firms Land This Week. What They Could Mean for the AI Trade")
By Colin Laidley
Publication Date: 2025-12-09 20:33:00
Key Takeaways
- Tech giants Oracle and Broadcom are slated to report quarterly earnings this week, following up on results that wowed investors in September.
- Oracle stock has given up all of its gains after last quarter’s earnings, weighed on by AI bubble and customer concentration concerns. Broadcom stock has charged higher.
Two tech giants shocked Wall Street with their earnings reports in September. Now they’re under pressure to do it again.
Software giant Oracle (ORCL) will report quarterly results after the market closes on Wednesday, followed by semiconductor firm Broadcom (AVGO) on Thursday afternoon. Their shares are up 33% and 75%, respectively, since the beginning of the year—but the stocks have diverged in recent months, reflecting the anxieties driving a shift in the AI investor debate.
Wall Street is generally optimistic about both Oracle’s and Broadcom’s upcoming earnings reports. Analysts expect both companies, among the biggest in the S&P 500, to show…
