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for: Thursday, December 11, 2025



Broadcom Reports $18 Billion in Revenue as AI Chip Sales Climb

Robbie Whelan / wsj - The chip designer posted nearly twice as much net profit in the fourth quarter as it did a year earlier.

#ai #chips #aiethics #stockmarket #earnings #investment #business #semiconductor #technology

Broadcom (AVGO) Stock: Company Reports Strong Q4, but Shares Slide on Profit Margin Concerns

2 months / parameter / Trader Edge

Absolutely hilarious earnings call for Broadcom today as CEO Hock Tan gets mad at an analyst for asking for clarity over OpenAI’s supposed 10 gigawatt chips deal, which Tan responded to by saying that “they are on their multi-year journey to their own XP

2 months / bsky / @edzitron.com

Anthropic bought $10B of Google TPUs in September and an additional $11B order this quarter. It’s no longer idle speculation that Google is competing with Nvidia selling AI chips.

2 months / bsky / @carnage4life.bsky.social / carnage4life.bsky.social

Broadcom stock reverses lower on a misinterpretation of what the CEO said on the earnings call

2 months / cnbc

Broadcom earnings pass the test as AI momentum sends the stock higher

2 months / x / @MarketWatch

Broadcom reveals its mystery $10 billion customer is Anthropic

2 months / cnbc

Broadcom’s stock falls despite another crushing earnings and revenue beat

2 months / siliconangle / Mike Wheatley

Broadcom Reports $18 Billion in Revenue as AI Chip Sales Climb

2 months / wsj / Robbie Whelan

Broadcom reports fourth quarter earnings after the bell

2 months / cnbc

Back to Top / Thursday, December 11, 2025, 6:21 pm / permalink 16861 / 9 stories in 2 months


Oracle (ORCL) Stock Tumbles as Revenue Misses and Guidance Falls Short

Trader Edge / parameter - TLDR Oracle posted Q2 adjusted EPS of $2.26 versus $1.64 consensus, boosted by $2.7 billion Ampere stake sale Quarterly revenue of $16.06 billion fell short of $16.19 billion estimate despite 14% year-over-year increase Cloud infrastructure revenue surged…

#ai #cloud #aiethics #stockmarket #earnings #business #finance #recession #technology #oracle

AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading

2 months / cnbc

Oracle Shares Tumble on AI Spending Worries

2 months / wsj / Heather Gillers

Don't use Oracle and its challenges as a barometer for the many great AI stocks we own

2 months / cnbc

Oracle stock price falls, taking Nvidia and other AI chip giants with it: Why tech are shares reeling today?

2 months / fastcompany / Michael Grothaus

Oracle investors cast doubt on its knack for divination

2 months / ft

Blue-chip Dow rallies into record territory while Oracle’s skid weighs on Nasdaq

2 months / x / @MarketWatch

Oracle drags down Nvidia and other AI stocks as bubble fears intensify trib.al/m2xhXW5

2 months / x / @MarketWatch

Oracle's big AI dreams are freaking out Wall Street

2 months / qz / Shannon Carroll

Oracle (ORCL) Stock Tumbles as Revenue Misses and Guidance Falls Short

2 months / parameter / Trader Edge

Back to Top / Thursday, December 11, 2025, 11:21 am / permalink 16839 / 9 stories in 2 months


(LEAD) Seoul shares fall for 3rd day after Fed's rate cut

Kang Yoon-seung / co - SEOUL, Dec. 11 (Yonhap) -- Seoul shares closed lower Thursday as investors were ...


Broader market and economic outlook

Dow, S&P 500 end at records because investors feel good about the economy — beyond the AI boom

2 months / x / @MarketWatch

Cruise and other travel stocks keep climbing, with a little help from the Fed

2 months / x / @MarketWatch

The bond market is rallying off the Fed’s latest rate cut — but that could change come January

2 months / x / @MarketWatch

S&P and Nasdaq under tech-sector pressure as Dow negotiates gain after Fed cut

2 months / x / @MarketWatch

First-time unemployment claims surging after Thanksgiving trib.al/oGMLeql

2 months / x / @MarketWatch

Economic calendar: Unemployment and trade data on docket following Fed rate cut

2 months / x / @MarketWatch

The Fed's hawkish cut, Oracle earnings, Coca-Cola's next CEO and more in Morning Squawk

2 months / cnbc

The Fed will help drive a 10% gain for stocks in 2026, says one of Wall Street’s most accurate forecasters, Tom Lee

2 months / x / @MarketWatch

Gundlach keeps finding 1995 parallels as Fed finally catches up to 2-year Treasury trib.al/yZQ87c5

2 months / x / @MarketWatch

CNBC Daily Open: Much to like in Fed's meeting amid warnings of restraint

2 months / cnbc

CNBC Daily Open: Investors find cheer amid Fed's hawkish cut

2 months / cnbc


Crypto turbulence observed

From quantitative tightening to quantitative crypto: How policy shifts are rewriting market rules

2 months / e27 / Anndy Lian

The Fed cut rates, but bitcoin didn’t budge. What gives? trib.al/VAvgbIW

2 months / x / @MarketWatch

BTC price: Why is Bitcoin, XRP, and other crypto down on Fed rate cut when the stock market is up?

2 months / fastcompany / Jennifer Mattson

Fed cuts rates but crypto plunges: The liquidity trap no one’s talking about

2 months / e27 / Anndy Lian


Mortgage impact on borrowers

Mortgage rates have fallen in 2025. What does that really means for home buyers? trib.al/lz6LYz9

2 months / x / @MarketWatch

Should you refinance your mortgage now, after the Fed's latest rate cut?

2 months / x / @MarketWatch


South Korea market moves

(LEAD) Seoul shares fall for 3rd day after Fed's rate cut

2 months / co / Kang Yoon-seung

Seoul shares fall for 3rd day after Fed's rate cut

2 months / co / Kang Yoon-seung

Seoul shares up late Thu. morning on Powell's dovish remarks

2 months / co / Kang Yoon-seung

(LEAD) Fed's policy turns more cautious, close market monitoring required: BOK

2 months / co / Oh Seok-min

Fed's policy turns more cautious, close market monitoring required: BOK

2 months / co / Oh Seok-min

Seoul stocks open higher on Fed rate cut

2 months / co / Kang Yoon-seung


All Other Stories

Goldman Sachs (GS) Stock: M&A Momentum and Global Expansion Underpin Bullish Outlook

2 months / parameter / Newton Kitonga

Bank of America (BAC) Stock: Credit Ratings Affirmed, Stability Boosts Market Confidence

2 months / parameter / Newton Kitonga

CNBC Daily Open: Record high U.S. stocks as investors rotate out of tech

2 months / cnbc

Back to Top / Thursday, December 11, 2025, 2:21 am / permalink 16819 / 26 stories in 2 months


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More Top Stories...

U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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