EXPLAINED: 28 | Vintage Vibes

Stocks Struggle Ahead of November Jobs Report: Stock Market Today

Oracle and Broadcom continued to fall, while market participants looked ahead to Tuesday's jobs report.

Kiplinger · Dec 15, 2025

The Vertiv Pullback: Ignore the Noise, Buy the Data

Vertiv remains a primary beneficiary of the artificial intelligence boom as major technology firms accelerate capital spending on physical infrastructure.

MarketBeat · Dec 15, 2025

Should You Buy the Dip in Oracle Stock and Hold for 2026?

Oracle's stock plunged by 11% to have its worst day since the turn of the century.

Barchart · Dec 15, 2025

Oracle reportedly signs major huge cloud data center deals in the last quarter - nearly $250 billion in new commitments revealed

SEC filing reveals $248 billion in data center commitments which weren't covered by Oracle's recent results.

TechRadar · Dec 15, 2025

Asian shares slip after Wall Street logs its worst day in 3 weeks

Asian shares are mostly lower after declines for superstar AI stocks knocked Wall Street off its record heights

The Independent UK · Dec 15, 2025

Inflation Data, AI Earnings and Other Can't Miss Items this Week

Markets enter a critical week still reeling from Friday's sharp selloff in technology and AI stocks following disappointing reactions to Oracle and Broadcom earnings that raised questions about AI infrastructure spending sustainability and return on massive capital investments. Here are 5 things to watch this week in the Market.

Barchart · Dec 14, 2025

20 Billionaires Who Gained Combined $460B Through AI Investments in 2025

AI investments created a $500B windfall in 2025 -- 20 billionaires, led by Larry Ellison, saw massive gains as Nvidia, Oracle and CoreWeave fueled the AI boom.

GOBankingRates · Dec 14, 2025

There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts say

"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to be."

Fortune · Dec 13, 2025

Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets

“The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.”

Fortune · Dec 13, 2025

Oracle reportedly delays several new OpenAI data centers because of shortages — tight material and labor supply frustrate expansion plans, possibly by a year or more

Oracle reportedly delays some of the data centers for OpenAI from 2027 to 2028, citing labor and materials shortages.

Tom’s Hardware · Dec 12, 2025