Broadcom Inc
- Data center deals hit record $61 billion in 2025 as AI valuation risks and funding concerns grip investors - Hyperscalers are increasingly turning to outside capital in the form of debt to fund the energy-intensive infrastructure.
- OpenAI in talks with Amazon about investment that could exceed $10 billion - OpenAI is in discussions with Amazon about a potential investment and an agreement to use its artificial intelligence chips, CNBC confirmed.
- Tesla stock hits record as Wall Street rallies around robotaxi hype despite slow EV sales - Wall Street's bullishness on Tesla has returned after the stock had its worst performance since 2022 in the first quarter of the year.
- South Korea stocks lead losses in Asia for a second day as tech sell-off continues on Wall Street - Markets in Australia started the day higher, while markets in Japan and South Korea fell.
- AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide - In at least one corner of the AI market, sentiment has turned decidedly negative.
- Asia-Pacific markets set for lower open ahead of key data from China and Japan - China will release its November retail sales, fixed asset investment and industrial output numbers, while Japan will announce its fourth-quarter Tankan survey.
- Broadcom and Costco's rich valuations leave little room for error as battleground stocks - In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
- Here are the 2 big things we're watching in the stock market this week - This week is the last full trading week on Wall Street for the year, and it is packed with key economic and earnings reports.
- Here are 4 major moments that drove the stock market last week - The S&P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high.
- Oracle says there have been 'no delays' in OpenAI arrangement after stock slide - Oracle pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.