Oracle missed revenue expectations and said it will spend $50 billion on AI data‑center infrastructure, while Broadcom plunged after management remarks, triggering sell‑offs in AI‑related stocks including Nvidia, Alphabet, Amazon, Microsoft and Meta Platforms.The market cooled in recent sessions with the S&P 500 and Nasdaq slipping and the Dow rising on a rotation into materials, financials and industrials; Nvidia faced mixed signals after U.S. export comments and Donald Trump said shipments of H200 chips would be allowed to approved Chinese buyers under a 25% export cut.Oracle disputed a Bloomberg report that it pushed back OpenAI data‑center milestones, GE Vernova and Scott Strazik stood out with strong guidance, and investors are watching whether seasonal flows will kick off a Santa Claus rally.