Good Read - BIG NEWS: Capital -To The Moon - Tiger Brokers Online Investing Community

Good Read - BIG NEWS: Capital Group offloaded more than 21 million shares of Broadcom (AVGO) worth about $7,000,000,000 in Q3.

Capital Group is the world’s largest active asset manager, overseeing more than $3 trillion in assets under management (AUM). Based on Q3 13F filings, Capital Group’s three investment divisions offloaded approximately 21.2 million shares of Broadcom during the quarter.

Capital World Investors offloaded 12,713,939 shares, Capital Research Global Investors offloaded 3,824,140 shares and Capital International Investors offloaded 4,720,839 shares of Broadcom. These are three investment management divisions of Capital Group.

#broadcom #capitalgroup #wallstreet #stockmarket #investing #finance

Oracle and Broadcom Earnings: Higher Market Expectations Lead to Sharper Sell-offs

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Based on Q3 13F filings, Capital Group’s three investment divisions offloaded approximately 21.2 million shares of Broadcom during the quarter.</p>\n<p>Capital World Investors offloaded 12,713,939 shares, Capital Research Global Investors offloaded 3,824,140 shares and Capital International Investors offloaded 4,720,839 shares of Broadcom. These are three investment management divisions of Capital Group.</p>\n<p>#broadcom #capitalgroup #wallstreet #stockmarket #investing #finance</p></body></html>","htmlText":"<html><head></head><body><p>Good Read - BIG NEWS: Capital Group offloaded more than 21 million shares of Broadcom (AVGO) worth about $7,000,000,000 in Q3.</p>\n<p>Capital Group is the world’s largest active asset manager, overseeing more than $3 trillion in assets under management (AUM). Based on Q3 13F filings, Capital Group’s three investment divisions offloaded approximately 21.2 million shares of Broadcom during the quarter.</p>\n<p>Capital World Investors offloaded 12,713,939 shares, Capital Research Global Investors offloaded 3,824,140 shares and Capital International Investors offloaded 4,720,839 shares of Broadcom. These are three investment management divisions of Capital Group.</p>\n<p>#broadcom #capitalgroup #wallstreet #stockmarket #investing #finance</p></body></html>","text":"Good Read - BIG NEWS: Capital Group offloaded more than 21 million shares of Broadcom (AVGO) worth about $7,000,000,000 in Q3. Capital Group is the world’s largest active asset manager, overseeing more than $3 trillion in assets under management (AUM). Based on Q3 13F filings, Capital Group’s three investment divisions offloaded approximately 21.2 million shares of Broadcom during the quarter. Capital World Investors offloaded 12,713,939 shares, Capital Research Global Investors offloaded 3,824,140 shares and Capital International Investors offloaded 4,720,839 shares of Broadcom. These are three investment management divisions of Capital Group. #broadcom #capitalgroup #wallstreet #stockmarket #investing #finance","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/510941182423784","repostId":1171419567,"repostType":2,"repost":{"id":"1171419567","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1765679313,"share":"https://ttm.financial/m/news/1171419567?lang=en_US&edition=fundamental","pubTime":"2025-12-14 10:28","market":"other","language":"en","title":"Oracle and Broadcom Earnings: Higher Market Expectations Lead to Sharper Sell-offs","url":"https://stock-news.laohu8.com/highlight/detail?id=1171419567","media":"Deep News","summary":"The AI-driven market frenzy faced a brutal \"reality check\" on Friday as disappointing news from chip giant Broadcom and cloud services provider Oracle shattered overhyped expectations. On December...","content":"<p>The AI-driven market frenzy faced a brutal \"reality check\" on Friday as disappointing news from chip giant Broadcom and cloud services provider Oracle shattered overhyped expectations.</p>\n<p>On December 12, a wave of selling swept through AI-related stocks. Broadcom's shares plunged as much as 12%, dragging the S&P 500 and Nasdaq Composite down over 1% each, completely reversing earlier weekly gains fueled by rate-cut optimism. Oracle extended its decline by more than 4%.</p>\n<p>The sell-off quickly spread across the AI supply chain, with the Philadelphia Semiconductor Index plummeting 5%—its worst single-day performance in about two months. The downturn also hammered shares of companies ranging from Nvidia to cloud service provider CoreWeave.</p>\n<p>Market panic rapidly intensified, with the \"Magnificent Seven\" tech stocks significantly underperforming the other 493 S&P 500 components. Crucially, the shockwaves extended beyond equities—bond traders also moved to reduce sector exposure. Data from MarketAxess showed Oracle's bond yield spreads widened sharply.</p>\n<p>Two major triggers ignited the sell-off. First, chip designer Broadcom reported earnings after Thursday's close. Despite record sales, its AI revenue forecast fell short of Wall Street's sky-high expectations. Second, Oracle's disappointing earnings were compounded by reports that its OpenAI data center projects might face delays from 2027 to 2028, raising doubts about AI infrastructure timelines.</p>\n<p>These chain reactions underscore how AI narratives now drive markets—enough to drag down major indices and force investors to question: How much patience remains for promised AI returns?</p>\n<p>Broadcom's earnings miss set off cascading effects. Friday's market action provided a textbook case of high expectations colliding with reality. Though Broadcom posted record $18 billion sales and strong profit growth Thursday evening, investor focus quickly turned to concerns about its custom AI chip margins, timeline for OpenAI commitments, and post-2027 visibility. Unsatisfied answers sent shares down 11%, making it one of the S&P 500's worst performers and spreading contagion to other AI plays.</p>\n<p>Oracle compounded the damage. Even before Broadcom's report, the database giant had unsettled markets with earnings that missed revenue estimates while exceeding capital expenditure projections. Bloomberg's subsequent data center delay report became the final straw—despite Oracle's denial that any contracted sites faced delays, shares fell 4.5% Friday, capping a 13% weekly drop. RBC analyst Rishi Jaluria noted, \"Oracle's now seen as a bellwether—people are asking what this means for chips or power. The downstream implications are massive.\"</p>\n<p>The sell-off rippled far beyond Broadcom and Oracle. Nvidia, AI's biggest beneficiary and the world's most valuable company, fell 3.2%. Other chip firms like Astera Labs and Coherent dropped over 10%, while AI compute provider CoreWeave slid 10%. Even non-tech power-related stocks like Constellation Energy and Vistra declined.</p>\n<p>Notably, bond markets felt the chill. Trading volumes surged for debt issued by \"AI hyperscalers\" including Oracle, Microsoft, and Meta. Oracle's 5.95% 2055 bonds saw yield spreads over Treasuries jump ~0.2 percentage points to 2.07 points.</p>\n<p>This \"AI reality check\" starkly contrasts with earlier Fed-driven optimism. While rate-cut bets had recently boosted cyclical sectors like banks and materials, analysts see the swift reversal as proof of AI's market dominance. BOK Financial's Steve Wyett asked, \"The big question becomes: How patient will markets be waiting for AI builders to deliver returns?\"</p>\n<p>Yet some investors view the anxiety differently. Edwards Asset Management's Robert Edwards considers current AI valuation and spending concerns a healthy caution signal—indicating remaining upside potential. He argues this \"wall of worry\" acts as a contrarian indicator: with $7.7 trillion in money market funds waiting on the sidelines, stocks could continue climbing.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oracle and Broadcom Earnings: Higher Market Expectations Lead to Sharper Sell-offs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOracle and Broadcom Earnings: Higher Market Expectations Lead to Sharper Sell-offs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-14 10:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The AI-driven market frenzy faced a brutal \"reality check\" on Friday as disappointing news from chip giant Broadcom and cloud services provider Oracle shattered overhyped expectations.</p>\n<p>On December 12, a wave of selling swept through AI-related stocks. Broadcom's shares plunged as much as 12%, dragging the S&P 500 and Nasdaq Composite down over 1% each, completely reversing earlier weekly gains fueled by rate-cut optimism. Oracle extended its decline by more than 4%.</p>\n<p>The sell-off quickly spread across the AI supply chain, with the Philadelphia Semiconductor Index plummeting 5%—its worst single-day performance in about two months. The downturn also hammered shares of companies ranging from Nvidia to cloud service provider CoreWeave.</p>\n<p>Market panic rapidly intensified, with the \"Magnificent Seven\" tech stocks significantly underperforming the other 493 S&P 500 components. Crucially, the shockwaves extended beyond equities—bond traders also moved to reduce sector exposure. Data from MarketAxess showed Oracle's bond yield spreads widened sharply.</p>\n<p>Two major triggers ignited the sell-off. First, chip designer Broadcom reported earnings after Thursday's close. Despite record sales, its AI revenue forecast fell short of Wall Street's sky-high expectations. Second, Oracle's disappointing earnings were compounded by reports that its OpenAI data center projects might face delays from 2027 to 2028, raising doubts about AI infrastructure timelines.</p>\n<p>These chain reactions underscore how AI narratives now drive markets—enough to drag down major indices and force investors to question: How much patience remains for promised AI returns?</p>\n<p>Broadcom's earnings miss set off cascading effects. Friday's market action provided a textbook case of high expectations colliding with reality. Though Broadcom posted record $18 billion sales and strong profit growth Thursday evening, investor focus quickly turned to concerns about its custom AI chip margins, timeline for OpenAI commitments, and post-2027 visibility. Unsatisfied answers sent shares down 11%, making it one of the S&P 500's worst performers and spreading contagion to other AI plays.</p>\n<p>Oracle compounded the damage. Even before Broadcom's report, the database giant had unsettled markets with earnings that missed revenue estimates while exceeding capital expenditure projections. Bloomberg's subsequent data center delay report became the final straw—despite Oracle's denial that any contracted sites faced delays, shares fell 4.5% Friday, capping a 13% weekly drop. RBC analyst Rishi Jaluria noted, \"Oracle's now seen as a bellwether—people are asking what this means for chips or power. The downstream implications are massive.\"</p>\n<p>The sell-off rippled far beyond Broadcom and Oracle. Nvidia, AI's biggest beneficiary and the world's most valuable company, fell 3.2%. Other chip firms like Astera Labs and Coherent dropped over 10%, while AI compute provider CoreWeave slid 10%. Even non-tech power-related stocks like Constellation Energy and Vistra declined.</p>\n<p>Notably, bond markets felt the chill. Trading volumes surged for debt issued by \"AI hyperscalers\" including Oracle, Microsoft, and Meta. Oracle's 5.95% 2055 bonds saw yield spreads over Treasuries jump ~0.2 percentage points to 2.07 points.</p>\n<p>This \"AI reality check\" starkly contrasts with earlier Fed-driven optimism. While rate-cut bets had recently boosted cyclical sectors like banks and materials, analysts see the swift reversal as proof of AI's market dominance. BOK Financial's Steve Wyett asked, \"The big question becomes: How patient will markets be waiting for AI builders to deliver returns?\"</p>\n<p>Yet some investors view the anxiety differently. Edwards Asset Management's Robert Edwards considers current AI valuation and spending concerns a healthy caution signal—indicating remaining upside potential. He argues this \"wall of worry\" acts as a contrarian indicator: with $7.7 trillion in money market funds waiting on the sidelines, stocks could continue climbing.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4612":"AI芯片","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999002232.USD":"Allianz Global High Payout USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4581":"高盛持仓","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - 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Broadcom's shares plunged as much as 12%, dragging the S&P 500 and Nasdaq Composite down over 1% each, completely reversing earlier weekly gains fueled by rate-cut optimism. Oracle extended its decline by more than 4%.\nThe sell-off quickly spread across the AI supply chain, with the Philadelphia Semiconductor Index plummeting 5%—its worst single-day performance in about two months. The downturn also hammered shares of companies ranging from Nvidia to cloud service provider CoreWeave.\nMarket panic rapidly intensified, with the \"Magnificent Seven\" tech stocks significantly underperforming the other 493 S&P 500 components. Crucially, the shockwaves extended beyond equities—bond traders also moved to reduce sector exposure. Data from MarketAxess showed Oracle's bond yield spreads widened sharply.\nTwo major triggers ignited the sell-off. First, chip designer Broadcom reported earnings after Thursday's close. Despite record sales, its AI revenue forecast fell short of Wall Street's sky-high expectations. Second, Oracle's disappointing earnings were compounded by reports that its OpenAI data center projects might face delays from 2027 to 2028, raising doubts about AI infrastructure timelines.\nThese chain reactions underscore how AI narratives now drive markets—enough to drag down major indices and force investors to question: How much patience remains for promised AI returns?\nBroadcom's earnings miss set off cascading effects. Friday's market action provided a textbook case of high expectations colliding with reality. Though Broadcom posted record $18 billion sales and strong profit growth Thursday evening, investor focus quickly turned to concerns about its custom AI chip margins, timeline for OpenAI commitments, and post-2027 visibility. Unsatisfied answers sent shares down 11%, making it one of the S&P 500's worst performers and spreading contagion to other AI plays.\nOracle compounded the damage. Even before Broadcom's report, the database giant had unsettled markets with earnings that missed revenue estimates while exceeding capital expenditure projections. Bloomberg's subsequent data center delay report became the final straw—despite Oracle's denial that any contracted sites faced delays, shares fell 4.5% Friday, capping a 13% weekly drop. RBC analyst Rishi Jaluria noted, \"Oracle's now seen as a bellwether—people are asking what this means for chips or power. The downstream implications are massive.\"\nThe sell-off rippled far beyond Broadcom and Oracle. Nvidia, AI's biggest beneficiary and the world's most valuable company, fell 3.2%. Other chip firms like Astera Labs and Coherent dropped over 10%, while AI compute provider CoreWeave slid 10%. Even non-tech power-related stocks like Constellation Energy and Vistra declined.\nNotably, bond markets felt the chill. Trading volumes surged for debt issued by \"AI hyperscalers\" including Oracle, Microsoft, and Meta. Oracle's 5.95% 2055 bonds saw yield spreads over Treasuries jump ~0.2 percentage points to 2.07 points.\nThis \"AI reality check\" starkly contrasts with earlier Fed-driven optimism. While rate-cut bets had recently boosted cyclical sectors like banks and materials, analysts see the swift reversal as proof of AI's market dominance. BOK Financial's Steve Wyett asked, \"The big question becomes: How patient will markets be waiting for AI builders to deliver returns?\"\nYet some investors view the anxiety differently. Edwards Asset Management's Robert Edwards considers current AI valuation and spending concerns a healthy caution signal—indicating remaining upside potential. He argues this \"wall of worry\" acts as a contrarian indicator: with $7.7 trillion in money market funds waiting on the sidelines, stocks could continue climbing.","news_type":1,"symbols_score_info":{"AVGO":1,"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":298,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AVGO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":625,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/510941182423784"}