The AI trade is unwinding — with investors increasingly worried about debt raising by companies like Oracle and CoreWeave used to finance AI data-center buildouts.

Oracle's drop dragged other AI-related stocks lower, as well. Some of the worst performers on the Nasdaq 100 index included chipmakers such as Broadcom and Arm Holdings, which were both down around 5%. The Nasdaq Composite also slid more than 1.8%. The S&P 500 fell 1.2%.

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending debt-insurance prices soaring.

It's that time of year again when I put forth my annual list of top 10 stocks to buy. The Markets are near an all-time high, and investors are enthusiastic about continued growth

AI stocks soared Thursday after memory chip maker Micron reported far stronger-than-expected quarterly results, offering tech investors a glimmer of hope after weeks of disappointing performance for AI stocks.

Still, gold mining shares have done even better. The VanEck Gold Miners exchange-traded fund is up 150% in 2025, thanks to torrid gains by stocks like Newmont Corp. (up 170%) and Barrick Mining Corp. (up 160%.)

AI stocks plunged Wednesday as investors question whether their elevated valuations are justified and if massive tech investments will generate sufficient profits.

Stocks to Watch today, December 19, 2025: Indian equities are poised to open higher on Friday, buoyed by firm global cues. At 7:40 AM, GIFT Nifty futures were trading 67 points up at 25,948.

Shares in the industry offer attractive opportunities even after the sector’s big run this year, according to Jefferies.

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