Big Tech's Big Week: Oracle and Broadcom in the Spotlight

This week, two tech giants, Oracle and Broadcom, are under the microscope as they prepare to release their quarterly earnings. Both companies have seen significant stock gains this year, with Oracle up 32% and Broadcom up 72%. However, their recent performance has diverged, reflecting the shifting sentiments in the AI investment landscape.

Wall Street's Optimism and Concerns

Wall Street is optimistic about both companies, expecting strong AI demand to continue into next year. But there are concerns:

• Oracle's recent surge was fueled by a massive deal with OpenAI, raising questions about its reliance on a single, high-risk client.
• Broadcom faces long-term risks as Google considers designing its own AI chips, potentially cutting into Broadcom's market share.

Analyst Predictions and Market Watch

Despite these challenges, analysts remain bullish:

• Oracle's stock is expected to swing nearly 10% post-earnings.
• Broadcom's could move up to 6%.

The tech world is watching closely to see if these companies can maintain their momentum in the ever-changing AI market.