{"id":229583,"date":"2025-12-12T17:51:13","date_gmt":"2025-12-12T17:51:13","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/229583\/"},"modified":"2025-12-12T17:51:13","modified_gmt":"2025-12-12T17:51:13","slug":"broadcoms-post-earnings-tumble-is-weighing-on-googles-entire-ai-ecosystem","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/229583\/","title":{"rendered":"Broadcom\u2019s post-earnings tumble is weighing on Google\u2019s entire AI ecosystem"},"content":{"rendered":"

Data center trade deep in the red<\/a><\/p>\n

The data center trade is seeing its steepest sell-off since the market rout that was ignited by President Donald Trump\u2019s Rose Garden tariff announcement back in April.<\/p>\n

Goldman Sachs\u2019 themed basket of AI data center shares was down more than 6% at around 12 p.m. ET, putting it on track for its worst day since the tariff announcement. <\/p>\n

Losses hammered seemingly every form of input needed for the sprawling concrete server warehouses at the heart of the investment boom. <\/p>\n

Hardware makers including data storage companies like Sandisk<\/a>, Western Digital<\/a>, and Seagate Technology Holdings<\/a>, as well as DRAM maker Micron<\/a> \u2014 some of the best-performing stocks in the S&P 500 this year \u2014 were taking a licking, as were networking stocks Cisco<\/a> and Arista Networks<\/a> and data center builders such as Vertiv Holdings<\/a> and electrical and mechanical contractor Emcor<\/a>. <\/p>\n

Optimism for all things AI has seemed to evaporate throughout the week, as the stock market greeted<\/a> lackluster quarterly numbers from Oracle<\/a> and Broadcom<\/a> with jittery sell-offs<\/a> and concern about growing debts that could crater cash flows. <\/p>\n

Those worries seem to be spreading to ancillary beneficiaries of the AI boom on Friday, gouging a chunk out of charts that retail dip buyers have not \u2014 at least so far \u2014 stepped in to buy as we head into the weekend. <\/p>\n","protected":false},"excerpt":{"rendered":"Data center trade deep in the red The data center trade is seeing its steepest sell-off since the…\n","protected":false},"author":2,"featured_media":229584,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,18,19,17,82],"class_list":{"0":"post-229583","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-eire","12":"tag-ie","13":"tag-ireland","14":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115707870108526830","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/229583","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=229583"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/229583\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/229584"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=229583"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=229583"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=229583"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}