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Stock Market Update: Is the AI Bubble About to Pop?

The Motley Fool
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Stock Market Update: Is the AI Bubble About to Pop?

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By Mark Roussin, CPA – Dec 19, 2025 at 9:08AM ESTNASDAQ: AVGOBroadcomMarket Cap$1.6TToday's Changeangle-down(2.46%) $8.12Current Price$338.00Price as of December 19, 2025 at 10:17 AM ETThe rotation out of AI stocks continues.We have seen a broad rotation out of AI stocks in recent weeks with stocks like Nvidia (NVDA +2.67%), Broadcom (AVGO +2.46%), Oracle (ORCL +7.20%), and other notable companies seeing shares fall substantially. Is this a rebalancing or is this investors seeing value to start the new year in 2026? In today's video we will look at my thoughts centering around AI stocks in general and my plan for the portfolio moving forward. Watch this short video to learn more, consider subscribing to the channel, and check out the special offer in the link below. *Stock prices used were end-of-day prices of Dec. 12, 2025. The video was published on Dec. 13, 2025. Read NextDec 19, 2025 •By Parkev Tatevosian, CFAWhy Is Broadcom Stock Crashing, and Is It a Buying Opportunity?Dec 18, 2025 •By Parkev Tatevosian, CFAWhat's Going on With Broadcom Stock?Dec 18, 2025 •By Rick MunarrizThe Best Dividend Stocks to Buy and Hold ForeverDec 18, 2025 •By David Jagielski, CPABroadcom Has Beaten the Market for 6 Straight Years.

Can It Continue to Outperform in 2026?Dec 17, 2025 •By Howard SmithStock Market Today, Dec. 17: Broadcom Drops on China AI Chip Breakthrough and AI Buildout UncertaintyDec 16, 2025 •By Daniel SparksDown About 18% From Recent Highs, Is Broadcom Stock a Buy?Stocks MentionedBroadcomNASDAQ: AVGO$338.00 (+0.02%) $+8.12OracleNYSE: ORCL$193.00 (+0.07%) $+12.97Taiwan Semiconductor ManufacturingNYSE: TSM$289.04 (+0.02%) $+4.36NvidiaNASDAQ: NVDA$178.79 (+0.03%) $+4.65*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.Advertisement

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