Top Stock Movers – December 12, 2025
Wall Street’s focus shifted sharply on Friday, with technology and AI stocks tumbling while select retail, payment, and travel names surged. Broadcom (AVGO) led the decliners, falling 10.5% despite reporting strong quarterly earnings and 74% growth in AI chip revenue, as investors questioned the sustainability of its high-flying AI business. Oracle (ORCL) continued its slide, down 4.5%, after announcing a one-year delay for OpenAI data centers and signaling concerns about financing its AI expansion.
Other tech and AI names also pulled back, including Nvidia (-2%), Micron (-4.8%), and Palantir (-1.8%), reflecting lingering worries of an AI bubble.
On the upside, Lululemon (LULU) jumped 11-12% following strong Q3 results and the announcement of a CEO transition.
Payment giants Visa (+6.4%), Mastercard (+4.8%), and American Express (+2.7%) rallied on analyst upgrades, while cruise lines Royal Caribbean (+7.6%), Norwegian (+7%), and Carnival (+6.2%) led gains in the travel sector.
The market rotation highlights a cautious sentiment: investors are stepping back from the tech-heavy AI trade while seeking opportunities in retail, payments, and travel.
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