Wall Street Breakfast Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears
16 snips
Nov 14, 2025 Market sentiment is a rollercoaster ride, reflecting heightened volatility. Cisco's strong performance highlights a growing demand for AI infrastructure, while Oracle struggles amidst concerns over rapid chip depreciation. Pharma stocks are on the rise, signaling a defensive strategy as risk appetite wanes, evidenced by Bitcoin's decline. Circle's stablecoin growth faces margin pressures, and Dillard’s surprises with positive earnings. Investors are advised to stay alert for upcoming earnings reports amid shifting Fed rate-cut odds.
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Split In AI Infrastructure Winners And Losers
- Cisco surged after beating expectations and citing $1.3B in AI infrastructure orders from hyperscalers.
- Oracle faltered amid investor worry that hyperscaler spending and accelerated depreciation could reveal weaker economics.
Depreciation Risks To AI Valuations
- Concerns about a "depreciation tsunami" say AI hardware may wear out faster than accounting suggests.
- If companies adjust depreciation, reported earnings could weaken and stress AI valuations.
Nvidia As The Big AI Catalyst
- NVIDIA's upcoming report is the major catalyst because it's an infrastructure provider to hyperscalers.
- High valuations mean small signs of slower growth could cause large stock moves.