Investors rotated out of AI-linked high-flyers like Oracle and Broadcom after underwhelming earnings updates, shifting from “growth at any cost” to “prove the returns.” Oracle missed revenue estimates and increased capital expenditures by $15 billion, sparking fears of AI infrastructure spending outpacing monetization. Broadcom, despite beating earnings, saw its stock fall as CFO Kirsten Spears warned of gross margin pressure. This led to a macro rotation away from AI infrastructure. Crane NXT (CXT) shares dropped as part of this trend, down 11.7% year-to-date, but positive news about U.S. Currency growth in 2026 could signal a rebound.

Read more at StockStory News: Rumble, Crane NXT, Arlo Technologies, CDW, and Insight Enterprises Shares Are Falling, What You Need To Know