AI shares fell after Oracle and Broadcom’s earnings — Oracle slid on investor concern about OpenAI’s ability to fund a reported $300 billion cloud deal, while Broadcom’s strong AI sales were offset by margin worries and guidance for roughly a 1 percentage-point margin decline in Q1 FY26 — creating selective buying opportunities. The piece highlights IREN (NASDAQ: IREN) as an attractive, if volatile, play: the Australia-based AI data-center specialist (100% renewable-powered) has a five-year $9.7 billion Microsoft deal, raised $2.3 billion in convertible notes (partly to refinance worse debt), trades roughly 50% below its November peak despite a 271% YTD run, and targets $3.4 billion in ARR by end-FY2026 from $16.4 million in FY2025, positioning it to address data-center power constraints that Nvidia will discuss. It also positions Alphabet as a core AI beneficiary — Q3 revenue +18% YoY with Google Cloud up 34% YoY — emphasizing its ad- and cloud-derived cash flow, strategic AI investments (including chip interest from Meta), and potential to gain share if OpenAI faces financial strain, with the stock trading at about a 31x P/E.
AI equities sold off after back-to-back earnings shocks from Oracle and Broadcom: Oracle shares fell amid investor concern about how OpenAI will finance a reported $300 billion cloud computing commitment, while Broadcom’s strong AI revenue was offset by margin worries and guidance for roughly a 1 percentage-point margin decline in Q1 FY26. That one-two punch pressured sentiment across the group, creating price dislocations that the article frames as selective buying opportunities. IREN is presented as a high-conviction, high-volatility opportunity: the Australia-based AI data-center specialist touts 100% renewable-operated centers and a five-year, $9.7 billion Microsoft deal, raised $2.3 billion in convertible notes (partly to refinance worse debt), trades about 50% below its early-November peak despite a 271% YTD 2025 gain, and targets $3.4 billion in ARR by end-FY2026 versus $16.4 million in FY2025 revenue. Execution risk and near-term dilution are the primary concerns, but the company is positioned to address the data-center power bottleneck Nvidia will highlight at its private summit. Alphabet stands out as a lower-risk AI exposure: Q3 revenue rose 18% year-over-year with Google Cloud up 34% YoY, the firm has strong ad- and cloud-derived cash flow, reported interest from Meta in its AI chips, and trades near a 31x P/E — a valuation that the article argues is reasonable given continued profit expansion and potential market-share gains if OpenAI faces financial strain.
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