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

We have seen a broad rotation out of AI stocks in recent weeks with stocks like Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Oracle (NYSE: ORCL), 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.

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*Stock prices used were end-of-day prices of Dec. 12, 2025. The video was published on Dec. 13, 2025.

Mark Roussin, CPA has positions in Broadcom. The Motley Fool has positions in and recommends Nvidia, Oracle, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

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