今夜，崩了！

Group 1: Market Overview - The U.S. stock market is experiencing a divergence, with the Dow Jones index reaching a record high while the tech-heavy Nasdaq index has declined over 1% [3][12] - Concerns regarding the AI trading sector have intensified, leading to a sell-off in technology stocks [4][11] Group 2: Company-Specific Developments - Oracle's stock price plummeted following disappointing performance, contributing to the negative sentiment in the AI sector [4] - Broadcom's stock fell approximately 10% despite reporting a record quarterly revenue of $18.02 billion and a profit of $8.518 billion, which exceeded analyst expectations [8] - Broadcom's CEO indicated that the gross margin for rapidly growing AI revenue is lower than that of non-AI revenue, which disappointed investors [8] - Fermi's stock dropped 40% after a key tenant terminated a $150 million agreement related to an AI campus project, raising concerns about potential bubbles in AI-related infrastructure [9] Group 3: Broader Market Sentiment - Analysts suggest that the strong performance of the Dow could indicate a broader market rally beyond just a few large-cap stocks, with small-cap stocks showing strength as well [12] - The S&P 500 has seen a cumulative increase of 0.45% this week, while the Dow has risen nearly 1.6%, contrasting with the Nasdaq's minimal gain [12]