Analysis-Oracle-Broadcom one-two punch hits AI trade, but investor optimism persists

By Saqib Iqbal Ahmed and Lewis Krauskopf NEW YORK, Dec 12 (Reuters) - The red-hot trade backing artificial intelligence-related stocks has taken a bruising from back-to-back troubling updates from Oracle and Broadcom, reigniting concerns about frothy valuations and an AI bubble. Still, investors say reasons for optimism about AI remain intact, and many are wary about calling a top. Investors have piled ​into AI-related companies this year as the technology has taken off, with promises to make Corporate ...