Market stumble pins trader hopes on holiday green

Market Overview - Major stock indexes are higher, with the Dow Jones Industrial Average and Russell 2000 Index reaching all-time highs, driven by the Federal Reserve's interest-rate cut and expectations for further cuts, lower tax rates, and decreasing oil prices [1][3] - The Standard & Poor's 500 Index is down 0.6% for the week but up 16.1% year-to-date, while the Nasdaq Composite Index is down 1.62% for the week and up 20% for the year [7] Economic Factors - Interest rates have slightly decreased following the Federal Reserve's recent rate-cut decision [1] - The economy has faced challenges, particularly from tariffs, but remains resilient [1] AI Industry Concerns - There are significant concerns regarding the sustainability of the artificial intelligence boom and its impact on tech company valuations [4] - Oracle's stock fell 12.7% for the week due to worries about its revenue dependency on OpenAI, which has a $300 billion data center deal with Oracle [5] - Broadcom's stock dropped 11.4% on Friday and 7.8% for the week, amid concerns over lower gross margins in its AI business compared to other segments [6] Company Performance - Despite recent declines, Oracle is still up 14% year-to-date, although it has fallen 45% since hitting a 52-week high of $345.72 on September 10 [6] - Broadcom remains up 55% for the year despite recent losses [6]