Broadcom and Oracle Earnings Misses Drag Bitcoin Below $90K – AI Bubble Fears Hit Crypto Hard

Summary 

Broadcom shares fell 10-11% and Oracle lost $80 billion in market value after weak earnings on December 12, 2025. Both companies warned about slimmer margins despite huge AI spending. Nasdaq futures dropped, and Bitcoin quickly fell below $90,000 the same day. Investors are worried the massive money poured into AI data centers isn't paying off fast enough. This shows how closely Bitcoin now follows big AI and tech stocks.

What It Means 

Just a few months ago, Bitcoin felt like its own world. Now it's glued to AI hype. When companies like Broadcom and Oracle spend billions on AI servers but say profits will be slow, people panic and sell risky things first. Tech stocks drop, and Bitcoin drops even more because traders see it as the riskiest bet in the group. In 2025, Bitcoin's daily moves match Nvidia almost perfectly. If more AI giants report the same problem – big spending, small returns – money stops flowing into both AI stocks and crypto. It's a wake-up call: Bitcoin's price now depends a lot on whether the AI boom turns real profits soon.

Key Takeaways

• Two big AI-related earnings misses = Bitcoin instant dip below $90K

• Companies borrowing billions for AI servers but margins shrinking

• Bitcoin now acts like a super-risky tech stock

• Next few AI reports could swing Bitcoin $5-10K easy

• Safe play: watch Nvidia and Oracle before buying crypto

• If AI starts showing real profits → crypto rallies hard again

Our Take (2026 Outlook) * Speculative

January earnings season will decide a lot. Two more misses → Bitcoin tests $80K or lower quick. Strong reports → back above $100K by February.

References 

CoinDesk ⋅ Reuters ⋅ Bloomberg (Dec 12, 2025)

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