AI bubble fears hit markets after Oracle miss - Dec 11, 2025

As of December 11, today’s news sees downturn in Prysmian's share price following Oracle's disappointing earnings report, which rekindled fears of an AI investment bubble and impacted numerous technology stocks. Prysmian experienced a drop of 2.8%, closing at 83.92 euros, as Oracle reported weak quarterly results that sent shockwaves through the tech sector. The company's increased capital expenditure forecasts sparked investor concerns regarding a potential bubble in AI-related investments. Turning to market updates, France's Schneider Electric plans a share repurchase programme of up to 3.5 billion euros through 2030, its first in nearly three years, and aims to increase its adjusted core profit margin in the same period, the company said today. Elsewhere in the automotive sector, Stellantis is pivoting towards volume sales under new CEO Antonio Filosa, who has instituted urgent measures to recapture market share in North America and Europe. By prioritizing fleet sales and introducing more affordable models, Stellantis aims to address the shortcomings in strategy left by his predecessor, who focused on high-margin sales. From the international front, the Federal Reserve's latest decision to cut interest rates by a quarter-percentage point has stirred discussions around U.S. monetary policy's future amid persistent inflation concerns. Chair Jerome Powell suggested that increased productivity could help navigate the backdrop of a challenging economic landscape, which reflects policymakers' cautious optimism while acknowledging uncertainties in the labor market.