This weekly update covers the AI stock market turmoil that gripped trading from December 8-16, 2025. The biggest story came when Time magazine announced "The Architects of AI" as its Person of the Year, featuring leaders like Elon Musk, Jensen Huang from Nvidia, and Sam Altman from OpenAI. However, investors worried this famous "magazine-cover curse" might hurt AI stocks, and the timing proved terrible. Just as Time revealed its choice, Oracle announced disappointing results and huge new spending plans for data centers. Oracle's stock dropped about 30% in recent weeks, dragging down other AI-related companies like Nvidia and Broadcom.

The real problem behind the selling is that building massive AI infrastructure is much harder and more expensive than companies expected. Oracle had to delay some data center projects from 2027 to 2028 because of "labor and material shortages". Meanwhile, five major tech companies—Google, Meta, Amazon, Microsoft, and Oracle—issued roughly $121 billion in bonds this year to pay for their AI buildouts. Some experts think the AI theme is now so common knowledge that there may not be much profit left to make, especially for companies like Nvidia. By the end of the week, some stocks dropped into bear market territory, with some down 40% from their peaks. However, the overall S&P 500 and Dow Jones hit all-time highs, showing the market remains strong overall despite AI sector weakness.