Oracle's total revenue and cloud revenue for Q2 of the 2026 fiscal year fell below market expectations, with capital expenditures exceeding forecasts by $15 billion. Its stock price declined consecutively post-earnings. In contrast, Broadcom delivered impressive financial results, with both revenue and net profit surpassing expectations. The company anticipates AI semiconductor revenue for the next quarter to double year-on-year, though its backlog underperformed. Despite this, Broadcom’s stock also suffered a significant downturn post-earnings. With these two high-profile AI stocks showing divergent earnings performances, how do you view their future market prospects?