Despite exceeding earnings expectations, Broadcom (AVGO)  and Oracle (ORCL)  stock have now fallen more than 15% since their much-anticipated quarterly results last week.The selloff comes as investors have been spooked by rising costs, margin pressures, and concerns about their AI-related spending, although these tech giants have solid balance sheets. While both companies are deeply tied to AI infrastructure, which has been the hottest trade of the year, the market is now scrutinizing whether their increase ...