source:[1] Stay disciplined and avoid the hype: Real opportunities for European data centres lie away from AI - Private Equity Wire (https://www.privateequitywire.co.uk/stay-disc ...)[2] Morgan Stanley drops eye-popping Broadcom price target after event - Yahoo Finance (https://finance.yahoo.com/news/morgan-stanley ...)[3] AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide - CNBC (https://www.cnbc.com/2025/12/15/ai-infrastruc ...)