A rotation away from the artificial intelligence trade could continue after Oracle 's earnings disappointment and the latest Federal Reserve decision. On Thursday, the tech-heavy Nasdaq Composite and the S & P 500 dropped 0.9% and 0.2%, respectively, as a slide in major AI chipmakers weighed on the major averages. Nvidia and Broadcom dropped more than 3%, each. On the other hand, the Dow Jones Industrial Average outperformed, last jumping more than 550 points, or 1.2%, as investors piled into the benchmark known for its greater exposure to so-called real economy stocks. Two recent developments contributed to that divergence. For one, Oracle's disappointing quarterly revenue and elevated spending forecast late Wednesday revived fears of unsustainable AI debt, meaning tech companies may not

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