AI Stocks Today: Nvidia’s Groq Inference Deal, Big Tech Capex Signals, and What to Watch Before Monday’s Open
New York — 5:05 p.m. ET, Friday, December 26, 2025. U.S. markets have just wrapped up a light, post-Christmas session, and the “AI trade” is ending the year with the same story investors have been living with since 2023: enormous opportunity, enormous spending, and a growing debate over who captures the profits in 2026. New York Stock Exchange+1 Wall Street closed nearly flat on thin volume, but the details mattered for AI stocks: Nvidia gained after announcing a Groq-related inference technology move, while investors continued to digest a widening set of crosscurrents—rate-cut expectations, capital spending plans, and signs of rotation