AI Stocks Today (Dec. 18, 2025, 10:07 a.m. ET): Micron’s Blowout Forecast Lifts Nvidia as Oracle Financing Jitters Test the AI Trade
Updated: Thursday, December 18, 2025 — 10:07 a.m. ET AI stocks are trying to regain their footing this morning after a volatile 48 hours that put the entire “AI infrastructure” narrative back under the microscope. The tone shift is being driven by two forces pulling in opposite directions: Below is what matters for investors watching AI chip stocks, AI cloud stocks, and the broader AI supply chain today (12/18/2025)—with the key forecasts and analyses shaping price action. The macro backdrop: Inflation cooled, giving growth stocks breathing room A softer-than-expected U.S. inflation read is helping relieve pressure on high-multiple tech and