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AI Industry News 19 December 2025 - 26 December 2025

Nvidia–Groq Deal Explained: The $20B AI Inference Licensing Pact, Talent Grab, and the Antitrust “Hackquisition” Playbook

Nvidia–Groq Deal Explained: The $20B AI Inference Licensing Pact, Talent Grab, and the Antitrust “Hackquisition” Playbook

Nvidia has struck a sweeping deal with AI chip startup Groq that—depending on which headline you saw first—was either the chip giant’s biggest acquisition ever, or something much more unusual: a “non-exclusive” technology licensing agreement paired with a migration of
26 December 2025
AMD Stock Before the Market Opens Dec. 26, 2025: China MI308 Signals, OpenAI Deal Timeline, Helios Roadmap, and Wall Street Forecasts

AMD Stock Before the Market Opens Dec. 26, 2025: China MI308 Signals, OpenAI Deal Timeline, Helios Roadmap, and Wall Street Forecasts

Advanced Micro Devices, Inc. (NASDAQ: AMD) heads into the Friday, December 26, 2025 U.S. session with a familiar mix of powerful upside narratives—AI accelerators, hyperscaler partnerships, and an ambitious rack-scale roadmap—alongside one of the market’s biggest near-term swing factors: China-related
Broadcom Stock (AVGO) on Dec. 23, 2025: AI Demand Stays Red-Hot, but Margin Pressure, Insider Moves, and Valuation Fears Keep Investors Selective

Broadcom Stock (AVGO) on Dec. 23, 2025: AI Demand Stays Red-Hot, but Margin Pressure, Insider Moves, and Valuation Fears Keep Investors Selective

Broadcom Inc. (NASDAQ: AVGO) enters the final stretch of 2025 as one of the market’s most closely watched “AI infrastructure” bellwethers—benefiting from surging demand for custom AI silicon and high-speed networking, while simultaneously facing tougher scrutiny over profitability, customer concentration,
IBM Stock News and Forecasts on Dec. 22, 2025: International Business Machines Shares Hover Near $303 as Confluent Deal and AI Strategy Shape the 2026 Outlook

IBM Stock News and Forecasts on Dec. 22, 2025: International Business Machines Shares Hover Near $303 as Confluent Deal and AI Strategy Shape the 2026 Outlook

Dec. 22, 2025 — International Business Machines Corporation (NYSE: IBM) is starting the holiday-shortened week in a familiar spot: near the psychologically important $300 level, with investors weighing a year of strong performance against a new wave of acquisition-driven expectations.
TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

On December 22, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) and its U.S.-listed ADR (NYSE: TSM) landed back in the spotlight as a new set of institutional ownership disclosures highlighted fresh buying and position increases, even as other managers continued to
NextEra Energy Stock (NEE) in Focus: AI Data Center Deals, 2026 Earnings Outlook, and Wall Street Price Targets — Dec. 20, 2025

NextEra Energy Stock (NEE) in Focus: AI Data Center Deals, 2026 Earnings Outlook, and Wall Street Price Targets — Dec. 20, 2025

NextEra Energy, Inc. (NYSE: NEE) is ending 2025 with a familiar role—and a new narrative. For years, investors have treated NextEra as a premium “growth utility,” built on Florida Power & Light’s regulated stability and NextEra Energy Resources’ renewables scale.
BigBear.ai (BBAI) Stock News Today: C Speed Radar Partnership, Ask Sage Deal, and Analyst Forecasts as of Dec. 20, 2025

BigBear.ai (BBAI) Stock News Today: C Speed Radar Partnership, Ask Sage Deal, and Analyst Forecasts as of Dec. 20, 2025

BigBear.ai Holdings, Inc. (NYSE: BBAI) is heading into the weekend spotlight after a sharp Friday rally, driven by fresh defense-tech headlines and renewed debate over the company’s capital-flexibility plans. Shares last traded at $6.26, after closing up 11.19% in the
NVIDIA Stock (NVDA) News Today: H200 China Export Review, AI “Spend Jitters,” and Fresh Wall Street Forecasts (Dec. 19, 2025)

NVIDIA Stock (NVDA) News Today: H200 China Export Review, AI “Spend Jitters,” and Fresh Wall Street Forecasts (Dec. 19, 2025)

NVIDIA Corporation (NASDAQ: NVDA) is back in the center of the market’s AI storm on Friday, December 19, 2025, with investors balancing two forces that rarely coexist peacefully: policy-driven headline risk and still-blazing demand for AI infrastructure. NVDA closed Thursday
19 December 2025
BigBear.ai Stock (BBAI) News on Dec. 19, 2025: C Speed Partnership, Shareholder Vote Catalyst, and Updated Analyst Forecasts

BigBear.ai Stock (BBAI) News on Dec. 19, 2025: C Speed Partnership, Shareholder Vote Catalyst, and Updated Analyst Forecasts

BigBear.ai Holdings, Inc. (NYSE: BBAI) is back in the spotlight on December 19, 2025, as investors weigh two storylines that often travel together in small-cap AI stocks: new defense-and-border-security partnerships on one side, and capital flexibility (and potential dilution) on
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