AI Industry News 26 December 2025

Adobe stock slips premarket after Jefferies downgrade flags tougher AI fight

NEW YORK, Jan 5, 2026, 06:11 ET — Premarket Shares of Adobe Inc (ADBE.O) fell about 0.8% to $330.6 in premarket trading on Monday after Jefferies downgraded the Photoshop maker to Hold from Buy and cut its price target to

5 January 2026

AI Industry·Business Trends·Investment Analysis·Stock Market·Technology News

Palantir stock tumbles 5.6% to start 2026 as pricey AI names face a reality check

NEW YORK, Jan 3, 2026, 09:33 ET — Market closed Palantir Technologies Inc. shares fell 5.6% on Friday to close at $167.86, ending the first U.S. trading session of 2026 with a sharp pullback in one of the market’s most

3 January 2026

AI Industry·Financial News·Investing·Stock Market·Technology

Micron stock jumps 10% after Bernstein raises target to $330 as AI memory pricing stays tight

NEW YORK, Jan 3, 2026, 09:27 ET — Market closed Micron Technology, Inc. (MU.O) shares jumped 10.5% on Friday, closing at $315.42, after a Bernstein price-target increase helped propel the memory-chip maker higher in the market’s first session of 2026.

3 January 2026

AI Industry·Stock Analysis

Why Super Micro Computer (SMCI) stock is down today: 8-K exec change as xAI expansion keeps AI servers in focus

NEW YORK, December 31, 2025, 14:55 ET — Regular session Super Micro Computer, Inc. (SMCI) shares were down about 1.7% at $29.16 by 2:55 p.m. ET on Wednesday, after trading between $29.12 and $29.86 on about 15.4 million shares. In

31 December 2025

AI Industry·Company Analysis·Executive Changes·Stock Market News·Technology Stocks

Datavault AI (DVLT) stock today: shares slide in premarket as warrant-dividend plan sharpens focus on Jan. 7 record date

NEW YORK, December 31, 2025, 06:07 ET — Premarket Shares of Datavault AI Inc were down about 20% in early premarket trading on Wednesday, last at about $0.52. The decline comes as investors weigh a cluster of late-December corporate updates

31 December 2025

AI Industry·Financial News·Investing·Stock Market·Technology Stocks

Nvidia stock dips after AI21 Labs talk report as NVDA investors size up Intel stake

NEW YORK, December 30, 2025, 16:03 ET — After-hours Nvidia (NVDA.O) shares edged lower on Tuesday after a report said the AI-chip leader is in advanced talks to buy Israel-based AI startup AI21 Labs in a deal estimated at $2

30 December 2025

AI Industry·Investing·NVIDIA·Stock Market·Technology News

S&P 500 Slips Before Fed Minutes as Meta Rises on Manus AI Deal

NEW YORK, December 30, 2025, 13:22 ET — Regular session U.S. stocks edged lower in holiday-thin trade on Tuesday, with the S&P 500 and Nasdaq near flat as investors waited for the Federal Reserve’s meeting minutes. Meta Platforms rose after

30 December 2025

AI Industry·Federal Reserve·Market Updates·Technology Stocks

IREN stock slips today as year-end tech jitters hit AI data-center plays

NEW YORK, December 30, 2025, 12:56 ET — Regular session Shares of IREN Ltd fell 1.4% to $38.87 in midday trading on Tuesday, pulling back after an early climb to $39.94. The slide matters because IREN has become a high-beta

30 December 2025

AI Industry·Financial Analysis·Investment Trends·Stock Market·Technology News

Lumentum stock slides late as year-end tech pullback hits AI optics names

NEW YORK, December 29, 2025, 18:08 ET — After-hours Lumentum Holdings Inc shares fell 4.6% to $372.61 in after-hours trading on Monday, after dropping as much as 6.7% earlier in the session. The stock traded between $364.50 and $390.00, with

30 December 2025

AI Industry·Investing·Market Trends·Stock Market·Technology News

CoreWeave stock heads into year-end week after Friday drop as AI financing debate flares

NEW YORK, December 28, 2025, 8:33 PM ET — Market closed CoreWeave shares closed down $2.47, or 3.1%, at $76.42 on Friday, their most recent close with U.S. markets shut for the weekend. The Nvidia-backed AI cloud firm heads into

29 December 2025

AI Industry·Financial Analysis·Investment News·Stock Market·Technology Trends

Micron Technology Stock (MU) in Focus: AI Memory Tailwinds, Latest Weekend Headlines, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 9:37 a.m. ET — Market closed Micron Technology, Inc. (NASDAQ: MU) heads into the final week of 2025 with U.S. markets shut for the weekend and investors weighing a familiar question: how much of the

28 December 2025

AI Industry·Market News·Stock Analysis·Technology Stocks

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

AI Industry·Antitrust·Business Analysis·NVIDIA

AI Industry News 26 December 2025 - 5 January 2026