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AI Industry News 5 December 2025 - 12 December 2025

Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Updated for premarket trading at ~6:00 a.m. ET on Friday, December 12, 2025. Semiconductor stocks are heading into the U.S. open with investors balancing two powerful—and competing—forces: continued blockbuster AI infrastructure demand and fresh anxiety that the spending boom is
IREN Limited Stock News Today (NASDAQ: IREN): Microsoft AI Cloud Deal, $2.3B Convertible Notes, and Analyst Forecasts (Dec. 12, 2025)

IREN Limited Stock News Today (NASDAQ: IREN): Microsoft AI Cloud Deal, $2.3B Convertible Notes, and Analyst Forecasts (Dec. 12, 2025)

IREN Limited (NASDAQ: IREN) is ending 2025 the way it spent most of the year: at the intersection of two notoriously emotional markets—Bitcoin mining and AI infrastructure. The stock has been volatile in December as investors digest a major balance-sheet
Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

U.S. chip stocks came under heavy pressure on Thursday, December 11, 2025, as investors digested a cocktail of AI bubble worries, fresh Federal Reserve policy signals, and new geopolitical twists in the semiconductor trade. By late morning in New York,
Nvidia Stock After Hours on December 8, 2025: H200 China Export Greenlight, Skild AI Deal – and What to Watch Before the December 9 Open

Nvidia Stock After Hours on December 8, 2025: H200 China Export Greenlight, Skild AI Deal – and What to Watch Before the December 9 Open

Nvidia Corporation (NASDAQ: NVDA) ended Monday’s session firmly higher and held its gains after the closing bell, as fresh headlines about U.S. export policy and a big robotics AI deal kept the world’s most closely watched chip stock in focus.
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