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AI Industry News 26 December 2025 - 3 January 2026

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

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. The move matters because Micron’s earnings are tightly linked to the direction of memory-chip prices, and investors have been leaning…
3 January 2026
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Why Super Micro Computer (SMCI) stock is down today: 8-K exec change as xAI expansion keeps AI servers in focus

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 a Form 8-K — a disclosure companies file to flag major events — the server maker said Senior Vice President…
31 December 2025
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Datavault AI (DVLT) stock today: shares slide in premarket as warrant-dividend plan sharpens focus on Jan. 7 record date

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 that combine traditional equity mechanics with digital-asset distribution steps, all with a near-term shareholder record date. That matters because these…
31 December 2025
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Nvidia stock dips after AI21 Labs talk report as NVDA investors size up Intel stake

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 billion to $3 billion. The stock ended the regular session down about 0.3% at $187.65. Reuters The report matters because…
30 December 2025
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S&P 500 Slips Before Fed Minutes as Meta Rises on Manus AI Deal

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 saying it will buy AI startup Manus, helping support communication services shares. At 12:00 p.m. ET, the Dow fell 0.24%,…
30 December 2025
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IREN stock slips today as year-end tech jitters hit AI data-center plays

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 proxy for two crowded trades at once: bitcoin-linked miners and AI data-center buildouts. That mix can amplify moves when liquidity…
30 December 2025
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Lumentum stock slides late as year-end tech pullback hits AI optics names

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 about 3.0 million shares changing hands. The slide came as investors eased off higher-risk technology positions in the final week…
30 December 2025
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CoreWeave stock heads into year-end week after Friday drop as AI financing debate flares

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 the final trading days of the year with scrutiny returning to how the AI boom is being financed, after weekend…
29 December 2025
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Micron Technology Stock (MU) in Focus: AI Memory Tailwinds, Latest Weekend Headlines, and What to Watch Before Monday’s Open

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 AI memory boom is already priced into one of the market’s hottest semiconductor runs of the year? Shares of Micron…
28 December 2025
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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 Groq’s top leadership and engineering talent into Nvidia. That distinction isn’t just semantics. It’s the whole story. Groq says it…
26 December 2025
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Nebius Group N.V. (NASDAQ: NBIS) Stock Today: Holiday-Week Volatility, Microsoft & Meta AI Deals, Analyst Targets, and What Investors Should Watch Next

Nebius Group N.V. (NASDAQ: NBIS) Stock Today: Holiday-Week Volatility, Microsoft & Meta AI Deals, Analyst Targets, and What Investors Should Watch Next

New York time check: It is 2:51 p.m. ET on Friday, December 26, 2025 in New York. In a thin, post-Christmas trading session on Wall Street, Nebius Group N.V. (NBIS) is under pressure even as the broader tech tape holds relatively steady. With major indexes hovering near record levels and year-end positioning in play, the market is rewarding “AI winners”…
26 December 2025
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Lumentum Stock (NASDAQ: LITE) Today: AI Optics Rally Pauses in Thin Post‑Christmas Trading as Wall Street Weighs Valuation, Earnings Outlook

Lumentum Stock (NASDAQ: LITE) Today: AI Optics Rally Pauses in Thin Post‑Christmas Trading as Wall Street Weighs Valuation, Earnings Outlook

NEW YORK — As of 2:37 p.m. ET on Friday, December 26, 2025, shares of Lumentum Holdings Inc. (NASDAQ: LITE) were trading at $388.88, down $7.04 (-1.78%) on the session. The stock opened at $397.73 and has ranged between $385.25 and $400.51 intraday on volume of roughly 1.22 million shares. That pullback is unfolding against a broader market backdrop defined…
26 December 2025
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Stock Market Today

  • Stock Market Live: Rupee Gains, Bitcoin Drops Amid Market Caution on Feb 6
    February 5, 2026, 11:39 PM EST. Indian rupee strengthened by 11 paise to 90.23 against the US dollar in early trading on February 6, 2026, buoyed by positive investor sentiment ahead of the Reserve Bank of India's (RBI) Monetary Policy Committee (MPC) announcement. Meanwhile, Bitcoin experienced a sharp decline, falling nearly 10% on the day and about 30% over the week to trade around $65,000-$66,000. The plunge is attributed to a break below key technical support levels and heavy outflows from U.S. spot Bitcoin exchange-traded funds (ETFs). Analysts note increased selling pressure due to unrealised losses among short-term holders. Market watchers await upcoming U.S. economic data releases, including January jobs and inflation reports, which could significantly influence Federal Reserve rate cut expectations.
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