AI Industry News 12 December 2025

Nebius Group N.V. Stock (NBIS) Today: Why Shares Are Falling on Dec. 15, 2025—and What Analysts Forecast After Microsoft and Meta AI Deals

Nebius Group N.V. (NASDAQ: NBIS) is back in the spotlight on Monday, December 15, 2025, as the AI infrastructure “neocloud” leader faces a familiar market debate: massive demand signals vs. massive capital needs. In U.S. trading today, NBIS stock has

15 December 2025

AI Industry·Analyst Forecasts·Investment News·Stock Market

IREN Limited Stock (NASDAQ: IREN) News, Forecasts and Analysis for Dec. 15, 2025: Analysts Debate the Pullback After the Microsoft AI Deal

December 15, 2025 — IREN Limited (NASDAQ: IREN) is back in the spotlight as one of the most volatile “AI infrastructure” trades in U.S. markets. After a breathtaking surge earlier in 2025—driven by its pivot from bitcoin mining toward high-performance

15 December 2025

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

TSMC Stock Today (Dec. 15, 2025): TSM Holds Near $293 as AI Capex Jitters Hit Taiwan Shares and Nvidia-China Demand Grows

Taiwan Semiconductor Manufacturing Co. (TSMC) stock is trading with a split screen on Monday, December 15, 2025: TSMC’s Taiwan-listed shares fell sharply in Taipei, while its U.S.-listed ADR (NYSE: TSM) is comparatively steadier as investors weigh a short-term reset in “AI capex” sentiment against

15 December 2025

AI Industry·Investment Trends·Stock Market

Lumentum Stock (NASDAQ: LITE) Rebounds After a Sharp AI-Optics Selloff: Today’s News, Analyst Targets, and 2026 Outlook (Dec. 15, 2025)

Lumentum Holdings Inc. (NASDAQ: LITE) is back in the spotlight on Monday, December 15, 2025—less because of a single headline and more because the stock is behaving like a live wire. After a steep Friday drop, Lumentum shares bounced sharply

15 December 2025

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

China AI Stocks Today (Dec. 15, 2025): A‑Shares and Hong Kong Tech Slide as CPO & AI Chips Cool—What Analysts Forecast Next

Shanghai/Hong Kong — Dec. 15, 2025 — China’s AI-linked stocks started the week on the back foot, with A‑share “computing power” (算力) hardware names and Hong Kong tech leaders retreating amid a risk-off mood across Asia. Traders pointed to a

15 December 2025

AI Industry·Investment Trends·Market Analysis

NVIDIA Stock (NVDA) News Today: China H200 Export Shift, AI Spending Jitters, and Wall Street Forecasts (Dec. 14, 2025)

NVIDIA Corporation (NASDAQ: NVDA) heads into the new trading week at the center of a fast-moving intersection of geopolitics, AI infrastructure spending, and investor sentiment. After a sharp pullback in the broader “AI hardware” trade late last week, Nvidia is

14 December 2025

AI Industry·Investment Insights·Nvidia News·Stock Market·Wall Street Analysis

CoreWeave Stock (CRWV) Update: Convertible Notes Shock, Runway AI Deal, and What to Watch Next Week (Updated Dec. 12, 2025)

(SEO): CoreWeave (NASDAQ: CRWV) stock recap for this week and week ahead: price action, latest news, convertible notes details, analyst targets, and key risks. Updated: Friday, December 12, 2025 (U.S. market close) CoreWeave, Inc. (NASDAQ: CRWV) ended a volatile week

13 December 2025

AI Industry·Financial Updates·Investment Analysis·Stock Market·Tech News

Bloom Energy Stock (NYSE: BE) Slides as the AI Infrastructure Trade Wobbles — Latest News, Analyst Forecasts, and What’s Next (Dec. 12, 2025)

Bloom Energy (BE) stock fell sharply on Dec. 12, 2025 as AI-linked names sold off after Oracle and Broadcom updates. Here’s the latest news, analyst targets, and key catalysts. Dec. 12, 2025 — Bloom Energy Corporation (NYSE: BE) was trading

12 December 2025

AI Industry·Financial News·Investment Analysis·Renewable Energy·Stock Market

IREN Limited Stock (NASDAQ: IREN) News and Forecasts on Dec. 12, 2025: Microsoft AI Deal, $2.3B Convertibles, Analyst Price Targets

IREN Limited (NASDAQ: IREN) shares were under pressure on Friday, December 12, 2025, as investors continued to digest the company’s early-December financing package and what it means for dilution, debt costs, and the pace of its AI data-center buildout. Midday

12 December 2025

AI Industry·Financial Analysis·Investment Strategies·Stock Market News

Lam Research Corporation Stock (LRCX) News, Forecasts & Analyst Outlook for Dec. 12, 2025: AI Chip Equipment Demand Meets New Competitive and Policy Risks

Lam Research Corporation (NASDAQ: LRCX) is ending the week near record territory after a powerful run that pushed the semiconductor equipment name back into the spotlight. On Friday, Dec. 12, 2025, shares dipped modestly in early trading as investors balanced

12 December 2025

AI Industry·Corporate News·Investment Analysis·Stock Market·Technology

CoreWeave Stock (NASDAQ: CRWV) News Today (Dec. 12, 2025): Runway AI Deal, $2.25B Convertible Notes, Analyst Targets and Outlook

CoreWeave, Inc. (NASDAQ: CRWV) is back in the spotlight on December 12, 2025, as investors weigh a fresh customer win in generative AI against an ongoing debate about leverage, dilution, and how long the AI infrastructure boom can keep outrunning

12 December 2025

AI Industry·Analyst Reports·Financial News·Investment Strategies·Stock Market

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

12 December 2025

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

AI Industry News 12 December 2025 - 15 December 2025