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AI Industry News 18 December 2025 - 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 export policy and demand visibility. The U.S. stock market was closed on Christmas Day (Dec. 25) and had an early…
26 December 2025
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Nvidia, Groq and the $20B Question: What We Know About the AI Inference Licensing Deal and Acquisition Reports

Nvidia, Groq and the $20B Question: What We Know About the AI Inference Licensing Deal and Acquisition Reports

On December 24, 2025, the AI hardware world got a Christmas Eve shock: reports circulated that Nvidia had agreed to a $20 billion deal involving Groq, a fast-rising AI chip startup known for ultra-low-latency inference hardware. But as markets and social media lit up with “acquisition” headlines, Groq published its own update framing what’s actually been announced—a non-exclusive licensing agreement—and…
25 December 2025
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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, and valuation. On Tuesday, December 23, 2025, Broadcom shares traded around $341 in early U.S. trading, reflecting a modest move…
23 December 2025
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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. As of 17:56 UTC on Dec. 22, IBM stock traded at $302.77, up $1.79 (+0.60%) on the day, with an…
22 December 2025
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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 trim exposure in recent filings. In Monday trading, TSM was changing hands around the $294 level, underscoring how closely the…
22 December 2025
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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. In December, that story expanded into something broader: power for AI and hyperscale data centers—and the infrastructure required to deliver…
21 December 2025
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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 latest session, with trading volume that stayed extremely elevated by the stock’s recent standards. StockAnalysis For investors tracking “AI defense”…
20 December 2025
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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 at $174.14, up about 1.8% on the day, after a volatile week in AI-linked megacaps. What’s pushing the conversation today…
19 December 2025
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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 the other. As of late morning UTC, BBAI stock traded at $5.63, up about 3.5% on the session, with a…
19 December 2025
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AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters, Helios Momentum, and Wall Street Price Targets

AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters, Helios Momentum, and Wall Street Price Targets

Advanced Micro Devices (NASDAQ: AMD) stock is rebounding on Thursday, December 18, after a sharp semiconductor selloff in the prior session tied to renewed anxiety about how the AI data-center boom gets financed. As of mid-session Thursday, AMD shares were trading around $204.80, up $6.69 from the previous close (about +3.4%), after swinging between roughly $199.50 and $206.12. The move…
18 December 2025
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AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters Hit Semiconductors, While “Helios” Keeps the Long-Term AMD Bull Case Alive

AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters Hit Semiconductors, While “Helios” Keeps the Long-Term AMD Bull Case Alive

Advanced Micro Devices, Inc. (NASDAQ: AMD) enters Thursday, December 18, 2025 with its stock caught in a familiar 2025 tug-of-war: near-term market anxiety about how the AI buildout gets financed versus longer-term optimism that AMD is building a credible, end-to-end alternative to Nvidia in data-center compute. As of early Thursday, AMD shares last traded around $198.11, down roughly 5.3% versus…
18 December 2025
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Hut 8 (HUT) Stock After Hours on Dec. 17, 2025: Shares Hold Gains After $7B Google-Backed AI Data Center Deal — What to Know Before Thursday’s Open

Hut 8 (HUT) Stock After Hours on Dec. 17, 2025: Shares Hold Gains After $7B Google-Backed AI Data Center Deal — What to Know Before Thursday’s Open

Hut 8 Corp. (Nasdaq: HUT) is ending Wednesday, December 17, 2025 in the spotlight after unveiling a landmark AI infrastructure package that reframes the company less as a crypto-cycle proxy and more as a power-first digital infrastructure story. The stock’s regular-session rally cooled from earlier highs but still finished firmly higher — and the after-hours tape suggests traders are digesting…
18 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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