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AI Industry News 11 December 2025 - 15 December 2025

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

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 fresh demand signals tied to Nvidia’s China business. As of the latest U.S. update available, TSM ADRs were around $292.8, with…
15 December 2025
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Lumentum Stock (NASDAQ: LITE) Rebounds After a Sharp AI-Optics Selloff: Today’s News, Analyst Targets, and 2026 Outlook (Dec. 15, 2025)

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 in Monday trading, a reminder that the “AI infrastructure” trade has become both a growth story and a positioning story.…
15 December 2025
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China AI Stocks Today (Dec. 15, 2025): A‑Shares and Hong Kong Tech Slide as CPO & AI Chips Cool—What Analysts Forecast Next

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 combination of global “AI capex trade” jitters, softer China macro signals, and year‑end liquidity that amplified moves—especially in the high‑beta…
15 December 2025
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NVIDIA Stock (NVDA) News Today: China H200 Export Shift, AI Spending Jitters, and Wall Street Forecasts (Dec. 14, 2025)

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 now being re-priced against two competing narratives: a still-booming demand cycle for its data-center GPUs, and a growing debate over…
14 December 2025
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CoreWeave Stock (CRWV) Update: Convertible Notes Shock, Runway AI Deal, and What to Watch Next Week (Updated Dec. 12, 2025)

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 with a sharp selloff, as investors weighed a major convertible debt raise, fresh product/customer announcements, and renewed market-wide anxiety about…
13 December 2025
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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 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 at about $98.07 in the early afternoon, down roughly 10% from the prior close, after opening at $105 and hitting…
12 December 2025
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IREN Limited Stock (NASDAQ: IREN) News and Forecasts on Dec. 12, 2025: Microsoft AI Deal, $2.3B Convertibles, Analyst Price Targets

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 pricing data showed IREN trading around the low-$40s and down mid-to-high single digits on the session. StockAnalysis The bigger story…
12 December 2025
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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 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 bullish AI-driven wafer fab spending expectations against fresh reminders that geopolitics and new low-cost competitors could reshape the industry’s profit…
12 December 2025
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CoreWeave Stock (NASDAQ: CRWV) News Today (Dec. 12, 2025): Runway AI Deal, $2.25B Convertible Notes, Analyst Targets and Outlook

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 Wall Street’s patience. As of the latest available trade on Friday, CoreWeave shares were at $87.38, down about 0.9% from…
12 December 2025
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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 getting too expensive to sustain. The biggest chip-stock catalyst this morning is Broadcom (AVGO), which is trading lower in premarket…
12 December 2025
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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 reshuffle (convertible notes plus a large equity raise) designed to fund a fast-moving AI cloud buildout anchored by a blockbuster…
12 December 2025
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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, the tech‑heavy Nasdaq was down about 1%, even as the Dow Jones Industrial Average hit a new intraday record, with…
11 December 2025
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Stock Market Today

  • Indian Stock Market Update: Nifty, US Tech Rout, RBI Policy Preview
    February 5, 2026, 10:10 PM EST. The Indian stock market opened lower Friday following global sell-offs and ahead of the Reserve Bank of India's (RBI) monetary policy announcement. Benchmark indices Sensex and Nifty fell by 0.60% and 0.52%, respectively, amid sector-wide profit booking. Asian markets also declined, with Japan's Nikkei down 1.22% and South Korea's Kospi dropping 3.86%. The US tech-heavy Nasdaq hit its lowest since November, led by sharp losses in Microsoft, Amazon, and Nvidia. The US Labor Department reported job openings at a five-year low, potentially influencing market sentiment. The European Central Bank kept rates steady at 2%. Investors await the RBI's decision, widely expected to maintain the repo rate at 5.25%, balancing growth and inflation concerns.
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