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AI Industry News 4 December 2025 - 11 December 2025

Oracle Stock Crashes 14% as Wall Street Slashes AI Price Targets

Oracle Stock Crashes 14% as Wall Street Slashes AI Price Targets

Oracle Corporation’s aggressive bet on artificial intelligence and cloud infrastructure just ran into its first serious market backlash. On Thursday, December 11, 2025, Oracle stock (NYSE: ORCL) plunged around 13–14% in U.S. trading, erasing more than $100 billion in market value in a single session and marking its worst one‑day drop since the early 2000s. Barron’s The selloff came after…
11 December 2025
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NextEra Energy (NEE) Stock: AI Data Center Boom and 8% EPS Growth Target Power December 2025 Outlook

NextEra Energy (NEE) Stock: AI Data Center Boom and 8% EPS Growth Target Power December 2025 Outlook

As of the evening of December 9, 2025, NextEra Energy, Inc. (NYSE: NEE) is trading around $80.04 per share, down slightly on the day after a sharp burst of news about AI data center deals, new grid projects, and a refreshed long‑term earnings roadmap. Reuters Across just a couple of days, the company has: At the same time, Wall Street…
9 December 2025
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AMD Stock After Hours on December 8, 2025: AI Deals, China Tax and Fed Week Risks Before the December 9 Open

AMD Stock After Hours on December 8, 2025: AI Deals, China Tax and Fed Week Risks Before the December 9 Open

Advanced Micro Devices, Inc. (NASDAQ: AMD) heads into Tuesday’s session sitting right at the crossroads of three big stories: the AI infrastructure boom, a fast‑evolving U.S.–China export regime, and a critical Federal Reserve meeting that could jolt richly valued tech stocks. As of Monday’s close on December 8, 2025, AMD shares traded in a tight range between roughly $218 and…
8 December 2025
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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. As of late trading on December 8, Nvidia was hovering around $185–186 per share, up roughly 1.5–1.8% on the day,…
8 December 2025
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Nebius Group N.V. (NBIS) Stock on December 8, 2025: Latest News, Price Targets and AI Cloud Growth Forecasts

Nebius Group N.V. (NBIS) Stock on December 8, 2025: Latest News, Price Targets and AI Cloud Growth Forecasts

Nebius Group N.V. (NASDAQ: NBIS) – the Amsterdam‑based AI infrastructure company spun out of Yandex – remains one of the most closely watched AI cloud stocks going into 2026. On December 8, 2025, the story is being driven by fresh institutional buying, new analyst coverage, and ongoing debate about whether its multi‑billion‑dollar AI contracts justify today’s rich valuation. Key takeaways…
8 December 2025
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SanDisk Stock (SNDK) on December 8, 2025: JPMorgan Neutral, Susquehanna to $300 as AI Flash Leader Cools After Huge Rally

SanDisk Stock (SNDK) on December 8, 2025: JPMorgan Neutral, Susquehanna to $300 as AI Flash Leader Cools After Huge Rally

SanDisk Corporation (NASDAQ: SNDK) is back in the spotlight today, December 8, 2025, as Wall Street piles in with fresh ratings and price targets following one of the most spectacular runs of any S&P 500 stock this year. Below is a comprehensive, news-style roundup of all the key SanDisk stock news, forecasts, and analyst commentary published on December 8, 2025,…
8 December 2025
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CoreWeave (CRWV) Stock: December 2025 Update, Fresh AI Deals and 2026 Forecast

CoreWeave (CRWV) Stock: December 2025 Update, Fresh AI Deals and 2026 Forecast

Published: December 6, 2025 – For informational purposes only, not investment advice. CoreWeave stock today: price, valuation and volatility Nvidia‑backed CoreWeave, Inc. (NASDAQ: CRWV) heads into the second week of December trading around $88.30 per share, up about 2.9% on Friday’s session. That gives the AI cloud specialist a market capitalization of roughly $44.6 billion, with a 52‑week range of…
6 December 2025
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AMD vs Intel Stock in 2025: Which Chip Giant Looks Better for the AI Boom?

AMD vs Intel Stock in 2025: Which Chip Giant Looks Better for the AI Boom?

Updated: December 5, 2025 – Not financial advice; for information and education only. Key takeaways AMD vs Intel stock: where things stand now As of the close on December 5, 2025: In other words, AMD is now the larger company by market value – a reversal of history that underlines how aggressively investors are pricing in its AI future. 2025 performance…
5 December 2025
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Bloom Energy (BE) Stock December 2025 Outlook: AI Data Center Boom, $5B Brookfield Deal and Bubble Fears

Bloom Energy (BE) Stock December 2025 Outlook: AI Data Center Boom, $5B Brookfield Deal and Bubble Fears

Bloom Energy Corporation (NYSE: BE) has become one of 2025’s wildest stock stories. The solid‑oxide fuel‑cell specialist is now being treated as a pure‑play way to invest in the exploding power needs of artificial‑intelligence data centers — and the market has priced it accordingly. As of the afternoon of 5 December 2025, Bloom Energy trades around $116 per share, after…
5 December 2025
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Hewlett Packard Enterprise (HPE) Stock: Q4 2025 Earnings, AI Server Slowdown and Analyst Forecasts as of December 5, 2025

Hewlett Packard Enterprise (HPE) Stock: Q4 2025 Earnings, AI Server Slowdown and Analyst Forecasts as of December 5, 2025

HPE Stock in Focus After Q4 2025 Earnings and AI Guidance Hewlett Packard Enterprise Company (NYSE: HPE) is back in the spotlight after releasing its fiscal Q4 2025 results on December 4 and updating guidance for 2026. The company reported record quarterly revenue and gross profit, but a cautious outlook for AI server sales triggered sharp swings in the share…
5 December 2025
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OpenAI News Today, December 5, 2025: Australia AI Megacampus, Neptune.ai Deal, LSEG Tie‑Up and More

OpenAI News Today, December 5, 2025: Australia AI Megacampus, Neptune.ai Deal, LSEG Tie‑Up and More

Published: December 5, 2025 OpenAI’s Friday news cycle is packed: a multibillion‑dollar AI campus in Australia, a new acquisition to sharpen its model‑training stack, a major Wall Street data partnership, and fresh deals in travel and chip supply. At the same time, the company is facing outages, lawsuits, an unflattering AI‑safety “report card,” and growing pressure from Google’s Gemini. This…
5 December 2025
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FuelCell Energy (FCEL) Stock on December 4, 2025: Earnings Date Set, EXIM Loan, and AI Data Center Pivot Shape the 2026 Outlook

FuelCell Energy (FCEL) Stock on December 4, 2025: Earnings Date Set, EXIM Loan, and AI Data Center Pivot Shape the 2026 Outlook

FuelCell Energy, Inc. (NASDAQ: FCEL) is back on traders’ radar in early December 2025. The hydrogen fuel‑cell specialist has set a firm date for its fourth‑quarter and full‑year 2025 earnings release, fresh financing has landed for a major South Korean project, and the stock has just pushed above its 200‑day moving average — all while Wall Street still labels the…
4 December 2025
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Stock Market Today

  • BYD (SEHK:1211) Faces Valuation Pressure After Fifth Consecutive Drop in EV Sales
    February 5, 2026, 8:17 PM EST. BYD (SEHK:1211) shares dipped 18% in Hong Kong after January EV sales fell 30% year-on-year, marking the fifth straight monthly decline. The electric vehicle (EV) maker's stock trades at HK$91.25, well below a narrative-derived fair value of HK$180, suggesting undervaluation. However, BYD's price-to-earnings (P/E) ratio of 19.3 exceeds the Asian auto industry average of 18 and peers' 8.4, raising valuation risk. The company's recent share price returns show signs of fading momentum, with a 7-day return of 10.36% and a one-year total shareholder return of 12.36%. Analysts caution that risks such as higher tariffs, power shortages, or a shift back to hybrids could impact long-term EV demand and BYD's growth outlook. Investors weigh whether current pessimism prices in all growth prospects or signals deeper challenges.
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