AI Investments News 11 December 2025

CoreWeave stock falls as Truist starts CRWV at Hold; Nvidia Rubin plan sharpens focus on AI capex

New York, January 6, 2026, 12:24 ET — Regular session CoreWeave shares fell 3.5% to $74.15 in midday trading on Tuesday after Truist Securities initiated coverage of the AI cloud infrastructure provider at “Hold” with an $84 price target, citing

6 January 2026

AI Investments·Financial Analysis·Nvidia News·Stock Market·Technology Trends

Amazon stock today: AMZN slips as 2026 kicks off, with AI spending and Fed bets in focus

NEW YORK, January 2, 2026, 09:41 ET — Regular session Amazon.com, Inc. shares (AMZN) fell 0.7% to $230.82 in early trading on Friday. The stock is one of the “Magnificent Seven” — a group of the biggest U.S. tech-related companies

2 January 2026

AI Investments·Amazon News·Federal Reserve·Financial Analysis·Stock Market

Oracle Stock (NYSE: ORCL) Heads Into Year-End With AI Capex in Focus: Latest Price, News, Forecasts, and What to Watch Before Monday’s Open

Oracle Corporation (NYSE: ORCL) is closing out the week at the center of a renewed Wall Street debate: is the company’s AI-and-cloud infrastructure spending spree the setup for a multi-year growth surge—or a near-term margin and balance-sheet stress test that

27 December 2025

AI Investments·Financial News·Oracle·Stock Market

GOOG Stock Update: Alphabet Class C Shares in Focus After the $4.75B Intersect Deal, AI Spending Surge, and Antitrust Headlines

As of 7:39 p.m. ET in New York on Friday, December 26, 2025, Alphabet Inc.’s Class C shares (NASDAQ: GOOG) were trading around $314.96, little changed from the prior close after a quiet, post-Christmas session on Wall Street. That timing

27 December 2025

AI Investments·Stock Market News·Tech Industry

Data Center Stocks in 2025: AI Capex Forecasts, Power Constraints, and the 2026 Outlook (Dec. 25, 2025)

U.S. markets are closed today for Christmas Day, after an early close on December 24—giving investors a moment to digest a surge of late-December headlines that are reshaping the “data center stocks” trade. New York Stock Exchange The story going

25 December 2025

AI Investments·Stock Market·Technology Trends

Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Dec. 21, 2025 — Software and platform stocks head into the Christmas week balancing two powerful forces: a thinner, holiday-shortened market that can amplify price swings, and a still-evolving narrative around the AI buildout—specifically, when massive infrastructure spending turns into

21 December 2025

AI Investments·Holiday Trading·Market Outlook·Tech Stocks

Applied Materials Stock News and Forecast (AMAT) on Dec. 19, 2025: Analyst Targets Rise, AI Capex Outlook Strengthens, and China Remains the Swing Factor

Applied Materials, Inc. (NASDAQ: AMAT) is closing out the week of December 19, 2025 with Wall Street firmly focused on a familiar mix of forces: AI-driven semiconductor capital spending, a growing advanced packaging opportunity, and the continuing uncertainty around U.S.-China

19 December 2025

AI Investments·Analyst Forecasts

Meta Stock After Hours (Dec. 18, 2025): META Closes Higher as EU Privacy Ruling, Ad Scrutiny and AI Spending Shape What to Watch Before Friday’s Open

Meta Platforms, Inc. (NASDAQ: META) ended Thursday’s session firmly in the green and held near those levels after the closing bell, as traders balanced a busy mix of regulatory risk, advertising-policy headlines, and the market’s ongoing debate about Big Tech’s

18 December 2025

AI Investments·EU Regulations·Meta Platforms·Stock Market·Technology News

Amazon Stock (AMZN) Today: $10B OpenAI Investment Talks, Trainium Chip Catalyst, and Analyst Forecasts (Dec. 17, 2025)

Amazon.com, Inc. (NASDAQ: AMZN) is back in focus on December 17, 2025, after multiple reports said the company is in discussions to invest roughly $10 billion in OpenAI—an AI funding move that could simultaneously (1) deepen OpenAI’s reliance on Amazon

17 December 2025

AI Investments·Amazon News·Analyst Predictions·Stock Market·Technology Trends

IREN Limited Stock (NASDAQ: IREN) Drops on Dec. 15, 2025 as Wall Street Weighs Microsoft AI Deal Upside vs. Capex and Dilution Risks

Dec. 15, 2025 — IREN Limited stock (NASDAQ: IREN) slid sharply in Monday trading, extending a volatile stretch that has turned the once-quiet Bitcoin miner into one of 2025’s loudest “AI infrastructure” tickers. Shares were recently around $36.22, down about

15 December 2025

AI Investments·Stock Market News·Technology Stocks·Wall Street Analysis

Applied Materials (AMAT) Stock Jumps on Fresh Analyst Upgrades: Jefferies Lifts Target to $360 as AI Chip Spending Shapes 2026 Outlook

December 15, 2025 — Applied Materials, Inc. (NASDAQ: AMAT) stock is in focus on Monday after a new round of bullish Wall Street commentary helped lift sentiment around the semiconductor-equipment leader. Shares traded around $262.6 in U.S. trading on Dec.

15 December 2025

AI Investments·Analyst Ratings·Semiconductor Industry·Stock Market News·Technology Stocks

Applied Materials (AMAT) Stock Hits Record High: Is the AI Chip Boom Enough to Power 2026 Gains?

Applied Materials, Inc. (NASDAQ: AMAT) is closing out 2025 on a surge. Since November 21, 2025, the semiconductor equipment giant’s stock has jumped from the low $220s to hover just below record highs, driven by booming AI chip demand, upbeat

11 December 2025

AI Investments·Semiconductor Industry·Technology Stocks

AI Investments News 11 December 2025 - 6 January 2026