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AI Stocks News 7 December 2025 - 17 December 2025

S&P 500 Index Today (Dec. 17, 2025, 11:47 a.m. ET): Wall Street Slips as AI Stocks Weigh, Oil Rebounds, and Fed-Cut Debate Intensifies

S&P 500 Index Today (Dec. 17, 2025, 11:47 a.m. ET): Wall Street Slips as AI Stocks Weigh, Oil Rebounds, and Fed-Cut Debate Intensifies

The S&P 500 Index traded in the mid‑6,700s around late morning Wednesday, down roughly 0.6% as investors continued to reassess the “AI trade” and what the next phase of U.S. rate policy could look like into 2026. Around 11:47 a.m. ET, Investing.com data showed the S&P 500 near 6,759.93 (‑0.59%), reflecting a market that’s still close to recent record territory but struggling to regain momentum after several sessions of declines. Investing.com+1 The broader tape was being pulled in opposite directions: mega‑cap and AI‑linked names were sliding again, while energy stocks caught a bid after crude prices rebounded on geopolitics. AP
17 December 2025
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AI Stocks Today: Nvidia, Broadcom, Oracle and Big Tech React to AI “Bubble” Fears as Fresh U.S. Jobs Data Hits Markets (Dec. 16, 2025)

AI Stocks Today: Nvidia, Broadcom, Oracle and Big Tech React to AI “Bubble” Fears as Fresh U.S. Jobs Data Hits Markets (Dec. 16, 2025)

NEW YORK — December 16, 2025 (1:45 PM ET) — AI stocks are trading on two competing forces in Tuesday’s U.S. session: renewed skepticism about whether massive AI infrastructure spending can translate into profits fast enough, and a fresh set of macro signals that could shape the interest-rate path into 2026. After a delayed November jobs report surprised investors with a higher unemployment rate alongside stronger job creation, major U.S. indexes turned lower through midday trading. Investopedia+1 Below is a market-focused roundup of what’s moving AI stocks today, the headline catalysts and analyst forecasts published on December 16, and what investors are watching next. AI
16 December 2025
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Nasdaq Today: Futures Slide Before Delayed Jobs Report as AI Stocks Stay Under Pressure (Premarket, Dec. 16, 2025)

Nasdaq Today: Futures Slide Before Delayed Jobs Report as AI Stocks Stay Under Pressure (Premarket, Dec. 16, 2025)

NEW YORK — December 16, 2025 (Premarket, around 5:00 a.m. ET) — Nasdaq is heading into Tuesday’s session on shaky footing, with Nasdaq-100 futures lower in early trading as investors brace for a rare, shutdown-delayed double dose of U.S. labor-market data, fresh retail sales figures, and flash PMI readings that could reshape expectations for growth, inflation, and the path of interest rates into 2026. Investing.com+2Reuters+2 The cautious premarket tone follows a downbeat start to the final full trading week of 2025, with the market still wrestling with two big questions: (1) is the AI trade losing leadership? and (2) will the next wave of economic data validate—or challenge—the soft-landing
16 December 2025
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AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

Updated Sunday, December 14, 2025 — The “AI and data center” trade heads into the final full trading week of 2025 with momentum still intact, but with investors suddenly far more selective. A sharp late-week reversal in bellwether names like Broadcom and Oracle rekindled “AI bubble” chatter, even as the longer-term buildout story (chips, networking, power, cooling, and capacity) keeps expanding across the U.S. market. Reuters+1 Below is what mattered most from December 8–14, and what could move U.S. AI & data center stocks in the week ahead (Dec. 15–19). What changed for AI & data center stocks in Dec. 8–14 1) A reality check
14 December 2025
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Arista Networks (ANET) Stock Update Today: AI Selloff Hits Shares After a Strong Run — What Happened This Week and What to Watch Next Week (Dec. 13, 2025)

Arista Networks (ANET) Stock Update Today: AI Selloff Hits Shares After a Strong Run — What Happened This Week and What to Watch Next Week (Dec. 13, 2025)

Updated: Saturday, December 13, 2025 (U.S. markets closed; latest pricing reflects Friday’s close). Arista Networks (NYSE: ANET) just delivered a classic late-cycle tech storyline: a steady multi-day climb, a headline-friendly product launch, then a sharp “AI trade” risk-off pullback that looked bigger than any single company-specific headline. On Friday, Dec. 12, ANET fell about 7.17% to $124.76, snapping a seven-day winning streak and leaving the stock roughly 24% below its 52‑week high ($164.94). Yahoo Finance+2MarketWatch+2 Below is what moved Arista this week, what the latest company news actually says, and the week-ahead catalysts that could matter most for ANET traders
13 December 2025
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AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

NEW YORK — Dec. 12, 2025 (6:00 p.m. ET) — A sharp pullback hit many of the U.S. stock market’s most closely watched AI stocks on Friday, as investors digested fresh concerns about profitability, margins, and the pace of payback from the biggest AI infrastructure buildout in modern tech. By the closing bell, the Nasdaq Composite fell 1.69%, the S&P 500 dropped 1.07%, and the Dow slipped 0.51%, with the Nasdaq marking its lowest close since Nov. 25, according to Reuters’ market wrap. Reuters At the center of the selloff: Broadcom and Oracle. Broadcom’s margin commentary reignited doubts about the economics of custom AI silicon, while Oracle’s AI-heavy cloud expansion and OpenAI-linked data-center
13 December 2025
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AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

Updated: Friday, Dec. 12, 2025 (midday U.S. session). Prices cited below reflect quotes around 12:25 p.m. ET and may move quickly. Wall Street’s AI trade is getting stress-tested again on Friday — and the pressure point isn’t demand for AI, but what investors are willing to pay for it. By midday, AI-chip and AI-infrastructure leaders are leading the downside after Broadcom’s margin warning and renewed unease around Oracle’s debt-funded AI buildout, prompting a broad pullback in the Nasdaq-heavy growth complex. At the same time, the broader market remains within reach of record territory, with investors rotating into sectors perceived as less exposed to AI valuation risk. Reuters+2Financial
12 December 2025
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Biggest Stock Gainers Today in the U.S. Market (December 11, 2025): Takeovers, AI Winners and Micro‑Cap Rockets

Biggest Stock Gainers Today in the U.S. Market (December 11, 2025): Takeovers, AI Winners and Micro‑Cap Rockets

The U.S. stock market was split in two on Thursday, December 11, 2025: mega‑cap tech sagged after Oracle’s ugly post‑earnings sell‑off, while the Dow notched a fresh record and a long tail of small and mid‑cap names exploded higher. By late morning on Wall Street, the S&P 500 was down about 0.2%, the Nasdaq 100 off just over 1%, while the Dow Jones Industrial Average climbed roughly 1.2% to an intraday all‑time high, and small caps (Russell 2000) were up nearly 1%.StockAnalysis+1 At the individual‑stock level, however, it was anything but calm. Thursday’s biggest U.S. gainers were dominated by tiny biotechs, speculative digital‑asset plays
11 December 2025
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AI Stocks After the Bell: Oracle’s Earnings, Nvidia’s China Deal and Fed Jitters Shape the Trade on December 10, 2025

AI Stocks After the Bell: Oracle’s Earnings, Nvidia’s China Deal and Fed Jitters Shape the Trade on December 10, 2025

Artificial intelligence stocks are heading into one of the most closely watched after-hours sessions of the year on Wednesday, December 10, 2025, as traders brace for Oracle’s earnings, digest fresh Nvidia news on China chip exports, and wait for the Federal Reserve’s final rate decision of 2025. Across the AI complex — from chipmakers like Nvidia and Broadcom to software names such as C3.ai and Palantir — prices were mostly muted into the close, even though the stakes for tonight’s after‑the‑bell action are unusually high. Reuters+1 Markets Pause as Fed and Oracle Put the AI Trade on Edge Global stocks drifted
10 December 2025
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AI Stocks Today, December 9, 2025: Nvidia Slips on China Chip Greenlight as Fed Cut Bets Dominate

AI Stocks Today, December 9, 2025: Nvidia Slips on China Chip Greenlight as Fed Cut Bets Dominate

Tuesday, December 9, 2025 — AI market wrap and outlook AI Sector Ends the Day Essentially Flat Artificial-intelligence-linked stocks spent most of Tuesday churning sideways as traders weighed a potentially market-moving Federal Reserve decision and fresh headlines about Nvidia’s ability to sell advanced AI chips into China. By the final hour of U.S. trading, the core AI complex was mixed but little changed overall: Major U.S. indices told a similar “nothing settled yet” story. The Dow Jones was down about 0.3%, the Nasdaq up roughly 0.1%, and the S&P 500 near flat as markets digested both the start of a
9 December 2025
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IBM vs Microsoft Stock in December 2025: Which AI Powerhouse Looks Like the Better Buy After IBM’s $11 Billion Confluent Deal?

IBM vs Microsoft Stock in December 2025: Which AI Powerhouse Looks Like the Better Buy After IBM’s $11 Billion Confluent Deal?

Published: December 8, 2025 – data and prices cited are as of intraday trading on this date. Key takeaways Market snapshot on December 8, 2025 As of late trading on December 8, 2025: Meanwhile, broader markets are trading cautiously as investors wait for this week’s Federal Reserve decision, keeping macro conditions in focus for both tech heavyweights. Investopedia+1 Today’s big story: IBM goes all‑in on data streaming with Confluent The headline driver for IBM stock on December 8, 2025 is clear: IBM has agreed to acquire Confluent in an $11 billion all‑cash deal at $31 per share, a roughly 34% premium to the target’s last close. Reuters+3IBM Newsroom+3Financial Times+3 What
8 December 2025
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AI Stocks Weekly Recap (Dec. 1–7, 2025): Nvidia–Synopsys Deal, C3.ai’s HHS Win, Micron’s AI Pivot and China’s GPU Frenzy

AI Stocks Weekly Recap (Dec. 1–7, 2025): Nvidia–Synopsys Deal, C3.ai’s HHS Win, Micron’s AI Pivot and China’s GPU Frenzy

Week of December 1–7, 2025 – AI stocks enter a “show‑me” phase as mega‑cap leaders wobble, chipmakers double down on data centers, and new challengers emerge. Big picture: AI trade wobbles, but the theme is very much alive The first week of December was another rollercoaster for artificial intelligence stocks. Major U.S. indexes edged higher, helped by softer inflation data and rising expectations of a Federal Reserve rate cut next week. The Nasdaq Composite finished the week up around 0.9%, but tech leadership looked very different from earlier in 2025.Investopedia Under the surface, the “Magnificent Seven” – Nvidia, Apple, Alphabet,
7 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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