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AI Technology News 17 December 2025 - 18 December 2025

Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

NEW YORK — Dec. 18, 2025 (around 12:00 p.m. ET) — U.S. semiconductor stocks are rebounding sharply at midday, with Micron’s surge powering a broad move higher across chipmakers, foundries, and chip-equipment names as investors digest a softer-than-expected inflation print and renewed (if still cautious) expectations for rate cuts.  Reuters The result: chip investors are getting a rare “two-tailwind” setup in the same session—fundamental upside…
18 December 2025
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Oracle Stock News Today (Dec. 18, 2025): ORCL Volatility Returns as Michigan AI Data-Center Funding Headlines Collide With Oracle’s $523B Backlog

Oracle Stock News Today (Dec. 18, 2025): ORCL Volatility Returns as Michigan AI Data-Center Funding Headlines Collide With Oracle’s $523B Backlog

Dec. 18, 2025 — Oracle Corporation (NYSE: ORCL) is back in the market’s crosshairs after a fresh wave of headlines reignited the central debate around the stock: Oracle’s AI-cloud demand story is accelerating, but investors want proof the company can finance and deliver the data-center buildout without eroding shareholder value. Financial Times By mid-session Thursday, Oracle shares were trading around…
18 December 2025
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NVIDIA Stock (NVDA) News on Dec. 18, 2025: Micron’s AI Memory Signal, OpenAI Funding Buzz, and Fresh Analyst Price Targets

NVIDIA Stock (NVDA) News on Dec. 18, 2025: Micron’s AI Memory Signal, OpenAI Funding Buzz, and Fresh Analyst Price Targets

NVIDIA Corporation (NASDAQ: NVDA) enters Thursday, December 18, 2025 with investors trying to answer one big question: Is the AI infrastructure buildout merely pausing—or starting to downshift? The answer has mattered more than usual this week, because Nvidia’s stock has traded like a referendum on AI capex (capital spending), credit availability for data centers, and the staying power of the…
18 December 2025
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MARA Holdings Stock (MARA) News and Forecast for Dec. 18, 2025: Bitcoin Dip, AI Data Center Pivot, and Analysts’ Price Targets

MARA Holdings Stock (MARA) News and Forecast for Dec. 18, 2025: Bitcoin Dip, AI Data Center Pivot, and Analysts’ Price Targets

MARA Holdings, Inc. (NASDAQ: MARA) is back in its natural habitat on Thursday, December 18, 2025: a high-volatility tug-of-war between Bitcoin’s mood swings and investors trying to price a company that’s no longer “just” a miner. After a sharp selloff in the prior session, MARA closed Wednesday, Dec. 17 at $9.93 (-7.11%) with heavy trading volume (about 45 million shares),…
18 December 2025
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Nvidia (NVDA) Stock Today: AI Funding Jitters, Blackwell Demand Signals, and Fresh Analyst Forecasts (Dec. 18, 2025)

Nvidia (NVDA) Stock Today: AI Funding Jitters, Blackwell Demand Signals, and Fresh Analyst Forecasts (Dec. 18, 2025)

NVIDIA Corporation (NASDAQ: NVDA) is ending 2025 the way it lived it: at the center of a global tug‑of‑war between “AI spend is unstoppable” and “AI spend is expensive.” On December 18, 2025, that tension is showing up in both the tape and the headlines—ranging from shifting data‑center funding narratives and new Blackwell buildouts, to U.S.–China export policy twists, competitive…
18 December 2025
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Broadcom (AVGO) Stock Slides on AI Funding Fears Despite Upbeat Guidance: News, Forecasts and Analyst Price Targets on Dec. 18, 2025

Broadcom (AVGO) Stock Slides on AI Funding Fears Despite Upbeat Guidance: News, Forecasts and Analyst Price Targets on Dec. 18, 2025

Broadcom Inc. (NASDAQ: AVGO) is back in the market’s spotlight on Thursday, December 18, 2025—caught in the crosswinds of two powerful narratives that don’t always play nicely together: surging AI infrastructure demand and fresh anxiety about who will finance the next wave of mega–data centers. As of 12:07 UTC on Dec. 18, Broadcom shares were $326.02, down $15.25 (-4.47%). The…
18 December 2025
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Vertiv (VRT) Stock on Dec. 18, 2025: Why Shares Are Swinging on AI Data Center Angst — and What Analysts Forecast Next

Vertiv (VRT) Stock on Dec. 18, 2025: Why Shares Are Swinging on AI Data Center Angst — and What Analysts Forecast Next

Vertiv Holdings Co. (NYSE: VRT) is having the kind of December that gives long-term investors heartburn and short-term traders a full-time job. As of Dec. 18, 2025, Vertiv stock is indicated around $149.83, reflecting a steep mid-month pullback after a big 2025 run. StockAnalysis The immediate story isn’t a sudden collapse in Vertiv’s business. It’s the market doing what it…
18 December 2025
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Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

As of 5:45 a.m. ET on Thursday, Dec. 18, 2025, semiconductor stocks are setting up for another volatile session after a sharp, AI-led pullback on Wednesday — but with a major counterweight: Micron Technology’s blowout results and guidance are reviving the “AI hardware” trade in premarket action. The tug-of-war is clear: strong chip demand signals (especially AI memory) versus growing…
18 December 2025
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Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

As of 6:00 p.m. ET on Wednesday, December 17, 2025, U.S.-listed semiconductor stocks have wrapped up a bruising regular session—then immediately pivoted into a very different after-hours story led by Micron Technology. The day’s defining theme was a renewed wave of “AI trade” de-risking that hit chipmakers, chip-equipment names, and data-center exposed semiconductor plays. In the background: fresh headlines around AI infrastructure financing, competitive pressure in…
18 December 2025
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Oklo (OKLO) Stock Falls on Dec. 17, 2025 as Plutonium Test Milestone Collides With Dilution and AI Data-Center Fears

Oklo (OKLO) Stock Falls on Dec. 17, 2025 as Plutonium Test Milestone Collides With Dilution and AI Data-Center Fears

Oklo Inc. (NYSE: OKLO) is back in the spotlight on December 17, 2025, with its share price sliding even as the company highlighted fresh technical progress tied to advanced nuclear fuels and fast-reactor development. In late U.S. trading, OKLO was at about $76.04, down roughly 8.95% on the day, after swinging between an intraday high near $85.54 and a low…
17 December 2025
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Vistra Corp (VST) Stock Slides on Dec. 17, 2025: Analyst Cut, “AI Power Trade” Volatility, and the Next Big PJM Catalyst

Vistra Corp (VST) Stock Slides on Dec. 17, 2025: Analyst Cut, “AI Power Trade” Volatility, and the Next Big PJM Catalyst

Vistra Corp. (NYSE: VST) is back in the spotlight on Wednesday, December 17, 2025, as the stock trades lower after a fresh Wall Street price-target cut, while investors weigh a tug-of-war between near-term sentiment shifts and structural tailwinds tied to U.S. power demand and capacity market pricing. In early trading, Vistra shares opened around the low-$170s and fell into the…
17 December 2025
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GE Vernova Stock (GEV) Today: Fresh Analyst Targets, AI Data Center Fuel Cells, and the 2026–2028 Outlook (Dec. 17, 2025)

GE Vernova Stock (GEV) Today: Fresh Analyst Targets, AI Data Center Fuel Cells, and the 2026–2028 Outlook (Dec. 17, 2025)

December 17, 2025 — GE Vernova Inc. (NYSE: GEV) is back at the center of the “power for AI” trade, but Wednesday’s tape shows just how quickly sentiment can swing after a historic run. After surging to record highs last week on a sweeping Investor Day outlook upgrade, GE Vernova stock pulled back sharply on Dec. 17, even as new…
17 December 2025
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Stock Market Today

  • Nvidia Director Persis Drell Resigns with $26 Million in Stock After 10 Years
    January 23, 2026, 6:51 PM EST. Nvidia board member Persis Drell resigned after more than a decade, holding nearly 143,000 shares valued at about $26 million. The 69-year-old Stanford engineering professor stepped down to pursue a new professional opportunity, the company said in an SEC filing. Drell served on Nvidia's compensation committee and was paid $344,000 last year, including $259,000 in stock awards. She is the first Nvidia director to leave since June. Nvidia's stock has surged over 22,000% since 2015 amid the artificial intelligence boom, making it the world's most valuable company. The board now has 10 directors, including CEO Jensen Huang.
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