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AI Technology News 23 December 2025 - 25 December 2025

KLA Stock (KLAC) News on Dec. 25, 2025: $1,500 Targets, AI Chip Spending Tailwinds, and the Valuation Debate

KLA Stock (KLAC) News on Dec. 25, 2025: $1,500 Targets, AI Chip Spending Tailwinds, and the Valuation Debate

December 25, 2025 — KLA Corporation (NASDAQ: KLAC) heads into the Christmas holiday with Wall Street still arguing about the same deliciously modern question: when an “AI infrastructure” theme stock doubles in a year, is that a sign of a durable shift… or the moment optimism quietly turns into overpayment? With U.S. markets closed for Christmas Day, the latest actionable “stock tape” comes from Wednesday’s close (Dec. 24). KLAC last finished at $1,276.99, after trading between $1,265.00 and $1,279.18 in a lighter-volume holiday week session. StockAnalysis Today’s coverage (Dec. 25) is dominated by two fresh takes: one that frames KLA’s
Lumentum (LITE) Stock After the Bell on Dec. 24, 2025: Record Finish, Fresh AI-Optics Bull Case, Analyst Targets, and What to Watch Next

Lumentum (LITE) Stock After the Bell on Dec. 24, 2025: Record Finish, Fresh AI-Optics Bull Case, Analyst Targets, and What to Watch Next

Lumentum Holdings Inc. (NASDAQ: LITE) wrapped up the holiday-shortened Christmas Eve session with another strong move higher, keeping the AI‑infrastructure optics narrative front and center heading into the year-end break. Lumentum stock price today: where LITE finished after the close Lumentum shares ended Dec. 24, 2025 at $395.92, up about +2.2% on the day after trading between roughly $385.20 and $401.60. Volume was about 1.52 million shares, which is typical of a thin holiday session. StockAnalysis+1 Market chatter and trading notes circulating today emphasized that LITE has been setting fresh highs and is riding a powerful 2025 uptrend. One widely-shared
Lam Research (LRCX) Stock News on Dec. 24, 2025: CEO Share Sale, Analyst Targets, and the AI-Driven Wafer-Fab Equipment Outlook

Lam Research (LRCX) Stock News on Dec. 24, 2025: CEO Share Sale, Analyst Targets, and the AI-Driven Wafer-Fab Equipment Outlook

Dec. 24, 2025 — Lam Research Corporation (NASDAQ: LRCX) is trading near fresh highs in a holiday-shortened U.S. session as investors digest a newly filed CEO stock-sale disclosure, a stream of analyst target updates, and industry forecasts that point to continued strength in semiconductor manufacturing equipment spending tied to AI and high-bandwidth memory (HBM). U.S. equities markets close early at 1:00 p.m. ET on Christmas Eve, which often compresses volume and amplifies short-term price moves. New York Stock Exchange+1 LRCX stock price today: where Lam Research shares trade on Dec. 24, 2025 In midday trading on Dec. 24, Lam Research
Apple Stock (AAPL) News, Forecasts and Analyst Outlook for December 24, 2025: AI “Siri 2.0” Catalyst, App Store Regulation, and What’s Next in 2026

Apple Stock (AAPL) News, Forecasts and Analyst Outlook for December 24, 2025: AI “Siri 2.0” Catalyst, App Store Regulation, and What’s Next in 2026

Apple Inc. stock (NASDAQ: AAPL) is trading through a holiday-thinned session on Wednesday, December 24, 2025, with U.S. equities markets closing early at 1:00 p.m. ET for Christmas Eve. New York Stock Exchange+1 In early trading, AAPL hovered around $272 with light volume—typical for a shortened session and the final stretch of year-end positioning. What makes Apple stock especially interesting heading into 2026 is that the near-term story isn’t just “iPhone and Services” anymore. It’s turning into a three-way tug-of-war between: Below is a comprehensive, publication-ready roundup of the most relevant Apple stock headlines, forecasts, and analyst takes investors are
Alphabet (GOOG) Stock After Hours Today (Dec. 23, 2025): Google Shares Rise as AI Infrastructure, Legal Headlines and Holiday Trading Set the Tone for Dec. 24

Alphabet (GOOG) Stock After Hours Today (Dec. 23, 2025): Google Shares Rise as AI Infrastructure, Legal Headlines and Holiday Trading Set the Tone for Dec. 24

Alphabet Inc.’s Class C shares (NASDAQ: GOOG) ended Tuesday’s session higher and were little changed in early after-hours trading—capping a day when “growth” megacaps helped push U.S. equities toward record territory heading into a holiday-shortened week. Public+1 With markets set to close early on Wednesday, Dec. 24 ahead of Christmas Day, the key question for traders tonight isn’t just where GOOG finished—but what could realistically move the stock in thin, holiday liquidity when the bell rings tomorrow. New York Stock Exchange+2Nasdaq+2 GOOG after the bell: where Alphabet stock stands tonight Alphabet’s Class C shares finished regular trading Tuesday around the
Applied Digital (APLD) Stock Slides on Dec. 23, 2025: Today’s News, Analyst Forecasts, and What Comes Next for the AI Data Center Play

Applied Digital (APLD) Stock Slides on Dec. 23, 2025: Today’s News, Analyst Forecasts, and What Comes Next for the AI Data Center Play

Applied Digital Corporation (Nasdaq: APLD) stock pulled back on Tuesday, December 23, 2025, after a volatile stretch that’s become familiar to anyone watching the AI infrastructure trade. Shares were recently around $26.32, down about 5.26% on the session, after trading between $27.71 and $25.97 with roughly 14.6 million shares traded. The move comes even as the day’s commentary cycle stayed broadly constructive: multiple fresh analyses focused on Applied Digital’s growing role as an “AI data center landlord,” its long-duration leasing model, and the question investors keep returning to—how much future growth is already priced in. Below is a full, publication-ready
Lumentum Stock (NASDAQ: LITE) News on Dec. 23, 2025: New $400M Credit Facility, AI Optics Momentum, and Wall Street Targets Into 2026

Lumentum Stock (NASDAQ: LITE) News on Dec. 23, 2025: New $400M Credit Facility, AI Optics Momentum, and Wall Street Targets Into 2026

Lumentum Holdings Inc. (NASDAQ: LITE) is back in focus on Tuesday, Dec. 23, 2025, as investors digest a newly disclosed credit facility alongside the broader AI-infrastructure trade that has pushed optical networking names sharply higher into year-end. By mid-afternoon U.S. trading, Lumentum stock was hovering near the high-$380s, down modestly on the day after a strong multi-session run. What’s happening with Lumentum stock today As of the latest available quote (2:38 p.m. ET), Lumentum shares traded at about $386.50, down $3.38 (-0.87%) on the session, with an intraday range of roughly $378.56 to $390.25. The bigger picture: Lumentum has been
Hut 8 Corp Stock (HUT) Surges on $7B Google-Backed AI Data Center Deal, Street-High $85 Target, and Fresh Analyst Upgrades

Hut 8 Corp Stock (HUT) Surges on $7B Google-Backed AI Data Center Deal, Street-High $85 Target, and Fresh Analyst Upgrades

Hut 8 Corp (NASDAQ: HUT; TSX: HUT) is back in the market’s spotlight on December 23, 2025, as investors continue to re-rate the company less like a pure-play Bitcoin miner and more like a power-and-data-center platform for the AI era. The stock’s action has been anything but sleepy. After opening sharply lower, shares reversed higher and pushed into the low-to-mid $50s intraday. As of 17:04 UTC on Dec. 23, Hut 8 traded at $53.62, up 6.41% on the day, with an intraday range of $48.02 to $53.86 on roughly 6.7 million shares. So what’s driving the whiplash—and why are analysts
CoreWeave Stock (NASDAQ: CRWV) News Today: Why Shares Are Moving, Latest AI Data-Center Catalysts, and Wall Street Forecasts (Dec. 23, 2025)

CoreWeave Stock (NASDAQ: CRWV) News Today: Why Shares Are Moving, Latest AI Data-Center Catalysts, and Wall Street Forecasts (Dec. 23, 2025)

CoreWeave, Inc. (NASDAQ: CRWV) stock is sliding in Tuesday’s session (Dec. 23, 2025) after an early gap down, underscoring just how volatile the “AI infrastructure” trade has become heading into year-end. As of the latest available data timestamp, CRWV was trading around $81.93, down roughly 3.4% on the day, after opening near $82.28 and touching an intraday low around $78.77. MarketBeat The move comes as investors weigh two competing narratives around CoreWeave: a backlog-and-demand story built on hyperscale AI compute contracts and expanding public-sector ambitions, versus a capital intensity story dominated by debt, dilution risk, and the timing of new
MARA Stock Today (Dec. 23, 2025): MARA Holdings Slides With Bitcoin Below $88,000 as Analysts Watch the AI Data‑Center Pivot

MARA Stock Today (Dec. 23, 2025): MARA Holdings Slides With Bitcoin Below $88,000 as Analysts Watch the AI Data‑Center Pivot

MARA Holdings, Inc. (NASDAQ: MARA)—still widely known by its former name, Marathon Digital—was trading in the high single digits to low $10 range on Tuesday, December 23, 2025, as Bitcoin slipped below the $88,000 level and broader “risk appetite” wobbled amid fresh U.S. macro data. By late morning, MARA shares were quoted around $9.86, down from a $10.13 previous close, with an intraday range roughly $9.82–$10.06 and a 52‑week range of $9.61–$23.45. Investing.com+1 For investors, the setup is familiar and weirdly elegant in its brutality: when Bitcoin fades, miners often fall harder—because miners are effectively leveraged to (1) the coin
Adobe Stock After Hours Today (Dec. 22, 2025): ADBE Holds Near $358 as AI Catalysts and Lawsuit Risk Shape the Setup for Tuesday’s Open

Adobe Stock After Hours Today (Dec. 22, 2025): ADBE Holds Near $358 as AI Catalysts and Lawsuit Risk Shape the Setup for Tuesday’s Open

Adobe Inc. (NASDAQ: ADBE) ended Monday’s session with a modest gain and little drama after the closing bell — but the stock heads into Tuesday’s open with a familiar mix of catalysts: expanding distribution for its AI-powered tools, ongoing investor debate about AI monetization, and fresh legal scrutiny tied to model training data. Adobe stock after the bell: what happened on Dec. 22, 2025 Adobe shares finished regular trading at $357.53, up 0.47% on the day. In after-hours trading, the stock stayed essentially flat to slightly higher, last indicated around $357.90 later in the evening. StockAnalysis Monday session highlights (Dec.
Visa Stock After Hours Today (Dec. 22, 2025): V Holds Near $352 as AI-Commerce Headlines Land — What to Know Before the Market Opens Tuesday

Visa Stock After Hours Today (Dec. 22, 2025): V Holds Near $352 as AI-Commerce Headlines Land — What to Know Before the Market Opens Tuesday

Visa Inc. (NYSE: V) finished Monday’s session higher and is trading essentially flat after the closing bell, as investors weigh fresh “agentic commerce” partnership news, ongoing regulatory and legal headlines tied to card payments, and a macro-heavy calendar ahead of Tuesday’s open. Below is what matters most after the bell on 22.12.2025—and what to watch before the U.S. stock market opens tomorrow, Tuesday, Dec. 23, 2025. Visa stock price action: where V stands after the bell Visa shares closed at $352.09 on Monday, up about 0.8% versus Friday’s close, after trading between $349.59 (low) and $353.44 (high). Reported volume was
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Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
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