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AI Technology News 28 December 2025 - 2 January 2026

AMD and ASML: Two chip stocks investors are watching as 2026 hinges on AI spending

AMD and ASML: Two chip stocks investors are watching as 2026 hinges on AI spending

NEW YORK, January 1, 2026, 19:47 ET Artificial intelligence spending is shaping investor positioning as 2026 gets underway, with strategists warning that the next phase of the equity rally will depend on whether companies can justify soaring data-center budgets. Reuters The focus is keeping semiconductors at the center of the debate, from chip designers to the equipment makers that enable…
2 January 2026
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Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

Big Tech stocks 2026 forecast: Nvidia’s China chip rush sets the first test for AI leaders

NEW YORK, January 1, 2026, 15:07 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp up production of its H200 artificial intelligence chips as Chinese technology companies place large orders for 2026, sources told Reuters. The push puts AI chip supply — and the politics around who gets it — back at the center of the 2026 outlook for…
1 January 2026
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GOOG stock today: Analyst lifts Alphabet target to $385 as AI-search optimism kicks off 2026

GOOG stock today: Analyst lifts Alphabet target to $385 as AI-search optimism kicks off 2026

NEW YORK, January 1, 2026, 09:54 ET — Market closed Citizens Financial Group analyst Andrew Boone raised his price target on Google parent Alphabet to $385 from $340, citing AI Mode and AI Overviews in Search and the release of the Gemini 3 model, even as ChatGPT and Perplexity vie for users, Barron’s reported. “We view AI search as a…
1 January 2026
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Meta stock today: META slips after Reuters scam-ad “playbook” report as Manus AI deal stays in focus

Meta stock today: META slips after Reuters scam-ad “playbook” report as Manus AI deal stays in focus

NEW YORK, December 31, 2025, 11:57 ET — Regular session Meta Platforms shares dipped on Wednesday after a Reuters investigation said internal documents showed the Facebook and Instagram owner developed a “global playbook” to fend off pressure to crack down on scammers and delay tougher checks on advertisers. Meta was down 0.4% at $663 by 11:57 a.m. ET, after closing…
31 December 2025
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SoundHound AI (SOUN) stock slips in premarket after insider sales disclosures

SoundHound AI (SOUN) stock slips in premarket after insider sales disclosures

NEW YORK, December 31, 2025, 05:55 ET — Premarket SoundHound AI, Inc. shares fell 0.7% to $9.97 in premarket trade on Wednesday, after dropping 3.6% in the prior session and slipping below the $10 mark. The stock is down about 11% since its Dec. 22 close, according to StockAnalysis.com data. StockAnalysis The move comes after a cluster of insider filings…
31 December 2025
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Seagate (STX) stock slips as 2025 AI-storage rally cools — what investors watch next

Seagate (STX) stock slips as 2025 AI-storage rally cools — what investors watch next

NEW YORK, December 30, 2025, 22:25 ET — Market closed Seagate Technology Holdings plc shares fell 0.4% to close at $280.08 on Tuesday, after trading between $278.90 and $284.09. The pullback matters because Seagate has been one of the market’s standout “AI infrastructure” winners this year, riding demand for data storage as cloud companies build out data centers. With the…
31 December 2025
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Stock market today: S&P 500 futures flat as Fed minutes loom; Meta-Manus AI deal in focus

Stock market today: S&P 500 futures flat as Fed minutes loom; Meta-Manus AI deal in focus

NEW YORK, December 30, 2025, 04:03 ET — Premarket U.S. stock index futures were little changed in early premarket trading on Tuesday as investors waited for the Federal Reserve’s latest policy cues. S&P 500 futures were down 0.02% and Nasdaq 100 futures slipped 0.03%, while Dow futures were flat at 3:38 a.m. ET. Businessinsider The quiet start comes with Wall…
30 December 2025
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XPeng stock slips in premarket as AI research update meets China demand jitters

XPeng stock slips in premarket as AI research update meets China demand jitters

NEW YORK, December 29, 2025, 04:11 ET — Premarket XPeng Inc shares fell 2.1% in premarket trading on Monday, after the Chinese electric-vehicle maker’s U.S.-listed stock surged in the previous session. The stock was indicated at $20.34. Investing The pullback comes as investors head into the final week of the year weighing company technology updates against fresh warnings about a…
29 December 2025
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Nebius stock slips nearly 4% into year-end as traders eye Fed minutes and AI contract rollouts

Nebius stock slips nearly 4% into year-end as traders eye Fed minutes and AI contract rollouts

NEW YORK, December 28, 2025, 23:31 ET — Market closed Nebius Group N.V. shares fell 3.9% on Friday to close at $87.59, after trading as high as $91.62 earlier in the session. StockAnalysis The late-week drop comes as investors head into the final three trading sessions of 2025, a period that can see lighter volumes and sharper moves as portfolios…
29 December 2025
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Broadcom Stock (AVGO) Weekend Update: AI Chip Demand, Margin Mix, and Analyst Price Targets Ahead of Monday’s Market Open

Broadcom Stock (AVGO) Weekend Update: AI Chip Demand, Margin Mix, and Analyst Price Targets Ahead of Monday’s Market Open

NEW YORK, Dec. 28, 2025, 4:36 p.m. ET — Market closed. Broadcom Inc. (NASDAQ: AVGO) heads into the final trading week of 2025 with Wall Street still debating a familiar trade-off: booming AI infrastructure demand versus the margin pressure that can come with a richer AI revenue mix and more system-level sales. With U.S. equity markets closed for the weekend,…
28 December 2025
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KLA Stock (KLAC) Holds Near Record Levels Into the Final 2025 Trading Days as AI Chip Spending Drives Fresh Bullish Calls

KLA Stock (KLAC) Holds Near Record Levels Into the Final 2025 Trading Days as AI Chip Spending Drives Fresh Bullish Calls

NEW YORK, Dec. 28, 2025, 3:58 p.m. ET — Market Closed KLA Corporation (NASDAQ: KLAC) enters the final full trading week of 2025 with its stock hovering near record territory after a strong late-December run, as investors continue to price in a multi-year ramp in AI-driven semiconductor capital spending—particularly in the process-control and metrology tools where KLA is a global…
28 December 2025
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Super Micro Computer (SMCI) Stock: Weekend Watch as AI-Server Narrative Meets High Short Interest Ahead of Monday’s Open

Super Micro Computer (SMCI) Stock: Weekend Watch as AI-Server Narrative Meets High Short Interest Ahead of Monday’s Open

NEW YORK, Dec. 28, 2025, 3:53 p.m. ET — Market Closed Super Micro Computer, Inc. (NASDAQ: SMCI) stock is heading into the final week of 2025 with U.S. markets closed for the weekend and investors weighing a familiar tug-of-war: strong demand signals for AI infrastructure versus concerns about execution, margins, and the stock’s unusually elevated short interest. SMCI last traded…
28 December 2025
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Stock Market Today

  • Apple Stock Outlook: Growth, AI Adoption, and Market Position
    January 23, 2026, 12:18 PM EST. Apple (AAPL) has delivered remarkable long-term returns, with shares soaring over 900% in the past decade. The company's strong product lineup, particularly the iPhone, helped it claim the top spot in the 2025 smartphone market with a 20% share. Despite recent underperformance versus the S&P 500 due to slow initial AI adoption and tariff concerns tied to its China supply chain, Apple is accelerating its AI integration and benefiting from U.S. tariff exemptions related to domestic production investments. Growth in shipments and improved return on invested capital point to effective investment strategies. Investors eyeing potential catalysts this year may find Apple's evolving AI efforts and stabilizing trade environment a solid basis for future gains.
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