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AI Trends News 15 December 2025 - 17 December 2025

Global Stock Markets Today: S&P 500 and Nasdaq Slide on AI Funding Jitters as UK Shares Outperform (Updated 4:40 PM EST)

Global Stock Markets Today: S&P 500 and Nasdaq Slide on AI Funding Jitters as UK Shares Outperform (Updated 4:40 PM EST)

Updated 4:40 PM EST | December 17, 2025 Global stock markets ended a busy Wednesday with a clear split across regions: Wall Street sold off—led by tech—while the UK rallied on a fresh inflation surprise, and much of Asia finished firmer as China’s benchmarks advanced. Beneath the surface, investors are balancing three powerful forces heading into year-end: (1) renewed questions about the cost—and financing—of the AI buildout, (2) a sharp focus on delayed U.S. inflation data due Thursday, and (3) a geopolitical jolt in energy markets after the U.S. announced a “blockade” targeting sanctioned oil tankers linked to Venezuela. Reuters+3Reuters+3Reuters+3 Market
17 December 2025
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Jabil (JBL) Stock Swings After Q1 Earnings Beat and Raised FY2026 Outlook: AI Data Center Demand Takes Center Stage

Jabil (JBL) Stock Swings After Q1 Earnings Beat and Raised FY2026 Outlook: AI Data Center Demand Takes Center Stage

Dec. 17, 2025 — Jabil Inc. (NYSE: JBL) became one of the most-watched industrial tech names on Wednesday after the electronics manufacturing services giant posted a fiscal first-quarter 2026 beat, lifted its full-year outlook, and pointed again to accelerating demand tied to AI-driven data center buildouts. Reuters+1 The early reaction was bullish: Reuters reported the shares were up more than 5.8% in premarket trading following the release. Reuters But trading turned volatile as the session progressed. Market data shows JBL opened sharply higher, touched a fresh intraday high, then gave back much of the move later in the day. Below
17 December 2025
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Western Digital (WDC) Stock News Today: Morgan Stanley Raises Target to $228 as AI Data-Storage Cycle Stays in Focus (Dec. 17, 2025)

Western Digital (WDC) Stock News Today: Morgan Stanley Raises Target to $228 as AI Data-Storage Cycle Stays in Focus (Dec. 17, 2025)

Western Digital Corporation (NASDAQ: WDC) is back in the spotlight on Wednesday, December 17, 2025, as fresh analyst commentary collides with a volatile tape for tech and AI-infrastructure names. Shares pulled back sharply in the latest session—after a powerful multi-month run—yet several research notes published today continue to frame Western Digital as a key beneficiary of AI-driven data growth, with improving pricing visibility, rising drive capacities, and an increasingly shareholder-friendly capital return plan. Nasdaq+3Investing.com+3Investing.com+3 Below is what’s driving the conversation around Western Digital stock right now, what analysts are forecasting, and what investors are watching next. Western Digital stock price
17 December 2025
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Lumentum Stock (NASDAQ: LITE) Today: BofA Raises Price Target to $375 as AI Data Centers Tighten Laser Supply

Lumentum Stock (NASDAQ: LITE) Today: BofA Raises Price Target to $375 as AI Data Centers Tighten Laser Supply

December 16, 2025 — Lumentum Holdings Inc. (NASDAQ: LITE) is back in the market spotlight on Tuesday, not because the story changed, but because the intensity did: Wall Street is recalibrating how quickly AI data-center networking is moving from “nice-to-have” to “can’t-run-without.” Yet the stock itself is reminding investors that momentum stocks don’t levitate in straight lines. As of the latest available quote in Tuesday’s session, Lumentum shares traded around $314.66, down about 6% on the day, after opening near $334.75 and swinging between roughly $309 and $338. The company’s market capitalization sat near $23.2 billion, with a 52-week range
16 December 2025
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Amphenol Stock (NYSE: APH) on December 16, 2025: Dividend Date, AI Rotation Shock, and Fresh Wall Street Forecasts

Amphenol Stock (NYSE: APH) on December 16, 2025: Dividend Date, AI Rotation Shock, and Fresh Wall Street Forecasts

Amphenol Corporation (NYSE: APH) is back in the spotlight on Tuesday, December 16, 2025, as investors weigh a mix of near-term volatility, an important dividend timing milestone, and a longer-term growth story tied to data centers, defense, and high-speed interconnect demand. After a sharp sector pullback late last week, Amphenol stock is trading around the $129 level in afternoon U.S. trading on Dec. 16, reflecting a market that is simultaneously impressed by the company’s growth and cautious about valuation across “AI-adjacent” hardware and electronics names. StockAnalysis+2MarketBeat+2 Below is a full, up-to-date rundown of the news, forecasts, and market analysis available
16 December 2025
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Energy Storage Stocks Today: Tesla, Fluence, Enphase, Sunrun and Albemarle React as AI Data Centers, Policy Deadlines and Lithium Forecasts Collide (Dec. 16, 2025)

Energy Storage Stocks Today: Tesla, Fluence, Enphase, Sunrun and Albemarle React as AI Data Centers, Policy Deadlines and Lithium Forecasts Collide (Dec. 16, 2025)

NEW YORK — Tuesday, Dec. 16, 2025 (early afternoon ET). Energy storage stocks are back in the spotlight on the U.S. stock market today, driven by three forces that rarely hit at the same time: (1) a fast-moving surge in electricity demand tied to AI data centers, (2) shifting incentives and supply-chain rules that are reshaping solar-plus-storage and grid batteries, and (3) a new round of lithium demand forecasts that explicitly prioritize energy storage system (ESS) shipments—not just installations. That mix is creating unusually sharp differentiation inside the “energy storage” theme. Some names are moving on customer wins, partnerships and project pipelines; others
16 December 2025
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Oracle Stock News & Forecast (ORCL): AI Spending, $248B Lease Commitments, and Analyst Targets in Focus on Dec. 16, 2025

Oracle Stock News & Forecast (ORCL): AI Spending, $248B Lease Commitments, and Analyst Targets in Focus on Dec. 16, 2025

Oracle Corporation (NYSE: ORCL) is back at the center of the AI-trade debate on December 16, 2025, as investors weigh a fast-growing cloud backlog against a rapidly rising bill for data centers, GPUs, and long-dated lease commitments. As of Dec. 16, Oracle shares were trading around $187.49, giving the company a market value of roughly $532 billion, after a volatile stretch that followed its latest earnings and outlook updates. Today’s coverage across markets desks and analyst notes has converged on the same question: Can Oracle turn its AI and cloud momentum into near-term cash generation fast enough to justify the
16 December 2025
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Oracle Stock (ORCL) Slides as AI Spending, Debt and $248B Lease Commitments Dominate the Conversation (Dec. 16, 2025)

Oracle Stock (ORCL) Slides as AI Spending, Debt and $248B Lease Commitments Dominate the Conversation (Dec. 16, 2025)

Oracle Corporation stock (NYSE: ORCL) is still getting pressure-tested on December 16, 2025—less on whether AI demand exists (it clearly does), and more on whether Oracle’s balance sheet and cash flow can comfortably carry the cost of becoming a true AI-cloud heavyweight. Early Tuesday trading had Oracle shares hovering around $185, extending a sharp post-earnings selloff that has kept both equity investors and credit markets on edge. marketwatch.com The day’s coverage and analyst notes are unusually aligned around one theme: Oracle’s “build now, monetize later” AI infrastructure strategy is colliding with the market’s growing intolerance for open-ended capital spending. marketwatch.com+1
16 December 2025
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US Stock Market Today (Dec. 15, 2025): Dow, S&P 500, Nasdaq Close Lower as AI Jitters Persist Ahead of Jobs and Inflation Data

US Stock Market Today (Dec. 15, 2025): Dow, S&P 500, Nasdaq Close Lower as AI Jitters Persist Ahead of Jobs and Inflation Data

The U.S. stock market ended modestly lower Monday after a choppy, headline-driven session that underscored how sensitive investors remain to the “AI trade” and to shifting expectations for interest rates into 2026. By the closing bell (4:00 p.m. ET), the Dow Jones Industrial Average finished at 48,416.74, down 41.31 points (-0.09%). The S&P 500 closed at 6,816.49, down 10.92 (-0.16%), while the Nasdaq Composite underperformed, ending at 23,062.96, down 132.21 (-0.57%). Small caps also softened, with the Russell 2000 at 2,533.64 (-0.70%). Volatility perked up: the VIX ended at 16.61, up 5.53%. Google The takeaway after the bell: the market’s leadership question is back in focus—and with a packed calendar of delayed U.S. economic releases arriving this week, traders are increasingly
15 December 2025
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Nasdaq Stock Market Today: Nasdaq Composite Ends Lower as AI Jitters Persist Ahead of Jobs Report (Dec. 15, 2025)

Nasdaq Stock Market Today: Nasdaq Composite Ends Lower as AI Jitters Persist Ahead of Jobs Report (Dec. 15, 2025)

NEW YORK — The Nasdaq stock market finished Monday’s session on a soft note, with investors increasingly cautious heading into a data-heavy week that could reshape expectations for interest rates and the 2026 growth outlook. According to preliminary data, the Nasdaq Composite fell 0.58% to 23,060.03, while the S&P 500 slipped 0.15% to 6,816.34 and the Dow Jones Industrial Average eased 0.09% to 48,416.62. TradingView The late-day drift lower capped a choppy session that reflected a familiar 2025 tug-of-war: mega-cap tech and the AI trade still dominate headlines, but leadership is getting harder to find as investors demand proof that record spending on chips and data
15 December 2025
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S&P 500 Today (Dec. 15, 2025): Index Slips After the Bell as AI-Bubble Jitters Persist and Markets Brace for Jobs, CPI

S&P 500 Today (Dec. 15, 2025): Index Slips After the Bell as AI-Bubble Jitters Persist and Markets Brace for Jobs, CPI

The S&P 500 finished modestly lower on Monday, December 15, 2025, as Wall Street entered the final full trading week of the year with a familiar tension: investors are increasingly reluctant to keep “all the eggs in the AI basket,” but they’re still waiting for the next clear catalyst to define leadership into year-end. TradingView S&P 500 closing recap: a small dip that signals a bigger debate After a choppy session, the S&P 500 ended down 0.15%, falling 9.95 points to 6,816.34 (preliminary), according to Reuters. The Nasdaq Composite underperformed, pressured by ongoing volatility in AI-linked megacaps and high-growth software, while the Dow was nearly flat. TradingView
15 December 2025
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Shopify Stock (SHOP) Today: UBS Sees 15–20% Growth Potential as Temu App and AI Upgrades Shape the 2026 Outlook

Shopify Stock (SHOP) Today: UBS Sees 15–20% Growth Potential as Temu App and AI Upgrades Shape the 2026 Outlook

December 15, 2025 — Shopify Inc. (NASDAQ: SHOP; TSX: SHOP) stock traded lower on Monday as investors weighed a fresh round of analyst commentary, new ecosystem headlines, and the company’s broader push to turn AI into a commerce growth engine. SHOP was last seen around $161–$163, down roughly 1%–2% on the session after an intraday run that previously touched the high-$160s. Investing.com+1 While day-to-day volatility is nothing new for high-multiple software names, the current debate around Shopify stock is sharpening into a familiar split: bulls point to accelerating commerce enablement (AI, enterprise, payments, international), while skeptics focus on valuation risk
15 December 2025
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Stock Market Today

Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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