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AI Trends News 27 December 2025 - 29 December 2025

Micron stock cools off near highs as traders eye Fed minutes and AI-memory rally

Micron stock cools off near highs as traders eye Fed minutes and AI-memory rally

NEW YORK, December 28, 2025, 18:15 ET — Market closed Micron Technology (MU) shares ended the last U.S. trading session down 0.6% at $284.79. Yahoo Finance The move matters now because Micron has been one of the market’s clearest expressions of the rebound in AI-linked chip trades, with investors leaning on expectations that memory prices stay firm as data-center demand…
29 December 2025
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Broadcom stock holds above $350 into year-end as traders refocus on AI margins

Broadcom stock holds above $350 into year-end as traders refocus on AI margins

NEW YORK, December 28, 2025, 18:20 ET — Market closed. Broadcom Inc. shares ended Friday’s session up 0.6% at $352.13, in subdued post-Christmas trading before U.S. markets shut for the weekend. Yahoo Finance The muted move matters because Broadcom has become a bellwether for the market’s “AI infrastructure” trade — a bet that heavy spending on data centers will keep…
29 December 2025
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Cadence Design Systems (CDNS) Stock: Analyst Targets, AI Tailwinds, and What to Watch Before Monday’s Open

Cadence Design Systems (CDNS) Stock: Analyst Targets, AI Tailwinds, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 4:35 p.m. ET — Market closed Cadence Design Systems, Inc. (NASDAQ: CDNS) is heading into the final week of 2025 with U.S. equity markets shut for the weekend and investors weighing a familiar mix of drivers: year-end positioning, the durability of AI-led semiconductor spending, and valuation discipline after a blockbuster multi-year run across the “picks-and-shovels”…
28 December 2025
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Utilities Stocks in Focus: Fed Minutes, Treasury Yields, Winter Storm Risk—and the AI Power Boom Ahead of Monday’s Open

Utilities Stocks in Focus: Fed Minutes, Treasury Yields, Winter Storm Risk—and the AI Power Boom Ahead of Monday’s Open

NEW YORK, Dec. 28, 2025, 1:34 p.m. ET — Market closed Utilities stocks are heading into the final full trading week of 2025 with two narratives pulling the sector in different directions: the traditional “bond proxy” role that can rise or fall with interest-rate expectations, and a fast-evolving growth story tied to electrification and surging power demand from AI-driven data…
28 December 2025
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Microsoft Stock (MSFT) Heads Into Final Week of 2025 With “Santa Rally” Tailwinds, AI Spending Questions, and Key Fed Minutes Ahead

Microsoft Stock (MSFT) Heads Into Final Week of 2025 With “Santa Rally” Tailwinds, AI Spending Questions, and Key Fed Minutes Ahead

NEW YORK, Dec. 28, 2025, 9:51 a.m. ET — Market closed (weekend) Microsoft Corp. (NASDAQ: MSFT) stock heads into the last stretch of 2025 with the U.S. equity market shut for the weekend and liquidity expected to stay thin when trading resumes. Shares finished the most recent session essentially flat, a fitting setup for year-end conditions: limited catalysts, lighter volume,…
28 December 2025
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Broadcom Stock (AVGO) Weekend Update: Analysts See 2026 Upside as AI Backlog, Margin Mix and VMware Growth Stay in Focus

Broadcom Stock (AVGO) Weekend Update: Analysts See 2026 Upside as AI Backlog, Margin Mix and VMware Growth Stay in Focus

NEW YORK, Dec. 28, 2025, 9:29 a.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: explosive AI infrastructure demand versus the margin pressure that can come with lower-margin “systems” revenue and a richer AI mix. With U.S. stock markets closed Sunday and set to…
28 December 2025
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ASML Stock (NASDAQ: ASML) Weekend Briefing: AI-Driven Demand, China Risk, and What to Watch Before Monday’s Open

ASML Stock (NASDAQ: ASML) Weekend Briefing: AI-Driven Demand, China Risk, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 12:24 a.m. ET — Market closed (U.S. equities closed for the weekend) ASML Holding N.V. (NASDAQ: ASML), the Dutch chipmaking-equipment powerhouse at the heart of advanced semiconductor manufacturing, heads into the final week of 2025 with investors balancing two forces that rarely coexist peacefully: a powerful AI-led demand narrative and persistent geopolitical risk tied to…
28 December 2025
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Salesforce (CRM) Stock Update: Shares Hold Near $266 Into the Weekend as AI Forecasts, Analyst Targets, and Year-End Trading Set the Tone

Salesforce (CRM) Stock Update: Shares Hold Near $266 Into the Weekend as AI Forecasts, Analyst Targets, and Year-End Trading Set the Tone

NEW YORK, Dec. 28, 2025, 12:19 a.m. ET — Market Closed (Weekend) Salesforce, Inc. (NYSE: CRM) heads into the weekend with investors balancing two realities at once: the market’s year-end “thin liquidity” mood and the company’s increasingly high-stakes push to monetize AI agents at enterprise scale. With U.S. markets shut until Monday’s open, Salesforce stock is effectively “frozen” at Friday’s…
28 December 2025
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Salesforce Stock News: CRM Holds Near $266 as AI Agentforce Momentum Meets New Reliability Questions

Salesforce Stock News: CRM Holds Near $266 as AI Agentforce Momentum Meets New Reliability Questions

NEW YORK, Dec. 27, 2025, 5:08 p.m. ET — Market Closed Salesforce, Inc. (NYSE: CRM) enters the final stretch of 2025 with investors weighing two competing narratives: accelerating monetization from its AI agent platform (Agentforce) and a fresh wave of headlines questioning how “ready” large language models (LLMs) are for mission-critical enterprise workflows. With U.S. stock markets closed for the…
27 December 2025
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Teradyne Stock (NASDAQ: TER) News: Shares Hover Near $199 as U.S. Markets Close for the Weekend, Analysts Spotlight AI Test Demand

Teradyne Stock (NASDAQ: TER) News: Shares Hover Near $199 as U.S. Markets Close for the Weekend, Analysts Spotlight AI Test Demand

NEW YORK, Dec. 27, 2025, 4:46 p.m. ET — Market closed Teradyne, Inc. (NASDAQ: TER) heads into the final stretch of 2025 with its stock consolidating just under the $200 level after a quiet, holiday-thinned finish to the week. With U.S. equity markets closed for the weekend, investors are weighing two forces that have defined TER’s recent narrative: accelerating demand…
27 December 2025
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Meta Stock (META) Weekend Update: New Regulation Headlines, Instagram Teen Focus, and AI Spending Debate Ahead of Monday’s Open

Meta Stock (META) Weekend Update: New Regulation Headlines, Instagram Teen Focus, and AI Spending Debate Ahead of Monday’s Open

NEW YORK, Dec. 27, 2025, 9:50 a.m. ET — Market closed Meta Platforms, Inc. (NASDAQ: META) heads into the final week of 2025 with investors weighing a familiar mix of forces: fresh scrutiny over teen safety and “addictive” product design, a renewed push to monetize AI-driven engagement, and the lingering question of whether Meta’s massive AI infrastructure spending will pay…
27 December 2025
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Warby Parker Stock (WRBY) Drops to $24.18 After Holiday-Thin Trade—Analyst Targets, AI Glasses Catalyst, and What to Watch Monday

Warby Parker Stock (WRBY) Drops to $24.18 After Holiday-Thin Trade—Analyst Targets, AI Glasses Catalyst, and What to Watch Monday

NEW YORK, Dec. 27, 2025, 7:01 a.m. ET — Market closed Warby Parker Inc. (NYSE: WRBY) heads into the weekend after a sharp Friday slide that stood out in an otherwise sleepy, post-Christmas session for U.S. equities. Shares finished the last regular session at $24.18, down $2.16 (-8.2%), after trading between $26.51 and $24.16 on volume of about 3.88 million…
27 December 2025
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Stock Market Today

  • SpaceX's $650 Million Bitcoin Stake Gains Spotlight Ahead of xAI Merger and IPO
    February 3, 2026, 2:07 AM EST. Elon Musk's merger of SpaceX with AI firm xAI spotlights SpaceX's 650 million dollar bitcoin holding of roughly 8,300 BTC. This fusion creates a tech powerhouse valued over a trillion dollars and brings SpaceX's previously private bitcoin stake into the IPO spotlight, where fair-value accounting could introduce earnings volatility. Unlike Tesla, which has traded bitcoin and faced paper losses during price swings, SpaceX has held its crypto assets steadily. The merger consolidates Musk's crypto exposure but also raises questions about how digital assets will be managed and disclosed across his varied companies, spanning public and private statuses. Investors watch how this will influence valuation and risk amid continued bitcoin volatility.
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