Today: 21 January 2026
Subscribe
Browse Category

AI News 17 December 2025 - 2 January 2026

AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

NEW YORK, January 1, 2026, 12:48 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping output of its H200 artificial intelligence chip as demand from Chinese technology firms accelerates, sources told Reuters. Reuters The China demand story lands as investors gauge whether the AI trade can extend after it powered much of Wall Street’s 2025 gains…
1 January 2026
····
Super Micro Computer (SMCI) Stock Watch: AI Server Demand, Blackwell Shipments, and Analyst Targets in Focus as Markets Close for the Weekend

Super Micro Computer (SMCI) Stock Watch: AI Server Demand, Blackwell Shipments, and Analyst Targets in Focus as Markets Close for the Weekend

NEW YORK, Dec. 27, 2025, 3:45 p.m. ET — Market closed Super Micro Computer, Inc. (NASDAQ: SMCI) heads into the weekend with investors weighing a familiar mix of forces: year-end “Santa Claus rally” market dynamics, shifting delivery schedules tied to large AI infrastructure deployments, and an ongoing debate about how quickly Supermicro can translate its AI server momentum into steadier…
27 December 2025
···
Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

December 24, 2025 — Alphabet is getting two kinds of attention heading into year-end: fresh institutional ownership disclosures that reveal who trimmed or added exposure during the third quarter, and a blockbuster infrastructure move that signals just how central electricity has become to the AI race. On one side are newly posted SEC-linked updates spotlighting how several wealth managers and…
24 December 2025
··
Hut 8 Stock (HUT) Jumps on Benchmark’s Street-High $85 Target as $7 Billion AI Data Center Deal Re-Rates the Story

Hut 8 Stock (HUT) Jumps on Benchmark’s Street-High $85 Target as $7 Billion AI Data Center Deal Re-Rates the Story

Hut 8 Corp. (Nasdaq: HUT; TSX: HUT) is back in the spotlight on Monday, December 22, 2025, as the company’s shares extend a sharp rally tied to its pivot from crypto-native infrastructure toward AI and high-performance computing (HPC) data centers. The latest catalyst: Benchmark raised its price target to a Street-high $85, arguing that Hut 8’s newly announced River Bend…
22 December 2025
····
AI Stocks News Today (Dec. 21, 2025): Nvidia, Broadcom and Alphabet Set the Tone for 2026 as Wall Street Weighs Bubble Risks

AI Stocks News Today (Dec. 21, 2025): Nvidia, Broadcom and Alphabet Set the Tone for 2026 as Wall Street Weighs Bubble Risks

Dec. 21, 2025 — Artificial intelligence stocks are ending 2025 with a familiar mix of momentum and anxiety: analysts are still pitching semiconductors and “Magnificent Seven” platforms as the cleanest way to play the AI buildout, even as investors debate whether the market is starting to punish “growth at any price” balance sheets. Today’s news flow crystallizes the new phase…
21 December 2025
····
Data Center Stocks Week Ahead: AI Capex Scrutiny, Power Constraints, and Holiday Trading Put Nvidia, Vertiv, and Data Center REITs in Focus

Data Center Stocks Week Ahead: AI Capex Scrutiny, Power Constraints, and Holiday Trading Put Nvidia, Vertiv, and Data Center REITs in Focus

Data center stocks head into the week of December 22, 2025 at an unusual intersection: the AI infrastructure buildout is still accelerating, but markets are getting far less forgiving about how it’s funded, how quickly it pays back, and whether the power grid can keep up. That tension was on full display from December 19–21—a three-day stretch that brought fresh…
21 December 2025
··
Japan Tech Stocks Plunge as AI Infrastructure Spending Fears Hit SoftBank, Nikkei 225 and Asia’s Chip Leaders

Japan Tech Stocks Plunge as AI Infrastructure Spending Fears Hit SoftBank, Nikkei 225 and Asia’s Chip Leaders

TOKYO — Japan’s stock market took a sharp hit on Thursday, December 18, 2025, as a renewed wave of skepticism about the economics of the artificial intelligence boom spilled from Wall Street into Asia. Heavyweight technology names led the decline, dragging the Nikkei 225 to its lowest close in three weeks and reviving a question investors have been whispering for…
19 December 2025
···
Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Dec. 18, 2025 — U.S. markets, early afternoon (about 1:50 PM ET at the time of writing). U.S.-listed data center stocks are back in focus today as investors rotate into (and selectively out of) the companies that power the AI buildout: memory and accelerators, high-speed networking, server OEMs, data center REITs/operators, and the “picks-and-shovels” layer of power, cooling, and grid infrastructure. The tape…
18 December 2025
····
Micron Technology Stock (MU) Surges on Blowout Guidance: AI HBM Demand, Supply Crunch, and New Analyst Targets (Dec. 18, 2025)

Micron Technology Stock (MU) Surges on Blowout Guidance: AI HBM Demand, Supply Crunch, and New Analyst Targets (Dec. 18, 2025)

Micron Technology, Inc. (NASDAQ: MU) stock jumped sharply on Thursday, Dec. 18, after the memory-chip maker delivered a blockbuster quarter and issued a far-stronger-than-expected outlook—reigniting the “AI infrastructure” trade across semiconductors and putting Micron’s high-bandwidth memory (HBM) strategy at center stage. As of 16:39 UTC, MU was trading at $252.34, up $26.82 (+11.89%) on the day, after swinging between $245.80…
18 December 2025
····
Vicor (VICR) Stock Today: Roth Starts Coverage With a $115 Target as AI Data Center Power Thesis Gains Steam (Dec. 17, 2025)

Vicor (VICR) Stock Today: Roth Starts Coverage With a $115 Target as AI Data Center Power Thesis Gains Steam (Dec. 17, 2025)

Vicor Corporation (NASDAQ: VICR) is back in the spotlight on Wednesday, December 17, 2025, after a notable gap-up open and fresh Wall Street commentary that leans into the company’s positioning in next‑generation AI compute power delivery—a theme that has become increasingly market-moving for semiconductor and infrastructure-adjacent names. MarketBeat At the same time, new insider filings have hit the tape—information investors…
17 December 2025
····
1 2 3 4 … 15

Stock Market Today

  • Notable Options Activity in OSCR, FCX, HAL on Wednesday
    January 21, 2026, 4:09 PM EST. Oscar Health Inc (OSCR) saw prominent options trading with 45,878 contracts exchanging hands, equating to about 4.6 million shares or 55.4% of its average daily volume. The $14 put option expiring January 2026 had particularly high volume with 2,701 contracts. Freeport-McMoRan Copper & Gold (FCX) recorded 99,904 contracts, approximately 10 million shares or 55.2% of its average daily trading, led by 8,172 contracts for the $60 call expiring February 2026. Halliburton (HAL) options activity hit 73,129 contracts, around 7.3 million shares or 54.6% of daily volume, driven by 22,340 contracts for the $35 call expiring March 2026. These volumes indicate strong market interest and potential positioning ahead of key expiration dates.
Go toTop