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Artificial Intelligence News 9 December 2025 - 10 December 2025

Fifth Third–Brex Deal Puts $5.6B AI-Powered Card Platform at Center of Comerica Merger Fight

Fifth Third–Brex Deal Puts $5.6B AI-Powered Card Platform at Center of Comerica Merger Fight

As Fifth Third Bank chooses Brex to power its commercial cards, the regional lender faces activist lawsuits and community protests over its planned Comerica acquisition. CINCINNATI / DALLAS / NEW YORK — December 10, 2025 Key Points Fifth Third turns to Brex for AI‑powered commercial cards On December 9, Fifth Third Bank announced a multi‑year partnership with Brex, under which the fintech will power the bank’s commercial card program across its commercial banking franchise. Fifth Third Bank+2Business Wire+2 According to the joint announcement, the deal: Fifth Third CEO and chair Tim Spence framed the move as a strategic bet on
10 December 2025
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NextEra Energy (NEE) After Hours: AI Power Deals, New Guidance and What to Watch Before the December 10 Open

NextEra Energy (NEE) After Hours: AI Power Deals, New Guidance and What to Watch Before the December 10 Open

December 10, 2025 NextEra Energy, Inc. (NYSE: NEE) heads into Wednesday’s U.S. session sitting at the intersection of two big storylines: short-term selling pressure in the stock, and long-term optimism around an AI-driven boom in electricity demand. On Tuesday, December 9, NEE slipped in regular trading but managed a mild bounce after the bell, even as investors digested fresh guidance, a natural gas acquisition, and massive clean-energy deals with Big Tech. Here’s what actually happened after hours on December 9, and what traders and longer-term investors should know before the market opens on December 10. How NEE Traded on December
10 December 2025
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Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research Corporation (NASDAQ: LRCX) closed Tuesday, December 9, 2025, just below record territory, extending a powerful AI‑driven rally and drawing fresh attention from institutions, analysts and technical traders ahead of Wednesday’s U.S. market open. Below is a full breakdown of how the stock traded after the bell, what moved it on December 9, and the key levels and narratives to watch before the market opens on December 10, 2025. Lam Research stock recap for December 9, 2025 On a day when the Dow and S&P 500 slipped modestly and the 10‑year U.S. Treasury yield edged toward 4.19%, chip names
10 December 2025
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Qualcomm (QCOM) After-Hours Update: AI Hype, Analyst Split and What to Watch Before the December 10, 2025 Open

Qualcomm (QCOM) After-Hours Update: AI Hype, Analyst Split and What to Watch Before the December 10, 2025 Open

Dateline: December 10, 2025 – New York Qualcomm stock (NASDAQ: QCOM) ended Tuesday, December 9, 2025, quietly higher but with a lot of noise swirling around it – from new AI-chip optimism and bullish technical models to fresh downgrades and warnings that it could be an “AI loser.” As traders prepare for the U.S. market open on Wednesday, December 10, the stock sits near the mid–high end of its 52‑week range, with expectations, hype and risk all elevated. StockInvest+1 Below is a rundown of how QCOM traded after the bell, the key news and forecasts published on December 9, and
10 December 2025
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US Navy Awards Palantir $448 Million ‘ShipOS’ AI Contract to Accelerate Submarine Production and Shipbuilding

US Navy Awards Palantir $448 Million ‘ShipOS’ AI Contract to Accelerate Submarine Production and Shipbuilding

The US Navy has awarded Palantir Technologies a $448 million contract to deploy a new AI‑powered “ShipOS” platform across its submarine industrial base, marking one of the most ambitious attempts yet to fix chronic shipbuilding delays and maintenance bottlenecks.USNI News+ 2US Navy+ 2 Announced on December 9 and elaborated in fresh statements and market reactions on December 10, the deal will use Palantir’s Foundry data platform and Artificial Intelligence Platform (AIP) to stitch together data from public shipyards, major submarine builders and hundreds of suppliers into a single operating picture.MLQ+ 3Axios+ 3Bloomberg+ 3 The initiative is a centerpiece of the
10 December 2025
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Microsoft Bets $23 Billion on AI in India and Canada as Cloud Race Intensifies

Microsoft Bets $23 Billion on AI in India and Canada as Cloud Race Intensifies

Microsoft has announced a fresh wave of artificial intelligence and cloud investments worth $23 billion, split between a record $17.5 billion in India and more than C$7.5 billion (about $5.4 billion) in Canada, underscoring how aggressively the company is building infrastructure to compete with Amazon and Google in the AI era. Reuters+1 On December 9, 2025, CEO Satya Nadella unveiled the package during a visit to New Delhi, where he met Indian Prime Minister Narendra Modi, before Microsoft detailed a parallel expansion of its AI and cloud footprint in Canada. Reuters+2The Times of India+2 What Microsoft Announced on December 9
10 December 2025
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Microsoft Stock After Hours on December 9, 2025: AI Megaspending, Office Price Hikes, and What to Watch Before the December 10 Open

Microsoft Stock After Hours on December 9, 2025: AI Megaspending, Office Price Hikes, and What to Watch Before the December 10 Open

Microsoft (NASDAQ: MSFT) heads into Wednesday’s session sitting just below the $500 mark, with investors digesting fresh mega‑announcements on AI infrastructure, looming dividend payments, and a still‑bullish but more cautious Wall Street. At the same time, the wider market is bracing for a critical Federal Reserve rate decision on December 10 — a macro catalyst that could swing all of Big Tech, including Microsoft. Below is a concise, news‑driven look at where MSFT stands after the bell on December 9, 2025, and what to watch before the December 10, 2025 U.S. market open. 1. Where Microsoft Stock Stands After the
9 December 2025
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2026 Market Outlook: Debt‑Trap Warnings, AI Bubble Fears and Five Investment Themes Investors Can’t Ignore

2026 Market Outlook: Debt‑Trap Warnings, AI Bubble Fears and Five Investment Themes Investors Can’t Ignore

As of 9 December 2025, investors are looking past a surprisingly strong year for global equities and trying to decode what 2026 might bring. Fresh research from Trustnet, AJ Bell, ING, S&P Global and others points to three big macro risks—a looming sovereign debt crisis, the possibility of an AI‑driven market pull‑back and the chance of a “normal” recession—alongside five powerful themes that could shape returns next year. S&P Global+3Trustnet+3IFA Magazine+3 At the same time, the Financial Times’ Alphaville blog is openly mocking the annual deluge of “2026 outlook” PDFs even as it summarises their recurring narratives: optimism on AI
9 December 2025
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Accenture (ACN) Stock Today: Anthropic AI Deal, Insider Buying and 2026 Forecasts — December 9, 2025

Accenture (ACN) Stock Today: Anthropic AI Deal, Insider Buying and 2026 Forecasts — December 9, 2025

Accenture plc (NYSE: ACN) is back in the AI spotlight on December 9, 2025. The shares are trading around $269–270 after a brutal year that saw the stock fall roughly 30–40% from its February peak, even as the company delivered record bookings and doubled down on generative AI. linkedin.com+2Barchart.com+2 Today’s main catalyst: a multi‑year partnership with Anthropic, fresh evidence of institutional and insider buying, and a growing chorus of analysts arguing that Accenture’s AI “reinvention” may finally be mispriced in investors’ favor. Seeking Alpha+3Reuters+3GuruFocus+3 Accenture stock on 9 December 2025: price, performance and valuation As of the latest trade on
9 December 2025
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Applied Digital (APLD) Stock Soars Over 270%: Can the AI Data Center High‑Flyer Keep Climbing in 2026?

Applied Digital (APLD) Stock Soars Over 270%: Can the AI Data Center High‑Flyer Keep Climbing in 2026?

As of December 9, 2025, Applied Digital Corporation (NASDAQ: APLD) has turned into one of the most explosive names in the AI infrastructure trade — and also one of the most controversial. The stock trades around $33 per share, up roughly 3% on the day, giving Applied Digital a market cap near $9–9.5 billion on trailing twelve‑month revenue of about $174 million. Its 52‑week range runs from $3.31 to $40.20, and its beta above 7 makes it one of the most volatile tech names on the market. StockAnalysis Over the past year, APLD has surged roughly 270%–350% depending on the
9 December 2025
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Lam Research (LRCX) Stock Today: AI Chip Tailwinds, Fresh Analyst Targets and December 9, 2025 Forecast

Lam Research (LRCX) Stock Today: AI Chip Tailwinds, Fresh Analyst Targets and December 9, 2025 Forecast

Lam Research Corporation (NASDAQ: LRCX) continues to ride the artificial intelligence (AI) chip boom, and as of December 9, 2025, its stock is trading near record levels after a year of explosive gains, upbeat guidance, and a wave of institutional buying. LRCX Stock Snapshot on December 9, 2025 Lam Research shares recently changed hands around $164.90, up about 1.3% on the day, putting the stock just below its 52‑week high in the mid‑$160s.StockInvest Over the past 12 months, the stock has delivered a total return of roughly 125–130%, far outpacing the S&P 500’s low‑teens gain.Finimize+1Other key markers: Lam also pays
9 December 2025
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Goldman Sachs (GS) Stock Near Record Highs: M&A Supercycle, AI Push and New $900 Price Target – December 9, 2025

Goldman Sachs (GS) Stock Near Record Highs: M&A Supercycle, AI Push and New $900 Price Target – December 9, 2025

Updated: December 9, 2025 – This article is for informational purposes only and does not constitute investment advice. Key Takeaways Let’s break down what’s driving Goldman Sachs stock today and how Wall Street sees its prospects heading into 2026. Goldman Sachs Stock Today: Price, Performance and Valuation As of late trading on December 9, 2025, Goldman Sachs shares are changing hands at roughly $870–$875, with one real‑time source pinning the price near $873.40. That’s less than 1% below the recent 52‑week high of $870.56, and almost 97% above the 52‑week low of $439.38 set in April. Year to date, GS
9 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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