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Artificial Intelligence News 8 December 2025

AI Stocks Today: Nvidia, Broadcom, Meta and New Robotics Bets Shape the 2026 AI Boom

AI Stocks Today: Nvidia, Broadcom, Meta and New Robotics Bets Shape the 2026 AI Boom

Artificial intelligence (AI) is still the story driving global markets, and December 8, 2025 brought a fresh wave of news that reshapes how investors should think about AI stocks going into 2026. On one side, Wall Street is doubling down on chipmakers, cloud giants, and “picks‑and‑shovels” plays powering the AI infrastructure build‑out. On the other, major institutions are openly warning about bubble risks, an eventual “AI winter,” and the possibility of a painful reset in overheated names. This article pulls together today’s key AI stock headlines, forecasts, and analyses and turns them into a structured game plan for investors following AI stocks into 2026.
8 December 2025
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Recursion Pharmaceuticals (RXRX) Stock Jumps on Positive FAP Trial Data: Latest News, AI Drug Discovery Outlook and Analyst Forecasts

Recursion Pharmaceuticals (RXRX) Stock Jumps on Positive FAP Trial Data: Latest News, AI Drug Discovery Outlook and Analyst Forecasts

Recursion Pharmaceuticals’ stock is back in the spotlight on 8 December 2025 after the company reported encouraging mid‑stage trial results for its AI‑discovered drug REC‑4881 in a rare, cancer‑linked condition called familial adenomatous polyposis (FAP). The news gives investors something they’ve been waiting on for years: early clinical proof that Recursion’s AI‑driven platform might actually work in real patients. GlobeNewswire+1 Shares of Recursion (ticker: RXRX) traded in the mid‑$4 range on Monday, up low single digits intraday after jumping as much as around 6% in pre‑market trading on the back of the data, according to Reuters and Benzinga. Reuters+1 Below
8 December 2025
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Nvidia (NVDA) Stock on December 8, 2025: CUDA 13.1, Synopsys Deal and SAFE CHIPS Act Steer the Next AI Chapter

Nvidia (NVDA) Stock on December 8, 2025: CUDA 13.1, Synopsys Deal and SAFE CHIPS Act Steer the Next AI Chapter

(for editors) Nvidia stock is trading around $183 on December 8, 2025, as investors digest a massive CUDA 13.1 software update, a $2 billion Synopsys deal, blockbuster Q3 FY26 earnings, and new export-control legislation. Here’s how the latest news and Wall Street forecasts shape the outlook for NVDA. Key takeaways Nvidia stock today: price, performance and valuation As of early trading on December 8, 2025, Nvidia Corporation (NASDAQ: NVDA) is changing hands around $183 per share, with an intraday range near $182–$186. Investing.com Key snapshot: For context, U.S. equity indices are hovering just below all‑time highs as investors await this
8 December 2025
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Marvell Technology (MRVL) Stock Slides as Microsoft and Amazon Fears Collide With a Bullish AI Roadmap

Marvell Technology (MRVL) Stock Slides as Microsoft and Amazon Fears Collide With a Bullish AI Roadmap

Marvell Technology, Inc. (NASDAQ: MRVL) is at the center of a tug‑of‑war on December 8, 2025: the stock is selling off hard on worries about losing big cloud customers just days after the company reported record AI‑driven results and announced a multibillion‑dollar bet on next‑generation optical networking. Around mid‑session Monday, Marvell shares were trading near $90, down roughly 9% on the day, after news that Microsoft may shift some custom AI chip work to Broadcom and a key analyst downgrade focused on potential AI design losses at Amazon Web Services (AWS). Investors+2Investing.com+2 At the same time, Wall Street’s broader view
8 December 2025
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AppLovin (APP) Stock Surges on AI Momentum: Latest News, Analyst Targets and 2025–2030 Forecasts (December 8, 2025)

AppLovin (APP) Stock Surges on AI Momentum: Latest News, Analyst Targets and 2025–2030 Forecasts (December 8, 2025)

AppLovin Corporation (NASDAQ: APP) has become one of the most talked‑about AI and advertising stocks of 2025. Its Axon AI engine, booming profitability and relentless share price rally have pushed APP firmly into large‑cap territory — and onto the radar of both Wall Street and retail traders. As of the afternoon of December 8, 2025, AppLovin stock is trading around $700 per share, up about 1% on the day and hovering not far below its recent record high of $745.61 set in September. 24/7 Wall St. Below is a comprehensive, news‑driven look at AppLovin stock as of December 8, 2025,
8 December 2025
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IBM to Acquire Confluent for $11 Billion in All‑Cash Deal to Power Enterprise AI Data Streaming

IBM to Acquire Confluent for $11 Billion in All‑Cash Deal to Power Enterprise AI Data Streaming

December 8, 2025 International Business Machines (IBM) has agreed to acquire data‑streaming specialist Confluent in an all‑cash transaction valued at $11 billion, the latest sign that Big Tech’s AI arms race is shifting from models to the real‑time data infrastructure that feeds them. Under a definitive agreement announced on Monday, IBM will buy all of Confluent’s outstanding common shares for $31 per share in cash, implying an enterprise value of $11 billion.IBM Newsroom+1 The companies expect the deal to close by mid‑2026, pending Confluent shareholder and regulatory approvals.IBM Newsroom+1 IBM says the acquisition will allow it to build a “smart
8 December 2025
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Salesforce (CRM) Stock Today: AI ‘Holy Grail’ Hype, Big Fund Moves and Key Levels Before the December 8, 2025 Open

Salesforce (CRM) Stock Today: AI ‘Holy Grail’ Hype, Big Fund Moves and Key Levels Before the December 8, 2025 Open

Salesforce, Inc. (NYSE: CRM) heads into Monday’s U.S. trading session with fresh earnings momentum, a loud new AI narrative, and a flurry of institutional filings hitting the tape this morning. Here’s what traders and long‑term investors need to know about Salesforce stock before the market opens on December 8, 2025. All prices and data in this article are as of early pre‑market trading on December 8, 2025 and may change as the session unfolds. This is not investment advice. 1. Salesforce stock price today: pre‑market snapshot and recent performance Despite last week’s surge, Salesforce has been a laggard. Zacks notes
8 December 2025
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Micron Technology (MU) Pre‑Market Preview for December 8, 2025: Analyst Upgrades, AI Memory Supercycle and the End of Crucial

Micron Technology (MU) Pre‑Market Preview for December 8, 2025: Analyst Upgrades, AI Memory Supercycle and the End of Crucial

As the U.S. stock market gets ready to open on Monday, December 8, 2025, Micron Technology, Inc. (NASDAQ: MU) is firmly back in the spotlight. Micron stock is trading around $244 in pre‑market action, roughly 3% above Friday’s close of $237.22, after already gaining about 4.7% in the last regular session. Over the past year, shares have traded between about $61.54 and $260.58, and the company now sports a market cap in the mid‑$260 billion range. Investing.com+1 Year to date, Micron has soared roughly 180%+, effectively tripling in 2025, as investors crowd into memory names tied to the artificial intelligence
8 December 2025
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IBM’s $11 Billion Confluent Acquisition: How Real‑Time Data Supercharges Its AI and Cloud Strategy

IBM’s $11 Billion Confluent Acquisition: How Real‑Time Data Supercharges Its AI and Cloud Strategy

IBM has agreed to acquire data‑streaming specialist Confluent in an all‑cash deal valued at $11 billion, in what is shaping up to be one of the defining AI and cloud infrastructure deals of 2025. The transaction, announced on December 8, 2025, will see IBM pay $31 per share for all outstanding Confluent stock, implying an enterprise value of around $11 billion and marking its largest software acquisition since Red Hat in 2019. IBM Newsroom+1 The move is central to IBM’s pitch that the next phase of enterprise AI will be won not just with large models, but with the plumbing
8 December 2025
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IBM Close to $11 Billion Deal to Acquire Confluent, Reports Say, as Big Blue Confirms Takeover for AI Data Push

IBM Close to $11 Billion Deal to Acquire Confluent, Reports Say, as Big Blue Confirms Takeover for AI Data Push

Published December 8, 2025 International Business Machines Corp. (IBM) is moving ahead with one of its largest software deals in years, agreeing to acquire data-streaming specialist Confluent in an all‑cash transaction valued at about $11 billion, following a wave of reports that it was “close to a deal” over the weekend.Reuters+1 The purchase, priced at $31 per share in cash, gives IBM control of one of the leading platforms for real‑time data streaming—technology increasingly viewed as critical infrastructure for enterprise AI and cloud applications.IBM Newsroom+1 From “close to a deal” to signed agreement On Sunday, The Wall Street Journal and others reported that IBM
8 December 2025
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Apple (AAPL) Stock Pre‑Market on December 8, 2025: Analyst Upgrades, Executive Exodus and AI Bets – What Investors Need to Know

Apple (AAPL) Stock Pre‑Market on December 8, 2025: Analyst Upgrades, Executive Exodus and AI Bets – What Investors Need to Know

December 8, 2025 As Wall Street gears up for another Fed decision and the last stretch of 2025 trading, Apple Inc. (NASDAQ: AAPL) is back in the spotlight. A wave of bullish analyst upgrades is colliding with growing concern over executive departures and delayed AI rollouts — all while the stock trades just a few percent below its all‑time high. Here’s a comprehensive, pre‑market rundown of what matters for Apple stock before the opening bell on Monday, December 8, 2025. 1. Pre‑Market Snapshot: Apple Near Record Highs, Slightly Softer Before the Open Technically focused service StockInvest.us labels Apple a “buy/hold
8 December 2025
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Lumentum (LITE) Stock Hits Fresh Highs on AI Data Center Boom – Earnings, Forecasts and Risks as of December 8, 2025

Lumentum (LITE) Stock Hits Fresh Highs on AI Data Center Boom – Earnings, Forecasts and Risks as of December 8, 2025

Lumentum Holdings Inc. (NASDAQ: LITE) has quietly turned into one of 2025’s wildest AI-infrastructure stories. As of December 8, 2025, the stock is trading around $330–$340 per share, close to a new all‑time high after briefly touching $325.82 in recent sessions and soaring roughly 219% over the past year. StockAnalysis+1 At the same time, pretty much every kind of forecaster – Wall Street analysts, valuation models, and AI-driven prediction tools – is now arguing about whether Lumentum is a future compounder or a bubble in photonic form. Below is a structured look at the latest news, earnings, forecasts and valuation
8 December 2025
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Stock Market Today

Kenvue stock price holds near $18 as Kimberly-Clark deal math tightens — what to watch next week

Kenvue stock price holds near $18 as Kimberly-Clark deal math tightens — what to watch next week

7 February 2026
Kenvue shares closed Friday at $18.13, up 0.33%, with about 63.5 million shares traded. The Kimberly-Clark offer values Kenvue at roughly $18.76 per share, leaving a deal spread of about 3%. Both companies’ shareholders approved the merger, which is expected to close in the second half of 2026 pending regulatory approvals. Kenvue’s dividend record date is Feb. 11, with earnings due Feb. 17.
IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

7 February 2026
IREN shares closed up 5.1% at $41.83 Friday after reporting a $155.4 million quarterly loss and $184.7 million in revenue. The company announced $3.6 billion in GPU financing for its Microsoft contract, with $2.8 billion in cash as of Jan. 31. Bitcoin mining revenue fell, while AI cloud services rose. Traders await bitcoin’s weekend move and Monday’s market reaction.
Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

7 February 2026
Cadence Bank shares have been delisted following Huntington Bancshares’ takeover, with each Cadence share converted into 2.475 Huntington shares. Huntington closed Friday at $19.27 and named Senthil Kumar as chief risk officer ahead of new regulatory requirements. The merger leaves Cadence as a brand under Huntington, with customer account conversions planned for mid-2026. Huntington executives will address investors at a UBS conference on Tuesday.
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