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Artificial Intelligence 11 December 2025 - 12 December 2025

Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

Oracle shares fell nearly 11% in premarket trading Friday after warning of sharply higher AI-related spending and missing cloud contract forecasts. Nvidia, Alphabet, and Broadcom also traded lower, while Microsoft and Meta edged higher. Investors weighed strong AI demand against rising costs and fresh regulatory headlines for Nvidia and Google.
Rivian (RIVN) Stock Slides After Autonomy & AI Day: After-Hours Moves, New AI Chip, Autonomy+ Pricing, and What to Watch Before the Dec. 12, 2025 Market Open

Rivian (RIVN) Stock Slides After Autonomy & AI Day: After-Hours Moves, New AI Chip, Autonomy+ Pricing, and What to Watch Before the Dec. 12, 2025 Market Open

Rivian shares fell 6.1% to $16.43 on Dec. 11, 2025, after the company unveiled its in-house autonomy chip and new subscription pricing at its Autonomy & AI Day. The stock traded between $15.73 and $17.42 on heavy volume before rebounding slightly to $16.63 after hours. Investors reacted coolly despite the anticipated announcements.
Meta Platforms (META) After Hours on December 11, 2025: AI Pivot, Metaverse Cuts and a $900 Target – What to Watch Before the December 12 Open

Meta Platforms (META) After Hours on December 11, 2025: AI Pivot, Metaverse Cuts and a $900 Target – What to Watch Before the December 12 Open

Meta closed Thursday near $651, little changed from Wednesday, after trading between $641 and $655 on light volume. The stock sits about 19% below its August high of $796. In after-hours trading, shares edged up to around $653.6. Options activity spiked at the $650 strike ahead of Friday’s expiration, with 15,867 contracts traded Wednesday.
Adobe (ADBE) Stock After the Bell on December 11, 2025: Earnings Beat, AI Momentum and What to Watch Before the December 12 Open

Adobe (ADBE) Stock After the Bell on December 11, 2025: Earnings Beat, AI Momentum and What to Watch Before the December 12 Open

Adobe shares closed at $350.43 on Thursday, up 2.1% after reporting record Q4 and full-year 2025 results and announcing a new AI partnership with ChatGPT. Trading volume jumped to 9.85 million shares, more than double the average. Q4 revenue reached $6.19 billion and non-GAAP EPS hit $5.50, both above expectations. The stock remained flat in after-hours trading.
CrowdStrike (CRWD) Stock Outlook After the November 21, 2025 Sell‑Off: Earnings, Price Targets and AI‑Powered Growth

CrowdStrike (CRWD) Stock Outlook After the November 21, 2025 Sell‑Off: Earnings, Price Targets and AI‑Powered Growth

CrowdStrike shares rose about 50% in 2025, peaking near $567 in mid-November before dropping 12% and stabilizing around $520 by December 11. Q3 FY26 revenue climbed 22% to $1.23 billion, with annual recurring revenue up 23% to $4.92 billion. Dozens of analysts raised price targets after results, but some warn of high valuation multiples.
IREN Stock in December 2025: Microsoft’s $9.7B AI Megadeal, $3.6B Capital Raise and What Comes Next

IREN Stock in December 2025: Microsoft’s $9.7B AI Megadeal, $3.6B Capital Raise and What Comes Next

IREN Limited shares traded at $42–44 midday December 11, down 6% on the day and 40% below last month’s peak, but still up 300–400% year-to-date. Market cap stands near $12–12.5 billion, with trailing revenue of $688 million and net income of $523 million. Volatility remains extreme, with a beta above 4 and implied volatility over 100%. Technical trackers now flag IREN as a “Strong Sell” after its recent drop.
ServiceNow (NOW) Stock Outlook After 5‑for‑1 Split: AI Deals, Canada Bet and 2026 Forecasts

ServiceNow (NOW) Stock Outlook After 5‑for‑1 Split: AI Deals, Canada Bet and 2026 Forecasts

ServiceNow shares traded near $870 on December 11, 2025, valuing the company in the high-$170 billion range. The stock has dropped sharply from a January peak near $1,200 but rebounded from late-November lows around $820. Q3 revenue rose 22% to $3.4 billion, with adjusted EPS up nearly 30% to $4.82. A 5-for-1 stock split awaits shareholder approval.
Marvell Technology (MRVL) Stock Falls as Amazon Trainium Drama Collides With Record AI Data Center Growth

Marvell Technology (MRVL) Stock Falls as Amazon Trainium Drama Collides With Record AI Data Center Growth

Marvell Technology shares fell about 4–5% to $88 on December 11, despite reporting record Q3 revenue of $2.075 billion and announcing a multibillion-dollar optical interconnect acquisition. Investors are reacting to speculation over a possible lost Amazon AI chip deal. The company closed the $2.5 billion sale of its automotive Ethernet business and authorized a $5 billion share buyback.
Arm Holdings (ARM) Stock on December 11, 2025: Oracle Shock, 200‑Day Breakdown and the AI Growth Story

Arm Holdings (ARM) Stock on December 11, 2025: Oracle Shock, 200‑Day Breakdown and the AI Growth Story

Arm Holdings shares fell about 5% to $135 on December 11, 2025, after dropping below their 200-day moving average. The decline followed a sharp sell-off in Oracle and renewed concerns about AI sector profitability, which hit AI-related stocks across markets. Arm recently reported 34% revenue growth and strong forecasts, but trades at high earnings multiples. Wall Street’s average price target remains near $180.
Super Micro Computer (SMCI) Stock Today: AI Server Leader Faces Margin Squeeze — Latest News, Forecasts and Analysis

Super Micro Computer (SMCI) Stock Today: AI Server Leader Faces Margin Squeeze — Latest News, Forecasts and Analysis

Super Micro Computer shares traded near $33 on December 11, down 5–6% intraday and about 9% over the past year, lagging sector peers. The stock has slumped amid a 15.5% revenue drop, 56–60% earnings decline, and negative free cash flow of $950 million in fiscal Q1 2026. Investors cite margin pressure, regulatory concerns, and execution risks as key issues.
10x Genomics (TXG) Stock: Citi Downgrade, AI Partnerships and 2026 Forecast After December 11 Sell-Off

10x Genomics (TXG) Stock: Citi Downgrade, AI Partnerships and 2026 Forecast After December 11 Sell-Off

10x Genomics shares fell over 6% to the mid-$16 range on December 11, 2025, after Citigroup downgraded the stock from Buy to Neutral, maintaining an $18 price target. The company’s market cap stands near $2.2 billion. Despite the drop, shares remain up more than 20% year to date. Analyst consensus now leans Hold, with average 12-month price targets around $15–17.
AI Stocks Today: Oracle’s 13% Crash Reignites AI Bubble Fears as Nvidia, AMD and Micron Slide (December 11, 2025)

AI Stocks Today: Oracle’s 13% Crash Reignites AI Bubble Fears as Nvidia, AMD and Micron Slide (December 11, 2025)

Oracle shares plunged 13–14% on Thursday after missing revenue forecasts and raising 2026 AI spending plans by $15 billion to $50 billion. The sell-off triggered declines in major AI stocks, with Nvidia down about 3.5% and AMD off roughly 3%. The Nasdaq fell 1% by mid-session, while the Dow hit a record high as investors shifted into traditional blue chips.
Big Tech Stocks Today: Oracle’s AI Shock Knocks Nasdaq While Dow Hits Record (December 11, 2025)

Big Tech Stocks Today: Oracle’s AI Shock Knocks Nasdaq While Dow Hits Record (December 11, 2025)

Oracle shares plunged 13–14% Thursday after weak revenue and sharply higher AI spending guidance, erasing over $100 billion in value and dragging the Nasdaq down 1%. The S&P 500 slipped 0.3%, while the Dow hit a record high, up 1%. Nvidia fell 3.3%. Microsoft rose 0.2%.
Comstock Resources (CRK) Stock: December 11, 2025 News, Price Drop, Forecasts and AI-Powered Gas Demand Outlook

Comstock Resources (CRK) Stock: December 11, 2025 News, Price Drop, Forecasts and AI-Powered Gas Demand Outlook

Comstock Resources shares fell to $21.6 on December 11, down 6% for the day and nearly 10% for the week, despite remaining over 40% higher than a year ago. The stock has dropped 21% since December 8, with trading volume below average and short interest near 20%. TradingView and Intellectia show mixed technical signals, while Zacks and NextEra Energy highlight Comstock’s potential as gas prices rebound.
Cisco (CSCO) Stock Outlook After November 21, 2025: AI Joint Ventures, Record Highs and Analyst Targets

Cisco (CSCO) Stock Outlook After November 21, 2025: AI Joint Ventures, Record Highs and Analyst Targets

Cisco shares hit a record closing high of $80.25 on December 10, surpassing their dot-com era peak. The stock is up about 36% in 2025, fueled by strong Q1 results, $1.3 billion in AI infrastructure orders, and new Saudi and Iraq network deals. Wall Street price targets now cluster in the mid-$80s, with some as high as $90.
Snowflake (SNOW) Stock Outlook After November 21, 2025: AI Deals, Legal Risks and Price Targets to 2030

Snowflake (SNOW) Stock Outlook After November 21, 2025: AI Deals, Legal Risks and Price Targets to 2030

Snowflake shares have fallen to around $218, down 7% since November 21 and 22% below their November 3 high. The stock dropped sharply after Q3 FY26 earnings on December 3, when strong growth was offset by weaker margin guidance. Shares remain over 50% higher year-to-date. Wall Street analysts have since raised price targets despite the recent slide.
Wells Fargo Stock (WFC) Near Record Highs: Latest News, AI Job Cuts, Buybacks and 2026 Forecast

Wells Fargo Stock (WFC) Near Record Highs: Latest News, AI Job Cuts, Buybacks and 2026 Forecast

Wells Fargo stock closed at $90.68 on December 10, 2025, near its 52-week high, after the Federal Reserve lifted its asset cap in June and the bank announced a $40 billion share buyback. Shares have gained over 26% year-to-date, outpacing peers. Technical models now rate WFC a “Strong Buy” for the next three months. Regulatory scrutiny and legal settlements remain ongoing.
Upwork (UPWK) Stock Hits Fresh 52‑Week High: AI Partnerships, Index Inclusion and Q3 Earnings Rewire the 2026 Outlook

Upwork (UPWK) Stock Hits Fresh 52‑Week High: AI Partnerships, Index Inclusion and Q3 Earnings Rewire the 2026 Outlook

Upwork shares hit a new 52-week high of $21.39 on December 11, 2025, lifting its market cap to about $2.46 billion. The stock is up nearly 90% from its yearly low, driven by record Q3 results, new AI partnerships, and entry into the S&P SmallCap 600. Insider selling and high short interest remain. Upwork now posts positive GAAP earnings and a gross margin near 78%.
Marvell Technology (MRVL) Stock: AI Infrastructure Star Faces Fresh Amazon and Microsoft Risks After November Rally

Marvell Technology (MRVL) Stock: AI Infrastructure Star Faces Fresh Amazon and Microsoft Risks After November Rally

Marvell Technology shares rose about 17% to $90–91 as of December 11, 2025, after reporting record earnings and announcing a multi-billion-dollar AI acquisition. The stock had closed at $77.45 on November 21, before spiking near $100 and then retreating on concerns over business with Amazon and Microsoft. Institutional investors increased holdings, while insiders bought shares around $78. Trading volume and volatility surged.
Broadcom (AVGO) Stock on December 11, 2025: AI Giant Faces Earnings Test, VMware Scrutiny and Sky‑High Expectations

Broadcom (AVGO) Stock on December 11, 2025: AI Giant Faces Earnings Test, VMware Scrutiny and Sky‑High Expectations

Broadcom shares traded near record highs at $399 on December 11, 2025, ahead of its Q4 earnings report. The company expects Q4 revenue of $17.4 billion, up 24% year-over-year, with AI chip sales driving growth. Options markets are pricing in a possible 6% swing after results. Broadcom faces new regulatory scrutiny in Europe.
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Stock Market Today

  • McKesson (MCK) Faces Mixed Signals Amid 4% Price Gain; P/E Ratio Suggests Undervaluation
    June 6, 2026, 10:56 AM EDT. McKesson shares have rebounded about 4% in the past month but remain down roughly 16% over three months, closing at $775.66. The healthcare distributor reported $403.43 billion in revenue and $4.76 billion net income, with recent earnings growth of 44.5%, outperforming the healthcare sector's 17%. Trading at a price-to-earnings (P/E) ratio of 19.6x, McKesson is valued lower than the US healthcare average of 23.8x and peers at 22.9x, signaling potential undervaluation. Despite a solid five-year total shareholder return above 300%, caution remains due to margin pressures and regulatory risks. Investors should consider these factors alongside an average analyst target price of $949.73 when assessing future growth prospects.

Latest articles

Altria Stock Outperformed in a Rough Week, With DC Still in Focus

Altria Stock Outperformed in a Rough Week, With DC Still in Focus

6 June 2026
Altria surged 2.25% to $72.19 Friday—defying a 2.6% S&P 500 drop—as investors weighed Senate scrutiny over FDA vape policy and a looming June 15 dividend cutoff; the stock gained 3.8% for the week, sits 3% below its 52-week high, and reaffirmed 2026 EPS guidance of $5.56–$5.72.
General Mills Stock Rises as Market Slips, But Gains Look Shaky

General Mills Stock Rises as Market Slips, But Gains Look Shaky

6 June 2026
General Mills (GIS.N) jumped 2.95% to $33.15 Friday as investors sought defensive stocks during a U.S. selloff, but the stock remains about 2% below last week’s close, with analysts’ average price target at $31 signaling downside risk amid weak sales and earnings; investors await July 1 results for signs of real recovery.
Berkshire Hathaway Shares Up After Greg Abel Makes $16.8 Billion Move

Berkshire Hathaway Shares Up After Greg Abel Makes $16.8 Billion Move

6 June 2026
Berkshire Hathaway’s Class B shares jumped 1.98% to $488.13 after announcing $16.8 billion in deals—including the $6.8 billion Taylor Morrison buyout and a $10 billion private placement in Alphabet—even as the S&P 500 and Nasdaq plunged, marking CEO Greg Abel’s first major capital-allocation moves and shifting Berkshire from a cash-hoard to a deployment story.
Enphase Drops 18% Ahead of Market Open

Enphase Drops 18% Ahead of Market Open

6 June 2026
Enphase Energy plunged 18% to $56.07 Friday, underperforming solar peers as U.S. jobs data sent bond yields higher and revived interest rate fears; the stock ended the week 12% below Monday’s close, with Q1 revenue down 18% and U.S. demand off 48% from last quarter, putting Monday’s open in sharp focus for investors.
Coca-Cola Jumps as Tech Stocks Fall; Inflation Data May Set the Next Move

Coca-Cola Jumps as Tech Stocks Fall; Inflation Data May Set the Next Move

6 June 2026
Coca-Cola surged 3.46% to $79.48 Friday as investors flocked to defensive consumer-staples stocks after a hot U.S. jobs report triggered a tech selloff; heavy trading volume and a modest weekly gain outpaced rivals, with focus on affordability, emerging-market growth, and a potential 2027 India listing, while risks remain from inflation and energy prices.
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