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Artificial Intelligence 23 December 2025 - 25 December 2025

Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard is signaling a shift from the traditional 60/40 portfolio, recommending a 40% stocks, 60% bonds mix for the next decade. The firm’s latest model projects U.S. equity returns of 3.5% to 5.5% annually through 2035. Higher bond yields and lofty stock valuations underpin the move. Vanguard stresses the guidance is long-term and not a short-term market call.
Nvidia and Groq strike AI inference licensing deal as $20 billion acquisition report swirls

Nvidia and Groq strike AI inference licensing deal as $20 billion acquisition report swirls

CNBC reported on Dec. 24 that Nvidia would acquire AI chip startup Groq for about $20 billion in cash. Hours later, Groq said instead it had signed a non-exclusive licensing agreement with Nvidia for its inference technology, and that key Groq executives would join Nvidia. Groq will remain independent, with Simon Edwards as CEO. No acquisition has been confirmed.
Concentrix (CNXC) Stock Jumps on Dec. 24, 2025: January Earnings Date, AI Product Push, and Analyst Forecasts

Concentrix (CNXC) Stock Jumps on Dec. 24, 2025: January Earnings Date, AI Product Push, and Analyst Forecasts

Concentrix shares closed up 3.6% at $41.60 in a holiday-shortened Dec. 24 session, with light trading volume. The stock remains near its 52-week lows, well below its mid-$60s peak. Investors are focused on the Jan. 13 earnings release and recent AI product launches. Wall Street sees potential upside if margins and debt improve.
AI Stocks Today (Dec. 24, 2025): Nvidia, Micron and Meta Drive a Christmas Eve Record Rally — What Analysts Forecast for 2026

AI Stocks Today (Dec. 24, 2025): Nvidia, Micron and Meta Drive a Christmas Eve Record Rally — What Analysts Forecast for 2026

The S&P 500 closed at a record 6,932.05 in a shortened Christmas Eve session, with AI-linked stocks leading gains. The Dow rose 0.6% to 48,731.16 and the Nasdaq climbed 0.2% to 23,613.31. Trading volume was light due to the holiday. Nvidia shares rebounded, helping drive renewed interest in semiconductors and AI-related tech.
Microsoft Stock (MSFT) After the Bell on Dec. 24, 2025: After-Hours Dip, Nadella’s AI Clampdown, and What to Watch Before the Next Open

Microsoft Stock (MSFT) After the Bell on Dec. 24, 2025: After-Hours Dip, Nadella’s AI Clampdown, and What to Watch Before the Next Open

Microsoft closed the shortened Dec. 24 session at $488.09, up 0.25%, on light holiday volume. After-hours, shares slipped to $487.81. Reports circulated that CEO Satya Nadella is taking a more direct role in Microsoft’s AI product execution, including Copilot, amid concerns about integration and competition. U.S. markets reopen Dec. 26 after the Christmas break.
Micron Technology (MU) Stock Hits Fresh Records on Dec. 24, 2025: AI Memory Crunch, Blowout Guidance, and Wall Street’s Latest Forecasts

Micron Technology (MU) Stock Hits Fresh Records on Dec. 24, 2025: AI Memory Crunch, Blowout Guidance, and Wall Street’s Latest Forecasts

Micron Technology shares hit a record high near $289 during the shortened Christmas Eve session after reporting Q1 2026 revenue of $13.64 billion and strong guidance for Q2. The company projected $18.7 billion in revenue and 68% gross margin for next quarter, citing tight memory supply driven by AI data center demand. Analysts issued upgrades, with Rosenblatt setting a $500 price target.
GE Vernova Stock (NYSE: GEV) News on Dec. 24, 2025: AI Power Demand, Raised 2026–2028 Outlook, and Wall Street’s Latest Targets

GE Vernova Stock (NYSE: GEV) News on Dec. 24, 2025: AI Power Demand, Raised 2026–2028 Outlook, and Wall Street’s Latest Targets

GE Vernova shares traded near $667 on Dec. 24, up 0.9% after a volatile two weeks marked by analyst upgrades and new contracts. The stock has swung sharply this month following raised multi-year guidance and concerns over AI-driven power demand. U.S. markets closed early for Christmas Eve, amplifying price moves amid thin trading.
AI Stocks Today (Dec. 24, 2025, 10:34 a.m. ET): Nvidia, Microsoft, Intel, Snowflake and ServiceNow in Focus as the S&P 500 Hits a Fresh Record

AI Stocks Today (Dec. 24, 2025, 10:34 a.m. ET): Nvidia, Microsoft, Intel, Snowflake and ServiceNow in Focus as the S&P 500 Hits a Fresh Record

The S&P 500 hit a new intraday record Wednesday in a shortened Christmas Eve session, driven by renewed demand for AI and tech stocks and hopes for further Fed rate cuts in 2026. Nvidia and Micron earnings reignited confidence in the AI hardware cycle. Wall Street strategists see further gains in 2026 but expect slower valuation growth, with earnings needing to drive returns.
Oracle Stock (ORCL) News on Dec. 24, 2025: TikTok Joint Venture Tailwind Meets AI Data-Center Spending Fears

Oracle Stock (ORCL) News on Dec. 24, 2025: TikTok Joint Venture Tailwind Meets AI Data-Center Spending Fears

Oracle shares traded at $196.73, up 0.70% in a shortened Christmas Eve session, with a market cap near $550.9 billion. AP reports TikTok signed binding agreements with Oracle and others for a new U.S. joint venture, with Oracle to run U.S. user data in its cloud. The deal is expected to close Jan. 22, 2026. Investors remain focused on Oracle’s AI data-center costs and financing.
Alphabet Class C Stock (GOOG) on Dec. 24, 2025: Waymo Update, AI Power Push, and Wall Street Forecasts Into 2026

Alphabet Class C Stock (GOOG) on Dec. 24, 2025: Waymo Update, AI Power Push, and Wall Street Forecasts Into 2026

Alphabet’s Class C shares traded near $314 in a shortened session Wednesday as U.S. markets prepared to close early for Christmas Eve. Waymo, Alphabet’s autonomous vehicle unit, pledged a software update after its robotaxis contributed to traffic gridlock during a San Francisco power outage. California regulators are reviewing the incident. GOOG shares were modestly lower on the day.
Opendoor Technologies (OPEN) Stock News and Forecasts for Dec. 24, 2025: Mortgage Expansion, AI Pivot, and Analyst Targets

Opendoor Technologies (OPEN) Stock News and Forecasts for Dec. 24, 2025: Mortgage Expansion, AI Pivot, and Analyst Targets

Opendoor Technologies traded around $6.16 in a quiet Dec. 24, 2025 session after announcing the acquisition of Homebuyer.com and naming its founder Dan Green as Director of Mortgage Growth. The company signaled plans to accelerate iBuying and expand mortgage offerings, while investors weighed the impact of ongoing leadership changes and a challenging U.S. housing market.
Palantir (PLTR) Stock News Today, Dec. 24, 2025: Price Action, Fresh AI Contract Catalysts, and 2026 Forecasts

Palantir (PLTR) Stock News Today, Dec. 24, 2025: Price Action, Fresh AI Contract Catalysts, and 2026 Forecasts

Palantir Technologies shares traded near $193.84 on Dec. 24, 2025, after rebounding from a post-earnings drop earlier in the year. The stock remains volatile, hovering below the $200 mark as investors weigh strong AI contract momentum against concerns over high valuations. Retail demand and index inclusion have fueled trading activity. Technical analysts cite resistance near $194 and support around $150.
Microsoft Stock (MSFT) News Today: CEO Steps In on Copilot, AI Spending Scrutiny, and 2026 Analyst Forecasts in a Holiday-Thin Session

Microsoft Stock (MSFT) News Today: CEO Steps In on Copilot, AI Spending Scrutiny, and 2026 Analyst Forecasts in a Holiday-Thin Session

Microsoft traded near $486.85 in light volume during the shortened U.S. session on Dec. 24, with markets set to close early for Christmas Eve. Investors remain focused on whether Microsoft’s heavy AI spending will deliver faster revenue and margin growth. CEO Satya Nadella has reportedly taken a more direct role in AI product execution, especially around Copilot performance and adoption.
AI Stocks Today (Dec. 24, 2025): Nvidia, Meta, ServiceNow, and the Data-Center Boom Collide With Chip Tariffs and Holiday Trading

AI Stocks Today (Dec. 24, 2025): Nvidia, Meta, ServiceNow, and the Data-Center Boom Collide With Chip Tariffs and Holiday Trading

U.S. markets close early on Christmas Eve, with thin trading expected as AI stocks lead activity. Semiconductor tariffs on China, delayed until mid-2027, remain in focus for investors. The S&P 500 recently hit a record, driven by large-cap tech and AI-linked shares. Global equities show similar AI-fueled momentum, while precious metals also climbed.
AI Stocks Today (Dec. 23, 2025, 5:03): Nvidia’s China Catalyst, Data‑Center Power Strain, and Why the AI Trade Keeps Evolving

AI Stocks Today (Dec. 23, 2025, 5:03): Nvidia’s China Catalyst, Data‑Center Power Strain, and Why the AI Trade Keeps Evolving

Nvidia plans to ship H200 AI chips to China before mid-February, pending U.S. government approval, Reuters reported. President Trump said the U.S. will allow H200 sales to China with a 25% fee, reversing previous policy. AI stocks rose, with Nvidia up 3% and Amazon, Alphabet, and Broadcom each gaining at least 1% as the S&P 500 hit a record close.
Oracle Stock After Hours Today (Dec. 23, 2025): ORCL Closes Near $195 as AI Debt and Accounting Headlines Dominate — What to Watch Before Tomorrow’s Early Close

Oracle Stock After Hours Today (Dec. 23, 2025): ORCL Closes Near $195 as AI Debt and Accounting Headlines Dominate — What to Watch Before Tomorrow’s Early Close

Oracle shares closed Tuesday at $195.14, down 1.63%, then traded flat after hours. Volume reached 15.14 million shares, with prices ranging from $192.19 to $197.20. Trading remained muted ahead of Wednesday’s early market close for the holiday. Investors continue to weigh Oracle’s AI cloud growth against concerns over spending and accounting.
Microsoft Stock After Hours: MSFT Ends Dec. 23, 2025 Higher as AI Trade Stabilizes — What to Watch Before the Dec. 24 Market Open

Microsoft Stock After Hours: MSFT Ends Dec. 23, 2025 Higher as AI Trade Stabilizes — What to Watch Before the Dec. 24 Market Open

Microsoft shares closed at $486.85 Tuesday, up 0.40%, then edged down 0.01% to $486.79 in after-hours trading. Volume was light ahead of the Christmas holiday. The stock tracked broader market gains after upbeat U.S. GDP data. Investors are watching thin holiday liquidity and renewed focus on AI spending.
Adobe Stock (ADBE) News Today: AI Video Push, Legal Overhang, and Wall Street Forecasts on Dec. 23, 2025

Adobe Stock (ADBE) News Today: AI Video Push, Legal Overhang, and Wall Street Forecasts on Dec. 23, 2025

Adobe shares fell 1.66% Tuesday, closing at $351.60 after trading between $350.58 and $359.67. The drop followed new legal developments and ongoing debate over Adobe’s ability to convert AI advances into lasting revenue. Fiscal 2025 results showed Q4 revenue of $6.19 billion and net income of $1.86 billion, but investor skepticism persists amid AI-driven competition and regulatory concerns.
CrowdStrike Stock (CRWD) News Today: AI Security Push, Analyst Price Targets, and What Investors Are Watching on Dec. 23, 2025

CrowdStrike Stock (CRWD) News Today: AI Security Push, Analyst Price Targets, and What Investors Are Watching on Dec. 23, 2025

CrowdStrike shares traded near $478 on Dec. 23, down about 1% amid a tight intraday range. The company recently launched Falcon AI Detection and Response, targeting enterprise AI security. Analysts say strong fundamentals persist, but investors remain cautious about high valuations in a selective market. No new earnings were reported Tuesday.
Cisco Systems (CSCO) Stock on Dec. 23, 2025: AI Tailwinds, Analyst Targets, Dividend Outlook, and a Critical Zero‑Day in Focus

Cisco Systems (CSCO) Stock on Dec. 23, 2025: AI Tailwinds, Analyst Targets, Dividend Outlook, and a Critical Zero‑Day in Focus

Cisco shares traded at $77.98 midday Tuesday, down 0.17%, after hitting a record close of $80.25 on Dec. 10. The stock remains in focus as investors weigh strong AI-driven networking demand, raised FY2026 guidance, and new scrutiny of Cisco’s cybersecurity business. Volume reached 4 million shares by midday.
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Latest Stock Market News

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 27.06.2026

27 June 2026
LIVEMarkets rolling coverageStarted: June 27, 2026, 4:00 AM EDTUpdated: June 27, 2026, 5:32 AM EDT SpaceX Fast-Tracked into Nasdaq-100 Amid $4.3 Billion ETF Inflows June 27, 2026, 5:29 AM EDT. SpaceX will join the Nasdaq-100 index on July 7, less than a month after its June 12 IPO. This rapid inclusion follows Nasdaq’s recent rule changes aimed at attracting new listings and is expected to trigger approximately $4.3 billion in passive inflows as ETFs rebalance. Despite the market enthusiasm, SpaceX reported a $4.9 billion net loss in 2023 and has had inconsistent profitability over three years. While Nasdaq eased listing
Joby Aviation (NYSE:JOBY) drops as Russell rebalance brings volume spike

Joby Aviation (NYSE:JOBY) drops as Russell rebalance brings volume spike

27 June 2026
Nearly 40% of Joby’s public float traded hands in five sessions as the stock slid 10.45% into the Russell index rebalance, with Friday’s $496 million turnover equal to 6% of market value; volume surge and 16% short interest signal volatile positioning, while the stock closed 25% below a recent insider sale.
FuboTV stock surge puts short interest in focus for traders

FuboTV stock surge puts short interest in focus for traders

27 June 2026
FuboTV (NYSE:FUBO) soared 22.5% to $9.91 on Friday with volume twice its average and short interest at 24.8% of float, highlighting intense pressure on shorts even as the stock remains 82.5% below its 52-week high; after-hours, shares dipped 1.3% to $9.78.
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