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Artificial Intelligence 9 December 2025 - 10 December 2025

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 will invest $17.5 billion in India and over C$7.5 billion ($5.4 billion) in Canada to expand AI and cloud infrastructure, CEO Satya Nadella announced December 9 in New Delhi. The India package includes a new data center region in Hyderabad and expansion in Chennai and Pune, with projects set to begin in 2026. The Canada investment is part of a broader C$19 billion plan running through 2027.
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 closed at $492.06 on December 9, up 0.2%, before slipping to $491.65 after hours. The company announced $23 billion in new AI infrastructure investments, including $17.5 billion for India and $14 billion for Canada. Traders positioned ahead of the December 10 Federal Reserve rate decision. Market cap stands near $3.85 trillion.
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

Major equity indices posted double-digit gains in 2025 despite trade tensions and new US tariffs. Analysts warn of rising macro risks for 2026, including a potential sovereign debt crisis, AI-driven market pull-back, and recession. France and the UK are flagged as especially vulnerable to debt shocks. Financial Times’ Alphaville blog mocks the flood of 2026 outlooks but notes recurring optimism on AI and central banks.
9 December 2025
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 shares traded near $269.64 on December 9, 2025, up 1% after announcing a multi-year partnership with Anthropic to deploy generative AI in regulated industries. The company plans to train 30,000 employees on Anthropic’s Claude platform, marking Anthropic’s largest enterprise rollout. Accenture stock remains down about 30–40% from its February peak despite record bookings and renewed analyst interest.
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?

Applied Digital Corporation shares trade near $33, up over 270% in the past year, with a market cap approaching $9.5 billion. The company develops and operates AI-focused data centers, including the Polaris Forge campuses in North Dakota. In January, Macquarie Asset Management agreed to provide up to $5 billion in funding for its HPC data center pipeline. Applied Digital rebranded from Applied Blockchain in 2022.
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 shares traded near $164.90 on December 9, 2025, just below a record high, after gaining about 127% over the past year. Institutional ownership reached 84–85%, with State Street and others increasing stakes, while insiders sold roughly 102,600 shares last quarter. The company’s market value stands near $205 billion. Management projects revenue rising from $16.2 billion in 2024 to up to $28 billion by 2028.
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

Goldman Sachs shares traded near $873 in late December 2025, nearly doubling their 52-week low and up about 50% year to date. Q3 earnings beat forecasts, with net revenues at $15.18 billion and diluted EPS of $12.25. Bank of America raised its price target to $900, citing strong M&A activity, while analyst consensus targets remain below the current price.
9 December 2025
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CrowdStrike Stock (CRWD) on December 9, 2025: Price Action, AI Deals, Analyst Targets and 2026 Outlook

CrowdStrike Stock (CRWD) on December 9, 2025: Price Action, AI Deals, Analyst Targets and 2026 Outlook

CrowdStrike shares traded around $520–521 on December 9, 2025, after Q3 results topped estimates, with revenue up 22% to $1.23 billion and adjusted EPS at $0.96. The company raised full-year guidance, but GAAP net income remained negative at –$19 million. Market cap stands near $130 billion. Wall Street continues to lift price targets despite concerns over the stock’s high valuation.
9 December 2025
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Salesforce (CRM) Stock on December 9, 2025: Q3 FY26 Beat, AI Agentforce Momentum and What Comes Next

Salesforce (CRM) Stock on December 9, 2025: Q3 FY26 Beat, AI Agentforce Momentum and What Comes Next

Salesforce shares traded near $260 on December 9, 2025, after reporting record Q3 results and raising its full-year outlook. The company posted Q3 revenue of about $10.3 billion, up 9% year-over-year, and adjusted EPS of $3.25, beating estimates. Market cap stood at roughly $243 billion. The stock remains about 25–30% lower for 2025 despite the recent rebound.
9 December 2025
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Credo Technology Group (CRDO) Stock: Earnings Blowout, AI Tailwinds, and What Comes Next

Credo Technology Group (CRDO) Stock: Earnings Blowout, AI Tailwinds, and What Comes Next

Credo Technology Group shares traded near $169 on December 9, 2025, down from a record $213.80 hit a week earlier after strong earnings. The company reported Q2 fiscal 2026 revenue of $268 million, far above estimates, and net income of $82.6 million versus a loss last year. Management raised Q3 guidance to $335–$345 million in revenue, citing demand from AI data centers.
9 December 2025
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Wells Fargo (WFC) Stock Near Record High: AI Job Cuts, $40B Buyback and Regulatory Relief Shape 2025 Outlook

Wells Fargo (WFC) Stock Near Record High: AI Job Cuts, $40B Buyback and Regulatory Relief Shape 2025 Outlook

Wells Fargo shares traded near $89.80 at midday Dec. 9, just below record highs, after CEO Charlie Scharf said headcount will drop in 2026 and AI will play a major role in job cuts. Piper Sandler set a $100 price target. The bank reported progress on an $84 million 401(k) settlement and continued capital returns through dividends and a $40 billion buyback.
9 December 2025
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Green Energy Stocks Today: Court Ruling, AI Data Centers and ETFs Shape the US Clean Power Trade – December 9, 2025

Green Energy Stocks Today: Court Ruling, AI Data Centers and ETFs Shape the US Clean Power Trade – December 9, 2025

US green energy stocks rose modestly midday Tuesday after a federal judge overturned former President Trump’s ban on new wind projects. Invesco WilderHill Clean Energy ETF climbed 1.7%, while iShares Global Clean Energy ETF edged up 0.3%. NextEra Energy traded flat near $80.50. The court ruling lifts a major policy obstacle for US wind development.
9 December 2025
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Unity Software Stock (NYSE: U) Hits New Highs on Analyst Upgrades and AI Momentum – Is the Rally Sustainable?

Unity Software Stock (NYSE: U) Hits New Highs on Analyst Upgrades and AI Momentum – Is the Rally Sustainable?

Unity Software shares hit a new 12-month high near $48.9 on December 9, 2025, after stronger-than-expected Q3 results and multiple analyst upgrades. The stock has gained about 92% year-to-date. Q3 revenue rose 5% to $471 million, with adjusted EBITDA at $109 million. Investor focus remains on AI-driven products and recent insider selling.
9 December 2025
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CoreWeave (CRWV) Stock Today: Debt, AI Cloud Growth, and What the $2.25 Billion Convertible Notes Mean for 2026

CoreWeave (CRWV) Stock Today: Debt, AI Cloud Growth, and What the $2.25 Billion Convertible Notes Mean for 2026

CoreWeave priced an upsized $2.25 billion convertible senior notes offering on December 9, 2025, intensifying debate over its debt levels. The Nvidia-backed AI cloud provider’s stock surged nearly 360% after its March IPO before falling 60% and partially rebounding. As of early December, shares remained up about 80% from the IPO price.
9 December 2025
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Intel Stock Outlook December 2025: AI Wafers Shortage, Tata Deal and U.S. Government Stake Reshape INTC

Intel Stock Outlook December 2025: AI Wafers Shortage, Tata Deal and U.S. Government Stake Reshape INTC

Intel shares have surged 101% year-to-date, trading near $40.30 midday December 9, 2025, with a market value around $172 billion. The company returned to profit in Q3, posting $4.1 billion net income after a $16.6 billion loss a year earlier. Wall Street remains cautious, with most analysts warning the stock is ahead of fundamentals. Intel’s Q4 guidance stays conservative despite the rebound.
9 December 2025
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Oracle Stock (ORCL) Today: AI Backlog, Debt Jitters and Q2 FY 2026 Earnings Preview for December 9, 2025

Oracle Stock (ORCL) Today: AI Backlog, Debt Jitters and Q2 FY 2026 Earnings Preview for December 9, 2025

Oracle shares traded near $221 midday Monday, down about 36% from September’s record high after a surge driven by AI cloud deals. Q2 fiscal 2026 earnings are due after the close December 10, with Wall Street expecting $16.2 billion in revenue and $1.64 adjusted EPS. Options markets are pricing a roughly 11% swing on the results. The stock’s slide follows concerns over rising debt and heavy AI infrastructure spending.
9 December 2025
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Palantir (PLTR) Stock on December 9, 2025: Latest News, Analyst Forecasts, and High‑Stakes AI Growth Story

Palantir (PLTR) Stock on December 9, 2025: Latest News, Analyst Forecasts, and High‑Stakes AI Growth Story

Palantir shares closed at $181.49 on Dec. 8, 2025, up 156% over 12 months, with a market cap near $433 billion. Q3 revenue reached $1.18 billion, up 63% year over year, beating estimates. The stock trades at about 432 times trailing earnings. Analysts warn of extreme valuation and possible near-term pause after a sharp rally.
9 December 2025
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Alibaba (BABA) Stock on December 9, 2025: Earnings Shock, AI Super‑App Bets and What Wall Street Expects Next

Alibaba (BABA) Stock on December 9, 2025: Earnings Shock, AI Super‑App Bets and What Wall Street Expects Next

Alibaba shares traded near $158 in New York and HK$153 in Hong Kong midday December 9, 2025, both slightly lower. The company reported September quarter operating income down 85% year-over-year to RMB 5.4 billion, with non-GAAP net income falling 72%. Revenue rose 5% to RMB 247.8 billion. Analysts remain split, with technical models rating the stock from “Sell candidate” to “40% Buy.”
9 December 2025
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AMD Stock Today (December 9, 2025): AI Supercycle Hopes, China Export Breakthrough and What Wall Street Expects Next

AMD Stock Today (December 9, 2025): AI Supercycle Hopes, China Export Breakthrough and What Wall Street Expects Next

AMD shares traded at $221–224 on December 9, up 1.4% from the previous close, after the U.S. cleared AI chip exports to China with a new 25% tax. The rule covers AMD, Nvidia, and Intel. AMD’s 2025 revenue is forecast at $34.3–34.4 billion, up 33% year over year. The stock has nearly tripled from its 52-week low.
9 December 2025
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Alphabet (GOOG, GOOGL) Stock on December 9, 2025: EU AI Probe, Gemini 3 Momentum and Bold 2026 Price Targets

Alphabet (GOOG, GOOGL) Stock on December 9, 2025: EU AI Probe, Gemini 3 Momentum and Bold 2026 Price Targets

Alphabet’s Q3 2025 revenue hit $102.3 billion, its first quarter above $100 billion, with net income up 33% to $35 billion. As of midday December 9, Alphabet shares traded near $314, giving it a $3.8 trillion market cap, third worldwide. The stock is up about 67% year to date, outpacing peers. Regulatory scrutiny continues, including a €3.5 billion EU antitrust fine in Q3.
9 December 2025
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Stock Market Today

  • Three Key Forces Behind Last Week's Sharp Stock Market Volatility
    June 6, 2026, 1:11 PM EDT. Last week, the stock market experienced extreme volatility driven by disappointing tech earnings, a strong jobs report, and rising bond yields. Broadcom, Palo Alto Networks, and CrowdStrike all missed high earnings expectations, triggering sharp declines in their shares, despite positive signs of AI-related growth. A robust U.S. jobs report dashed hopes for an interest rate cut, pushing the 10-year Treasury yield above 4.5%, intensifying the sell-off. The S&P 500 and Nasdaq plunged 2.6% and 4.2% respectively on Friday, erasing earlier record highs and ending the S&P 500's nine-week winning streak. Investors rotated out of tech stocks into healthcare and financials, with Eli Lilly and Wells Fargo posting weekly gains. Broadcom was the worst performer, down 13.7%, reflecting investor caution amid uncertain chip sector revenue forecasts.

Latest articles

Disney Stock Holds Near $100 With Summer Trade in Focus

Disney Stock Holds Near $100 With Summer Trade in Focus

6 June 2026
Disney shares closed at $99.71, up 0.37% Friday but down 2.1% for the week, as Rosenblatt hiked its price target to $126 from $120 on the profit outlook for Disney’s 2026 movie slate, even as a strong jobs report sent the S&P 500 tumbling 2.64% and investors weighed risks from rising costs and mixed park attendance.
Goldman Sachs Drops $53, Next Week Shaping Up Risky

Goldman Sachs Drops $53, Next Week Shaping Up Risky

6 June 2026
Goldman Sachs plunged 4.9% to $1,038.68 Friday—its sharpest drop among peers—after a hot U.S. jobs report revived rate hike fears, putting pressure on capital markets just as Goldman leads the high-stakes SpaceX IPO next week, with its valuation and deal appetite at risk if inflation data disappoints.
Accenture Stock Trades in Big Swings, Investors Eye June 18 Decision

Accenture Stock Trades in Big Swings, Investors Eye June 18 Decision

6 June 2026
Accenture shares slid 4.7% this week to $178.25 as investors await June 18’s Q3 results, with focus on bookings and AI demand after record $22.1 billion Q2 bookings and raised 2026 growth outlook; volatility followed sector-wide tech selloff on Fed rate fears and concerns that AI could cut consulting revenue faster than it creates new business.
Energy Transfer Streak Ends; Next Week in Focus

Energy Transfer Streak Ends; Next Week in Focus

6 June 2026
Energy Transfer fell 1.17% to $19.39, snapping a four-day winning streak as U.S. stocks and oil prices dropped sharply, but still gained 1.1% for the week; investors now face uncertainty over CEO succession, commodity price swings, and project spending, with Monday’s session set to test whether Friday’s decline signals a broader turn for midstream energy stocks.
Philippine Airlines adds ex-Malaysia Airlines boss to board as A350 ramp picks up

Philippine Airlines adds ex-Malaysia Airlines boss to board as A350 ramp picks up

6 June 2026
Philippine Airlines appointed ex-Malaysia Aviation Group chief Izham Ismail and former Shell Philippines chair Edgar Chua as independent directors as it expands long-haul routes with new Airbus A350-1000s; the move comes amid rising operating costs, margin pressures, and uncertainty over aircraft deliveries, even as 2025 net income rose 6.1% to $160.4 million on $3.22 billion revenue.
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