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Artificial Intelligence 25 December 2025 - 26 December 2025

Meta (META) Stock Today: Holiday-Quiet Trading, AI Spending Questions, and Fresh Wall Street Targets for 2026

Meta (META) Stock Today: Holiday-Quiet Trading, AI Spending Questions, and Fresh Wall Street Targets for 2026

NEW YORK — Friday, December 26, 2025: Meta Platforms, Inc. shares are trading around $662.87, down about 0.7% on the day in a thin, post-Christmas session. The stock has traded roughly between $662.87 and $668.70 so far, with a market capitalization near $1.85 trillion and a trailing P/E around 31.5, based on current market data.
Broadcom Stock (AVGO) Holds Above $350 as Santa Rally Lifts Wall Street — AI Margins and VMware Risks Stay in Focus

Broadcom Stock (AVGO) Holds Above $350 as Santa Rally Lifts Wall Street — AI Margins and VMware Risks Stay in Focus

Broadcom Inc. is trading modestly higher in a market that’s flirting with fresh highs into year‑end. In thin holiday volume, the stock’s moves are being interpreted through two big lenses: Broadcom’s surging AI semiconductor demand and massive backlog, and investor scrutiny of profitability, especially after management flagged gross‑margin pressure tied to a richer mix of custom AI hardware. Reuters
Oracle Stock Heads for Worst Quarter Since 2001 as AI Spending Fears Collide With OpenAI, TikTok, and Hollywood Bets

Oracle Stock Heads for Worst Quarter Since 2001 as AI Spending Fears Collide With OpenAI, TikTok, and Hollywood Bets

Oracle is closing out 2025 with the kind of volatility normally reserved for pure-play AI startups, not a 47-year-old enterprise software heavyweight. Shares are down about 30% so far this quarter, putting the stock on pace for its steepest quarterly decline since 2001, according to market reporting that tracked the move against Oracle’s early-2000s drawdowns. StockAnalysis
AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

Wall Street is closing out 2025 at record levels—and doing it while a louder debate simmers about whether artificial intelligence is building a durable foundation for the next decade of growth, or inflating the kind of expectations that tend to end in painful repricing.
Oracle Stock (ORCL) Before the Market Opens Friday, Dec. 26, 2025: TikTok Deal Tailwinds, AI Capex Fears, and Wall Street’s Next Read

Oracle Stock (ORCL) Before the Market Opens Friday, Dec. 26, 2025: TikTok Deal Tailwinds, AI Capex Fears, and Wall Street’s Next Read

U.S. markets reopen for a full trading session on Friday, December 26, 2025, after the Christmas Day closure—setting up a post-holiday tape where headlines can move mega-cap tech faster than usual because liquidity is often thinner. Notably, NYSE and Nasdaq are operating on their normal schedule on Dec. 26, despite the federal-government closure order for that date. Reuters
Shopify (SHOP) News Today: Institutional Buying, Analyst Forecasts, and AI “Agentic Storefronts” Shape the 2026 Outlook

Shopify (SHOP) News Today: Institutional Buying, Analyst Forecasts, and AI “Agentic Storefronts” Shape the 2026 Outlook

December 25, 2025 — Shopify Inc. is closing out 2025 with its stock near multi-month highs, a growing stream of institutional ownership updates, and an intensifying debate over whether its premium valuation is justified by accelerating revenue, payments expansion, and a fast-moving push into AI-driven commerce.
AppLovin (APP) Stock News and Forecast on Dec. 25, 2025: AI Ad-Tech Momentum, Rising Price Targets, and the 2026 Catalysts Analysts Are Watching

AppLovin (APP) Stock News and Forecast on Dec. 25, 2025: AI Ad-Tech Momentum, Rising Price Targets, and the 2026 Catalysts Analysts Are Watching

December 25, 2025 — AppLovin Corporation enters the final stretch of 2025 with a familiar theme: a high-growth advertising engine powered by its Axon AI stack, increasingly aggressive analyst price targets, and a debate over whether the stock’s premium valuation is justified by its cash-flow profile and expansion runway.
Goldman Sachs (GS) on Dec. 25, 2025: Dealmaking Tailwinds, an ETF Power Play, AI-Driven Efficiency—and Big 2026 Forecasts

Goldman Sachs (GS) on Dec. 25, 2025: Dealmaking Tailwinds, an ETF Power Play, AI-Driven Efficiency—and Big 2026 Forecasts

Goldman Sachs Group, Inc. enters the final week of 2025 with momentum on multiple fronts—stronger dealmaking conditions, a strategic push deeper into ETFs, and a renewed internal focus on productivity as generative AI reshapes how Wall Street runs. At the same time, the firm is putting big, specific numbers behind its 2026 views on equities, the global economy, and commodities—forecasts that are increasingly influencing how investors position for the year ahead.
25 December 2025
International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

Dec. 25, 2025 — International Business Machines Corporation is ending 2025 with two narratives colliding in plain sight: a legacy tech giant that has regained market attention through AI, hybrid cloud and dealmaking—and a stock price that many screens now flag as “expensive,” even as Wall Street continues to debate how much upside IBM can still unlock.
Cisco Systems (CSCO) News on Dec. 25, 2025: AI Networking Tailwinds, FY2026 Forecasts, and a Critical Email-Security Zero-Day

Cisco Systems (CSCO) News on Dec. 25, 2025: AI Networking Tailwinds, FY2026 Forecasts, and a Critical Email-Security Zero-Day

As of December 25, 2025, Cisco Systems, Inc. is entering the year-end stretch with two storylines moving in opposite directions: stronger AI-driven networking demand that helped lift its FY2026 outlook, and a high-severity security crisis involving an actively exploited zero-day impacting Cisco email security appliances.
Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

U.S. utilities stocks are ending 2025 with a split personality. On one hand, the group is still a classic “defensive” trade—regulated cash flows, dividend support, and historically lower volatility than the broader market. On the other, utilities have quietly become one of the most important “real economy” beneficiaries of the AI boom, because every new data center and electrified industrial process ultimately needs one thing: reliable megawatts.
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