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Artificial Intelligence 11 December 2025 - 12 December 2025

Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

Qualcomm shares closed at $179.26 on December 12, 2025, after trading as high as $183.11, as chip stocks fell on renewed concerns about the AI trade. The company’s planned acquisition of Alphawave IP Group is set for a key UK court hearing on December 16, with an expected completion date of December 18, pending final approval. Qualcomm has cleared all regulatory hurdles for the deal.
ServiceNow (NOW) Stock News: 5-for-1 Split Approaches as AI Expansion and Analyst Forecasts Keep Shares in Focus (Dec. 12, 2025)

ServiceNow (NOW) Stock News: 5-for-1 Split Approaches as AI Expansion and Analyst Forecasts Keep Shares in Focus (Dec. 12, 2025)

ServiceNow shares traded near $860 on Dec. 12, 2025, ahead of a 5-for-1 stock split set for December 18. The Options Clearing Corporation confirmed contract adjustments will take effect on the same date. The stock remains below its 52-week high of $1,198.09. Investors are watching AI product launches and recent M&A activity.
Broadcom Stock Slides After Q4 Earnings: AI Chip Revenue Set to Double, but Margin Pressure Rattles Investors

Broadcom Stock Slides After Q4 Earnings: AI Chip Revenue Set to Double, but Margin Pressure Rattles Investors

Broadcom reported record quarterly revenue of $18.02 billion and raised its outlook, but shares fell over 8% Friday. Investors focused on management’s warning that rising AI hardware sales will pressure gross margins, with CFO Kirsten Spears projecting a sequential decline of about 100 basis points. Fiscal year revenue hit $63.89 billion, up 24%. Free cash flow for the quarter was $7.47 billion.
Disney Stock DIS: OpenAI $1 Billion Deal, Google AI Copyright Clash, Analyst Price Targets and 2026 Outlook

Disney Stock DIS: OpenAI $1 Billion Deal, Google AI Copyright Clash, Analyst Price Targets and 2026 Outlook

Disney shares rose Friday, trading near $112.75 after a $1 billion equity investment in OpenAI and a licensing deal for Disney characters in OpenAI’s Sora video generator. The stock rally continued after Thursday’s surge. Disney also sent Google a cease-and-desist letter, alleging unauthorized use of its content to train AI models.
Intuit (INTU) Stock News Today (Dec. 12, 2025): Insider Sales, Analyst Price Targets, and AI Catalysts Ahead of Earnings

Intuit (INTU) Stock News Today (Dec. 12, 2025): Insider Sales, Analyst Price Targets, and AI Catalysts Ahead of Earnings

Intuit shares closed at $676.01 on Dec. 11, up 2.05%, following insider sales by co-founder Scott D. Cook’s trust totaling 149,095 shares at prices in the mid-$650s to high-$660s. The stock remains nearly 17% below its July peak. Trading volume was elevated, and after-hours trading saw a modest uptick.
AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

AMD shares traded near $221.43 on Dec. 12, 2025, slipping alongside Nvidia as Broadcom’s margin warning and Oracle’s spending outlook rattled AI-linked stocks. Sector sentiment, not company news, drove moves as investors questioned AI profitability after recent capital spending shocks. Time’s “Person of the Year” feature on AMD CEO Lisa Su added to chatter about market sentiment.
Meta (META) Stock News Today: Analyst Targets, AI Spending Debate and 2026 Outlook (Dec. 12, 2025)

Meta (META) Stock News Today: Analyst Targets, AI Spending Debate and 2026 Outlook (Dec. 12, 2025)

Meta Platforms shares traded at $647.66 pre-market Friday, down from $652.71 at the prior close and well below the $796.25 52-week high. Investors are reacting to renewed concerns over AI spending after Oracle’s warning, a Morgan Stanley price target cut to $750, and technical signals pointing to weaker momentum. Analyst sentiment remains broadly positive despite volatility.
Alphabet (GOOG) Stock Today: Google Class C Shares Face AI Rival Pressure, New Antitrust Risks, and a Waymo Recall — What Investors Are Watching (Dec. 12, 2025)

Alphabet (GOOG) Stock Today: Google Class C Shares Face AI Rival Pressure, New Antitrust Risks, and a Waymo Recall — What Investors Are Watching (Dec. 12, 2025)

Alphabet’s Class C stock (GOOG) closed at $313.70 on Dec. 11 after volatile trading and was modestly higher in premarket action Dec. 12. Investors are reacting to OpenAI’s GPT‑5.2 launch and Disney partnership, EU regulatory threats, and a U.S. Waymo recall. Market focus remains on AI competition and scrutiny of Alphabet’s AI spending returns.
Microsoft Stock (MSFT) Today: GPT-5.2 Copilot Rollout, New Legal Headwinds, and Wall Street Targets — Dec. 12, 2025

Microsoft Stock (MSFT) Today: GPT-5.2 Copilot Rollout, New Legal Headwinds, and Wall Street Targets — Dec. 12, 2025

Microsoft closed at $483.47 Thursday and traded at $481.58 pre-market Friday as it rolled out GPT-5.2 to Microsoft 365 Copilot and Copilot Studio. The company faces a £2.1 billion UK lawsuit over cloud licensing and ongoing scrutiny of its AI practices. Analyst targets average $628. Market cap stands at $3.59 trillion.
Broadcom (AVGO) Stock Slides After Q4 Earnings: $73B AI Backlog, Margin Outlook, Dividend Hike, and Analyst Price Targets (Dec. 12, 2025)

Broadcom (AVGO) Stock Slides After Q4 Earnings: $73B AI Backlog, Margin Outlook, Dividend Hike, and Analyst Price Targets (Dec. 12, 2025)

Broadcom shares fell 1.5% to $406.37 by 12:44 UTC after the company warned of lower profit margins despite strong fiscal Q4 results and a bullish revenue outlook. The company expects first-quarter gross margin to drop about 100 basis points as AI-related sales grow. Revenue for Q4 rose 28% to $18.015 billion. The margin warning pressured tech stocks across the broader market.
Oracle Stock (ORCL) Volatility Spikes After Earnings: AI Capex Surge, Debt Questions, and Updated Analyst Forecasts on Dec. 12, 2025

Oracle Stock (ORCL) Volatility Spikes After Earnings: AI Capex Surge, Debt Questions, and Updated Analyst Forecasts on Dec. 12, 2025

Oracle shares fell sharply after the company’s fiscal Q2 forecast missed Wall Street estimates and management signaled a major increase in AI and data-center spending. The stock drop came despite 14% revenue growth and a 68% jump in cloud infrastructure sales. Investors reacted to concerns over cash flow pressure and uncertainty about the timing of returns on the new investments.
Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom shares fell about 5% premarket on December 12 despite record Q4 revenue of $18.015 billion and above-consensus guidance, as the company warned gross margins will decline due to a rising share of AI sales. The stock last traded near $406.37. Broadcom forecast Q1 revenue of $19.1 billion, with AI semiconductor sales expected to double year-over-year.
Rivian Stock (RIVN) Slides After Autonomy & AI Day: New In‑House Chip, Autonomy+ Pricing, and Wall Street Forecasts on Dec. 12, 2025

Rivian Stock (RIVN) Slides After Autonomy & AI Day: New In‑House Chip, Autonomy+ Pricing, and Wall Street Forecasts on Dec. 12, 2025

Rivian shares fell about 6% to $16.43 after unveiling a custom autonomy chip and a LiDAR-backed driver-assistance system at its Autonomy & AI Day. The company announced a $2,500 Autonomy+ package, available in early 2026. Investors reacted to concerns over costs and execution despite the new technology push.
Best Stocks to Buy Now in the U.S. Stock Market (Dec. 12, 2025): Top Picks as the Fed Cuts Rates and the AI Trade Wobbles

Best Stocks to Buy Now in the U.S. Stock Market (Dec. 12, 2025): Top Picks as the Fed Cuts Rates and the AI Trade Wobbles

The S&P 500 closed at a record high Thursday as investors shifted from AI mega-caps into financials and materials after the Fed cut rates. Oracle and Broadcom earnings reignited concerns about AI profitability, triggering volatility in the sector. Markets remain focused on next week’s delayed jobs and inflation data, which could influence further rate moves. Valuations are elevated, with the S&P 500 trading at 22 times expected earnings.
AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

Broadcom shares fell about 5% premarket Friday after warning of a near-term margin dip tied to its AI business, despite forecasting Q1 revenue above estimates. Oracle remained under scrutiny following a sharp selloff on heavy capital spending. Nasdaq futures dropped 0.47% as investors questioned profitability in the AI sector.
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.
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Stock Market Today

  • Sangoma Technologies Stock Fair Value Cut as Analysts Adjust Assumptions
    June 27, 2026, 10:56 AM EDT. Sangoma Technologies (TSX:STC) saw its fair value estimate cut from CA$11.36 to CA$9.92 as analysts revised key assumptions including revenue growth and profit margins. The revenue growth outlook shifted from a 4.33% decline to a 2.24% increase, while net profit margin assumptions were significantly adjusted. The price-to-earnings (P/E) ratio forecast moved higher from 14.51x to 18.10x, and the discount rate for cash flows rose from 7.71% to 8.52%, reflecting increased risk. Analysts remain cautiously optimistic about the company's execution potential but highlight valuation uncertainties. This update underscores the evolving narrative around Sangoma's financial prospects and invites investors to reassess risks and opportunities in the stock.

Latest articles

GameStop (NYSE:GME) holds close to cash levels after company guides for $600 million in EBITDA

GameStop (NYSE:GME) holds close to cash levels after company guides for $600 million in EBITDA

27 June 2026
GameStop surged 3.57% to $21.76 and jumped after hours as it forecast FY2026 adjusted EBITDA above $600 million, nearly doubling from 2025; with a $9.76 billion market cap now close to its $9.7 billion in cash, securities, digital assets, and collateral, investors are weighing whether GameStop’s cash-rich balance sheet can support equity while Ryan Cohen pursues an eBay bid.
ImmunityBio (NASDAQ:IBRX) trades after post-Russell spike with 46% more volume

ImmunityBio (NASDAQ:IBRX) trades after post-Russell spike with 46% more volume

27 June 2026
ImmunityBio surged 11.8% to $8.71 on Friday with volume tripling its average, as Russell index reconstitution took effect; Monday’s trading will reveal if demand persists or if the spike was driven by index flows, with no imminent company events and recent insider selling accounting for just 0.06% of Friday’s volume.
Lucid (NASDAQ:LCID) jumps, adding about $312 million after $158 million cost plan

Lucid (NASDAQ:LCID) jumps, adding about $312 million after $158 million cost plan

27 June 2026
Lucid surged 15.6% Friday, adding $312 million in equity value—almost double the $158 million in annualized savings from this week’s restructuring plan that cut 18% of its U.S. workforce. Friday’s volume equaled 54% of reported short interest, but the rally outpaced cost-cutting fundamentals, leaving less room for further gains based solely on headcount cuts.
Court ruling on student loans hits private lenders’ health grad loan push

Court ruling on student loans hits private lenders’ health grad loan push

27 June 2026
Judge blocks narrow “professional degree” rule, letting more health-care grad students keep higher federal loan caps; $7.87B in 2023-24 borrowing above new limits remains in federal market, trimming but not eliminating the $4.5B-$5B annual private loan growth Sallie Mae projected from Grad PLUS loan cuts.
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