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Artificial Intelligence 16 December 2025 - 17 December 2025

Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

December 17, 2025 — Arista Networks, Inc. is back in focus for investors on Wednesday as a mix of AI-infrastructure headlines, analyst updates, and technical commentary reshapes the near-term narrative around one of the market’s most closely watched data-center networking names.
17 December 2025
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Cisco Systems, Inc. (CSCO) Stock on Dec. 17, 2025: Morgan Stanley Raises Target to $91 as AI Momentum Meets a New Zero-Day Test

Cisco Systems, Inc. (CSCO) Stock on Dec. 17, 2025: Morgan Stanley Raises Target to $91 as AI Momentum Meets a New Zero-Day Test

Cisco Systems, Inc. is ending 2025 with a rare mix of tailwinds and headlines that matter to investors: a high-profile analyst target increase, a “25-year comeback” narrative after breaking above dot-com-era levels, and a fast-moving cybersecurity story involving an actively exploited, unpatched zero-day affecting certain email-security appliances.
17 December 2025
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TeraWulf (WULF) Stock News Today (Dec. 17, 2025): AI Data Center Pivot, Bitcoin Volatility, Dilution Fears, and a High-Stakes Zoning Fight

TeraWulf (WULF) Stock News Today (Dec. 17, 2025): AI Data Center Pivot, Bitcoin Volatility, Dilution Fears, and a High-Stakes Zoning Fight

TeraWulf Inc. is back in the spotlight on Wednesday, December 17, 2025—but not for the reasons bulls may prefer. After one of the most explosive rallies in the Bitcoin-miner-turned-AI-infrastructure theme this year, WULF stock is sliding again, caught between near-term crypto sensitivity and a longer-term narrative built around high-performance computing and AI data center leasing.
17 December 2025
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Bloom Energy (BE) Stock Drops on AI-Power Jitters and Rising Competition: News, Forecasts, and What’s Next (Dec. 17, 2025)

Bloom Energy (BE) Stock Drops on AI-Power Jitters and Rising Competition: News, Forecasts, and What’s Next (Dec. 17, 2025)

Bloom Energy Corporation stock slid sharply on Wednesday, December 17, 2025, as investors reassessed the “AI data center power” trade that helped drive the shares higher for much of the year. BE was trading around $78–$79 late Wednesday, down roughly 10% on the day, after opening near the high-$80s and touching the low-$78s intraday. Investing.com+1
17 December 2025
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Visa Stock News Today (Dec. 17, 2025): USDC Stablecoin Settlement, AI Commerce Partnership, and Analyst Forecasts for V

Visa Stock News Today (Dec. 17, 2025): USDC Stablecoin Settlement, AI Commerce Partnership, and Analyst Forecasts for V

Dec. 17, 2025 — Visa Inc. is back in the spotlight as investors weigh two tech-forward moves—stablecoin-based settlement for U.S. institutions and a new push into “agentic commerce” security—against a familiar backdrop of swipe-fee litigation and a shifting macro outlook. Visa shares were trading around $345.80 on Wednesday.
17 December 2025
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Robinhood (HOOD) Stock Rises as Prediction Markets Expand and “Cortex” AI Nears Launch — News, Analyst Forecasts and Outlook (Dec. 17, 2025)

Robinhood (HOOD) Stock Rises as Prediction Markets Expand and “Cortex” AI Nears Launch — News, Analyst Forecasts and Outlook (Dec. 17, 2025)

Menlo Park, Calif. / New York — December 17, 2025 — Robinhood Markets, Inc. is back in the spotlight today as investors react to a fresh expansion of its prediction markets product line—this time pushing deeper into sports—alongside new details on its upcoming AI features inside the Robinhood app.
17 December 2025
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Big Tech Stocks Today (Dec. 17, 2025): Magnificent Seven Slide on AI Infrastructure Jitters as Amazon–OpenAI Talks and Fed Rate Outlook Take Center Stage

Big Tech Stocks Today (Dec. 17, 2025): Magnificent Seven Slide on AI Infrastructure Jitters as Amazon–OpenAI Talks and Fed Rate Outlook Take Center Stage

Big Tech stocks are setting the tone for U.S. markets on Wednesday, December 17, 2025, with the “Magnificent Seven” trade showing fresh signs of stress even as the sector’s long-term AI narrative keeps expanding. The day’s action is being driven by two competing forces: renewed investor anxiety about the cost and financing of AI infrastructure after a key data-center funding setback tied to Oracle and OpenAI, and a steady stream of “next-wave AI” headlines—from a reported Amazon–OpenAI mega-investment discussion to Alphabet’s push to make its AI chips a real alternative to Nvidia’s ecosystem. Reuters+2Reuters+2
17 December 2025
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Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

NEW YORK — December 17, 2025 — Defense technology stocks on the U.S. stock market are trading in a familiar crosscurrent: long-cycle demand for missiles, drones, cyber defense, and space systems remains strong, but Washington-driven policy risk is suddenly back in the foreground.
17 December 2025
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Oracle Stock Today (ORCL): Blue Owl Funding Snag Puts $10B Michigan AI Data Center in Spotlight — News, Forecasts, and Analyst Outlook (Dec. 17, 2025)

Oracle Stock Today (ORCL): Blue Owl Funding Snag Puts $10B Michigan AI Data Center in Spotlight — News, Forecasts, and Analyst Outlook (Dec. 17, 2025)

Dec. 17, 2025 — Oracle Corporation is back in the market’s crosshairs after fresh reporting raised questions about financing for a marquee AI data center project tied to OpenAI. Shares were down about 3.8% at $181.45 in mid-session trading on Wednesday, after an intraday low near $180.93.
17 December 2025
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Meta Platforms (META) Stock News Today: Instagram Reels Hits Fire TV, Zuckerberg’s AI Pivot, and Fresh Analyst Forecasts (Dec. 17, 2025)

Meta Platforms (META) Stock News Today: Instagram Reels Hits Fire TV, Zuckerberg’s AI Pivot, and Fresh Analyst Forecasts (Dec. 17, 2025)

Meta Platforms, Inc. is in focus on Wednesday, December 17, 2025, as investors weigh a new push to extend Instagram’s short‑form video reach into the living room, intensifying scrutiny around Meta’s AI spending plans, and a wave of regulatory and platform‑integrity headlines that could shape sentiment into 2026.
17 December 2025
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Broadcom Stock (AVGO) Today: Shares Steady After Sharp Selloff as Wall Street Backs 2026 AI Growth Despite Margin Pressure (Dec. 17, 2025)

Broadcom Stock (AVGO) Today: Shares Steady After Sharp Selloff as Wall Street Backs 2026 AI Growth Despite Margin Pressure (Dec. 17, 2025)

Broadcom Inc. is back in the center of the AI trade on Wednesday, December 17, 2025—not because demand suddenly disappeared, but because investors are debating something more nuanced: how profitable Broadcom’s AI boom will be as the product mix shifts toward lower‑margin systems and custom processors.
17 December 2025
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Databricks Raises Over $4B in Series L at $134B Valuation as Enterprise AI Spending Shifts From Hype to Data-Driven Execution

Databricks Raises Over $4B in Series L at $134B Valuation as Enterprise AI Spending Shifts From Hype to Data-Driven Execution

Databricks has raised more than $4 billion in a Series L funding round that values the company at $134 billion, underscoring how aggressively investors are backing the “picks-and-shovels” layer of enterprise AI: governed data, analytics, and platforms for deploying AI applications inside large organizations. Reuters+1
17 December 2025
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Rezolve AI PLC (NASDAQ: RZLV) Stock News Today: $200M+ ARR Update Sparks Rally — Forecasts, Analyst Targets, and Key Risks (Dec. 17, 2025)

Rezolve AI PLC (NASDAQ: RZLV) Stock News Today: $200M+ ARR Update Sparks Rally — Forecasts, Analyst Targets, and Key Risks (Dec. 17, 2025)

December 17, 2025 — Rezolve AI PLC stock is in the spotlight after a company update indicated a sharp step-up in expected year-end momentum: December revenue is projected to exceed $17 million, while the company now expects to exit 2025 with annual recurring revenue above $200 million—alongside a milestone the market tends to reward: positive adjusted EBITDA. GlobeNewswire+1
17 December 2025
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IBM Stock (NYSE: IBM) Today: Confluent Deal, AI Momentum, Quantum Roadmap, and Analyst Forecasts on Dec. 16, 2025

IBM Stock (NYSE: IBM) Today: Confluent Deal, AI Momentum, Quantum Roadmap, and Analyst Forecasts on Dec. 16, 2025

International Business Machines Corporation is back in focus on December 16, 2025 as investors weigh a near-term pullback in the shares against a busy pipeline of AI-driven initiatives—most notably IBM’s planned $11 billion acquisition of Confluent and a broader push to position IBM as the enterprise “stack” for hybrid cloud + data + AI agents. IBM Newsroom
16 December 2025
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Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

NEW YORK — Dec. 16, 2025 — Cybersecurity stocks are showing relative resilience Tuesday even as the broader U.S. market tilts lower on a mix of delayed economic data, sector rotations, and renewed sensitivity to rates. By around 2:00 p.m. ET, Reuters reported the Dow down ~0.63%, the S&P 500 down ~0.42%, and the Nasdaq off ~0.06%, as investors digested a delayed jobs report and reassessed the Federal Reserve outlook for 2026. Reuters
16 December 2025
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