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Artificial Intelligence 14 December 2025 - 15 December 2025

AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

Late morning on Monday, December 15, 2025, “AI stocks” are once again doing what they’ve done all year: pulling the broader market narrative toward big, fast-moving bets on compute, data centers, and monetization—and then snapping back when investors start asking the same hard question: Where are the profits relative to the spending?
15 December 2025
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Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

The global race to scale artificial intelligence is no longer just about who can secure the most advanced GPUs. Increasingly, it’s about who can secure the hardest inputs of all: grid-ready power, purpose-built data centers, and financing that can survive multi-year construction timelines.
15 December 2025
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Alphabet (GOOG) Stock News Today: AI Monetization Optimism Collides With EU Antitrust Probes and 2026 Capex Questions

Alphabet (GOOG) Stock News Today: AI Monetization Optimism Collides With EU Antitrust Probes and 2026 Capex Questions

December 15, 2025 — Alphabet Inc.’s Class C shares traded modestly lower on Monday as investors weighed a fresh wave of AI-focused analyst commentary against a growing list of regulatory and legal headlines spanning Europe, the U.S., and Russia-linked litigation. At the center of the debate: whether Google’s AI push is now moving from “who can spend the most” to “who can monetize the fastest”—and how much regulatory friction could disrupt that trajectory.
15 December 2025
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Microsoft Stock (MSFT) Today: Fresh Analyst Targets, UK Cloud Lawsuit Risk, and AI Catalysts Investors Are Watching on Dec. 15, 2025

Microsoft Stock (MSFT) Today: Fresh Analyst Targets, UK Cloud Lawsuit Risk, and AI Catalysts Investors Are Watching on Dec. 15, 2025

Microsoft Corp. began the week under a familiar spotlight: Wall Street still sees Microsoft as one of the most important “AI infrastructure + enterprise software” plays in global markets, but investors are also weighing the costs and constraints of the AI buildout—plus rising legal and regulatory scrutiny tied to cloud licensing.
15 December 2025
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Oracle Stock Today (ORCL): AI Capex, OpenAI Data Center Questions, and Multicloud Expansion Fuel Fresh Volatility on Dec. 15, 2025

Oracle Stock Today (ORCL): AI Capex, OpenAI Data Center Questions, and Multicloud Expansion Fuel Fresh Volatility on Dec. 15, 2025

Oracle Corporation stock is starting the week under a bright spotlight after last week’s sharp selloff in AI-linked names, with investors weighing two forces that are pulling in opposite directions: a massive cloud-and-AI contract backlog that could reshape Oracle’s growth profile, and the heavy infrastructure spending—and financing questions—required to deliver it. Reuters+1
15 December 2025
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Oracle Stock (ORCL) News Today (Dec. 15, 2025): $50B AI Capex Shock, OpenAI Data Center Questions, and Wall Street Forecasts

Oracle Stock (ORCL) News Today (Dec. 15, 2025): $50B AI Capex Shock, OpenAI Data Center Questions, and Wall Street Forecasts

Dec. 15, 2025 — Oracle Corporation is starting this week in a market mood that can best be described as “AI sobriety, with a side of whiplash.” Shares were trading around $190 on Monday after last week’s sharp selloff, as investors continue to digest two big storylines: Oracle’s surging AI/cloud backlog and the very real, very expensive infrastructure spending required to deliver it. Reuters
15 December 2025
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AI Stocks on the UK Stock Market Today (15 December 2025): FTSE Rebounds After “AI Bubble” Jitters as Investors Shift Focus to LSE Data, Banks and Real-World AI Winners

AI Stocks on the UK Stock Market Today (15 December 2025): FTSE Rebounds After “AI Bubble” Jitters as Investors Shift Focus to LSE Data, Banks and Real-World AI Winners

After a late-week wobble sparked by renewed anxiety over whether the global AI build-out is delivering profits quickly enough, UK equities opened firmer on Monday, 15 December 2025—with the FTSE 100 rising in early trade as investors rotate back into risk assets and look ahead to a busy week of central bank decisions and UK economic data. reuters.com
15 December 2025
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Singapore AI Stocks Today (15 Dec 2025): SGX Data-Centre REITs, Semiconductor Plays and UltraGreen.ai in Focus as Tech Jitters Return

Singapore AI Stocks Today (15 Dec 2025): SGX Data-Centre REITs, Semiconductor Plays and UltraGreen.ai in Focus as Tech Jitters Return

SINGAPORE — 15 December 2025 — “AI stocks” in Singapore don’t look like a single crowded trade. On the Singapore Exchange, artificial intelligence exposure is spread across data-centre landlords, industrial REITs with digital tenants, chip-and-equipment supply-chain names, and a small but growing set of AI-enabled companies.
15 December 2025
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AI Stocks in India Today (15.12.2025): Wipro, TCS, Infosys and Tata Elxsi in Focus as Agentic AI Moves from Hype to Deployment

AI Stocks in India Today (15.12.2025): Wipro, TCS, Infosys and Tata Elxsi in Focus as Agentic AI Moves from Hype to Deployment

India’s “AI stock” story on 15 December 2025 isn’t being driven by a single breakout product or one blockbuster quarterly result. Instead, it’s being shaped by a clear shift in what enterprises now want from artificial intelligence: less experimentation, more deployment—and a growing emphasis on agentic AI over chatbots and content tools.
15 December 2025
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ASX AI Stocks Today (15 December 2025): NextDC, BrainChip, Appen and DroneShield in Focus as “AI Bubble” Fears Hit Tech

ASX AI Stocks Today (15 December 2025): NextDC, BrainChip, Appen and DroneShield in Focus as “AI Bubble” Fears Hit Tech

Sydney, 15 December 2025 — Australian AI-linked shares started the week in a risk-off mood, as the global “AI trade” wobbled again and investors questioned whether massive spending on chips, cloud and data centres is translating into clear near‑term returns. The S&P/ASX 200 finished down 0.7% at 8,635 after a weak lead from Wall Street. ABC+1
15 December 2025
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Scale AI Valuation in 2025: Latest Read on the $29B Meta Deal, Private-Market Pricing Signals, and What Comes Next (Updated Dec. 14, 2025)

Scale AI Valuation in 2025: Latest Read on the $29B Meta Deal, Private-Market Pricing Signals, and What Comes Next (Updated Dec. 14, 2025)

The most recent widely reported headline number still points to about $29 billion, tied to Meta’s blockbuster minority investment and expanded commercial relationship with Scale AI in mid‑2025. Scale AI+1But in the past several days, fresh reporting and updated private-market pricing signals have pulled that figure into a much more complicated—and much wider—range.
14 December 2025
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xAI Valuation Today (Dec. 14, 2025): Why Elon Musk’s AI Startup Is Being Priced at $200B–$230B and What Comes Next

xAI Valuation Today (Dec. 14, 2025): Why Elon Musk’s AI Startup Is Being Priced at $200B–$230B and What Comes Next

Elon Musk’s xAI has become one of the most closely watched private companies in the AI boom—and for one reason above all: valuation. In recent weeks, reporting has pointed to a fresh fundraising push that could lift xAI’s implied worth to about $230 billion, a level that would place it among the most valuable private technology companies on Earth. Reuters
14 December 2025
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