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Artificial Intelligence 25 December 2025 - 26 December 2025

SpaceX (NASDAQ:SPCX) Shares Buoyed by AI Investments Despite Moon Impact Crater
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
26 December 2025
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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.
26 December 2025
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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
26 December 2025
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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.
25 December 2025
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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.
25 December 2025
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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
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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.
25 December 2025
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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.
25 December 2025
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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.
25 December 2025
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Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

December 25, 2025 — U.S. markets are closed for Christmas, but investor focus hasn’t slowed. Cloud computing stocks are heading into 2026 at the center of two powerful, and sometimes conflicting, narratives: an AI-fueled infrastructure boom that’s reshaping corporate spending, and growing skepticism about whether today’s capital outlays will translate into tomorrow’s profits. Investors
25 December 2025
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AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Meta’s WhatsApp Probe, and the 2026 AI Spending Forecasts Moving Markets

AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Meta’s WhatsApp Probe, and the 2026 AI Spending Forecasts Moving Markets

U.S. markets are closed for Christmas, but the AI stock conversation is anything but quiet. After the Dow and S&P 500 finished at record highs in a shortened Christmas Eve session, investors are heading into the final stretch of 2025 and the opening weeks of 2026 with one question front and center: does the AI trade have another leg higher—or does the bill for all that infrastructure spending finally come due? Reuters
25 December 2025
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AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Big Tech AI Spending Forecasts, and the Catalysts Investors Are Watching

AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Big Tech AI Spending Forecasts, and the Catalysts Investors Are Watching

U.S. stock markets are closed for Christmas Day, but the AI-stock narrative hasn’t paused. Heading into the holiday, Wall Street finished a shortened Christmas Eve session at fresh records, and much of the day’s “AI stocks” conversation is now being shaped by three forces: Nvidia’s latest talent-and-tech grab via a licensing structure, rising forecasts for 2026 AI infrastructure spending, and intensifying regulatory and geopolitical friction around how AI gets deployed—whether through chips, cloud, or consumer platforms. Reuters
25 December 2025
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Micron Technology (MU) Stock News on Dec. 25, 2025: Record Earnings, AI Memory Boom, and Wall Street’s Latest Targets

Micron Technology (MU) Stock News on Dec. 25, 2025: Record Earnings, AI Memory Boom, and Wall Street’s Latest Targets

Micron Technology, Inc. enters the Dec. 25, 2025 holiday break with its stock at the center of a rapidly intensifying “AI memory” narrative—one that is reshaping how investors think about the traditionally cyclical memory-chip industry. With U.S. markets closed for Christmas Day, the most recent trading print shows Micron shares at $286.68 after a strong move that followed Micron’s blowout fiscal first-quarter results and a striking outlook for the current quarter.
25 December 2025
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AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Snowflake’s M&A Talks, UiPath’s Index Boost, and Meta’s WhatsApp AI Clash

AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Snowflake’s M&A Talks, UiPath’s Index Boost, and Meta’s WhatsApp AI Clash

December 25, 2025 — It’s Christmas Day, U.S. markets are taking a breather, and yet the AI-stock news cycle is doing what it always does: refusing to sleep. With investors digesting a holiday-thinned week of announcements, today’s biggest AI-stock narratives revolve around AI inference hardware, software consolidation, and regulatory pressure on AI distribution channels—the plumbing that decides which chatbots can reach billions of users.
25 December 2025
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Meta Stock (META) News: Fresh 13F Filings Show Institutional Repositioning as Italy Targets WhatsApp AI Chatbot Rules

Meta Stock (META) News: Fresh 13F Filings Show Institutional Repositioning as Italy Targets WhatsApp AI Chatbot Rules

December 25, 2025 — A new batch of SEC filings is offering a clearer look at how professional money managers are positioning around Meta Platforms going into 2026. Several firms disclosed new stakes or sizeable increases in Meta during the third quarter, while other investors trimmed exposure—a split-screen picture that comes as Meta faces a new wave of European regulatory pressure tied to WhatsApp and rival AI chatbots, and as Wall Street debates whether Meta’s AI spending surge will translate into durable returns. Reuters
25 December 2025
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY

Walt Disney

NYSE: DIS 92 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 90 / 100
#5 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 88 / 100
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Editorial model selection. Not personalised advice.