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Artificial Intelligence 10 December 2025 - 11 December 2025

SpaceX (NASDAQ:SPCX) Shares Buoyed by AI Investments Despite Moon Impact Crater
Wells Fargo (WFC) Stock After Hours on December 10, 2025: Prime-Rate Cut, AI Job Cuts and 2026 Outlook – What to Know Before the December 11 Open

Wells Fargo (WFC) Stock After Hours on December 10, 2025: Prime-Rate Cut, AI Job Cuts and 2026 Outlook – What to Know Before the December 11 Open

Wells Fargo & Company heads into Thursday’s U.S. session sitting near record highs, just as the Federal Reserve cuts rates again and the bank itself trims its prime lending rate. At the same time, management is signaling more AI‑driven job cuts in 2026 and regulators are still tidying up legacy legal issues.
Adobe Posts Record Q4 2025 Earnings as AI, ChatGPT Apps and Analyst Support Lift 2026 Outlook

Adobe Posts Record Q4 2025 Earnings as AI, ChatGPT Apps and Analyst Support Lift 2026 Outlook

Adobe Inc. turned December 10, 2025 into a showcase of its AI-first strategy, reporting record fourth‑quarter and full‑year results, issuing upbeat 2026 guidance, deepening its partnership with ChatGPT, and drawing fresh backing from Wall Street in the form of a reiterated “Buy” rating from Mizuho Securities. Business Wire+2Stock Titan+2
Palantir Stock Jumps on $448 Million U.S. Navy AI Deal: What PLTR Investors Should Know Before the December 11 Open

Palantir Stock Jumps on $448 Million U.S. Navy AI Deal: What PLTR Investors Should Know Before the December 11 Open

After a volatile session on December 10, 2025, Palantir stock finished the regular day at $187.91, up about 3.3% on heavy volume near 58 million shares, after trading between roughly $182.75 and $190.39. In early after-hours trading, shares eased slightly to about $187.46, essentially flat relative to the close. StockAnalysis
Oracle Earnings Today: Q2 2026 Results Put AI Cloud Boom — and Debt Fears — Under the Microscope

Oracle Earnings Today: Q2 2026 Results Put AI Cloud Boom — and Debt Fears — Under the Microscope

Oracle’s fiscal Q2 2026 earnings, released after the close on December 10, 2025, delivered exactly what everyone wanted to see on the surface: big AI-driven cloud growth, a massive backlog, and a huge earnings beat. Underneath, though, the numbers also intensify questions about debt, cash burn, and reliance on OpenAI — and that’s why the stock is trading lower after hours.
Big Tech Stocks Mixed After Fed Rate Cut as AI Hype Meets New Scrutiny – December 10, 2025

Big Tech Stocks Mixed After Fed Rate Cut as AI Hype Meets New Scrutiny – December 10, 2025

U.S. Big Tech stocks ended Wednesday’s session in mixed fashion after the Federal Reserve delivered a widely expected interest‑rate cut and signaled it may now pause, even as fresh regulatory pressure and conflicting views on the artificial‑intelligence boom rippled through the market.Reuters
AI Stocks After the Bell on December 10, 2025: Nvidia, Palantir and Oracle Anchor a Volatile AI Trade After Fed Rate Cut

AI Stocks After the Bell on December 10, 2025: Nvidia, Palantir and Oracle Anchor a Volatile AI Trade After Fed Rate Cut

The U.S. stock market closed higher on Wednesday, December 10, 2025, after the Federal Reserve delivered a widely expected quarter‑point rate cut and signaled a pause, while investors in artificial intelligence stocks digested fresh policy moves from Washington, new defense contracts and looming earnings from key infrastructure players Oracle and Broadcom.Reuters
Oracle Q2 2026 Earnings Today: AI Cloud Boom, $300 Billion OpenAI Deal and $111 Billion Debt Under the Microscope

Oracle Q2 2026 Earnings Today: AI Cloud Boom, $300 Billion OpenAI Deal and $111 Billion Debt Under the Microscope

Wall Street expects another quarter of double‑digit growth, powered by Oracle Cloud Infrastructure and a record AI backlog. Consensus forecasts cluster around $16.1–$16.3 billion in revenue—about 15% year‑over‑year growth—and non‑GAAP EPS near $1.64–$1.65, up roughly 11% from a year ago. TipRanks+3IG+3CoinCentral+3
Applied Materials (AMAT) Stock on December 10, 2025: AI Supercycle, China Risks and 2026–2028 Price Targets

Applied Materials (AMAT) Stock on December 10, 2025: AI Supercycle, China Risks and 2026–2028 Price Targets

Applied Materials, Inc. continues to sit at the heart of the semiconductor equipment boom, and its stock is trading near record territory on December 10, 2025. Shares are changing hands around $270–$272 per share, giving the company a market capitalization of roughly $215–217 billion and placing it among the world’s largest semiconductor players.StockAnalysis
Vertiv (VRT) Stock Outlook on December 10, 2025: AI Data Center Boom, $1 Billion PurgeRite Deal and Wall Street Forecasts

Vertiv (VRT) Stock Outlook on December 10, 2025: AI Data Center Boom, $1 Billion PurgeRite Deal and Wall Street Forecasts

Vertiv Holdings Co, the critical digital infrastructure supplier behind many of the world’s data centers, remains one of Wall Street’s favorite “picks-and-shovels” plays on artificial intelligence. On December 10, 2025, Vertiv stock is trading near record territory, supported by a powerful AI data center cycle, a $1 billion acquisition, new strategic alliances – and a valuation that now demands near-flawless execution. Wikipedia
Cisco Stock on December 10, 2025: AI Boom, Analyst Upgrades and a New Short Signal – Is CSCO Still a Buy?

Cisco Stock on December 10, 2025: AI Boom, Analyst Upgrades and a New Short Signal – Is CSCO Still a Buy?

Cisco Systems, Inc. heads into the final weeks of 2025 trading just under the $80 mark after a powerful year-long rally driven by AI infrastructure demand, a major portfolio refresh and the ongoing integration of Splunk. At the same time, fresh research notes and trading signals released on December 10, 2025 present a more nuanced picture: Wall Street remains broadly bullish, some quant and options data point to further upside, while at least one prominent technical analyst is openly short the stock.
Lumentum (LITE) Stock Hits Fresh Highs on AI Data Center Boom — Can the 2025 Rally Continue Into 2026?

Lumentum (LITE) Stock Hits Fresh Highs on AI Data Center Boom — Can the 2025 Rally Continue Into 2026?

Lumentum Holdings Inc. has gone from a relatively quiet optical components supplier to one of 2025’s loudest AI‑infrastructure stories. As of December 10, 2025, the stock is trading around the mid‑$360s, hovering near record levels after an explosive year powered by AI data‑center demand, blowout earnings, and a wave of analyst upgrades. MarketBeat+1
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Constellation Energy

NASDAQ: CEG 95 / 100
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AerCap

NYSE: AER 93 / 100
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Walt Disney

NYSE: DIS 92 / 100
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AIG

NYSE: AIG 90 / 100
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Cheniere Energy

NYSE: LNG 88 / 100
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