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Artificial Intelligence News 27 December 2025 - 29 December 2025

Oracle stock slips after insider sale filing as OpenAI-linked spending stays in focus

Oracle stock slips after insider sale filing as OpenAI-linked spending stays in focus

NEW YORK, December 29, 2025, 09:56 ET — Regular session Oracle shares fell 0.4% to $197.27 in early trading on Monday after a company officer disclosed a planned share sale, with investors still wary about the cost of the software maker’s push to expand AI-related cloud capacity. The filing matters because Oracle has become a touchstone for a broader market question: how much debt and spending big tech can absorb as demand for AI computing accelerates, especially heading into year-end when liquidity can thin and moves can get exaggerated. Benzinga That scrutiny has been sharpest around Oracle’s ties to privately
29 December 2025
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AI cheating crackdown: ACCA moves exams back to test centres, ends most remote sittings

AI cheating crackdown: ACCA moves exams back to test centres, ends most remote sittings

NEW YORK, December 29, 2025, 08:08 ET Britain’s Association of Chartered Certified Accountants (ACCA) will move most professional exams back into test centres from March 2026, restricting remote sittings as it tries to curb cheating enabled by artificial intelligence tools. ACCA Global+1 The change matters now because generative AI — software that can produce humanlike text and analysis from a prompt — has made it easier for candidates to get real-time help during exams taken at home. Professional bodies rely on exam integrity to keep their qualifications trusted by employers and regulators. ACCA Global+1 It also lands against a backdrop
29 December 2025
TCS presses reset on AI strategy as it shifts from pilots to payback

TCS presses reset on AI strategy as it shifts from pilots to payback

NEW YORK, December 29, 2025, 08:29 ET Tata Consultancy Services is launching a sweeping internal overhaul and a fresh push to customers as it positions itself for an artificial intelligence (AI)-driven future, The Economic Times reported on Monday. The Economic Times The company is shifting from small AI pilots and proof-of-concept projects — limited trials — to scaled deployments tied to return on investment, or whether spending pays off. The Economic Times The move highlights how AI is forcing outsourcing firms to rethink a labor-heavy model as customers demand measurable productivity gains and faster delivery. “Every conversation today is an
29 December 2025
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Western Digital stock ends week higher as year-end data, AI storage demand stay in focus

Western Digital stock ends week higher as year-end data, AI storage demand stay in focus

NEW YORK, December 28, 2025, 23:13 ET — Market closed Western Digital shares ended the last U.S. session higher, closing up 1.1% at $181.54 on Friday. MarketWatch The move matters into the final stretch of the year because investors have leaned into “picks-and-shovels” hardware tied to artificial intelligence, where storage demand rises as data-center capacity expands. Reuters Markets also face a year-end run of U.S. economic releases and Federal Reserve minutes that can swing interest-rate expectations, a key input for tech-heavy trades. Barron’s+1 Western Digital outperformed a mostly flat tape on Friday, when the S&P 500 slipped 0.03% and the
29 December 2025
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CrowdStrike stock ends higher as Wedbush backs AI tailwind; Zacks cuts rating to hold

CrowdStrike stock ends higher as Wedbush backs AI tailwind; Zacks cuts rating to hold

NEW YORK, December 28, 2025, 23:01 ET — Market closed CrowdStrike Holdings (CRWD) shares closed Friday up $4, or about 0.8%, at $481.19, in light post-holiday trading. The stock has become a year-end battleground for investors trying to price how much of the “cyber meets AI” trade is already in the shares, after a sharp run this year. Research notes can move sentiment quickly when volumes thin out into the final trading days of December. Stocktwits Macro remains a swing factor for high-growth software names, with markets looking ahead to the Federal Reserve’s minutes from its December meeting this week.
29 December 2025
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Oracle stock holds near $200 as year-end Fed minutes loom and AI spending worries linger

Oracle stock holds near $200 as year-end Fed minutes loom and AI spending worries linger

NEW YORK, December 28, 2025, 18:53 ET — Market closed Oracle (ORCL.N) shares last closed up 0.25% at $197.99 on Friday, hovering just below the $200 level in a light, post-holiday session. The stock last traded at $196.90 in after-hours dealing. StockAnalysis With just three trading days left in 2025, Oracle has become a key test of investor appetite for big-ticket AI infrastructure bets. The company’s plans to expand cloud data center capacity have kept traders focused on funding needs and payoffs, not just topline growth. That matters now because liquidity typically thins into year-end, and small headlines can move
29 December 2025
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Shopify Stock (SHOP) Outlook: AI “Agentic Commerce” Catalysts, Analyst Targets, and What to Watch Before Monday’s Open

Shopify Stock (SHOP) Outlook: AI “Agentic Commerce” Catalysts, Analyst Targets, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 3:45 p.m. ET — Market Closed (Weekend) Shopify Inc. (SHOP) heads into the final full trading week of 2025 with U.S. markets shut for the weekend and investors weighing a familiar mix: year-end positioning, macro headlines, and whether big-tech momentum can extend into the first week of 2026. For Shopify stock specifically, the next session (Monday, Dec. 29) arrives after a quiet, thinly traded post-holiday market that has kept major U.S. indexes near record territory—supportive for high-multiple growth names, but also vulnerable to sudden sentiment shifts in low-liquidity tape. Reuters+1 Shopify stock price check: where
28 December 2025
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Technology Stocks Today: AI Leaders, Fed Minutes, and Year-End Rotation Set the Tone for Nasdaq Into Monday

Technology Stocks Today: AI Leaders, Fed Minutes, and Year-End Rotation Set the Tone for Nasdaq Into Monday

NEW YORK, Dec. 28, 2025, 1:10 p.m. ET — Market closed U.S. technology stocks head into the final three trading days of 2025 with a familiar tug-of-war: bullish momentum in the major indexes and AI-driven megacaps on one side, and renewed scrutiny of valuations and AI infrastructure spending on the other. With U.S. equity markets shut for the weekend, attention shifts to Sunday evening index futures and to the catalysts waiting in the holiday-thinned week ahead—most notably Federal Reserve meeting minutes and a handful of key economic releases. Stock index futures tied to the S&P 500 and Nasdaq-100 resume trading
28 December 2025
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AI Stocks in Focus: Nvidia’s Groq Deal, Year-End Rally Risks, and What Investors Should Watch Next

AI Stocks in Focus: Nvidia’s Groq Deal, Year-End Rally Risks, and What Investors Should Watch Next

NEW YORK, Dec. 28, 2025, 12:29 p.m. ET — Market closed Wall Street is shut for the weekend, but AI stocks are not taking a break in the headlines. With the S&P 500 hovering near record territory after a quiet, low-volume post-Christmas session, investors are heading into the final trading days of 2025 weighing two powerful—and conflicting—narratives: the continued buildout of AI infrastructure that keeps lifting chip and cloud leaders, and a growing drumbeat of skepticism about valuation, deal structures, and how the AI boom is being financed. Reuters+2Reuters+2 The past 24–48 hours have delivered a fresh catalyst at the
28 December 2025
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Brian Moynihan’s 2026 Outlook: How Bank of America Sees AI Boosting Growth, While Consumer Confidence, Tariffs, and Copper Set the Tone for Markets

Brian Moynihan’s 2026 Outlook: How Bank of America Sees AI Boosting Growth, While Consumer Confidence, Tariffs, and Copper Set the Tone for Markets

Bank of America CEO Brian Moynihan is ending 2025 with a message that’s equal parts upbeat and wary: consumer spending is still growing, the U.S. economy looks positioned for solid growth in 2026, and artificial intelligence is starting to show measurable economic lift. But the next year, in his view, will also be shaped by a familiar trio of destabilizers—policy uncertainty, geopolitical shocks, and the real-world infrastructure constraints behind the AI boom. In a recent interview on CBS’s Face the Nation (filmed Dec. 17, aired Dec. 21; transcript published Dec. 28), Moynihan said Bank of America’s transaction data shows spending
28 December 2025
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GE Vernova (GEV) Stock: Weekend Hold Near $663 as “Bridge Power” Demand From AI Data Centers Keeps Bull Case Alive

GE Vernova (GEV) Stock: Weekend Hold Near $663 as “Bridge Power” Demand From AI Data Centers Keeps Bull Case Alive

NEW YORK, Dec. 28, 2025, 11:24 a.m. ET — Market closed GE Vernova Inc. (NYSE: GEV) heads into the final full trading week of 2025 with investors still fixated on a single, high-stakes theme: how fast electricity demand is rising—especially from AI data centers—and which equipment makers are best positioned to profit from the resulting grid bottlenecks. With U.S. stock markets closed for the weekend, GE Vernova shares are last indicated around $663, after finishing Friday’s session at $663.46, down about 0.6% on the day. Yahoo Finance The most important fresh catalyst in the past 24–48 hours is not an
28 December 2025
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Oracle Stock (ORCL) Heads Into the Final Week of 2025: AI Capex Pressure, OpenAI Exposure, Analyst Forecasts, and What to Watch Before Monday’s Open

Oracle Stock (ORCL) Heads Into the Final Week of 2025: AI Capex Pressure, OpenAI Exposure, Analyst Forecasts, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 9:52 a.m. ET — Market closed (weekend) Oracle Corporation stock is heading into the final three U.S. trading sessions of 2025 with a familiar tug-of-war: bulls point to explosive cloud infrastructure demand and a record backlog, while skeptics focus on the financing and cash-flow strain of Oracle’s accelerated AI data-center buildout. With markets shut for the weekend, investors are parsing Friday’s close, late-week commentary, and fresh year-end positioning signals—while looking ahead to Monday’s reopening amid holiday-thinned liquidity and a packed macro calendar. Where Oracle stock stands heading into Monday Oracle (NYSE: ORCL) finished Friday’s regular
28 December 2025
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GE Vernova Stock (NYSE: GEV) Holds Near $663 as AI Data-Center Power Demand Stays in Focus—What Investors Should Watch Before Markets Reopen

GE Vernova Stock (NYSE: GEV) Holds Near $663 as AI Data-Center Power Demand Stays in Focus—What Investors Should Watch Before Markets Reopen

NEW YORK, Dec. 27, 2025, 5:07 p.m. ET — Market closed New York Stock Exchange GE Vernova Inc. (NYSE: GEV) enters the final stretch of 2025 with investor attention split between a familiar year-end market backdrop—thin trading, near-record index levels—and a very specific catalyst that keeps popping up in the energy equipment complex: the urgent race to power AI data centers. With U.S. stock markets closed for the weekend, GE Vernova shares were last indicated around $663, reflecting Friday’s final prints after a quiet post-holiday session on Wall Street. Yahoo Finance+1 GE Vernova stock recap: where GEV left off on
27 December 2025
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Reddit Stock (RDDT) Heads Into Next Week With a Fresh Bullish Call: Needham’s “Best Idea for 2026,” AI Licensing Tailwinds, and Key Levels to Watch

Reddit Stock (RDDT) Heads Into Next Week With a Fresh Bullish Call: Needham’s “Best Idea for 2026,” AI Licensing Tailwinds, and Key Levels to Watch

NEW YORK, Dec. 27, 2025, 3:52 p.m. ET — Market closed (weekend) Reddit, Inc. (NYSE: RDDT) is heading into the final trading stretch of 2025 with Wall Street’s attention swinging back toward two core questions: how far its ad business can scale and whether its human-generated content can become a durable “toll road” for AI training and search. With U.S. equities closed for the weekend, investors are using the pause to digest the latest analyst commentary and position for Monday’s open. Reddit shares finished the most recent session (Friday, Dec. 26) at $225.77, down 0.04% on the day, after trading
27 December 2025
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Adobe Stock ADBE Holds Near $354 as Markets Close for Weekend; AI Partnerships, FY2026 Guidance and Analyst Targets in Focus

Adobe Stock ADBE Holds Near $354 as Markets Close for Weekend; AI Partnerships, FY2026 Guidance and Analyst Targets in Focus

NEW YORK, Dec. 27, 2025, 3:33 p.m. ET — Market closed. Adobe Inc. shares are heading into the weekend with investors still weighing two competing narratives: a company that just posted record results and reaffirmed a double‑digit annual recurring revenue growth target—against persistent concerns that generative AI is reshaping creative software faster than the market can model. Adobe+2Nasdaq+2 With U.S. exchanges closed Saturday, the next real test for sentiment will come when trading resumes on Monday, Dec. 29, with holiday-thinned liquidity and year-end positioning still in play across tech. Investopedia Adobe stock price action into the close Adobe (NASDAQ: ADBE)
27 December 2025
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Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

NEW YORK, Dec. 27, 2025, 12:55 p.m. ET — Market closed (weekend) The U.S. stock market is closed for the weekend, but the “data center stocks” trade isn’t taking a holiday. In the final stretch of 2025, investors are still pricing a simple reality: AI growth is increasingly constrained not by software ambition, but by the physical stack—chips, servers, networking, cooling, and, most critically, electricity. Friday’s thin, post-Christmas session ended with major indexes fractionally lower but still near all-time highs, leaving markets focused on year-end positioning and the next week’s catalysts. Data center-linked names remain in the spotlight after Nvidia’s
27 December 2025
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Salesforce Stock (CRM) Weekend Watch: AI Partner Expansion Headlines as Wall Street Nears Year-End Highs

Salesforce Stock (CRM) Weekend Watch: AI Partner Expansion Headlines as Wall Street Nears Year-End Highs

NEW YORK, Dec. 27, 2025, 11:27 a.m. ET — Market closed Salesforce, Inc. (NYSE: CRM) heads into the final week of 2025 with shares holding in the mid-$260s after a quiet, post-Christmas session on Wall Street and a fresh wave of partner-ecosystem headlines that keep the company’s “agentic AI” strategy front and center. With U.S. markets closed for the weekend, investors are looking to Monday’s open for the next read on year-end positioning and whether the “Santa Claus rally” tailwind extends into the final trading days of the year—an environment that often brings lighter liquidity and occasional outsized moves on
27 December 2025
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Oracle Stock (ORCL) News Today: AI Buildout, Massive Lease Commitments, and What to Watch Before Monday’s Open

Oracle Stock (ORCL) News Today: AI Buildout, Massive Lease Commitments, and What to Watch Before Monday’s Open

NEW YORK, Dec. 27, 2025, 9:53 a.m. ET — Market Closed Oracle Corporation (NYSE: ORCL) heads into the weekend with investors still focused on one central question: can the enterprise software giant turn its aggressive AI-and-cloud infrastructure spending into durable, profitable growth—without stretching its balance sheet too far? With U.S. stock markets closed Saturday, Oracle stock’s next major test will come when trading resumes Monday. For now, the latest tape shows ORCL last traded around $197.99 after Friday’s session, modestly higher versus the prior close, and near the top of the day’s range. Broader equity benchmarks finished essentially flat into
27 December 2025
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Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

As of 4:20 a.m. ET in New York on Saturday, December 27, 2025, U.S. stock markets are closed for the weekend. New York Stock Exchange+1Palantir Technologies Inc. (NASDAQ: PLTR) was last quoted around $188.71, down about 2.8% from the prior close—an eye-catching move for a stock that’s become one of the market’s most watched AI bellwethers. That timing matters because the broader market is trying to finish 2025 with a flourish. Reuters reports the S&P 500 is within about 1% of 7,000, following a strong year in which investors have rotated between AI leaders and more moderately valued sectors, while
27 December 2025
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ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

New York — As of 1:11 a.m. ET on Saturday, December 27, 2025, U.S. stock markets are closed for the weekend, leaving investors with a familiar end‑of‑year setup: thin liquidity, headline-driven moves, and a handful of big 2026 narratives battling for control of “what matters” in semiconductors. For ASML Holding N.V. (NASDAQ: ASML)—the Dutch company whose lithography machines sit at the choke point of advanced chipmaking—the debate is getting sharper as 2025 ends: AI-driven demand remains strong, but geopolitics (China export limits, rare earth supply, and potential tariff costs) is increasingly dictating the cadence of orders and the confidence of
27 December 2025
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Stock Market Today

Mastercard stock price: MA slips as Dow hits 50,000; jobs and CPI data next week

Mastercard stock price: MA slips as Dow hits 50,000; jobs and CPI data next week

7 February 2026
Mastercard shares closed down 0.6% at $548.74 Friday, trailing gains in Visa and American Express. The Dow Jones Industrial Average surged 2.47% to a record 50,115.67. Mastercard disclosed a new cybersecurity partnership in the UAE and raised compensation for two top executives. U.S. jobs and inflation data, delayed by a government shutdown, are due next week.
Costco stock price retakes $1,000 — what traders are watching before Monday

Costco stock price retakes $1,000 — what traders are watching before Monday

7 February 2026
Costco closed Friday up 1.2% at $1,001.16, regaining the $1,000 level as about 2.36 million shares changed hands. January net sales rose 9.3% to $21.33 billion, with comparable sales up 7.1% and online sales surging 34.4%. Wells Fargo raised its price target to $950, maintaining a neutral rating. The next earnings call is set for March 5.
Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

7 February 2026
Johnson & Johnson shares rose 0.9% to $239.99 Friday after a New Jersey appeals court disqualified Beasley Allen from state talc cases, citing improper coordination with a former J&J attorney. The ruling affects about 3,600 state lawsuits, while a related federal motion is pending. J&J also reported early 12-month pilot data for its investigational AFib device at a cardiology meeting.
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