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Artificial Intelligence News 27 December 2025 - 29 December 2025

NBIS stock slides after Nebius CEO files to sell shares as AI trade cools

NBIS stock slides after Nebius CEO files to sell shares as AI trade cools

Nebius Group shares fell 1.6% to $86.18 Monday after a filing showed CEO Arkady Volozh plans to sell 41,000 shares, valued at about $3.6 million, in a “sell to cover” transaction. The sale is set for Dec. 31 and Jan. 2, according to a Form 144 notice. The stock traded between $84.25 and $88.55 on volume of 5.4 million shares. Broader tech and AI stocks also slipped to start the week.
29 December 2025
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Lumentum stock tumbles as year-end tech pullback hits AI optics names

Lumentum stock tumbles as year-end tech pullback hits AI optics names

Lumentum Holdings shares fell 4.1% to $374.87 by midday Monday, outpacing declines in tech benchmarks and optical peers. The stock swung between $390 and $364.50, retreating from last week’s 52-week high. Coherent and Ciena also dropped, but by less than Lumentum. Investors trimmed exposure to AI-linked names ahead of the New Year, with trading volumes thin and markets watching Fed minutes and jobless claims.
29 December 2025
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GE Vernova stock slips as jet-engine turbine demand for AI data centers stays in focus

GE Vernova stock slips as jet-engine turbine demand for AI data centers stays in focus

GE Vernova shares slipped 0.2% to $662.11 midday Monday, outperforming a broader decline in industrials. A Financial Times report said data centers are buying aircraft-derived gas turbines from GE Vernova to speed up power access, with orders up about a third this year. Investors await the company’s next earnings update, expected Jan. 28. The stock traded between $651.77 and $670.99.
29 December 2025
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CoreWeave stock slips with AI-linked tech as year-end rally cools

CoreWeave stock slips with AI-linked tech as year-end rally cools

CoreWeave shares fell about 1% to $75.62 in late-morning New York trading Monday, tracking declines in tech and AI stocks as the Nasdaq slipped 0.6%. The company traded between $73.03 and $77.75 on volume of 7 million shares. Nvidia shares dropped 1.6%. Investors remain focused on CoreWeave’s heavy capital spending and recent $2.25 billion convertible note offering.
29 December 2025
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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

Oracle shares fell 0.4% to $197.27 in early Monday trading after officer Mark Hura filed to sell up to 15,000 shares valued at about $2.95 million. Investors remain cautious over Oracle’s rising AI-related spending and its impact on margins. The stock is down over 30% in three months. Traders await U.S. home sales data and Fed minutes for further market direction.
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

Britain’s Association of Chartered Certified Accountants will require most exams to be taken in test centres from March 2026, citing cheating risks linked to AI tools. Remote exams will only be allowed in countries without test sites. The policy shift follows a series of cheating scandals and increased regulatory scrutiny of the accounting profession. ACCA has over 260,000 members and exam centres in more than 90 countries.
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

Tata Consultancy Services is shifting from small AI pilots to scaled deployments tied to return on investment, The Economic Times reported. The company has laid off about 12,000 employees in six months and crossed $30 billion in revenue for FY25. TCS introduced a five-level autonomy framework and expanded workforce training as it reshapes roles and delivery. CEO K Krithivasan aims to make TCS the world’s largest AI-led tech services firm.
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

CrowdStrike shares closed Friday up 0.8% at $481.19 in light post-holiday trading. Wedbush reiterated an “Outperform” rating and $600 price target, citing AI momentum, while Zacks Research lowered its rating to “hold.” Investors await pending home sales data Monday and Federal Reserve minutes Tuesday. Trading volumes remain thin as year-end approaches.
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

Oracle shares closed up 0.25% at $197.99 Friday, then slipped to $196.90 after hours. The company forecast third-quarter revenue growth of 16% to 18% and adjusted profit of $1.64 to $1.68 per share, both below analyst estimates. Oracle plans to raise fiscal 2026 capital spending by $15 billion to expand AI cloud capacity. Remaining performance obligations rose 15% to $523 billion but missed some forecasts.
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

Shopify shares closed at $170.83 on Friday, up 0.81%, with trading in a narrow $168.10–$171.07 range. The stock remains below its 52-week high of $182.19 as U.S. markets head into a holiday-shortened week. No major corporate news was reported over the weekend. Investors are watching Monday’s open amid thin year-end trading and macro headlines.
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

The Nasdaq Composite closed at 23,593.10 Friday, ending slightly lower on light post-holiday volume. Technology stocks showed mixed action, with the S&P 500 tech sector down over 3% since early November while other sectors outperformed. Index futures resume trading Sunday at 6 p.m. ET. Investors await Federal Reserve minutes and key economic data in a holiday-shortened week.
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

Nvidia has signed a non-exclusive licensing deal with AI chip startup Groq, with several Groq executives joining Nvidia, but Groq will remain independent. Michael Burry has taken a bearish position against Nvidia and Palantir, calling the AI sector a bubble. The S&P 500 is near record highs after a quiet session. Markets are closed for the weekend; investors await futures and new catalysts ahead of Monday’s open.
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 said U.S. consumer spending rose 4% to 4.5% over the holiday period, despite concerns about inflation. He told CBS that all income groups increased spending, and projected 2.4% U.S. GDP growth in 2026. Moynihan cited AI as a growing economic driver but warned of risks from policy uncertainty, geopolitics, and infrastructure constraints.
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

GE Vernova shares closed Friday at $663.46, down 0.6%. A new Financial Times report says data center developers are increasingly using on-site aeroderivative turbines to bypass grid delays, boosting demand for GE Vernova’s equipment. Orders for its turbines rose about one-third in the first three quarters of 2025. The company is supplying turbines for a Texas project tied to OpenAI, Oracle, and SoftBank.
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

Oracle closed Friday near $198, with after-hours quotes around $196.88 amid thin holiday trading. Investors weighed strong cloud growth and a $523 billion backlog against concerns over financing Oracle’s AI data-center expansion. No new company announcements appeared, but recent reports highlighted anxiety over AI spending and balance-sheet strain. Markets reopen Monday with light year-end liquidity.
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

GE Vernova shares closed Friday at $663.46, down 0.6% after quiet post-holiday trading. Financial Times reported rising demand for GE Vernova’s aeroderivative gas turbines as data center developers seek faster on-site power amid grid delays. All major U.S. indexes ended slightly lower, snapping a five-day rally. Investors remain focused on AI-driven electricity demand and service revenue potential.
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

Reddit shares closed Friday at $225.77, down 0.04%, with after-hours trading at $225.15. Needham reiterated a “Buy” rating and $300 target, citing Reddit’s human-generated content as a key asset for AI. Nvwm LLC disclosed a new 5,143-share position in the company, valued at about $1.18 million. Reddit’s Q3 revenue rose 68% year-over-year to $585 million.
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

Adobe closed Friday at $353.80, up 0.2%, after posting record results and reaffirming double-digit recurring revenue growth. Investors remain divided over Adobe’s AI strategy as generative tools reshape the creative software market. The Nasdaq slipped 0.1% on the day, while all major indexes logged weekly gains. Trading resumes Monday with thin holiday volume.
27 December 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.02.2026

8 February 2026
LIVEMarkets rolling coverageStarted: February 8, 2026, 12:00 AM ESTUpdated: February 8, 2026, 12:25 AM EST Nearly 20% of FTSE 100 CEOs Reside Outside the UK February 8, 2026, 12:25 AM EST. Almost a fifth of CEOs leading FTSE 100 companies live outside the United Kingdom, marking a significant shift in corporate leadership geography. This trend reflects the increasing globalization of Britain's top businesses. The FTSE 100, representing the 100 largest companies listed on the London Stock Exchange, has seen growing international executive influence. Analysts point to this as evidence of the UK's evolving corporate landscape post-Brexit. The presence of foreign-resident
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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