Artificial Intelligence News 22 December 2025

IREN Limited Stock (NASDAQ: IREN) Today: Analyst Downgrade, $9.7B Microsoft AI Deal, and Wall Street Forecasts as of Dec. 23, 2025

December 23, 2025 — IREN Limited (NASDAQ: IREN) — formerly known as Iris Energy — is back at the center of the AI infrastructure trade after a turbulent month that has seen the stock swing between “neo-cloud momentum” and “financing-and-dilution anxiety.” By early afternoon U.S. time on Tuesday, IREN was trading around $42.6 after a sharp run-up, a pullback, and another bounce — a snapshot that reflects the market’s current debate: is IREN a high-growth AI compute platform with hyperscaler-backed demand, or a highly volatile story where execution risk and capital intensity can overwhelm the narrative? The Motley Fool Below

23 December 2025

Artificial Intelligence·NASDAQ:IREN

AI Stocks Today (Dec. 23, 2025): Nvidia’s China Chip Path, Alphabet’s Power Play, and the New 2026 AI Trade Playbook

Dec. 23, 2025 | 1:39 AI stocks are back in the driver’s seat on December 23, 2025, with investors leaning into a familiar year-end setup: easing rate anxiety, a rebound in mega-cap tech leadership, and a renewed focus on who can turn AI spending into durable cash flow—not just headlines. But today’s AI stock story isn’t only about “Magnificent Seven” momentum. It’s increasingly about three hard constraints that could define performance into 2026: Below is a comprehensive roundup of the major news, forecasts, and market analyses moving AI-linked stocks on 23.12.2025, along with what investors are watching next. Market backdrop:

23 December 2025

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:NVDA·Stock Market

Snap Stock (SNAP) News Today: AI Video Tools, Legal Headlines, Analyst Forecasts, and What Investors Are Watching on Dec. 23, 2025

Snap Inc. (NYSE: SNAP) is trading lower on Tuesday, Dec. 23, 2025, after a strong prior session that put the spotlight back on the company’s two biggest levers: advertising performance and product-driven engagement (increasingly boosted by AI). As of the latest available intraday print, Snap shares were at $7.815, down 1.57% on the day, after opening at $7.84 and trading between $7.74 and $7.92. Below is a comprehensive, up-to-date look at the latest Snap stock news, the most widely-cited forecasts, and the key bull/bear debates shaping SNAP as of 23.12.2025. Snap stock price action on Dec. 23, 2025 Monday (Dec.

23 December 2025

Artificial Intelligence·NYSE:SNAP·Technology

Amazon Stock (AMZN) News Today: OpenAI Deal Talks, AWS AI Push, and Wall Street Forecasts for 2026

Amazon.com, Inc. (NASDAQ: AMZN) enters Tuesday, December 23, 2025, with investors balancing a familiar Amazon narrative—AWS growth, AI spending, and faster delivery—against a fresh set of headlines that could shape sentiment into year-end and early 2026. Shares were $228.43 in the latest trade, up about 0.5% on the day, after opening around $228.50 and trading in a tight intraday range. Below is a complete, investor-focused roundup of the most current AMZN news, forecasts, and analyses shaping the stock on 23.12.2025—plus what to watch next. AMZN today: the 3 themes driving the Amazon stock conversation 1) OpenAI investment talks put Amazon’s

23 December 2025

Artificial Intelligence·Financial Forecasts·NASDAQ:AMZN·Stock Market

BigBear.ai (BBAI) Stock News and Forecasts for Dec. 23, 2025: Ask Sage Deal, Border Security Partnership, and a High-Stakes Share Vote

BigBear.ai Holdings, Inc. (NYSE: BBAI) is back in the spotlight on December 23, 2025, as traders and longer-term investors weigh a fast-moving mix of catalysts: a newly announced border-security radar partnership, a pending $250 million acquisition of generative/agentic AI platform Ask Sage, and a looming shareholder vote that could materially expand the company’s ability to issue new shares. BigBear.ai Holdings, Inc.+2BigBear.ai Holdings, Inc.+2 As of the latest available market data on Dec. 23, BBAI traded around $6.39, following a $6.26 prior close, with an intraday range of roughly $6.17–$6.55 and market cap near $2.84 billion—a reminder that this is still

23 December 2025

Artificial Intelligence·Financial Forecasts·NYSE:BBAI·Stock Market

AI Stocks Today (Dec. 23, 2025): China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

AI stocks are heading into the final stretch of 2025 with a familiar contradiction: demand signals still look strong, but the market’s tolerance for “priced-for-perfection” narratives is thinning fast. On Tuesday, December 23, the AI news cycle hit nearly every layer of the stack—chips, cloud, data centers, power, autonomous systems, and even the legal plumbing underneath generative AI. Below is a comprehensive roundup of the key AI-stock headlines dated Dec. 23, 2025—plus what they mean for investors watching Nvidia, Microsoft, Alphabet (Google), Amazon, Meta, AMD, Broadcom, Taiwan’s chip ecosystem, and China’s rapidly scaling AI complex. The big picture: AI spending

23 December 2025

Artificial Intelligence·NASDAQ:AMD·NASDAQ:AMZN·NASDAQ:AVGO·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·Stock Market

Microsoft Stock After Hours Today: MSFT Holds Near $485 as AI Bulls Talk 2026 Upside — What to Know Before Tuesday’s Open (Dec. 23, 2025)

Microsoft (MSFT) was little changed in post-market trading Monday night (Dec. 22, 2025), as investors weighed a fresh round of AI-focused analyst commentary against the market’s broader “holiday-week” backdrop of lighter volumes and calmer volatility. The big picture for Microsoft hasn’t changed after the bell: Wall Street continues to treat MSFT as a core “AI infrastructure + enterprise software” compounder, but the debate is intensifying around how quickly AI monetization (Copilot, Azure AI services) can justify the massive spending cycle powering it. Microsoft stock after the bell: the latest MSFT price action Microsoft shares closed at $484.92 on Monday, down

23 December 2025

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market

AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

As of Dec. 22, 2025 (22.12.2025), the AI stocks story is being driven by three forces that investors can’t ignore: (1) geopolitics around high-end AI chips, (2) the escalating “power and data center” buildout, and (3) a fresh round of 2026 forecasts that are widening the gap between “AI winners” and “AI valuation risk.” This morning’s action is happening against a year-end backdrop where U.S. markets are entering a holiday-shortened week, and AI-linked tech remains a major swing factor for the broader indices. Reuters What’s moving AI stocks today: the 5 biggest themes investors are reacting to 1) Nvidia and

22 December 2025

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:NVDA·Stock Market

NextEra Energy (NEE) Stock News Today: AI Data Center Deals, 2026 Earnings Outlook, and Analyst Price Targets (Dec. 22, 2025)

NextEra Energy, Inc. (NYSE: NEE) enters the final full week of 2025 with an unusual mix of catalysts that touch nearly every part of the U.S. power value chain: regulated utility rate clarity in Florida, a rapidly expanding portfolio tied to Big Tech’s data-center buildout, and a wave of analyst notes trying to re-price what “growth” means for a company that historically sat in the utility bucket. As of Dec. 22, investors are parsing a central question: can NextEra keep delivering above-average earnings growth while navigating rising grid constraints, shifting federal permitting dynamics, and a capital-intensive pipeline that is increasingly

22 December 2025

Artificial Intelligence·Earnings Reports·NYSE:NEE·Renewable Energy

Intuit Stock (INTU) Today: Stablecoin Push With Circle, OpenAI Deal, and 2026 Tax Season Catalysts Investors Are Watching

Intuit Inc. (NASDAQ: INTU) heads into the final stretch of 2025 with multiple narrative “tailwinds” converging at once: a new stablecoin partnership aimed at speeding up money movement, a major AI tie-up with OpenAI, and fresh TurboTax/Credit Karma marketing initiatives designed to pull more consumers into its broader financial ecosystem. As of Monday, December 22, 2025, Intuit shares traded at $675.71, up about 0.65% on the session, with an intraday range of $671.50–$679.26. Below is what’s driving the story now, the forecasts that matter into early 2026, and the key risks investors should keep on the radar. What’s moving Intuit

22 December 2025

Artificial Intelligence·Fintech·NASDAQ:INTU·Stock Market

AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

Updated: Monday, Dec. 22, 2025 — 1:43 p.m. ET The “AI trade” is back at the center of Wall Street’s conversation heading into a holiday-shortened week—driven by a mix of semiconductor headlines, cloud monetization forecasts, and an increasingly important constraint that has nothing to do with code: electricity. By late morning in New York, major U.S. indexes were higher, with technology and chip stocks extending a rebound that began late last week—helped by upbeat memory-chip guidance and softer inflation data. Investors are also looking ahead to key U.S. economic releases later this week, while trading volumes are expected to thin

22 December 2025

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:MSFT·NASDAQ:NVDA

Palo Alto Networks (PANW) Stock News Today: Google Cloud’s Near-$10 Billion Deal, AI-Security Momentum, and Analyst Forecasts (Dec. 22, 2025)

Palo Alto Networks, Inc. (NASDAQ: PANW) is back in the spotlight on December 22, 2025, as investors digest a wave of fresh coverage and analysis tied to the company’s expanding role in AI-era cybersecurity—and a landmark cloud partnership that could reshape its growth narrative into 2026. As of the latest available quote on Dec. 22, PANW traded around $189.65, up roughly 1.5% on the day, as the market continued to assess the revenue potential (and execution risks) of several major strategic moves. Below is a comprehensive, publication-ready roundup of the current news, forecasts, and analyses circulating today (22.12.2025)—including what’s driving

22 December 2025

Artificial Intelligence·Cloud Computing·Cybersecurity·NASDAQ:PANW·Stock Market

Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Applied Materials, Inc. (NASDAQ: AMAT) is starting the holiday-shortened trading week in focus as investors weigh two powerful forces pulling the stock in opposite directions: accelerating AI-driven semiconductor investment and persistent U.S.-China export restrictions that continue to reshape the company’s addressable market. As of Dec. 22, 2025 (15:49 UTC / 10:49 a.m. ET), AMAT traded around $259.40, up about $2.99 (~1.17%) on the session, after moving between $257.59 and $263.00 intraday. AMAT stock price action: a tech-led rebound into Christmas week Applied Materials’ move comes as U.S. equities broadly opened the week higher, with technology shares benefiting from renewed enthusiasm

22 December 2025

Artificial Intelligence·NASDAQ:AMAT·Semiconductors·Stock Market·Technology

Lam Research Stock (LRCX) News Today: Shares Hit Fresh Highs as AI Chip Spending Lifts Forecasts Into 2026

December 22, 2025 — Lam Research Corporation (NASDAQ: LRCX) is back in the spotlight after a sharp late-week surge pushed the semiconductor equipment maker to a new 52-week high, extending one of the strongest momentum runs in large-cap chip tools this year. In the most recent session highlighted by market commentators, LRCX jumped 4.6% to $172.27 on above-average volume, capping an 18% gain over the past four weeks as investors leaned into a renewed AI-driven semiconductor rally. Nasdaq The move comes as Wall Street debates a key question for 2026 positioning: has Lam’s AI-and-memory “capex rebound” already been priced in—or

22 December 2025

Artificial Intelligence·NASDAQ:LRCX·Stock Market·Technology

Western Digital (WDC) Stock on Dec. 22, 2025: Nasdaq-100 Entry, New Price-Target Hikes, and the AI Storage Boom Driving Forecasts

Western Digital Corporation (NASDAQ: WDC) is starting the week in the spotlight for a simple reason: today is a structural “index day” for the stock. Western Digital officially joins the Nasdaq-100 effective prior to the market open on Monday, December 22, 2025, placing WDC into one of the most widely tracked large-cap growth benchmarks in the world. Nasdaq That index inclusion arrives after a powerful year-long rally tied to the AI infrastructure buildout—and alongside a fresh wave of analyst notes that have lifted price targets as high as $250. The result is a stock story that blends short-term flows (index

22 December 2025

Artificial Intelligence·NASDAQ:STX·NASDAQ:WDC·Stock Market·Technology

Amazon Stock (AMZN) Today: OpenAI Talks, AWS AI Spending, and Ultra‑Fast Delivery Set the 2026 Debate

Amazon.com, Inc. (NASDAQ: AMZN) heads into the final stretch of 2025 with the market asking a deceptively simple question: Is Amazon about to re-accelerate—or just get more expensive to run? As of Monday, December 22, 2025 (15:31 UTC), AMZN traded around $227.64, after opening near $228.50 and moving between $227.00 and $229.42 intraday. That price action—calm on the surface—sits on top of a pile of big, noisy storylines investors are trying to price in at once: possible OpenAI investment talks, an AI leadership shake-up, new AWS chips and models, and a fresh push into ultra-fast delivery that could reshape how

22 December 2025

Artificial Intelligence·NASDAQ:AMZN·Stock Market

Micron (MU) Stock Today: AI Memory Boom, Blowout Guidance, and Fresh Wall Street Targets on Dec. 22, 2025

Micron Technology, Inc. (NASDAQ: MU) stock is back in the spotlight on Monday, December 22, 2025, as investors extend a powerful post-earnings rally fueled by one theme: AI-driven memory demand is rising faster than supply. After a volatile stretch for the broader “AI trade,” Micron has become a bellwether again—this time not for GPUs, but for the memory chips that feed them. Market commentary on Dec. 22 points to a tech-led rebound and continued interest in Micron following last week’s standout earnings and forward guidance. Reuters+2IG+2 Below is a comprehensive, publication-ready roundup of the latest Micron stock news, official forecasts,

22 December 2025

Artificial Intelligence·NASDAQ:MU·Stock Market

AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

Updated: Dec. 22, 2025 — 10:22 a.m. ET (15:22 UTC) U.S. equities are starting the holiday-shortened week with a familiar engine: artificial intelligence. By mid-morning Monday, AI chip stocks and the broader tech complex were extending a rebound that picked up late last week, as investors balanced fresh catalysts (notably in semiconductors and cloud) against lingering concerns about valuations, export controls, and the “who actually earns the ROI?” question that keeps resurfacing whenever capex numbers climb. Reuters At the center of today’s tape is a single theme that keeps proving it can move multiple sectors at once: the AI supply

22 December 2025

Artificial Intelligence·NASDAQ:AMAT·NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:GOOGL·NASDAQ:LRCX·NASDAQ:MSFT·NASDAQ:MU·NASDAQ:NVDA·NYSE:TSM·Stock Market

Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

December 22, 2025 — Microsoft Corp. (NASDAQ: MSFT) enters the holiday-shortened final stretch of 2025 with investors focused on one big question: can the company turn its massive AI buildout into accelerating, measurable returns fast enough to justify the spending curve and premium valuation? On Monday, Microsoft shares traded around $486, keeping the software giant firmly in mega-cap territory while sentiment across tech improves into year-end. TipRanks+1 Below is a detailed, publication-ready roundup of the latest MSFT stock news, analyst forecasts, and market-moving themes as of 22.12.2025—with a clear look at what bulls and bears are watching next. Microsoft stock

22 December 2025

Artificial Intelligence·Cloud Computing·Financial Forecasts·Microsoft·NASDAQ:MSFT·Stock Market

Apple Stock (AAPL) News Today, Dec. 22, 2025: Italy Antitrust Fine, China Signals, and Wall Street’s 2026 AI Upgrade Thesis

Apple Inc. (NASDAQ: AAPL) heads into the Christmas week with investors juggling two storylines that rarely stop fighting: regulatory pressure (especially around the App Store and privacy rules) versus product-cycle momentum (with iPhone 17 demand still a major pillar of the bull case). On Monday, December 22, 2025, Apple is trading around the $273 level as markets open a holiday-shortened week where headlines can hit harder than usual. Reuters Below is a full, up-to-date roundup of what’s moving Apple stock today—plus the most-cited forecasts and analyst targets shaping expectations into 2026. Apple stock price today: where AAPL stands on Dec.

22 December 2025

Artificial Intelligence·China Economy·NASDAQ:AAPL·Stock Market

Artificial Intelligence News 22 December 2025 - 23 December 2025

IREN Limited Stock (NASDAQ: IREN) Today: Analyst Downgrade, $9.7B Microsoft AI Deal, and Wall Street Forecasts as of Dec. 23, 2025

AI Stocks Today (Dec. 23, 2025): Nvidia’s China Chip Path, Alphabet’s Power Play, and the New 2026 AI Trade Playbook

Snap Stock (SNAP) News Today: AI Video Tools, Legal Headlines, Analyst Forecasts, and What Investors Are Watching on Dec. 23, 2025

Amazon Stock (AMZN) News Today: OpenAI Deal Talks, AWS AI Push, and Wall Street Forecasts for 2026

BigBear.ai (BBAI) Stock News and Forecasts for Dec. 23, 2025: Ask Sage Deal, Border Security Partnership, and a High-Stakes Share Vote

AI Stocks Today (Dec. 23, 2025): China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

Microsoft Stock After Hours Today: MSFT Holds Near $485 as AI Bulls Talk 2026 Upside — What to Know Before Tuesday’s Open (Dec. 23, 2025)

AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

NextEra Energy (NEE) Stock News Today: AI Data Center Deals, 2026 Earnings Outlook, and Analyst Price Targets (Dec. 22, 2025)

Intuit Stock (INTU) Today: Stablecoin Push With Circle, OpenAI Deal, and 2026 Tax Season Catalysts Investors Are Watching

AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

Palo Alto Networks (PANW) Stock News Today: Google Cloud’s Near-$10 Billion Deal, AI-Security Momentum, and Analyst Forecasts (Dec. 22, 2025)

Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Lam Research Stock (LRCX) News Today: Shares Hit Fresh Highs as AI Chip Spending Lifts Forecasts Into 2026

Western Digital (WDC) Stock on Dec. 22, 2025: Nasdaq-100 Entry, New Price-Target Hikes, and the AI Storage Boom Driving Forecasts

Amazon Stock (AMZN) Today: OpenAI Talks, AWS AI Spending, and Ultra‑Fast Delivery Set the 2026 Debate

Micron (MU) Stock Today: AI Memory Boom, Blowout Guidance, and Fresh Wall Street Targets on Dec. 22, 2025

AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

Apple Stock (AAPL) News Today, Dec. 22, 2025: Italy Antitrust Fine, China Signals, and Wall Street’s 2026 AI Upgrade Thesis

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