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Artificial Intelligence News 22 December 2025 - 23 December 2025

Oracle Stock After Hours Today (Dec. 23, 2025): ORCL Closes Near $195 as AI Debt and Accounting Headlines Dominate — What to Watch Before Tomorrow’s Early Close

Oracle Stock After Hours Today (Dec. 23, 2025): ORCL Closes Near $195 as AI Debt and Accounting Headlines Dominate — What to Watch Before Tomorrow’s Early Close

Oracle shares closed Tuesday at $195.14, down 1.63%, then traded flat after hours. Volume reached 15.14 million shares, with prices ranging from $192.19 to $197.20. Trading remained muted ahead of Wednesday’s early market close for the holiday. Investors continue to weigh Oracle’s AI cloud growth against concerns over spending and accounting.
Microsoft Stock After Hours: MSFT Ends Dec. 23, 2025 Higher as AI Trade Stabilizes — What to Watch Before the Dec. 24 Market Open

Microsoft Stock After Hours: MSFT Ends Dec. 23, 2025 Higher as AI Trade Stabilizes — What to Watch Before the Dec. 24 Market Open

Microsoft shares closed at $486.85 Tuesday, up 0.40%, then edged down 0.01% to $486.79 in after-hours trading. Volume was light ahead of the Christmas holiday. The stock tracked broader market gains after upbeat U.S. GDP data. Investors are watching thin holiday liquidity and renewed focus on AI spending.
Adobe Stock (ADBE) News Today: AI Video Push, Legal Overhang, and Wall Street Forecasts on Dec. 23, 2025

Adobe Stock (ADBE) News Today: AI Video Push, Legal Overhang, and Wall Street Forecasts on Dec. 23, 2025

Adobe shares fell 1.66% Tuesday, closing at $351.60 after trading between $350.58 and $359.67. The drop followed new legal developments and ongoing debate over Adobe’s ability to convert AI advances into lasting revenue. Fiscal 2025 results showed Q4 revenue of $6.19 billion and net income of $1.86 billion, but investor skepticism persists amid AI-driven competition and regulatory concerns.
CrowdStrike Stock (CRWD) News Today: AI Security Push, Analyst Price Targets, and What Investors Are Watching on Dec. 23, 2025

CrowdStrike Stock (CRWD) News Today: AI Security Push, Analyst Price Targets, and What Investors Are Watching on Dec. 23, 2025

CrowdStrike shares traded near $478 on Dec. 23, down about 1% amid a tight intraday range. The company recently launched Falcon AI Detection and Response, targeting enterprise AI security. Analysts say strong fundamentals persist, but investors remain cautious about high valuations in a selective market. No new earnings were reported Tuesday.
Cisco Systems (CSCO) Stock on Dec. 23, 2025: AI Tailwinds, Analyst Targets, Dividend Outlook, and a Critical Zero‑Day in Focus

Cisco Systems (CSCO) Stock on Dec. 23, 2025: AI Tailwinds, Analyst Targets, Dividend Outlook, and a Critical Zero‑Day in Focus

Cisco shares traded at $77.98 midday Tuesday, down 0.17%, after hitting a record close of $80.25 on Dec. 10. The stock remains in focus as investors weigh strong AI-driven networking demand, raised FY2026 guidance, and new scrutiny of Cisco’s cybersecurity business. Volume reached 4 million shares by midday.
IREN Limited Stock (NASDAQ: IREN) Today: Analyst Downgrade, $9.7B Microsoft AI Deal, and Wall Street Forecasts as of Dec. 23, 2025

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

IREN shares traded around $42.60 by early afternoon Tuesday after Wall Street Zen downgraded the stock from “hold” to “sell,” sending it lower at the open. The company’s volatility remains high, with a 52-week range from $5 to the mid-$70s and short interest at about 20%. IREN’s $9.7 billion AI cloud contract with Microsoft and a $5.8 billion Dell chip deal continue to drive speculation.
AI Stocks Today (Dec. 23, 2025): Nvidia’s China Chip Path, Alphabet’s Power Play, and the New 2026 AI Trade Playbook

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

Nvidia shares rose after news it will resume H200 AI chip shipments to China under a new U.S. policy allowing sales with a 25% fee, Reuters reported. The S&P 500 neared record highs as investors bet on 2026 rate cuts and strong third-quarter GDP. Alphabet, Amazon, and Broadcom also gained more than 1%. Nvidia aims to ship H200 chips to China before mid-February, fulfilling initial orders from existing stock.
Snap Stock (SNAP) News Today: AI Video Tools, Legal Headlines, Analyst Forecasts, and What Investors Are Watching on Dec. 23, 2025

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

Snap Inc. shares fell 1.57% to $7.815 on Dec. 23, 2025, after surging nearly 5% the previous session. Monday’s rally followed the launch of an AI video tool for Lens+ subscribers and news that an investor dropped a lawsuit over alleged ad-platform issues. The stock remains about 40% below its 52-week high of $13.28.
Amazon Stock (AMZN) News Today: OpenAI Deal Talks, AWS AI Push, and Wall Street Forecasts for 2026

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

Amazon shares traded at $228.43 Tuesday, up 0.5%, as reports surfaced of talks to invest over $10 billion in OpenAI and expand use of Amazon’s Trainium AI chips. The company also announced a new AI leadership structure under Peter DeSantis, with longtime executive Rohit Prasad set to depart. Investors are watching AI spending and accounting practices heading into 2026.
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 (BBAI) Stock News and Forecasts for Dec. 23, 2025: Ask Sage Deal, Border Security Partnership, and a High-Stakes Share Vote

BigBear.ai shares traded near $6.39 on Dec. 23 after announcing a border-security radar partnership with C Speed and a pending $250 million acquisition of Ask Sage. A shareholder vote on doubling authorized shares to 1 billion was adjourned to Dec. 30. The stock saw high volatility, with an intraday range of $6.17–$6.55 and a market cap near $2.84 billion.
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 Today (Dec. 23, 2025): China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

Goldman Sachs estimates major AI firms spent nearly $400 billion on AI-related capital expenditures in 2025, with projections reaching $530 billion in 2026. Taiwan reported November export orders up 39.5% year over year, driven by AI demand. ByteDance plans $22 billion in AI infrastructure spending for 2026. Trade policy and geopolitical risks remain.
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 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 shares closed at $484.92 Monday, down 0.21%, and edged up to $485.00 in after-hours trading. Trading volume was about 16 million shares. Analysts debated the pace of AI monetization as Wedbush reiterated a bullish $625 target. No major headlines moved the stock after the bell.
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

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

Nvidia plans to ship H200 AI chips to China by mid-February 2026, pending Chinese approval, after the U.S. cleared exports with a 25% tariff. Nvidia shares moved on the news, while lawmakers in Washington pressed for transparency on chip sales to China. Alphabet announced a $4.75 billion clean-energy acquisition, highlighting power as a key issue for AI-linked tech stocks.
NextEra Energy (NEE) Stock News Today: AI Data Center Deals, 2026 Earnings Outlook, and Analyst Price Targets (Dec. 22, 2025)

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

NextEra Energy shares traded near $80 on Dec. 22, 2025, with a market cap of about $165 billion and a 2.8% dividend yield. Analyst price targets ranged from $56.56 to $108.15, with an average of $91.85. Investor focus sharpened after Alphabet agreed to buy Intersect Power and expand its partnership with NextEra, highlighting rising data center-driven power demand.
Intuit Stock (INTU) Today: Stablecoin Push With Circle, OpenAI Deal, and 2026 Tax Season Catalysts Investors Are Watching

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

Intuit shares rose 0.65% to $675.71 on December 22 after the company highlighted a new stablecoin partnership with Circle, aiming to use USDC for faster payments across TurboTax, QuickBooks, and Credit Karma. CFO Sandeep Aujla called stablecoins a “digital dollar rail” for everyday transactions, positioning the move as an infrastructure upgrade. Implementation details and regulatory questions remain.
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

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

Nvidia plans to ship H200 AI chip modules to China by mid-February, pending regulatory approvals, Reuters reported. U.S. stocks rose late Monday morning, led by gains in technology and semiconductor shares. Trading volumes are expected to thin ahead of the Christmas holiday, with markets closing early Wednesday and shut Thursday. Investors await key U.S. economic data later this week.
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 (PANW) Stock News Today: Google Cloud’s Near-$10 Billion Deal, AI-Security Momentum, and Analyst Forecasts (Dec. 22, 2025)

Palo Alto Networks shares rose 1.5% to $189.65 on Dec. 22 after news of an expanded Google Cloud partnership, reportedly worth nearly $10 billion over several years. The deal includes integrating Palo Alto’s AI security tools with Google Cloud services and expanding firewall and SASE deployments. Analysts highlighted the partnership’s potential to drive recurring revenue but noted execution risks remain.
Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

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

Applied Materials shares rose about 1.17% to $259.40 on Dec. 22 amid a tech-led rebound and renewed AI enthusiasm. Investors weighed strong AI-driven chip demand against ongoing U.S.-China export restrictions. The Philadelphia SE Semiconductor Index also gained in early trading. Lighter holiday trading volumes heightened volatility for chip stocks.
Lam Research Stock (LRCX) News Today: Shares Hit Fresh Highs as AI Chip Spending Lifts Forecasts Into 2026

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

Lam Research shares surged 4.6% to $172.27 on Monday, reaching a new 52-week high of $173.58 last Friday amid heavy trading. The stock is up 138.5% year-to-date, fueled by strong AI-driven demand for semiconductor equipment and multiple price target hikes. Wall Street is watching for Lam’s next earnings, with consensus expecting $1.15 per share, up 26.4% from last year.
Western Digital (WDC) Stock on Dec. 22, 2025: Nasdaq-100 Entry, New Price-Target Hikes, and the AI Storage Boom Driving Forecasts

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

Western Digital joined the Nasdaq-100 before markets opened Monday, Dec. 22, 2025. Shares opened near $186.67 but fell 3.95% to around $173.93 in volatile early trading. The stock had rallied over the past month amid analyst upgrades and AI infrastructure demand. Index inclusion follows a year-long surge and recent price targets as high as $250.
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Stock Market Today

Xero share price (ASX:XRO) ends lower as tech rout grinds on; what investors watch next week

Xero share price (ASX:XRO) ends lower as tech rout grinds on; what investors watch next week

8 February 2026
Xero closed Friday down 0.4% at A$81.76, near last week’s low, as software stocks slumped. The S&P/ASX 200 Tech Index was set to end the week down about 12%, hitting levels last seen in December 2023. Global tech shares also fell, with nearly $1 trillion in value erased from U.S. software stocks since Jan. 28. Investors await fresh rate and inflation signals next week.
Huntington Bank taps ex-BNY risk boss Senthil Kumar as new chief risk officer

Huntington Bank taps ex-BNY risk boss Senthil Kumar as new chief risk officer

8 February 2026
Huntington Bank named Senthil Kumar chief risk officer, effective Feb. 16, as it enters a stricter regulatory category after closing its Cadence Bank merger on Feb. 2. Kumar replaces Helga Houston, who becomes senior executive adviser March 1. The merger brings Huntington’s assets to about $279 billion, triggering tougher oversight. No branch closures are planned before a mid-2026 systems conversion.
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