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Artificial Intelligence News 17 December 2025 - 18 December 2025

Alphabet Stock News & Forecast (Dec. 18, 2025): GOOGL Slides on AI Funding Jitters as Google Pushes TorchTPU, Gemini 3 Flash, and a YouTube Oscars Deal

Alphabet Stock News & Forecast (Dec. 18, 2025): GOOGL Slides on AI Funding Jitters as Google Pushes TorchTPU, Gemini 3 Flash, and a YouTube Oscars Deal

Alphabet Inc. (NASDAQ: GOOGL / GOOG) is ending 2025 the way only a mega-cap AI empire can: with its stock dipping on market nerves even as the company drops a stack of strategically meaningful announcements. On the tape, Alphabet shares fell about 3.2% in the latest session highlighted in today’s coverage, pressured by a broader tech pullback tied to AI infrastructure spending anxiety—and amplified by a Reuters report that Google is launching an internal initiative to reduce Nvidia’s software “lock-in” advantage by making Google’s TPUs far easier to run with PyTorch. Reuters+1 But if you zoom out from the daily
18 December 2025
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Cipher Mining Inc (CIFR) Stock News Today: Analyst Targets, Insider Filings, Bitcoin Link, and the 2026 AI Data Center Outlook (Dec. 18, 2025)

Cipher Mining Inc (CIFR) Stock News Today: Analyst Targets, Insider Filings, Bitcoin Link, and the 2026 AI Data Center Outlook (Dec. 18, 2025)

Cipher Mining Inc. (NASDAQ: CIFR) is back in the spotlight on Thursday, Dec. 18, 2025, as investors weigh two competing forces: short-term crypto-linked volatility and a longer-term pivot into AI / high-performance computing (HPC) data center infrastructure. The stock last marked a $14.39 close (down about 4%), while early extended trading indicated a rebound to roughly $14.95. MarketBeat At the same time, CIFR’s recent trading has been choppy: the shares are down about 23.8% over the past seven days per Simply Wall St’s snapshot. Simply Wall St Here’s what moved the story today—fresh analyst framing, new insider disclosures, updated forecast
18 December 2025
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Accenture Beats Q1 Revenue Forecast as AI Bookings Hit $2.2 Billion; Standalone AI Reporting to End

Accenture Beats Q1 Revenue Forecast as AI Bookings Hit $2.2 Billion; Standalone AI Reporting to End

NEW YORK, Dec. 18, 2025 — Accenture’s latest earnings report offered a clear message to investors tracking the consulting giant’s pivot to artificial intelligence: AI-fueled demand is landing bigger deals and lifting revenue, but the company is also preparing the market for a new reality where “AI work” is no longer a separate category. Accenture reported first-quarter fiscal 2026 revenue of $18.74 billion, topping analyst expectations and landing at the top end of management’s guidance range for the quarter ended Nov. 30, 2025. The beat was supported by strong new bookings—a forward-looking indicator for future revenue—and accelerating advanced AI activity.
18 December 2025
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Tesla Stock Today (TSLA): Shares Slide After California “Autopilot” Ruling as Robotaxi Bets Collide With AI Selloff (Dec. 18, 2025)

Tesla Stock Today (TSLA): Shares Slide After California “Autopilot” Ruling as Robotaxi Bets Collide With AI Selloff (Dec. 18, 2025)

Tesla, Inc. stock is taking a breather after sprinting to fresh highs earlier this week—reminding investors that TSLA doesn’t just trade on car deliveries anymore. It trades on narratives. And right now, two big ones are colliding: regulatory scrutiny over “Autopilot” marketing in California and the market’s growing anxiety about richly valued AI-linked stocks. Reuters+1 As of Thursday morning, Tesla shares were indicated around $467, reflecting a roughly 4.6% drop from the prior close. That pullback came just after TSLA touched an all-time high near $495 during Wednesday’s trading, before reversing lower. AP News+1 Below is what’s driving Tesla stock
18 December 2025
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MARA Holdings (MARA) Stock News on Dec. 18, 2025: Bitcoin Volatility, AI Data-Center Pivot, and Analyst Forecasts in the Spotlight

MARA Holdings (MARA) Stock News on Dec. 18, 2025: Bitcoin Volatility, AI Data-Center Pivot, and Analyst Forecasts in the Spotlight

Dec. 18, 2025 — MARA Holdings, Inc. (NASDAQ: MARA) is getting the full “crypto equity” treatment again: big moves, big opinions, and a market narrative that shifts faster than a mining rig in a heat wave. On today’s tape, the stock is trading around $9.93, after a sharp pullback that follows a broader reset in bitcoin-linked equities. Bitcoin itself is hovering near the high-$80,000s, still well below its early-October peak—an important detail, because MARA’s share price remains tightly tied to bitcoin’s direction and to investor confidence in bitcoin miners’ margins. Investing.com+1 At the same time, the story around MARA is
18 December 2025
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Constellation Energy (CEG) Stock Drops on AI Power-Demand Jitters as PJM Auction Hits Record and Calpine Deal Advances (Dec. 18, 2025)

Constellation Energy (CEG) Stock Drops on AI Power-Demand Jitters as PJM Auction Hits Record and Calpine Deal Advances (Dec. 18, 2025)

Dec. 18, 2025 — Constellation Energy Corporation (NASDAQ: CEG) is back in the spotlight after a sharp pullback that hit many “AI power” and nuclear-linked names at once. CEG was recently trading around $340.97, down about 6.8% versus the prior close. MarketBeat The move comes even as the fundamental newsflow around Constellation has been broadly constructive: a record-setting PJM capacity auction that underscored tightening power supply, fresh federal license renewals for major Illinois nuclear plants, and another step forward in Constellation’s Calpine acquisition process—highlighted today by a Federal Register notice detailing the Justice Department’s proposed settlement and divestiture requirements. PJM+2Constellation+2
18 December 2025
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AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

As of 5:45 a.m. ET on Thursday, December 18, 2025, “AI stocks” are living through a familiar whiplash: the long-term narrative (exploding compute demand) is colliding with a near-term market question investors can’t ignore anymore—who pays for the next wave of AI infrastructure, and when do the profits show up? Wednesday’s U.S. session delivered a clear message: Wall Street is still willing to back AI, but it’s becoming far more selective about where the risk sits—especially when leverage, capex, and multi-year payback periods enter the picture. Reuters+2The Times Leader+2 Below is a full, publication-ready roundup of the key AI stock
18 December 2025
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Big Tech Stocks Today: Magnificent Seven in Focus Ahead of U.S. CPI as Apple AI Hopes, Nvidia Rivalry, Amazon Shake-Up Drive the Tape (Dec. 18, 2025)

Big Tech Stocks Today: Magnificent Seven in Focus Ahead of U.S. CPI as Apple AI Hopes, Nvidia Rivalry, Amazon Shake-Up Drive the Tape (Dec. 18, 2025)

NEW YORK — 5:45 a.m. ET, Thursday, Dec. 18, 2025 — Big Tech stocks are trying to steady in early premarket trading after a sharp AI-led pullback rattled the “Magnificent Seven” trade into year-end. The immediate backdrop is macro: investors are bracing for fresh U.S. inflation data and a busy central-bank day in Europe, while the longer-running debate is micro: whether the AI boom’s next phase rewards today’s heavy spending—or punishes it. Below is what’s moving Big Tech this morning, plus the forecasts and analyst views landing on Dec. 18 that investors are using to frame the next move. Premarket
18 December 2025
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Nasdaq Today: Futures Rise Ahead of CPI as Micron Lifts Tech After AI-Led Selloff (Dec. 18, 2025)

Nasdaq Today: Futures Rise Ahead of CPI as Micron Lifts Tech After AI-Led Selloff (Dec. 18, 2025)

As of 5:45 a.m. EST on Thursday, December 18, 2025, the Nasdaq is trying to stabilize in premarket trading after a sharp, AI-driven tech slide in the prior session—while investors brace for a high-stakes U.S. inflation report that could reset rate expectations heading into year-end. Early indicators point to a tentative rebound: Nasdaq 100 futures were up about 190 points (+0.8%) around 5:10 a.m. ET, supported by a surge in Micron Technology after upbeat guidance, even as broader sentiment remains sensitive to the “big questions” hanging over AI spending, tech balance sheets, and the path of interest rates. Investing.com Nasdaq
18 December 2025
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Hut 8 Corp (HUT) Stock: Google-Backed $7B AI Data Center Lease Ignites Rally—News, Forecasts, and Key Risks (Dec. 18, 2025)

Hut 8 Corp (HUT) Stock: Google-Backed $7B AI Data Center Lease Ignites Rally—News, Forecasts, and Key Risks (Dec. 18, 2025)

Hut 8 Corp (Nasdaq/TSX: HUT) is having one of those “wait, that’s the same company?” moments that the market loves: the former pure-play Bitcoin miner is now being priced like a power-and-data-center developer after announcing a 15-year, $7.0 billion AI data center lease tied to Anthropic, Fluidstack, and a Google financial backstop. PR Newswire+1 As of 10:02 UTC on Dec. 18, 2025, HUT traded around $40.16. Below is what’s driving HUT stock right now, what analysts are forecasting, and what investors should keep an eye on next. What just happened: Hut 8 signs a $7.0B River Bend lease with Fluidstack—Google
18 December 2025
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NVIDIA Stock (NVDA) Today: AI Spending Jitters, New Competition, and Wall Street Forecasts — December 18, 2025

NVIDIA Stock (NVDA) Today: AI Spending Jitters, New Competition, and Wall Street Forecasts — December 18, 2025

December 18, 2025 — NVIDIA Corporation (NASDAQ: NVDA) is waking up to a market mood swing that can be summarized as: AI is still the future… but investors suddenly care about the bill. In early Thursday trading, NVDA was around $170.94, down about 3.7% from the prior close. That follows a rough Wednesday session where Nvidia fell 3.8% as the broader “AI trade” came under pressure and the chip sector slid hard. Reuters So what changed? Not Nvidia’s long-term narrative (it’s still the defining arms dealer of the AI era). What changed is the short-term stress test that markets are
18 December 2025
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AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

Thursday, December 18, 2025 — Today’s AI news cycle had one clear throughline: scale is getting expensive, and the industry is now wrestling with the consequences of building at “national infrastructure” size. OpenAI is reportedly exploring a funding round that would be almost without precedent; Google is pushing faster, cheaper models deeper into Search; Amazon is reorganizing its AI org around chips and frontier research; and the political fight over data centers is escalating from local zoning meetings to Capitol Hill. The Verge+3Reuters+3The Verge+3 Below is a detailed roundup of the biggest AI stories shaping headlines on 18.12.2025 across product launches, funding, chips, regulation, and
18 December 2025
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Amazon AI Chief Rohit Prasad to Leave as Andy Jassy Puts AWS Veteran Peter DeSantis in Charge of AGI, Nova Models, Chips and Quantum

Amazon AI Chief Rohit Prasad to Leave as Andy Jassy Puts AWS Veteran Peter DeSantis in Charge of AGI, Nova Models, Chips and Quantum

December 18, 2025 — Amazon is reshaping its artificial intelligence leadership at a moment CEO Andy Jassy calls an “inflection point,” moving longtime AWS executive Peter DeSantis into a newly expanded organization that brings together Amazon’s most ambitious AI model work, custom silicon development, and quantum computing efforts. The change comes as Rohit Prasad, the senior vice president and head scientist who helped build Alexa and later led Amazon’s “AGI” organization, plans to depart at the end of 2025. About Amazon+1 The reorganization is one of the clearest signals yet that Amazon wants to treat next-generation AI as a “full
18 December 2025
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Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Technology (NASDAQ: MU) delivered a blockbuster earnings update on December 17, 2025, posting record fiscal first-quarter results and issuing a second-quarter sales outlook that far exceeded Wall Street expectations—an emphatic signal that the AI buildout is translating into real demand for memory and storage, not just market hype. Micron Technology+1 The Boise, Idaho–based chipmaker said momentum is being powered by accelerating AI-related demand and pricing strength, particularly in data-center-oriented memory products. Investors responded quickly: Micron shares rose about 4% in extended trading, according to Reuters. Reuters Micron’s fiscal Q1 2026 results: record revenue, stronger margins, and standout cash generation
18 December 2025
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Alphabet (GOOG) Stock After Hours Today (Dec. 17, 2025): Google’s AI-Chip Push, Gemini 3 Flash Rollout, and What to Watch Before Thursday’s Market Open

Alphabet (GOOG) Stock After Hours Today (Dec. 17, 2025): Google’s AI-Chip Push, Gemini 3 Flash Rollout, and What to Watch Before Thursday’s Market Open

Alphabet Inc.’s Class C shares (NASDAQ: GOOG) finished a volatile Wednesday session sharply lower and then turned quiet in early after-hours trading—setting up a macro-heavy Thursday open that could matter as much as any company headline. After the closing bell on Dec. 17, GOOG was essentially unchanged in extended trading at about $298.05, after ending the regular session at $298.06 (down 3.14% on the day). Investing.com+1 That price action came amid a broader tech pullback tied to renewed anxiety over the cost—and the financing—of the AI buildout, even as Alphabet continued to generate its own fresh AI momentum headlines spanning
17 December 2025
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Dell Technologies (DELL) Stock Today: Price Hikes, AI Server Momentum, and a Reported Dataloop Deal Shape the Outlook (Dec. 17, 2025)

Dell Technologies (DELL) Stock Today: Price Hikes, AI Server Momentum, and a Reported Dataloop Deal Shape the Outlook (Dec. 17, 2025)

Dell Technologies Inc. stock (NYSE: DELL) is back in the spotlight on Wednesday, December 17, 2025, as investors weigh a fresh set of catalysts tied to the AI infrastructure boom—and its real-world side effects across PCs, components, and margins. After rising in the prior session, DELL shares traded lower today, with the move unfolding alongside two headline drivers: Dell’s commercial PC price increases that take effect today amid tightening memory supply, and a report that Dell is buying Israeli AI data-infrastructure startup Dataloop in an all-cash deal. Business Insider+1 At the same time, the longer-term narrative remains dominated by Dell’s
17 December 2025
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Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

December 17, 2025 — Arista Networks, Inc. (NYSE: ANET) is back in focus for investors on Wednesday as a mix of AI-infrastructure headlines, analyst updates, and technical commentary reshapes the near-term narrative around one of the market’s most closely watched data-center networking names. ANET shares were trading around $122 late Wednesday, down roughly 3% on the session, with the day’s range stretching from the low $121s to the high $127s. Below is what’s driving today’s coverage, what analysts are forecasting into 2026, and why Arista’s fundamentals—especially its AI networking ambitions—remain central to the bull-and-bear debate. ANET stock price today: what
17 December 2025
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CrowdStrike Stock (CRWD) News Today — Dec. 17, 2025: Falcon AIDR AI Security Launch, Analyst Forecasts, Options Signals, and What’s Moving Shares

CrowdStrike Stock (CRWD) News Today — Dec. 17, 2025: Falcon AIDR AI Security Launch, Analyst Forecasts, Options Signals, and What’s Moving Shares

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is back in the spotlight on Wednesday, December 17, 2025, as investors weigh fresh product momentum tied to enterprise AI security against a rich valuation and mixed near-term sentiment signals from options and institutional positioning. At the time of publication, CRWD shares were trading around $474.62, down about 2.85% on the day, after opening near $489.08 and touching an intraday high near $492.75 and a low around $473.67. What’s driving the conversation isn’t a single earnings headline (CrowdStrike last reported on Dec. 2), but a cluster of developments hitting the tape today—including coverage of a
17 December 2025
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Cisco Systems, Inc. (CSCO) Stock on Dec. 17, 2025: Morgan Stanley Raises Target to $91 as AI Momentum Meets a New Zero-Day Test

Cisco Systems, Inc. (CSCO) Stock on Dec. 17, 2025: Morgan Stanley Raises Target to $91 as AI Momentum Meets a New Zero-Day Test

Cisco Systems, Inc. (NASDAQ: CSCO) is ending 2025 with a rare mix of tailwinds and headlines that matter to investors: a high-profile analyst target increase, a “25-year comeback” narrative after breaking above dot-com-era levels, and a fast-moving cybersecurity story involving an actively exploited, unpatched zero-day affecting certain email-security appliances. As of Dec. 17, 2025 (latest available trading update), CSCO shares were $76.21, down about $1.34 on the day (roughly -1.7%), after trading between $76.13 and $78.15. Below is a detailed, publication-ready roundup of today’s news (17.12.2025) plus the freshest forecasts and analyses investors are using to frame Cisco stock right
17 December 2025
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TeraWulf (WULF) Stock News Today (Dec. 17, 2025): AI Data Center Pivot, Bitcoin Volatility, Dilution Fears, and a High-Stakes Zoning Fight

TeraWulf (WULF) Stock News Today (Dec. 17, 2025): AI Data Center Pivot, Bitcoin Volatility, Dilution Fears, and a High-Stakes Zoning Fight

TeraWulf Inc. (NASDAQ: WULF) is back in the spotlight on Wednesday, December 17, 2025—but not for the reasons bulls may prefer. After one of the most explosive rallies in the Bitcoin-miner-turned-AI-infrastructure theme this year, WULF stock is sliding again, caught between near-term crypto sensitivity and a longer-term narrative built around high-performance computing (HPC) and AI data center leasing. As of late trading (18:28 UTC), WULF was at about $11.81, down roughly 9% on the day, with heavy volume and a wide intraday range that underscores how quickly sentiment can swing in this name. At the same time, Bitcoin itself is
17 December 2025
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Stock Market Today

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
New York, Feb 7, 2026, 12:38 EST — Market closed. U.S.-listed oil stocks closed sharply higher on Friday, tracking a late rebound in crude prices as investors weighed fresh U.S.-Iran tensions and the risk of supply disruption. The moves matter now because energy shares have started reacting again to geopolitics after months in which demand and oversupply debates did most of the work. The sector also tends to swing harder when the broader tape turns risk-on, as it did into Friday’s close. With markets shut for the weekend, the next test is whether crude holds those gains into Monday’s open,
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
Gold price near $5,000: China keeps buying as CME margin hikes raise the stakes

Gold price near $5,000: China keeps buying as CME margin hikes raise the stakes

7 February 2026
China’s central bank raised gold reserves for a 15th month in January, reaching 74.19 million ounces worth $369.58 billion. Gold prices swung sharply, hitting a record near $5,600 before dropping to $4,403.24. CME Group hiked COMEX gold futures margins to 9% after recent volatility. U.S. jobs and inflation data are due next week after a delay.
Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company forecast 2026 capital spending would jump to $200 billion, up more than 50% from 2025. The drop came as the Dow closed above 50,000 for the first time. Amazon reported fourth-quarter net sales up 14% to $213.4 billion and operating income at $25 billion. Trading in Amazon was volatile, with 179 million shares changing hands.
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