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Artificial Intelligence News 17 December 2025 - 18 December 2025

Meta Platforms (META) Stock News Today (Dec. 18, 2025): EU Privacy Ruling, IRS Tax Fight, and Wall Street’s 2026 AI Forecasts

Meta Platforms (META) Stock News Today (Dec. 18, 2025): EU Privacy Ruling, IRS Tax Fight, and Wall Street’s 2026 AI Forecasts

Meta shares rose 2.7% to about $667 Thursday, outpacing major U.S. indexes, as investors weighed a sweeping Austrian Supreme Court ruling against Meta’s EU ad model. The court ordered Meta to give EU users full access to their personal data, rejecting Meta’s trade secret defense and finding violations of GDPR consent rules. The decision is final and enforceable across the EU.
18 December 2025
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Micron Stock (MU) Jumps on Blowout Forecast: AI Memory Shortage, HBM Sold Out for 2026, and What Wall Street Expects Next

Micron Stock (MU) Jumps on Blowout Forecast: AI Memory Shortage, HBM Sold Out for 2026, and What Wall Street Expects Next

Micron Technology reported record fiscal Q1 2026 results, with revenue of $13.64 billion and GAAP net income of $5.24 billion, beating Wall Street estimates. The company issued Q2 guidance far above expectations, projecting revenue of $18.7 billion and non-GAAP EPS of $8.42. Shares surged, lifting semiconductor stocks as Micron said all 2026 HBM supply is sold out amid tight AI-driven demand.
18 December 2025
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Amazon Stock (AMZN) News Today, Dec. 18, 2025: AI Leadership Shake‑Up, OpenAI Talks, and Wall Street Forecasts for 2026

Amazon Stock (AMZN) News Today, Dec. 18, 2025: AI Leadership Shake‑Up, OpenAI Talks, and Wall Street Forecasts for 2026

Amazon shares traded near $221 Thursday, with a 52-week range of $161 to $259. The company restructured its AI leadership, naming Peter DeSantis to oversee key initiatives as Rohit Prasad prepares to exit. A disputed data-center deal involving Fermi drew market attention. Amazon also announced new Amazon Business Prime partnerships with Intuit, CrowdStrike, and Gusto.
18 December 2025
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Oracle Stock (ORCL) Slides on AI Data Center Funding Jitters: Latest News, Analyst Forecasts, and Key Catalysts on Dec. 18, 2025

Oracle Stock (ORCL) Slides on AI Data Center Funding Jitters: Latest News, Analyst Forecasts, and Key Catalysts on Dec. 18, 2025

Oracle shares fell about 5.4% to $178.46 by 13:17 UTC on December 18, 2025, after reports raised new questions about financing for its $10 billion Michigan AI data center project with OpenAI. Oracle confirmed talks for an equity deal are ongoing but said Blue Owl Capital is not involved, following reports of stalled negotiations. Investors cited concerns over funding structures, execution timelines, and rising capital spending.
18 December 2025
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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 shares fell 3.2% on Dec. 18 amid a broader tech selloff, following a Reuters report that Google is developing "TorchTPU" to make its TPUs more compatible with PyTorch and reduce reliance on Nvidia's software. The move comes as investors question the profitability of ongoing AI infrastructure spending.
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 shares closed at $14.39 on Dec. 17, down 4%, then rebounded to about $14.95 in early extended trading. The stock has dropped roughly 24% over the past week amid ongoing crypto volatility. Analysts tracked by MarketBeat maintain a “Moderate Buy” consensus, with a 12-month price target average of $24.73. Cipher’s latest earnings beat estimates, but the company remains unprofitable.
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

Accenture reported Q1 fiscal 2026 revenue of $18.74 billion, beating analyst estimates, with new bookings reaching $20.94 billion. The company said this is the last quarter it will separately report “advanced AI” figures, as AI is now integrated across its services. Shares moved between gains and losses premarket after mixed guidance for the next quarter. Managed services revenue grew 8% to $9.33 billion, outpacing consulting.
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 shares fell 4.6% to around $467 Thursday morning after hitting a record near $495 Wednesday. The drop followed news that California’s DMV adopted—but stayed—a proposed 30-day suspension of Tesla’s sales license over “Autopilot” marketing claims, giving the company 90 days to respond. Trading volume surged to about 105 million shares Wednesday.
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

MARA Holdings traded near $9.93 on Dec. 18 after a sharp pullback, tracking bitcoin’s 30% slide from its October peak. The stock is near its 52-week low, with a market cap around $3.8 billion. Investors are weighing MARA’s shift toward digital infrastructure and data centers as concerns mount over profitability and funding during the transition.
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)

Constellation Energy shares fell 6.8% to $340.97 on Dec. 18 amid a broad selloff in power and AI-linked stocks. The drop followed renewed debate over future electricity demand for AI, sparked by news of more efficient AI chips. Constellation’s fundamentals remained strong, with all PJM plants clearing a record-high capacity auction and progress on its Calpine acquisition.
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)

U.S. stocks fell Wednesday, with AI-linked shares among the steepest decliners. Nvidia dropped 3.8%, Broadcom 4.5%, and Oracle 5.4%. Investors are weighing high capex and uncertain payback in AI infrastructure. Micron bucked the trend, rising after forecasting strong demand for high-bandwidth memory and raising 2026 capex to $20 billion.
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)

Big Tech stocks showed a cautious rebound in early premarket trading Thursday after an AI-driven selloff, with Tesla, Nvidia, Meta, and Alphabet modestly higher and Micron surging post-earnings. Nasdaq 100 futures rose 0.6% by 3:55 a.m. ET. Investors await the U.S. CPI report, expected at 3.0% year-over-year, as debate intensifies over the costs and returns of heavy AI investment.
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 announced a 15-year, $7 billion lease with Fluidstack for 245 MW of AI data center capacity at its Louisiana campus, with Google providing a financial backstop. The deal, revealed Dec. 17, sent HUT shares to $40.16 by 10:02 UTC Dec. 18. Hut 8 projects $6.9 billion in net operating income over the base term. The first data hall is set for completion in Q2 2027.
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

Nvidia shares fell 3.7% to $170.94 early Thursday, extending a 3.8% drop from Wednesday as investors questioned the pace and sustainability of AI spending. Broader chip stocks also declined. Google and Meta are working to make Google’s TPUs more compatible with PyTorch, challenging Nvidia’s software dominance. Markets remain wary of near-term AI infrastructure returns.
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

OpenAI is in talks to raise up to $100 billion at a $750 billion valuation, Reuters reports. Google made Gemini 3 Flash the default in its app and Search. Amazon is restructuring its AI division under AWS leadership as Rohit Prasad prepares to leave. U.S. senators are investigating whether data centers are raising electricity bills, with calls for a pause on new construction.
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

Amazon named Peter DeSantis to lead a new organization uniting its AI model, custom silicon, and quantum computing efforts, reporting directly to CEO Andy Jassy. Rohit Prasad, head of Amazon’s AGI group and a key Alexa architect, will leave at the end of 2025. Pieter Abbeel will lead the frontier model research team within the AGI organization.
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 reported record fiscal Q1 2026 revenue of $13.64 billion and GAAP net income of $5.24 billion, citing strong AI-driven demand for memory products. Shares rose about 4% in after-hours trading. The company forecast Q2 revenue of $18.7 billion, far above analyst expectations. Gross margins and earnings per share are also projected to reach new highs.
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 Class C shares (GOOG) closed down 3.14% at $298.06 on Dec. 17, then held steady in after-hours trading. The drop followed a broader tech selloff driven by renewed concerns over AI infrastructure costs and debt, after Oracle’s $10 billion Michigan data center project lost key financing. Trading volume reached nearly 25 million shares.
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 shares fell about 4% to $128 on Dec. 17 after commercial PC price hikes took effect and reports surfaced of a $120 million cash acquisition of Israeli AI startup Dataloop. The stock had closed at $133.75 the previous day. Intraday trading was volatile, with shares swinging from the mid-$126s to mid-$134s. The price increases follow tightening memory supply tied to AI infrastructure demand.
17 December 2025
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Stock Market Today

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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