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Artificial Intelligence News 15 December 2025 - 16 December 2025

GE Vernova Stock (NYSE: GEV) News on Dec. 16, 2025: Fresh Price-Target Hikes Extend the AI-Power Trade Momentum

GE Vernova Stock (NYSE: GEV) News on Dec. 16, 2025: Fresh Price-Target Hikes Extend the AI-Power Trade Momentum

Published Tuesday, December 16, 2025 GE Vernova Inc. (NYSE: GEV) is back in the spotlight on December 16, 2025 as Wall Street keeps repricing the “AI needs power” theme—this time through a wave of new and reiterated bullish calls that follow the company’s widely watched investor update earlier this month. On today’s tape, the story isn’t just one headline. It’s the stacking of catalysts: upward revisions to multi-year financial targets, expanded capital returns (dividends and buybacks), upbeat demand commentary tied to data centers and electrification, and a growing drumbeat of analyst upgrades and higher price targets. MarketScreener+4GE Vernova+4Seeking Alpha+4 Where
16 December 2025
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Nasdaq Today After the Bell: What to Watch on Dec. 16, 2025 as Jobs Data, AI Volatility, and 23‑Hour Trading Plans Collide

Nasdaq Today After the Bell: What to Watch on Dec. 16, 2025 as Jobs Data, AI Volatility, and 23‑Hour Trading Plans Collide

As of 10:30 a.m. ET on Tuesday, Dec. 16, 2025, the Nasdaq has been chopping around the flatline—a sign the market is still trying to “price” a rare combination of fresh macro data, renewed AI-trade scrutiny, and shifting expectations for 2026 rate cuts. One major headline is already reshaping how traders think about the post-close session: Nasdaq has filed to expand weekday trading to 23 hours, accelerating Wall Street’s push toward near round-the-clock equities trading. Investopedia+2Reuters+2 But the near-term catalyst for the Nasdaq’s next move—into the close and especially after the bell—remains the data dump: the long-delayed October and November jobs figures, plus flat retail sales and a
16 December 2025
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Meta (META) Stock News, Forecasts and Analysis for Dec. 16, 2025: AI-First Push Meets Fresh Ad-Fraud Scrutiny

Meta (META) Stock News, Forecasts and Analysis for Dec. 16, 2025: AI-First Push Meets Fresh Ad-Fraud Scrutiny

Meta Platforms, Inc. (NASDAQ: META) is navigating a familiar late-year market cocktail on Tuesday, December 16, 2025: investors weighing AI-driven upside and potential cost discipline against headline risk—this time centered on ad integrity and regulatory pressure. Early Tuesday, Meta shares hovered around the $648 level, keeping the stock near the key $650 “line in the sand” often cited by technical traders. StockAnalysis+1 Below is what’s driving Meta stock today, what Wall Street forecasts look like, and what to watch heading into 2026. Meta stock price today: where META is trading on Dec. 16, 2025 Meta stock traded around $647–$648 in
16 December 2025
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Broadcom (AVGO) Stock Slides on AI Margin Fears: Latest News, Analyst Forecasts, and 2026 Outlook

Broadcom (AVGO) Stock Slides on AI Margin Fears: Latest News, Analyst Forecasts, and 2026 Outlook

December 16, 2025 — Broadcom Inc. (NASDAQ: AVGO) is under heavy pressure this week as investors digest a sharp post-earnings selloff and re-price what “AI-at-any-cost” growth could mean for profitability in 2026. Shares were trading around $339.81, down about 5.6% versus the prior close in early U.S. trading on Tuesday, following a steep multi-session decline. investopedia.com The pullback comes despite Broadcom posting record revenue, raising its dividend, and guiding to strong next-quarter sales driven by custom AI accelerators and networking. The key tension moving the stock now is simple: Wall Street loves Broadcom’s AI growth—until it starts to dilute margins.
16 December 2025
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NVIDIA Stock (NVDA) Holds Near $176 as Open-Source AI Push, China H200 Exports, and Wall Street Forecasts Shape the 2026 Outlook (Dec. 16, 2025)

NVIDIA Stock (NVDA) Holds Near $176 as Open-Source AI Push, China H200 Exports, and Wall Street Forecasts Shape the 2026 Outlook (Dec. 16, 2025)

NVIDIA Corporation (NASDAQ: NVDA) is trading in a familiar spot for late 2025: right at the intersection of blockbuster AI demand, tightening geopolitics, and rising investor anxiety about whether the next phase of the AI boom looks like a “new industrial cycle” or an overheated bubble. On Tuesday, December 16, 2025, Nvidia shares hovered near $176 after a volatile stretch that has forced investors to balance two stories that can both be true at once: Nvidia remains the center of gravity for AI infrastructure spending, but the market is now scrutinizing every sign of competition, policy risk, and supply-chain friction.
16 December 2025
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Rivian Stock (RIVN) Today: Autonomy & AI Day Fueled a Rally—Now Analysts Debate the 2026 Roadmap

Rivian Stock (RIVN) Today: Autonomy & AI Day Fueled a Rally—Now Analysts Debate the 2026 Roadmap

December 16, 2025 — Rivian Automotive, Inc. (NASDAQ: RIVN) has become one of the EV market’s most closely watched “story stocks” again—this time for something bigger than quarterly deliveries: a hard pivot into vertically integrated autonomy, custom silicon, and recurring software revenue. Rivian shares are hovering near the high teens after a burst of volatility tied to the company’s inaugural Autonomy & AI Day and the analyst reaction that followed. The stock closed at $18.70 on December 15, according to MarketBeat’s market data. MarketBeat What changed? Rivian didn’t just demo features—it laid out a strategy that looks more like a
16 December 2025
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Amazon Stock (AMZN) in Focus: Guggenheim’s Buy Call, AI Cloud Economics, and the Biggest Headlines to Watch on Dec. 16, 2025

Amazon Stock (AMZN) in Focus: Guggenheim’s Buy Call, AI Cloud Economics, and the Biggest Headlines to Watch on Dec. 16, 2025

Dec. 16, 2025 — Amazon.com Inc. (NASDAQ: AMZN) is back at the center of Wall Street’s AI-and-cloud conversation as fresh analyst commentary collides with a fast-moving news cycle around data centers, power constraints, and the economics of building “AI-ready” cloud capacity. The immediate catalyst for renewed attention is a more constructive tone from parts of the sell-side — including Guggenheim initiating coverage with a Buy rating and a $300 price target — alongside a broader debate about whether Amazon’s “AI cloud” strategy is now translating into clearer returns. Finviz+1 At the same time, today’s news flow highlights the environment Amazon
16 December 2025
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London Stock Exchange Group plc (LSEG) Stock Update: Share Buyback Continues, AI Strategy in Focus, and Analyst Forecasts on 16 December 2025

London Stock Exchange Group plc (LSEG) Stock Update: Share Buyback Continues, AI Strategy in Focus, and Analyst Forecasts on 16 December 2025

London Stock Exchange Group plc (LSEG) stock is back in the spotlight on Tuesday, 16 December 2025, after the company disclosed another round of share repurchases under its ongoing buyback programme—while investors continue to weigh a fast-moving mix of AI disruption risk, capital markets reform, and post-trade economics that could shape earnings into 2026 and beyond. As of 16 December 2025, LSEG shares were trading around 8,592 pence (£85.92), according to market data, with the day’s range and 52‑week range underscoring how far the stock has moved from earlier 2025 highs. investing.com Below is a detailed roundup of the key
16 December 2025
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RELX PLC Stock News and Forecast for December 16, 2025: Buyback Momentum, Analyst Targets, and the AI Growth Story

RELX PLC Stock News and Forecast for December 16, 2025: Buyback Momentum, Analyst Targets, and the AI Growth Story

RELX PLC stock is back in focus on December 16, 2025 as investors weigh three near-term drivers: a fresh round of share repurchases, a steady drumbeat of bullish broker commentary, and ongoing evidence that RELX’s AI-enabled products are becoming central to its growth narrative. The London-listed shares (LSE: REL) are trading around 3,077p (£30.77), a level that highlights both resilience and a notable pullback from this year’s peak. investing.com+1 Below is a comprehensive, up-to-date look at the latest RELX news, the current analyst forecast picture, and the fundamentals that are shaping sentiment around the stock as of 16 December 2025.
16 December 2025
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Dow Jones Today: Dow Slips 41 Points After the Bell as Wall Street Braces for Jobs, Inflation Data and More AI “Bubble” Debate (Dec. 15, 2025)

Dow Jones Today: Dow Slips 41 Points After the Bell as Wall Street Braces for Jobs, Inflation Data and More AI “Bubble” Debate (Dec. 15, 2025)

The Dow Jones Industrial Average finished Monday’s session little changed but slightly lower, closing down 41.43 points (-0.09%) at 48,416.62 in choppy trade as investors positioned for a data-heavy week and reassessed the durability of the AI-led rally. The S&P 500 ended down 9.95 points (-0.15%) at 6,816.34, while the Nasdaq Composite fell 135.14 points (-0.58%) to 23,060.03, underperforming again as technology and AI-linked names remained volatile. TradingView The tone was cautious rather than panicky: traders started the last full trading week of 2025 weighing two storylines at once—whether incoming economic reports will validate expectations for more rate cuts, and whether the market’s AI trade is showing early signs of
15 December 2025
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Credo Technology Group (CRDO) Stock: Latest News, Analyst Price Targets, and 2026 Outlook as AI Data-Center Demand Stays Hot (Dec. 15, 2025)

Credo Technology Group (CRDO) Stock: Latest News, Analyst Price Targets, and 2026 Outlook as AI Data-Center Demand Stays Hot (Dec. 15, 2025)

Credo Technology Group Holding Ltd (NASDAQ: CRDO) enters mid-December with investors still focused on one core question: how long can the company’s AI-driven data-center connectivity boom last—and how much of that future is already priced into the stock? On December 15, 2025, CRDO shares traded around $144 with a market cap near $32.5 billion, reflecting a year defined by sharp upside moves, sudden pullbacks, and a steadily rising drumbeat of bullish analyst updates tied to hyperscale AI buildouts. Below is a full roundup of today’s CRDO-specific updates (Dec. 15) plus the latest forecasts and analysis published in recent days, including
15 December 2025
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Rumble Inc. (RUM) Stock Today: Latest News, AI Pivot, Tether Commitments, Price Targets, and Outlook (Dec. 15, 2025)

Rumble Inc. (RUM) Stock Today: Latest News, AI Pivot, Tether Commitments, Price Targets, and Outlook (Dec. 15, 2025)

Rumble Inc. (NASDAQ: RUM) enters mid-December in a familiar position for longtime watchers: high volatility, intense debate about the business model, and a narrative that’s shifting fast—from “alternative video platform” to a much bigger (and riskier) ambition in cloud and AI infrastructure. As of 10:33 a.m. ET on Dec. 15, 2025, Rumble’s investor relations feed showed the stock around $6.55, down $0.46 on the session. Rumble IR That price action is happening against the backdrop of Rumble’s most consequential strategic move of 2025: an agreed transaction to acquire Northern Data, a European AI/HPC (high-performance computing) infrastructure operator—plus expanding commercial commitments
15 December 2025
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Disney Stock (DIS) Today, Dec. 15, 2025: OpenAI Deal, Google AI Copyright Clash, Dividend Date and Wall Street Targets

Disney Stock (DIS) Today, Dec. 15, 2025: OpenAI Deal, Google AI Copyright Clash, Dividend Date and Wall Street Targets

The Walt Disney Company (NYSE: DIS) is trading lower in Monday’s session as investors weigh a mix of near-term mechanics (Disney is going ex-dividend today) and fast-moving headlines tied to generative AI—headlines that have increasingly become a real factor in how the market values major IP owners. As of midday Monday (around 12:20 p.m. ET), Disney shares were about $110.72, down roughly 0.8% on the day, after trading between $110.19 and $111.53. Below is what’s driving the stock on December 15, 2025, what Disney’s latest corporate guidance signals, and where analysts see DIS heading into 2026. Disney stock price check:
15 December 2025
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Salesforce Stock (CRM) Slides on Dec. 15, 2025 as Wall Street Keeps Bullish Forecasts on Agentforce AI

Salesforce Stock (CRM) Slides on Dec. 15, 2025 as Wall Street Keeps Bullish Forecasts on Agentforce AI

Salesforce, Inc. (NYSE: CRM) stock is under pressure on December 15, 2025, even as new analyst commentary and fresh customer adoption headlines keep the long-term “Agentforce” AI narrative firmly in focus. At last check Monday, CRM shares traded around $254, down a little over 3% on the session. That decline put Salesforce among the notable Dow components weighing on the blue-chip index in late morning trading, alongside 3M, according to MarketWatch’s intraday market tally. MarketWatch So what’s moving Salesforce stock today—and what are analysts forecasting next? Salesforce stock price today: CRM falls with the market’s “AI winners vs. losers” debate
15 December 2025
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S&P 500 Today (Dec. 15, 2025): Index Holds Near 6,800s as Payrolls, Inflation and AI Anxiety Set the Tone

S&P 500 Today (Dec. 15, 2025): Index Holds Near 6,800s as Payrolls, Inflation and AI Anxiety Set the Tone

NEW YORK — Monday, December 15, 2025 (11:40 a.m. ET) — The S&P 500 is steady in late-morning trading as Wall Street starts the final full trading week of 2025 with a familiar mix of optimism and caution: hopes for easier rates in 2026, nerves around big-tech valuations, and a packed calendar of delayed U.S. economic data that could quickly change the market’s direction. Reuters+1 As of 11:27 a.m. ET, the S&P 500 (SPX) was at 6,836.37, up 0.13% on the day (quotes may be delayed). Stooq S&P 500 live update: early gains fade, trading stays rangebound The S&P 500
15 December 2025
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Gartner (NYSE: IT) Stock News Today (Dec. 15, 2025): AI Disruption Fears, Insider Buying, Analyst Targets and What Could Move Shares Next

Gartner (NYSE: IT) Stock News Today (Dec. 15, 2025): AI Disruption Fears, Insider Buying, Analyst Targets and What Could Move Shares Next

Gartner, Inc. (NYSE: IT) stock is back in focus on Dec. 15, 2025 as investors weigh a messy mix of forces: a year-long selloff tied to artificial intelligence disruption worries, fresh institutional-position headlines, notable insider activity, and a steady drumbeat of Wall Street price-target updates. As of 15:26 UTC on Monday, Gartner shares traded at $242.94, up about 3.9% from the prior close, after moving between $235.30 and $245.32 intraday. That bounce doesn’t erase the bigger story: Gartner has been lumped into the “AI winners/losers” narrative in 2025, with some investors treating subscription research and data-driven advisory businesses as vulnerable
15 December 2025
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AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

Late morning on Monday, December 15, 2025 (around 11:30 a.m. ET), “AI stocks” are once again doing what they’ve done all year: pulling the broader market narrative toward big, fast-moving bets on compute, data centers, and monetization—and then snapping back when investors start asking the same hard question: Where are the profits relative to the spending? After last week’s sharp shakeout in AI-linked names, U.S. traders started this new week with a cautious rebound in mega-cap tech, while several AI bellwethers remained volatile amid a heavy calendar of economic reports and fresh analyst forecasts for 2026. Reuters+1 AI stocks and the market today: a choppy
15 December 2025
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Santa Claus Rally 2025: AI Jitters, Fed Signals and Global Central Banks Put Wall Street’s Year-End Bounce to the Test

Santa Claus Rally 2025: AI Jitters, Fed Signals and Global Central Banks Put Wall Street’s Year-End Bounce to the Test

December 15, 2025 — The market’s most persistent seasonal storyline is back: will the “Santa Claus rally” save the final stretch of the year, or is Wall Street about to get a lump of coal? As the last full trading week of 2025 begins, investors are trying to stabilize after a tech-led slide last week—while juggling a rare mix of cross-currents: delayed U.S. economic data due to the government shutdown, multiple major central bank decisions, renewed worries about an AI-driven capex bubble, and fresh tremors from China’s property market. Reuters+2Reuters+2 Wall Street starts the week cautiously higher—while the “AI trade”
15 December 2025
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Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

The global race to scale artificial intelligence is no longer just about who can secure the most advanced GPUs. Increasingly, it’s about who can secure the hardest inputs of all: grid-ready power, purpose-built data centers, and financing that can survive multi-year construction timelines. That shift is pushing Applied Digital Corporation (NASDAQ: APLD) into the spotlight. The company has positioned itself as a builder and operator of high-density, liquid-cooled “AI factories” — specialized data centers designed to handle modern AI training and inference workloads — and it’s doing it with long-term leases that are starting to look like a prized form
15 December 2025
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GE Vernova Stock (GEV) News & Forecast on Dec. 15, 2025: Evercore Initiates Coverage as Wall Street Reprices the AI-Power Trade

GE Vernova Stock (GEV) News & Forecast on Dec. 15, 2025: Evercore Initiates Coverage as Wall Street Reprices the AI-Power Trade

Dec. 15, 2025 — GE Vernova (NYSE: GEV) is back in the spotlight on Monday as the stock digests a massive post–investor update run, fresh analyst coverage, and a fast-evolving debate on how to value the “picks-and-shovels” companies enabling the AI and electrification boom. Shares were trading around $679 in Monday’s session (as of 14:58 UTC), after swinging between roughly the mid-$670s and the mid-$690s intraday. The move comes days after the company’s upbeat multi-year outlook helped propel the stock to record territory, and as Wall Street continues to publish new price targets and forecasts tied to data-center-driven power demand.
15 December 2025
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Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
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
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
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.
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