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Artificial Intelligence 25 December 2025 - 26 December 2025

AI Stocks Today 26.12.2025: Nvidia Rallies on Groq Inference Deal as S&P 500 Hovers Near Records

AI Stocks Today 26.12.2025: Nvidia Rallies on Groq Inference Deal as S&P 500 Hovers Near Records

Nvidia agreed to a non-exclusive license for Groq’s AI inference technology and will hire Groq’s founder Jonathan Ross, President Sunny Madra, and other engineers. The S&P 500 touched an intraday record Friday, nearing 7,000, as AI megacaps led gains in thin post-holiday trading. Financial terms of the Nvidia-Groq deal were not disclosed. Groq will continue operating independently under CEO Simon Edwards.
26 December 2025
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Oracle Stock Heads for Worst Quarter Since 2001 as AI Spending Fears Collide With OpenAI, TikTok, and Hollywood Bets

Oracle Stock Heads for Worst Quarter Since 2001 as AI Spending Fears Collide With OpenAI, TikTok, and Hollywood Bets

Oracle shares have fallen about 30% this quarter, putting the stock on track for its steepest quarterly drop since 2001. Investors are concerned about the company’s ability to fund large AI data-center projects without straining its finances. Oracle reported fiscal Q2 revenue of $16.1 billion, up 14%, and a cloud backlog of $523 billion, up 438% year over year.
26 December 2025
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AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

The S&P 500 closed out 2025 near a record, less than 1% from 7,000, after an eighth straight monthly gain. Technology stocks cooled since November, but gains in financials, transports, healthcare, and small caps offset the dip. The Fed cut rates by 75 basis points in 2025, bringing its benchmark to 3.50%–3.75%. Gold and silver hit new highs, with silver topping $75 per ounce for the first time.
26 December 2025
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Broadcom Stock (AVGO) News Today: AI Backlog, VMware, Dividend, and Analyst Forecasts for 2026 (Dec. 26, 2025)

Broadcom Stock (AVGO) News Today: AI Backlog, VMware, Dividend, and Analyst Forecasts for 2026 (Dec. 26, 2025)

Broadcom shares traded near $350 early Friday, down from early-December highs despite strong Q4 results and upbeat 2026 revenue guidance. The company reported $18.015 billion in Q4 revenue, up 28% year over year, but warned that rising AI chip sales could pressure gross margins. CEO Hock Tan cited a 74% jump in AI semiconductor revenue. Investors are weighing margin risks as AI demand reshapes the business.
26 December 2025
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Oracle Stock (ORCL) Before the Market Opens Friday, Dec. 26, 2025: TikTok Deal Tailwinds, AI Capex Fears, and Wall Street’s Next Read

Oracle Stock (ORCL) Before the Market Opens Friday, Dec. 26, 2025: TikTok Deal Tailwinds, AI Capex Fears, and Wall Street’s Next Read

Oracle shares closed at $197.49 on Dec. 24, down 43% from their 52-week high. NYSE and Nasdaq will operate normally Dec. 26, despite a federal closure order. Oracle faces scrutiny over AI data-center spending and its role in TikTok’s new U.S. joint venture, as investors weigh cash burn against contract backlog.
26 December 2025
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Meta Stock (META) Before Market Open Dec. 26, 2025: WhatsApp AI Antitrust Pressure, Wall Street Targets, and the 2026 Spending Debate

Meta Stock (META) Before Market Open Dec. 26, 2025: WhatsApp AI Antitrust Pressure, Wall Street Targets, and the 2026 Spending Debate

Italy’s antitrust authority ordered Meta to suspend WhatsApp terms that could block rival AI chatbots, citing suspected abuse of dominance. Meta plans to appeal, calling the decision flawed. The stock last traded near $667.55, with regular U.S. trading set to resume Friday after the Christmas break. European regulatory pressure remains a focus for investors.
25 December 2025
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Apple Stock (AAPL) Before the Market Opens Dec. 26, 2025: Latest News, iPhone Demand Signals, AI “Siri 2.0” Watchpoints, and Key Risks

Apple Stock (AAPL) Before the Market Opens Dec. 26, 2025: Latest News, iPhone Demand Signals, AI “Siri 2.0” Watchpoints, and Key Risks

U.S. markets are closed Dec. 25 for Christmas, with trading set to resume Dec. 26. Apple last traded at $273.81, about 5% below its Dec. 3 high, and holds a $4.05 trillion market cap. November data from China showed foreign-branded phone shipments, including iPhones, jumped 128.4% year-over-year. Holiday-adjacent sessions often see thin trading and amplified moves.
25 December 2025
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Shopify (SHOP) News Today: Institutional Buying, Analyst Forecasts, and AI “Agentic Storefronts” Shape the 2026 Outlook

Shopify (SHOP) News Today: Institutional Buying, Analyst Forecasts, and AI “Agentic Storefronts” Shape the 2026 Outlook

Shopify closed at $169.45 on NASDAQ December 24, near multi-month highs and up 57.6% year-to-date. SEC filings show Norden Group LLC increased its stake by 126% in Q3, while Milestone Asset Management LLC raised its position by 195%. Institutional ownership stands at about 69.3%. Analyst targets cluster in the high $170s, with ratings split between “Hold” and “Buy.”
25 December 2025
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AppLovin (APP) Stock News and Forecast on Dec. 25, 2025: AI Ad-Tech Momentum, Rising Price Targets, and the 2026 Catalysts Analysts Are Watching

AppLovin (APP) Stock News and Forecast on Dec. 25, 2025: AI Ad-Tech Momentum, Rising Price Targets, and the 2026 Catalysts Analysts Are Watching

AppLovin shares closed at $727.50 on Dec. 24, near 52-week highs, with U.S. markets shut for Christmas. MarketBeat flagged new institutional buying, while Trefis set a bullish price target of $945 but noted high valuation risks. ChartMill highlighted a potential technical breakout. The stock has surged in 2025, outpacing peers and drawing debate over its premium.
25 December 2025
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Goldman Sachs (GS) on Dec. 25, 2025: Dealmaking Tailwinds, an ETF Power Play, AI-Driven Efficiency—and Big 2026 Forecasts

Goldman Sachs (GS) on Dec. 25, 2025: Dealmaking Tailwinds, an ETF Power Play, AI-Driven Efficiency—and Big 2026 Forecasts

Goldman Sachs shares last traded at $910.78 on December 24, with U.S. markets closed for Christmas. The firm has scheduled its Q4 2025 earnings release for January 15, 2026. CFO Denis Coleman said M&A momentum is expected to extend into 2026, with 2025 on track to be the second-biggest year for announced deals. Goldman also agreed to acquire Innovator Capital Management for about $2 billion.
25 December 2025
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International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

IBM shares traded near $304 on Dec. 25, with a market cap of about $284 billion and a consensus “Moderate Buy” rating, though average price targets now sit below the stock price. Institutional filings show mixed activity, with some firms cutting and others raising stakes. Analysts remain split on valuation, with some calling IBM “ultra expensive” and others seeing it as fairly valued. The next earnings report is scheduled for Jan. 28, 2026.
25 December 2025
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Cisco Systems (CSCO) News on Dec. 25, 2025: AI Networking Tailwinds, FY2026 Forecasts, and a Critical Email-Security Zero-Day

Cisco Systems (CSCO) News on Dec. 25, 2025: AI Networking Tailwinds, FY2026 Forecasts, and a Critical Email-Security Zero-Day

Cisco raised its FY2026 outlook on strong AI-driven networking demand, reporting solid Q1 results and increased hyperscaler orders. Meanwhile, a critical zero-day vulnerability, CVE-2025-20393, is being actively exploited against Cisco email security appliances, with U.S. agencies requiring urgent mitigation. Cisco became aware of the attack in early December, with incidents traced to a suspected Chinese threat actor.
25 December 2025
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Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

U.S. utilities stocks end 2025 under scrutiny as electricity bills rise and grid operators warn of supply shortfalls. The Utilities Select Sector SPDR ETF (XLU) shows a forward P/E of about 19.6 and yield near 2.7%, with NextEra Energy as its largest holding. Power demand is set to hit record highs in 2025 and 2026, fueled by data centers and electrification. Investors are watching which companies can grow without sparking political backlash.
25 December 2025
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Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

Global cloud infrastructure spending reached $102.6 billion in Q3 2025, up 25% from a year earlier, with AWS, Azure, and Google Cloud taking 66% of the market. Tech firms issued $428.3 billion in bonds in 2025 to fund AI and cloud expansion, while credit markets show rising caution. AWS posted 20% revenue growth, Azure 40%, and Google Cloud 36% for the quarter.
25 December 2025
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AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Meta’s WhatsApp Probe, and the 2026 AI Spending Forecasts Moving Markets

AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Meta’s WhatsApp Probe, and the 2026 AI Spending Forecasts Moving Markets

Nvidia has agreed to license inference chip technology from Groq and hire key Groq executives, signaling a shift in the AI chip market. Italy’s antitrust authority ordered Meta to halt WhatsApp terms that could block rival AI chatbots. U.S. markets are closed for Christmas after the Dow and S&P 500 hit record highs. Investors are watching whether AI-related corporate earnings can keep pace with infrastructure spending.
25 December 2025
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AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Big Tech AI Spending Forecasts, and the Catalysts Investors Are Watching

AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Big Tech AI Spending Forecasts, and the Catalysts Investors Are Watching

U.S. stock markets are closed for Christmas, after the Dow and S&P 500 hit record highs in a shortened Dec. 24 session, lifted by AI-linked shares. Nvidia announced a technology licensing deal with AI chip start-up Groq, hiring key Groq executives while the company continues independently. Investors are watching rising 2026 AI infrastructure forecasts and regulatory tensions.
25 December 2025
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Micron Technology (MU) Stock News on Dec. 25, 2025: Record Earnings, AI Memory Boom, and Wall Street’s Latest Targets

Micron Technology (MU) Stock News on Dec. 25, 2025: Record Earnings, AI Memory Boom, and Wall Street’s Latest Targets

Micron shares closed at $286.68 on Dec. 24, 2025, after surging on strong fiscal Q1 results and an upbeat Q2 outlook. The company reported Q1 revenue of $13.64 billion and projected Q2 revenue of $18.7 billion, both well above analyst estimates. Shares have climbed over 160% in 2025 amid tight memory supply and soaring AI demand. U.S. markets were closed for Christmas Day.
25 December 2025
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AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Snowflake’s M&A Talks, UiPath’s Index Boost, and Meta’s WhatsApp AI Clash

AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Snowflake’s M&A Talks, UiPath’s Index Boost, and Meta’s WhatsApp AI Clash

Nvidia has secured a non-exclusive license to Groq’s AI inference chip technology and is hiring Groq’s founder, president, and key engineers, Reuters reports. Groq will continue operating independently under a new CEO. Snowflake is reportedly in talks to acquire Observe for about $1 billion, according to Investors.com, in what would be its largest deal to date.
25 December 2025
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Meta Stock (META) News: Fresh 13F Filings Show Institutional Repositioning as Italy Targets WhatsApp AI Chatbot Rules

Meta Stock (META) News: Fresh 13F Filings Show Institutional Repositioning as Italy Targets WhatsApp AI Chatbot Rules

Sound Income Strategies opened a new position in Meta Platforms, buying 16,972 shares valued at $12.45 million, according to new SEC filings. FLPutnam increased its Meta stake by 73.6% to 88,880 shares, while Red Door Wealth Management raised its holdings by 26.9%. Other firms trimmed exposure as Meta faces fresh European regulatory pressure and scrutiny over its AI spending.
25 December 2025
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Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard is signaling a shift from the traditional 60/40 portfolio, recommending a 40% stocks, 60% bonds mix for the next decade. The firm’s latest model projects U.S. equity returns of 3.5% to 5.5% annually through 2035. Higher bond yields and lofty stock valuations underpin the move. Vanguard stresses the guidance is long-term and not a short-term market call.
25 December 2025
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