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Artificial Intelligence 30 December 2025 - 1 January 2026

Communication Services stocks: Meta’s Manus AI deal and Warner takeover battle set early 2026 agenda

Communication Services stocks: Meta’s Manus AI deal and Warner takeover battle set early 2026 agenda

Meta agreed to acquire AI startup Manus for $2–$3 billion, according to a source. U.S. markets were closed for New Year’s Day after the Communication Services Select Sector SPDR ETF ended 2025 down 0.5%. Warner Bros Discovery is expected to reject Paramount Skydance’s $108.4 billion bid as a rival Netflix offer remains.
1 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

U.S. markets were closed Thursday for New Year’s Day after data center-linked stocks ended 2025 lower. Nvidia slipped 0.5%, Dell fell 1.6%, and Super Micro Computer lost 1.3% in the last session. Elon Musk’s xAI bought a third building for data center expansion, aiming for nearly 2 gigawatts of compute power. Traders await Friday’s reopening and early U.S. factory data next week.
1 January 2026
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Google stock caps best year since 2009 as AI bets carry Alphabet into 2026

Google stock caps best year since 2009 as AI bets carry Alphabet into 2026

Alphabet ended 2025 up 66%, its strongest annual gain since 2009, driven by investor enthusiasm for new AI-powered search features. Citizens JMP raised its price target on Alphabet to $385. U.S. stocks posted double-digit gains for the year, led by AI-linked tech names. Novavax shares fell 1.47% Tuesday, closing at $6.72, about 42% below their 52-week high.
1 January 2026
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Salesforce stock slips after-hours to end 2025 as focus turns to Agentforce AI and Feb. 25 earnings

Salesforce stock slips after-hours to end 2025 as focus turns to Agentforce AI and Feb. 25 earnings

Salesforce shares slipped 0.4% to $264.91 in after-hours trading Wednesday, closing out 2025 on a quiet note as tech stocks dragged Wall Street lower. Agentforce, the company’s AI product, posted a 330% jump in annual recurring revenue to $540 million, Yahoo Finance reported. Investors await Salesforce’s next earnings report on Feb. 25, 2026.
1 January 2026
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Meta stock slips after-hours as scam-ad scrutiny mounts, Manus AI deal draws focus

Meta stock slips after-hours as scam-ad scrutiny mounts, Manus AI deal draws focus

Meta Platforms shares fell 0.9% in after-hours trading Wednesday, ending near $660. A Reuters report said Meta delayed universal advertiser verification and adjusted ad enforcement to limit regulator scrutiny. The U.S. Virgin Islands sued Meta over scam ads and child safety, which the company denies. Meta also agreed to buy AI startup Manus for up to $3 billion.
31 December 2025
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Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

Super Micro Computer shares fell 1.7% to $29.15 after a filing showed Senior VP of Operations George Kao will retire Dec. 31, with Tom Xiao set to replace him. The company said Kao will help with the transition as a consultant. The move came as investors watched AI infrastructure spending, highlighted by xAI’s purchase of a third building to expand compute capacity. Major U.S. indexes drifted lower in thin holiday trading.
31 December 2025
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AI stocks today: Nvidia, AMD tick higher as year-end trade turns cautious

AI stocks today: Nvidia, AMD tick higher as year-end trade turns cautious

Nvidia rose 0.6% and AMD gained 0.5% in afternoon trading Wednesday, while Microsoft, Broadcom, and Meta slipped as Wall Street drifted lower in thin year-end trade. Meta announced plans to acquire AI startup Manus for $2–3 billion. Brookfield launched a cloud business tied to a $10 billion AI fund. Markets close Thursday for New Year’s Day.
31 December 2025
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Palantir stock today: PLTR edges lower as Fed minutes and year-end trading test the AI rally

Palantir stock today: PLTR edges lower as Fed minutes and year-end trading test the AI rally

Palantir shares slipped 0.4% to $180.18 midday Wednesday, mirroring a modest drop in U.S. stocks after the Fed’s meeting minutes signaled a cautious 2026 rate outlook. Wedbush named Palantir a top AI pick for 2026 with a $230 target. The stock is up about 140% in 2025. Volume reached 8.8 million shares as investors awaited the next Fed meeting and Palantir’s earnings date.
31 December 2025
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Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

Applied Digital’s ChronoScale plan: Cloud spin-off and Ekso tie-up puts AI GPUs in focus

Applied Digital will spin out its cloud unit and merge it with Ekso Bionics to form ChronoScale, with Applied owning about 97% of the new company and Ekso shareholders holding about 3%, according to filings. The deal is based on a non-binding term sheet and aims to close in the first half of 2026. Applied Digital shares rose 2.4% after the announcement, while Ekso shares jumped 103%.
31 December 2025
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Ekso Bionics (EKSO) stock slips premarket after ChronoScale AI deal-fueled surge

Ekso Bionics (EKSO) stock slips premarket after ChronoScale AI deal-fueled surge

Ekso Bionics shares fell 8.3% to $9.70 premarket after surging 93.8% Tuesday, following Applied Digital’s plan to merge its cloud unit with Ekso to form ChronoScale. The companies signed a non-binding term sheet, with Applied Digital set to own about 97% of the combined firm. Investors await binding terms, financing details, and SEC filings ahead of a shareholder vote.
31 December 2025
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Australian mortgage brokers end 2025 with rate cuts, bank shake-ups and an AI push — here’s what stood out

Australian mortgage brokers end 2025 with rate cuts, bank shake-ups and an AI push — here’s what stood out

Australian mortgage brokers ended 2025 with record market share and momentum from falling interest rates, despite tighter lending rules and increased regulatory scrutiny. Major banks restricted company and trust lending, while ANZ expanded proprietary lending. Industry podcasts tracked themes of technology, broker relevance, and housing outlook. The October–December quarter saw unpredictable lending decisions and regulatory pressure.
31 December 2025
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AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

Nvidia has asked TSMC to increase production of its H200 AI chips as Chinese firms ordered over 2 million units for 2026, far above Nvidia’s inventory, sources told Reuters. TSMC may ramp up output in Q2 2026 if China approves imports after new U.S. export rules. Nvidia shares fell 0.3% Tuesday. ByteDance plans to spend $14.3 billion on Nvidia chips in 2026, according to the South China Morning Post.
31 December 2025
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Constellation Energy stock slips today as Calpine deal steps and nuclear AI demand stay in focus

Constellation Energy stock slips today as Calpine deal steps and nuclear AI demand stay in focus

Constellation Energy closed down 0.4% at $357.12 Tuesday as traders tracked its $26.6 billion Calpine acquisition and regulatory hurdles, including required divestitures in three states. Shares moved between $355.50 and $361.40. No new filings followed a Dec. 23 update on Calpine note exchanges. Nuclear power sentiment remained in focus after Duke Energy’s permit application for a new North Carolina facility.
31 December 2025
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Western Digital (WDC) stock slides after hours as year-end AI storage rally cools

Western Digital (WDC) stock slides after hours as year-end AI storage rally cools

Western Digital shares fell about 2% to $176.06 in after-hours trading Tuesday, following a volatile session. The stock remains up roughly 303% for 2025, boosted by AI-driven data-center demand. Western Digital completed its flash memory unit spinoff in February and now focuses on hard-disk drives for data centers. Its next earnings report is estimated for Feb. 4, 2026, according to Nasdaq.
31 December 2025
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AI stocks today: Meta rises on Manus buy as Nvidia slips and Fed minutes keep rates in focus

AI stocks today: Meta rises on Manus buy as Nvidia slips and Fed minutes keep rates in focus

Meta rose 1.1% after announcing a $2–$3 billion deal to acquire AI startup Manus, with plans to integrate its technology into Meta AI products. The S&P 500 fell 0.14%, Nasdaq slipped 0.23%, and the Dow lost 0.20% in thin, year-end trading. Nvidia dipped 0.3%. Fed minutes showed policymakers split on the December rate cut, keeping focus on upcoming economic data.
31 December 2025
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Meta’s Manus AI deal lifts META as S&P 500 slips in thin year-end trade; Fed minutes in focus

Meta’s Manus AI deal lifts META as S&P 500 slips in thin year-end trade; Fed minutes in focus

The S&P 500 fell 0.14%, Nasdaq lost 0.23%, and the Dow slipped 0.20% in thin post-holiday trading. Meta rose 1.1% after announcing it will acquire AI startup Manus, boosting communication services. Fed minutes showed policymakers split over December’s rate cut. Citigroup dropped 0.8% after revealing a $1.2 billion pre-tax loss tied to the sale of its Russian unit.
30 December 2025
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Stock Market Today

  • Bio-Techne (NASDAQ:TECH) Q4 Earnings Beat Expectations Amid Sector Challenges
    March 26, 2026, 5:57 AM EDT. Bio-Techne (NASDAQ:TECH) reported flat Q4 revenues of $295.9 million, beating analyst estimates by 2% in the research tools and consumables subsector. Despite strong earnings, the stock has declined 18.5% following results, mirroring a broader 18.6% drop in the sector. These firms supply essential laboratory products to academia, biotech, and pharma, benefiting from recurring revenue but facing pricing pressures and funding fluctuations. Growth drivers include expanding fields like synthetic biology and personalized medicine alongside increasing lab automation. Bio-Techne CEO Kim Kelderman highlighted solid execution despite a stabilizing environment. The sector remains sensitive to macroeconomic and supply chain risks, but demand for advanced research tools continues to support revenue stability.
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