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Artificial Intelligence 24 December 2025 - 25 December 2025

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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Nvidia and Groq strike AI inference licensing deal as $20 billion acquisition report swirls

Nvidia and Groq strike AI inference licensing deal as $20 billion acquisition report swirls

CNBC reported on Dec. 24 that Nvidia would acquire AI chip startup Groq for about $20 billion in cash. Hours later, Groq said instead it had signed a non-exclusive licensing agreement with Nvidia for its inference technology, and that key Groq executives would join Nvidia. Groq will remain independent, with Simon Edwards as CEO. No acquisition has been confirmed.
25 December 2025
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Concentrix (CNXC) Stock Jumps on Dec. 24, 2025: January Earnings Date, AI Product Push, and Analyst Forecasts

Concentrix (CNXC) Stock Jumps on Dec. 24, 2025: January Earnings Date, AI Product Push, and Analyst Forecasts

Concentrix shares closed up 3.6% at $41.60 in a holiday-shortened Dec. 24 session, with light trading volume. The stock remains near its 52-week lows, well below its mid-$60s peak. Investors are focused on the Jan. 13 earnings release and recent AI product launches. Wall Street sees potential upside if margins and debt improve.
24 December 2025
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AI Stocks Today (Dec. 24, 2025): Nvidia, Micron and Meta Drive a Christmas Eve Record Rally — What Analysts Forecast for 2026

AI Stocks Today (Dec. 24, 2025): Nvidia, Micron and Meta Drive a Christmas Eve Record Rally — What Analysts Forecast for 2026

The S&P 500 closed at a record 6,932.05 in a shortened Christmas Eve session, with AI-linked stocks leading gains. The Dow rose 0.6% to 48,731.16 and the Nasdaq climbed 0.2% to 23,613.31. Trading volume was light due to the holiday. Nvidia shares rebounded, helping drive renewed interest in semiconductors and AI-related tech.
24 December 2025
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Microsoft Stock (MSFT) After the Bell on Dec. 24, 2025: After-Hours Dip, Nadella’s AI Clampdown, and What to Watch Before the Next Open

Microsoft Stock (MSFT) After the Bell on Dec. 24, 2025: After-Hours Dip, Nadella’s AI Clampdown, and What to Watch Before the Next Open

Microsoft closed the shortened Dec. 24 session at $488.09, up 0.25%, on light holiday volume. After-hours, shares slipped to $487.81. Reports circulated that CEO Satya Nadella is taking a more direct role in Microsoft’s AI product execution, including Copilot, amid concerns about integration and competition. U.S. markets reopen Dec. 26 after the Christmas break.
24 December 2025
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Micron Technology (MU) Stock Hits Fresh Records on Dec. 24, 2025: AI Memory Crunch, Blowout Guidance, and Wall Street’s Latest Forecasts

Micron Technology (MU) Stock Hits Fresh Records on Dec. 24, 2025: AI Memory Crunch, Blowout Guidance, and Wall Street’s Latest Forecasts

Micron Technology shares hit a record high near $289 during the shortened Christmas Eve session after reporting Q1 2026 revenue of $13.64 billion and strong guidance for Q2. The company projected $18.7 billion in revenue and 68% gross margin for next quarter, citing tight memory supply driven by AI data center demand. Analysts issued upgrades, with Rosenblatt setting a $500 price target.
24 December 2025
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GE Vernova Stock (NYSE: GEV) News on Dec. 24, 2025: AI Power Demand, Raised 2026–2028 Outlook, and Wall Street’s Latest Targets

GE Vernova Stock (NYSE: GEV) News on Dec. 24, 2025: AI Power Demand, Raised 2026–2028 Outlook, and Wall Street’s Latest Targets

GE Vernova shares traded near $667 on Dec. 24, up 0.9% after a volatile two weeks marked by analyst upgrades and new contracts. The stock has swung sharply this month following raised multi-year guidance and concerns over AI-driven power demand. U.S. markets closed early for Christmas Eve, amplifying price moves amid thin trading.
24 December 2025
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AI Stocks Today (Dec. 24, 2025, 10:34 a.m. ET): Nvidia, Microsoft, Intel, Snowflake and ServiceNow in Focus as the S&P 500 Hits a Fresh Record

AI Stocks Today (Dec. 24, 2025, 10:34 a.m. ET): Nvidia, Microsoft, Intel, Snowflake and ServiceNow in Focus as the S&P 500 Hits a Fresh Record

The S&P 500 hit a new intraday record Wednesday in a shortened Christmas Eve session, driven by renewed demand for AI and tech stocks and hopes for further Fed rate cuts in 2026. Nvidia and Micron earnings reignited confidence in the AI hardware cycle. Wall Street strategists see further gains in 2026 but expect slower valuation growth, with earnings needing to drive returns.
24 December 2025
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Oracle Stock (ORCL) News on Dec. 24, 2025: TikTok Joint Venture Tailwind Meets AI Data-Center Spending Fears

Oracle Stock (ORCL) News on Dec. 24, 2025: TikTok Joint Venture Tailwind Meets AI Data-Center Spending Fears

Oracle shares traded at $196.73, up 0.70% in a shortened Christmas Eve session, with a market cap near $550.9 billion. AP reports TikTok signed binding agreements with Oracle and others for a new U.S. joint venture, with Oracle to run U.S. user data in its cloud. The deal is expected to close Jan. 22, 2026. Investors remain focused on Oracle’s AI data-center costs and financing.
24 December 2025
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Alphabet Class C Stock (GOOG) on Dec. 24, 2025: Waymo Update, AI Power Push, and Wall Street Forecasts Into 2026

Alphabet Class C Stock (GOOG) on Dec. 24, 2025: Waymo Update, AI Power Push, and Wall Street Forecasts Into 2026

Alphabet’s Class C shares traded near $314 in a shortened session Wednesday as U.S. markets prepared to close early for Christmas Eve. Waymo, Alphabet’s autonomous vehicle unit, pledged a software update after its robotaxis contributed to traffic gridlock during a San Francisco power outage. California regulators are reviewing the incident. GOOG shares were modestly lower on the day.
24 December 2025
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Opendoor Technologies (OPEN) Stock News and Forecasts for Dec. 24, 2025: Mortgage Expansion, AI Pivot, and Analyst Targets

Opendoor Technologies (OPEN) Stock News and Forecasts for Dec. 24, 2025: Mortgage Expansion, AI Pivot, and Analyst Targets

Opendoor Technologies traded around $6.16 in a quiet Dec. 24, 2025 session after announcing the acquisition of Homebuyer.com and naming its founder Dan Green as Director of Mortgage Growth. The company signaled plans to accelerate iBuying and expand mortgage offerings, while investors weighed the impact of ongoing leadership changes and a challenging U.S. housing market.
24 December 2025
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Palantir (PLTR) Stock News Today, Dec. 24, 2025: Price Action, Fresh AI Contract Catalysts, and 2026 Forecasts

Palantir (PLTR) Stock News Today, Dec. 24, 2025: Price Action, Fresh AI Contract Catalysts, and 2026 Forecasts

Palantir Technologies shares traded near $193.84 on Dec. 24, 2025, after rebounding from a post-earnings drop earlier in the year. The stock remains volatile, hovering below the $200 mark as investors weigh strong AI contract momentum against concerns over high valuations. Retail demand and index inclusion have fueled trading activity. Technical analysts cite resistance near $194 and support around $150.
24 December 2025
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Microsoft Stock (MSFT) News Today: CEO Steps In on Copilot, AI Spending Scrutiny, and 2026 Analyst Forecasts in a Holiday-Thin Session

Microsoft Stock (MSFT) News Today: CEO Steps In on Copilot, AI Spending Scrutiny, and 2026 Analyst Forecasts in a Holiday-Thin Session

Microsoft traded near $486.85 in light volume during the shortened U.S. session on Dec. 24, with markets set to close early for Christmas Eve. Investors remain focused on whether Microsoft’s heavy AI spending will deliver faster revenue and margin growth. CEO Satya Nadella has reportedly taken a more direct role in AI product execution, especially around Copilot performance and adoption.
24 December 2025
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Stock Market Today

  • Altus Group Stock Seen as Bargain Amid AI Market Overreaction
    March 26, 2026, 10:13 AM EDT. Investor Chris DeMuth Jr. highlights a buying opportunity in Altus Group (AIF:CA) amid market fears surrounding artificial intelligence (AI). DeMuth, founder of Rangeley Capital and head of Sifting the World investment group, holds a long position in Altus Group shares and views recent sell-offs as an overreaction. He emphasizes the value in Altus despite broad AI panic impacting stocks. This perspective comes with disclosure that he has no external business ties to the company and is not compensated outside of publishing on Seeking Alpha. Caution is advised: past performance does not predict future results, and this is not personalized investment advice.
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