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Artificial Intelligence News 31 December 2025 - 1 January 2026

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

NEW YORK, December 31, 2025, 19:03 ET — After-hours Salesforce, Inc. shares ended down 0.4% on Wednesday and hovered near $264.91 in after-hours trading, as the cloud software maker closed out 2025’s final session on a subdued note. The stock traded between $264.44 and $266.12 during the session. The late drift underscored how thin year-end liquidity can magnify moves in large-cap technology names, even without fresh company news. For Salesforce, the timing matters because investors are resetting exposure ahead of 2026, when spending on enterprise software and new AI features is expected to be under sharper scrutiny. A Yahoo Finance
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

NEW YORK, December 31, 2025, 4:35 PM ET — After-hours Meta Platforms (META) shares slipped about 0.9% in after-hours trading on Wednesday, hovering near $660. The Facebook and Instagram owner traded between $659.35 and $667.08 in the session. The year-end move comes as investors weigh two forces that can pull in opposite directions: Meta’s push to add new AI features and the risk that tougher fraud rules raise costs or slow ad sales. With liquidity thinning into holidays, company-specific headlines can have an outsized impact. Meta still relies on advertising for the bulk of its revenue, which makes brand safety
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

NEW YORK, December 31, 2025, 15:16 ET — Regular session Super Micro Computer, Inc. shares fell 1.7% to $29.15 in afternoon trading on Wednesday, after a regulatory filing showed the AI server maker’s head of operations will retire at year-end. The stock traded between $29.12 and $29.86. The timing matters because Super Micro’s customers care less about buzzwords and more about delivery schedules, power draw and cooling. Any hint of execution risk can move the stock quickly, especially into year-end when liquidity thins and position-squaring can exaggerate swings. The company said Senior Vice President of Operations George Kao will retire
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

NEW YORK, December 31, 2025, 13:40 ET — Regular session Nvidia rose about 0.6% and AMD was up about 0.5% in afternoon trading on Wednesday, while Microsoft, Broadcom and Meta Platforms edged lower as investors wound down the final U.S. session of 2025. Palantir and Super Micro Computer also traded in the red. The moves came as Wall Street drifted lower in holiday-thin trading, with investors focused on how much spending on AI infrastructure can translate into earnings in 2026. Markets are closed Thursday for New Year’s Day. Reuters The backdrop is a market that was propelled this year by
31 December 2025
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Oracle stock slips as OpenAI funding update and insider sale filing keep AI spend in focus

Oracle stock slips as OpenAI funding update and insider sale filing keep AI spend in focus

NEW YORK, December 31, 2025, 12:42 ET — Regular session Oracle Corp (ORCL) shares were down 0.3% at $196.60 in midday New York trading on Wednesday, after closing at $197.21 in the prior session. The stock traded between $195.08 and $197.49 so far in the regular session. The weakness matched a modest pullback in U.S. technology shares, with the Nasdaq 100-tracking Invesco QQQ and the Technology Select Sector SPDR both down about 0.3%. The drift matters because Oracle’s valuation has been tied closely to investor confidence in AI-driven cloud growth and the cost of building out data-center capacity. Scrutiny rose
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

NEW YORK, December 31, 2025, 12:18 ET — Regular session Palantir Technologies Inc shares were down 0.4% at $180.18 in midday trading on Wednesday, easing alongside a muted pullback in U.S. equities on the final trading day of 2025. The stock has traded between $179.34 and $181.80, with volume around 8.8 million shares. Palantir has been one of 2025’s standout AI-linked software stocks, up about 140% for the year. Wedbush Securities analyst Dan Ives, who named Palantir a top AI stock pick for 2026, set a $230 price target and said demand for the company’s AI platform remained “unprecedented.” Business
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

NEW YORK, December 31, 2025, 10:43 ET Applied Digital said it plans to spin out its cloud computing business and combine it with Ekso Bionics to form ChronoScale, a new platform built around graphics processing units (GPUs) used to run artificial intelligence workloads. Applied Digital shares were up about 2.4% at $24.65 in morning trading. Applied Digital Corporation The proposed deal lands as demand for dedicated AI computing capacity pushes companies to secure scarce GPU supply. GPUs are specialized chips that speed up AI training and “inference,” the process of running models after they are built. Investors have also tended
31 December 2025
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Why TeraWulf (WULF) stock is up today: KBW upgrade flags AI leasing pivot and $1.3B Texas financing

Why TeraWulf (WULF) stock is up today: KBW upgrade flags AI leasing pivot and $1.3B Texas financing

NEW YORK, December 31, 2025, 10:44 ET — Regular session Shares of TeraWulf Inc rose about 4.4% to $11.64 in morning trading on Wednesday after Keefe, Bruyette & Woods upgraded the stock to Outperform and raised its price target to $24 from $9.50. TipRanks The call matters because crypto miners are increasingly being valued as power-and-real-estate plays, not just bets on bitcoin prices. Investors have been looking for steadier revenue streams as bitcoin mining margins swing with token prices, network difficulty and electricity costs. TeraWulf has been pushing deeper into renting out data-center capacity to customers running artificial intelligence workloads,
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

NEW YORK, December 31, 2025, 05:14 ET — Premarket Shares of Ekso Bionics Holdings, Inc. (EKSO) were down 8.3% at $9.70 in premarket trading on Wednesday, after ending Tuesday up 93.8% at $10.58. The stock swung between $7.80 and $12.70 in the prior session on about 111 million shares and has ranged from $2.73 to $14.98 over the past 52 weeks, according to Investing.com data. Investing.com Nigeria The move followed Applied Digital’s proposal to combine its cloud computing unit with Ekso in a deal that would create ChronoScale, a standalone platform aimed at AI workloads, with closing targeted in the
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

NEW YORK, December 31, 2025, 03:55 ET Australian mortgage brokers wrapped up 2025 with momentum from falling interest rates and a growing share of home-loan origination, even as bank rule changes and regulators’ scrutiny kept the sector on its toes. Mortgage Professional Australia said the October-to-December quarter was one of the year’s most unpredictable stretches, marked by “shock lending decisions” and fresh regulatory pressure alongside shifting Reserve Bank of Australia expectations. https://www.mpamag.com/au/news/general/2025-in-mortgages-final-quarter-sends-brokers-out-with-a-bang/560554 Why it matters now: brokers are heading into 2026 with more borrowers shopping around as rates ease, but also with lenders tightening policies in pockets of the market
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

NEW YORK, December 31, 2025, 03:59 ET — Market closed Nvidia (NVDA.O) has approached contract chipmaker Taiwan Semiconductor Manufacturing Co (2330.TW) to ramp output of its H200 graphics processing units — chips used to train and run artificial-intelligence models — as demand from Chinese tech firms jumps, sources told Reuters. Chinese companies have ordered more than 2 million H200 chips for 2026, far above the roughly 700,000 units Nvidia holds in inventory, the people said. TSMC is expected to begin work on expanded output in the second quarter of 2026, and the plan depends on whether Beijing clears H200 imports
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

NEW YORK, December 30, 2025, 23:22 ET — Market closed Constellation Energy Corporation shares slipped 0.4% to $357.12 on Tuesday, ending the session lower as the market headed into the final trading days of the year. The move matters because Constellation has become a key proxy for bets that electricity demand from artificial intelligence data centers will keep tightening U.S. power markets, lifting the value of steady, around-the-clock generation such as nuclear. Nuclear sentiment was in focus again after Duke Energy said it applied to the U.S. Nuclear Regulatory Commission for an early site permit for a potential new nuclear
31 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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