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Artificial Intelligence News 30 December 2025 - 31 December 2025

FTAI Aviation stock jumps as “FTAI Power” targets AI data-center electricity crunch

FTAI Aviation stock jumps as “FTAI Power” targets AI data-center electricity crunch

NEW YORK, December 30, 2025, 20:02 ET — Market closed FTAI Aviation Ltd. (NASDAQ: FTAI) shares jumped on Tuesday after the aircraft engine lessor and maintenance provider launched a new business aimed at supplying electricity to AI-focused data centers. The stock was last up 14.4% at $197.68, after trading between $170.84 and $199.84. The announcement tapped into a market anxiety that has moved from tech into heavy industry: power availability. Large “hyperscalers” — the biggest data-center operators — are hunting for generation that can be deployed faster than traditional grid buildouts. FTAI said it formed “FTAI Power” to convert CFM56
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

NEW YORK, December 30, 2025, 7:00 PM ET — After-hours Western Digital Corp shares fell about 2% in after-hours trading — the electronic session after the 4 p.m. ET close — last at $176.06, after swinging between $181.34 and $175.30 earlier in the day. About 6.0 million shares changed hands in the regular session; the Nasdaq-tracking Invesco QQQ Trust slipped about 0.2% and the S&P 500 ETF SPY dipped about 0.1%, while storage peer Seagate Technology fell about 0.4% and Micron Technology dropped about 0.6%. The late-day softness comes after a breakout year for Western Digital, which has climbed about
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

NEW YORK, December 30, 2025, 17:48 ET — After-hours Meta Platforms rose on Tuesday after the Facebook owner said it would acquire Chinese-founded artificial intelligence startup Manus, keeping the spotlight on “agent” software that can act on a user’s behalf. The move matters now because Big Tech’s AI spending cycle is shifting beyond chatbots toward tools designed to do work, not just answer questions. Deals and funding rounds are one way companies try to buy speed in a crowded market. It also lands into year-end positioning, when light volumes can exaggerate moves and investors rebalance away from crowded winners. Rate
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

NEW YORK, December 30, 2025, 17:42 ET — After-hours U.S. stocks finished modestly lower on Tuesday, with Meta Platforms climbing on an AI acquisition that helped offset weakness in technology and financial shares. The S&P 500 fell 0.14% to 6,896.24, the Nasdaq Composite slid 0.23% to 23,419.08 and the Dow Jones Industrial Average dipped 0.20% to 48,367.06. Reuters The subdued close mattered because trading desks are heading into the final session of 2025 with holiday-thinned liquidity, a setup that can exaggerate price swings. Investors have also started to rotate within the market after last week’s rally pushed the S&P 500
Meta buys AI startup Manus as it races to roll out task-running agents

Meta buys AI startup Manus as it races to roll out task-running agents

NEW YORK, December 30, 2025, 16:42 ET Meta Platforms said it will acquire Manus, a Chinese-founded artificial intelligence startup now headquartered in Singapore, as it accelerates efforts to roll out advanced AI features across its platforms. Financial terms were not disclosed, but a source with direct knowledge said the deal values Manus between $2 billion and $3 billion. Manus has said its agent outperforms OpenAI’s DeepResearch and it has a strategic partnership with Alibaba on AI models. Reuters The purchase matters because AI companies are shifting from chatbots to “agents” — software designed to plan and complete multi-step work, such
GOOG stock steady after hours: Google’s Gemini 3 Flash push and what traders watch next

GOOG stock steady after hours: Google’s Gemini 3 Flash push and what traders watch next

NEW YORK, December 30, 2025, 16:33 ET — After-hours Alphabet Inc’s Class C shares (GOOG), which carry no voting rights, were up 0.1% at $314.55 in after-hours trading on Tuesday, after the regular U.S. session ended at 4 p.m. ET. The stock’s muted move comes as investors parse how quickly Google can translate fresh AI product rollouts into revenue growth, without letting data-center costs run away. Google laid out a late-December roundup of those AI updates on its company blog, and its Search team said a broad ranking change has finished rolling out. blog.google+1 Year-end positioning has also kept trading
Microsoft stock ticks up as Nadella reshuffles top ranks for post-OpenAI AI push

Microsoft stock ticks up as Nadella reshuffles top ranks for post-OpenAI AI push

NEW YORK, December 30, 2025, 16:04 ET — After-hours Microsoft shares closed slightly higher on Tuesday after a report said Chief Executive Satya Nadella has reshuffled parts of the company’s senior leadership as it tries to sharpen its artificial intelligence push beyond OpenAI. Financial Times+1 The moves matter now because Microsoft’s AI strategy is increasingly judged on execution — turning data-center spending and developer tools into sustained cloud growth — while rivals step up their own offerings. The Financial Times said Nadella’s changes were aimed at speeding progress on Microsoft’s own models and product rollouts. Financial Times Macro added another
Micron stock pulls back from record close as Fed minutes, AI memory crunch stay in focus

Micron stock pulls back from record close as Fed minutes, AI memory crunch stay in focus

NEW YORK, December 30, 2025, 4:12 PM ET — After-hours Micron Technology, Inc. shares ended down 0.6% on Tuesday at $292.74, a day after the memory-chip maker finished at a record $294.37. The stock traded between $298.53 and $292.03 during the session. The dip matters because Micron has become a key gauge for the industry’s newest bottleneck: high-bandwidth memory, a fast type of DRAM used in AI systems. The iShares Semiconductor ETF was little changed on the day. A shifting mix of demand is driving the debate. Research firm IDC said major suppliers have redirected capacity toward AI data-center parts
Meta stock closes up on Manus AI agent deal — what investors are watching next

Meta stock closes up on Manus AI agent deal — what investors are watching next

NEW YORK, December 30, 2025, 16:04 ET — After-hours Meta Platforms, Inc. shares closed higher on Tuesday after the Facebook owner said it would acquire Chinese-founded artificial intelligence startup Manus, a move that put fresh focus on the company’s push into advanced AI features. Meta ended the regular session at $666.49, up 1.2%. Yahoo Finance+1 The purchase matters because “AI agents” — software designed to carry out multi-step tasks with limited instructions — are emerging as the next battleground for consumer and business AI, and investors are looking for clear product paths rather than research demos. Manus markets itself as
Seagate stock edges lower as year-end AI trade cools; STX turns to January earnings

Seagate stock edges lower as year-end AI trade cools; STX turns to January earnings

NEW YORK, December 30, 2025, 15:01 ET — Regular session Seagate Technology Holdings plc shares were down 0.2% at $280.77 in afternoon trading on Tuesday, drifting after a year when the hard-drive maker became a marquee bet on AI-linked data-center spending. The stock has traded between $280.19 and $284.09 so far in the session, with about 694,000 shares changing hands. The soft patch matters because Seagate has been one of 2025’s standout infrastructure winners, leaving the stock more sensitive to shifts in sentiment around cloud budgets, storage pricing and the durability of the AI spending cycle. Investors are also closing
Why Western Digital stock is down today: WDC slides as year-end rotation cools AI-hardware trades

Why Western Digital stock is down today: WDC slides as year-end rotation cools AI-hardware trades

NEW YORK, December 30, 2025, 3:00 PM ET — Regular session Western Digital Corp shares fell 1.7% to $176.55 on Tuesday, after opening higher and sliding through the afternoon. The stock touched $181.34 earlier in the session before dipping as low as $176.31. The pullback lands after a standout year for the data-storage maker, whose shares have surged about 303% in 2025, making it one of the S&P 500’s biggest gainers. That steep run has made the stock a frequent target for late-December portfolio reshuffling. Barron’s Broader U.S. indexes were little changed in choppy, light-volume trading, with investors repositioning inside
AI stocks today: Nvidia AI21 buyout talk hits tape as Meta climbs on Manus deal

AI stocks today: Nvidia AI21 buyout talk hits tape as Meta climbs on Manus deal

NEW YORK, December 30, 2025, 13:31 ET — Regular session Nvidia shares were nearly flat on Tuesday after an Israeli report said the AI-chip leader is in advanced talks to buy startup AI21 Labs for as much as $3 billion. Nvidia was down about 0.02% at $188.18 in early afternoon trade. Reuters The M&A chatter is landing in a holiday-thin week when investors are reassessing crowded AI trades after a late-2025 tech rally stalled on Monday. Strategists say the rotation has looked more like year-end rebalancing than panic selling. Reuters Traders are also bracing for macro headlines that can swing
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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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