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Artificial Intelligence 25 December 2025 - 26 December 2025

Salesforce (CRM) Stock Today: AI “Agentforce” Momentum, New Deals, and What Wall Street Expects Next

Salesforce (CRM) Stock Today: AI “Agentforce” Momentum, New Deals, and What Wall Street Expects Next

Salesforce shares traded at $265.70, up 0.17% as of 3:02 p.m. ET Friday, in light post-Christmas volume at about a third of normal. The company recently reported Q3 revenue of $10.3 billion, up 9% year-over-year, and raised full-year guidance to $41.45–$41.55 billion. U.S. exchanges remained open for a full session.
AppLovin (APP) Stock Today: Live Price, Analyst Targets, Axon AI Growth Story, and Key Risks as 2025 Ends

AppLovin (APP) Stock Today: Live Price, Analyst Targets, Axon AI Growth Story, and Key Risks as 2025 Ends

AppLovin shares traded near $719 Friday afternoon, down about 1% in thin post-holiday trading after a strong 2025. The stock moved in a narrow range, with volume muted amid the holiday week. U.S. equities hovered near record highs as investors eyed upcoming Fed meeting minutes. AppLovin’s recent focus includes expanding its Axon AI ad platform and targeting e-commerce advertisers.
IREN Limited Stock (NASDAQ: IREN) Today: Price Action, Microsoft AI Deal, Analyst Forecasts, and What to Watch Into the Close

IREN Limited Stock (NASDAQ: IREN) Today: Price Action, Microsoft AI Deal, Analyst Forecasts, and What to Watch Into the Close

IREN Limited shares traded around $41.16 midday Friday in New York, swinging between $39.53 and $42.80 on heavy volume in thin post-holiday markets. The moves follow news of IREN’s $9.7 billion, five-year AI cloud contract with Microsoft and a $5.8 billion GPU equipment deal with Dell. Rollout will occur in phases through 2026 at IREN’s Childress, Texas campus. Broader indexes remained calm.
CoreWeave (CRWV) Stock Today: What Investors Need to Know as Holiday Trading Meets Mega‑Deals, Debt, and AI Demand

CoreWeave (CRWV) Stock Today: What Investors Need to Know as Holiday Trading Meets Mega‑Deals, Debt, and AI Demand

CoreWeave (NASDAQ: CRWV) traded near $76.87, down 2.5% midday Friday in New York, with about 10.2 million shares changing hands. The stock moved sharply in thin post-holiday trading as the company’s limited float amplified volatility. Broader U.S. markets were flat to slightly higher. CoreWeave remains in focus after announcing major AI infrastructure deals with Meta, OpenAI, and Nvidia.
AI Stocks Today: Nvidia’s Groq Inference Bet, Broadcom’s Margin Debate, and What Wall Street Is Watching Next

AI Stocks Today: Nvidia’s Groq Inference Bet, Broadcom’s Margin Debate, and What Wall Street Is Watching Next

Nvidia has signed a non-exclusive licensing deal with AI chip startup Groq and is hiring key Groq executives, including founder Jonathan Ross, Reuters reports. U.S. stocks are trading near record highs, with the S&P 500 about 1% from 7,000. Investors are watching AI spending, sector rotation, and regulatory risks as the year ends.
Sandisk (SNDK) Stock Today: AI-Driven Flash Boom, New Price Targets, and What Investors Should Watch Into the Close

Sandisk (SNDK) Stock Today: AI-Driven Flash Boom, New Price Targets, and What Investors Should Watch Into the Close

Sandisk (SNDK) traded at $251.94, up 0.74% as of 12:53 p.m. ET Friday, with shares swinging between $245.13 and $261.24 on thin post-Christmas volume. Investors remain focused on Sandisk as data center storage demand rises and the NAND cycle tightens. Broader chip stocks were flat or down. U.S. markets are open for a full session.
Oracle Stock (ORCL) Today: Shares Trade Near $199 as Wall Street Weighs $50B AI Capex, OpenAI Buildout, and 2026 Outlook

Oracle Stock (ORCL) Today: Shares Trade Near $199 as Wall Street Weighs $50B AI Capex, OpenAI Buildout, and 2026 Outlook

Oracle shares traded near $199 as of 12:46 p.m. ET Friday, up slightly, with volume in the millions and an intraday range of $196 to $200. The stock remains volatile after Oracle’s fiscal Q2 report showed $16.1 billion in revenue, strong cloud growth, and a $2.7 billion one-time gain, but guidance and higher spending needs weighed on sentiment.
Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

Applied Optoelectronics (AAOI) shares fell about 7.9% to $37.75 by midday Friday in New York, after opening at $41.00 and hitting an intraday low near $37.65. Trading volume was heavy, with volatility fueled by high short interest—about 19.5% of float—and recent analyst notes. Broader U.S. indexes were little changed. The company recently announced its first major 800G transceiver order.
Broadcom Stock (AVGO) Holds Above $350 as Santa Rally Lifts Wall Street — AI Margins and VMware Risks Stay in Focus

Broadcom Stock (AVGO) Holds Above $350 as Santa Rally Lifts Wall Street — AI Margins and VMware Risks Stay in Focus

Broadcom shares traded around $352, up 0.6% late Friday morning in New York, amid thin post-Christmas volume. The stock’s moves follow Q4 revenue of $18.015 billion, up 28% year over year, and guidance for $19.1 billion in Q1 revenue, but management warned of gross-margin pressure from a heavier custom AI hardware mix. Major U.S. indexes hovered near record highs.
Zeta Global (ZETA) Stock Today: Marigold Deal, AI-Agent Momentum, and Wall Street Targets as Markets Reopen After Christmas

Zeta Global (ZETA) Stock Today: Marigold Deal, AI-Agent Momentum, and Wall Street Targets as Markets Reopen After Christmas

Zeta Global Holdings traded near $19.12 late Friday morning, little changed after opening at $19.05. The stock showed muted movement as U.S. markets reopened post-Christmas with light volume. Investors continue to weigh Zeta’s recent $325 million Marigold acquisition and raised guidance ahead of CES 2026.
Micron (MU) Stock Today: AI Memory Boom Keeps Micron in Focus as Wall Street Trades Near Records (New York Time: Dec. 26, 2025)

Micron (MU) Stock Today: AI Memory Boom Keeps Micron in Focus as Wall Street Trades Near Records (New York Time: Dec. 26, 2025)

Micron Technology shares traded around $285 late Friday morning in New York, down slightly after reaching $294.63 earlier in the session. The stock remains in focus following record fiscal Q1 results and guidance projecting Q2 revenue of $18.7 billion and gross margins near 68%. Broader indexes hovered near record highs in thin, post-holiday trading.
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.
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.
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.
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.
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.
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.
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.
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.”
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Stock Market Today

  • Palantir Stock Falls Amid Broader Market Weakness Despite USDA Deal
    April 23, 2026, 11:51 AM EDT. Shares of Palantir Technologies (NASDAQ:PLTR) dropped 4.53% on Thursday, reversing gains from the previous session. The decline reflects broader market weakness and profit-taking rather than company-specific setbacks. Palantir recently secured a $300 million partnership with the U.S. Department of Agriculture to support the National Farm Security Action Plan. However, technical signals remain cautious, with the stock trading near its 52-week midpoint at $150.20, stuck below key moving averages. Despite this, Palantir has posted a 51.38% one-year gain, suggesting longer-term investor confidence amid short-term volatility.

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GameStop Stock Today: GME Slips as $420 Trade-In Buzz Fades and Valuation Debate Returns

GameStop Stock Today: GME Slips as $420 Trade-In Buzz Fades and Valuation Debate Returns

23 April 2026
GameStop shares fell 1.6% to $25.24 Thursday morning, reversing part of Wednesday’s rally after a limited trade-in promotion ended. The company’s offer gave Pro members up to $420.69 for console trade-ins through April 22, but values returned to normal by Thursday. GameStop reported a 14% drop in fourth-quarter revenue in March and is shifting focus to trading cards and collectibles.
IBM Earnings Beat Isn’t Enough as AI Fears Slam Software Stocks

IBM Earnings Beat Isn’t Enough as AI Fears Slam Software Stocks

23 April 2026
IBM shares dropped 9.5% Thursday despite first-quarter earnings beating estimates, as investors worried AI tools could threaten its software and consulting business. ServiceNow fell 17.5% and the iShares Expanded Tech-Software ETF lost 5.6%. IBM reported $15.9 billion in revenue, up 9%, but growth slowed from the prior quarter and guidance was unchanged.
Lululemon Stock Sinks as Heidi O’Neill CEO Hire From Nike Fails to Calm Investors

Lululemon Stock Sinks as Heidi O’Neill CEO Hire From Nike Fails to Calm Investors

23 April 2026
Lululemon Athletica named former Nike executive Heidi O’Neill as its next CEO, sending shares down about 12% Thursday morning. O’Neill starts Sept. 8 amid a proxy fight and weak U.S. sales; the stock had already dropped 38% in the past year. Fourth-quarter revenue rose 1% to $3.6 billion, with Americas revenue down 4%. Wall Street analysts voiced skepticism over the appointment and company outlook.
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