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Artificial Intelligence News 29 December 2025

Nvidia dips on Intel stake filing as AI stocks cool; DigitalBridge jumps on SoftBank deal

Nvidia dips on Intel stake filing as AI stocks cool; DigitalBridge jumps on SoftBank deal

NEW YORK, December 29, 2025, 15:00 ET — Regular session Nvidia shares slid on Monday after Intel disclosed in a filing that the AI-chip designer had completed a $5 billion investment in the chipmaker, as a broader retreat in heavyweight technology stocks weighed on AI-linked names. Reuters+1 The move matters now because AI leaders have been central to this year’s U.S. equity run, and thin holiday trading can magnify swings as investors adjust positions into year-end. Reuters Investors are also tracking big-ticket infrastructure and partnership moves for clues on where the next wave of AI spending will land in 2026
29 December 2025
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Western Digital (WDC) stock slips today as year-end tech pullback tests AI-storage rally

Western Digital (WDC) stock slips today as year-end tech pullback tests AI-storage rally

NEW YORK, December 29, 2025, 15:23 ET — Regular session Shares of Western Digital Corp fell about 0.8% to $180.15 by mid-afternoon in New York on Monday, trimming gains after an intraday rebound from the session’s low. The dip matters now because Western Digital has been a standout winner in 2025, leaving little room for disappointment as investors head into the new year. Barron’s said the stock is up about 303% in 2025, putting it at the top of the S&P 500’s leaderboard. Barron’s With markets entering the last stretch of the year, moves can look larger than the day’s
29 December 2025
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NBIS stock slides after Nebius CEO files to sell shares as AI trade cools

NBIS stock slides after Nebius CEO files to sell shares as AI trade cools

NEW YORK, December 29, 2025, 14:07 ET — Regular session Nebius Group N.V. shares fell on Monday after a filing showed founder and CEO Arkady Volozh intends to sell a small portion of his stake. The timing matters because NBIS has become a high-volatility proxy for investor appetite for AI data-center capacity, and year-end trading can amplify price swings. Google Finance data shows the stock has ranged from about $18 to $141 over the past 52 weeks, with a market value around $21.7 billion. Google The broader AI trade also cooled. Wall Street’s main indexes opened the final trading week
29 December 2025
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Lumentum stock tumbles as year-end tech pullback hits AI optics names

Lumentum stock tumbles as year-end tech pullback hits AI optics names

NEW YORK, December 29, 2025, 12:56 ET — Regular session Shares of Lumentum Holdings fell 4.1% to $374.87 by 12:56 p.m. ET, extending a pullback from last week’s highs. The retreat matters because Lumentum has become a high-beta proxy for investor appetite in AI data-center hardware, after a sharp run that put the stock among the market’s standout gainers this year. Yahoo Finance The broader tape was softer. The Nasdaq-100 tracker Invesco QQQ was down about 0.8% and the S&P 500 proxy SPDR SPY slipped roughly 0.6%. “This is (not) the beginning of the end of the tech dominance, it’ll
29 December 2025
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Salesforce stock holds up as year-end tech pullback hits AI bellwethers

Salesforce stock holds up as year-end tech pullback hits AI bellwethers

NEW YORK, December 29, 2025, 12:47 ET — Regular session Salesforce shares were little changed in midday trading on Monday, holding near $266 as technology and AI-linked stocks pulled back in the final week of 2025. The muted move in the enterprise-software bellwether comes as investors lock in gains and rebalance portfolios during a holiday-shortened stretch when thin liquidity can amplify market swings. Reuters Traders are watching Federal Reserve meeting minutes and a weekly reading of U.S. jobless claims for clues on 2026 rate expectations, with U.S. markets shut on Thursday for New Year’s Day. Reuters At 12:47 p.m. ET,
29 December 2025
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GE Vernova stock slips as jet-engine turbine demand for AI data centers stays in focus

GE Vernova stock slips as jet-engine turbine demand for AI data centers stays in focus

NEW YORK, December 29, 2025, 12:27 ET — Regular session GE Vernova Inc shares edged lower on Monday as investors weighed a report that data-center developers are increasingly using aircraft-engine-based turbines to secure power faster. The stock was down 0.2% at $662.11 in midday trading. The issue matters now because investors have tied GE Vernova’s valuation to a surge in electricity demand from artificial intelligence-heavy computing. Fresh signs that customers are paying for “bridge” power while they wait for grid hookups can shift expectations for near-term orders, backlog and pricing. A Financial Times report said data centers facing multi-year waits
29 December 2025
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CoreWeave stock slips with AI-linked tech as year-end rally cools

CoreWeave stock slips with AI-linked tech as year-end rally cools

NEW YORK, December 29, 2025, 11:17 ET — Regular session CoreWeave Inc shares fell about 1% on Monday, sliding to $75.62 in late-morning trading after a choppy open. The Nvidia-backed cloud provider has become a proxy for investor sentiment toward the build-out of computing infrastructure needed for artificial intelligence, and the stock has tended to move with swings in big tech. Reuters+1 The pullback comes in the final week of 2025, when trading can be thin and moves can be exaggerated. Wall Street also started the week on the back foot, putting the seasonal “Santa Claus rally” — a pattern
29 December 2025
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Oracle stock slips after insider sale filing as OpenAI-linked spending stays in focus

Oracle stock slips after insider sale filing as OpenAI-linked spending stays in focus

NEW YORK, December 29, 2025, 09:56 ET — Regular session Oracle shares fell 0.4% to $197.27 in early trading on Monday after a company officer disclosed a planned share sale, with investors still wary about the cost of the software maker’s push to expand AI-related cloud capacity. The filing matters because Oracle has become a touchstone for a broader market question: how much debt and spending big tech can absorb as demand for AI computing accelerates, especially heading into year-end when liquidity can thin and moves can get exaggerated. Benzinga That scrutiny has been sharpest around Oracle’s ties to privately
29 December 2025
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AI cheating crackdown: ACCA moves exams back to test centres, ends most remote sittings

AI cheating crackdown: ACCA moves exams back to test centres, ends most remote sittings

NEW YORK, December 29, 2025, 08:08 ET Britain’s Association of Chartered Certified Accountants (ACCA) will move most professional exams back into test centres from March 2026, restricting remote sittings as it tries to curb cheating enabled by artificial intelligence tools. ACCA Global+1 The change matters now because generative AI — software that can produce humanlike text and analysis from a prompt — has made it easier for candidates to get real-time help during exams taken at home. Professional bodies rely on exam integrity to keep their qualifications trusted by employers and regulators. ACCA Global+1 It also lands against a backdrop
29 December 2025
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TCS presses reset on AI strategy as it shifts from pilots to payback

TCS presses reset on AI strategy as it shifts from pilots to payback

NEW YORK, December 29, 2025, 08:29 ET Tata Consultancy Services is launching a sweeping internal overhaul and a fresh push to customers as it positions itself for an artificial intelligence (AI)-driven future, The Economic Times reported on Monday. The Economic Times The company is shifting from small AI pilots and proof-of-concept projects — limited trials — to scaled deployments tied to return on investment, or whether spending pays off. The Economic Times The move highlights how AI is forcing outsourcing firms to rethink a labor-heavy model as customers demand measurable productivity gains and faster delivery. “Every conversation today is an
29 December 2025
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Western Digital stock ends week higher as year-end data, AI storage demand stay in focus

Western Digital stock ends week higher as year-end data, AI storage demand stay in focus

NEW YORK, December 28, 2025, 23:13 ET — Market closed Western Digital shares ended the last U.S. session higher, closing up 1.1% at $181.54 on Friday. MarketWatch The move matters into the final stretch of the year because investors have leaned into “picks-and-shovels” hardware tied to artificial intelligence, where storage demand rises as data-center capacity expands. Reuters Markets also face a year-end run of U.S. economic releases and Federal Reserve minutes that can swing interest-rate expectations, a key input for tech-heavy trades. Barron’s+1 Western Digital outperformed a mostly flat tape on Friday, when the S&P 500 slipped 0.03% and the
29 December 2025
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CrowdStrike stock ends higher as Wedbush backs AI tailwind; Zacks cuts rating to hold

CrowdStrike stock ends higher as Wedbush backs AI tailwind; Zacks cuts rating to hold

NEW YORK, December 28, 2025, 23:01 ET — Market closed CrowdStrike Holdings (CRWD) shares closed Friday up $4, or about 0.8%, at $481.19, in light post-holiday trading. The stock has become a year-end battleground for investors trying to price how much of the “cyber meets AI” trade is already in the shares, after a sharp run this year. Research notes can move sentiment quickly when volumes thin out into the final trading days of December. Stocktwits Macro remains a swing factor for high-growth software names, with markets looking ahead to the Federal Reserve’s minutes from its December meeting this week.
29 December 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:46 AM EST Sensex and Nifty Bounce Back Amid IT Sector Weakness, Eyes on US-India Trade Deal February 7, 2026, 12:46 AM EST. India's Sensex rose 0.3% to 83,580.40 and Nifty gained 0.2% to 25,693.7 on Friday, recovering from early losses. The Nifty IT index dropped 1.5%, extending a weekly fall of 5%, pressured by a global tech sell-off linked to rising AI spending and competition. Foreign investors bought equities worth ₹1,951 crore, while domestic institutions sold ₹1,265 crore. The market is cautiously awaiting details of the US-India
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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