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Artificial Intelligence 12 December 2025 - 14 December 2025

Big Tech Stocks Week Ahead: Fed Data Blitz, AI Bubble Jitters and Nvidia’s China Chip Twist (Updated Dec. 14, 2025)

Big Tech Stocks Week Ahead: Fed Data Blitz, AI Bubble Jitters and Nvidia’s China Chip Twist (Updated Dec. 14, 2025)

U.S. tech stocks fell last week as investors rotated out of the sector amid renewed concerns over AI profitability and rising capital costs. The Nasdaq dropped 1.69% Friday, closing at its lowest since Nov. 25, while the S&P 500 lost 0.63% for the week. Broadcom warned on AI margin pressure; Oracle signaled higher capex. Yardeni Research ended its overweight call on the “Magnificent Seven.”
14 December 2025
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NextEra Energy (NEE) Stock Update: AI Data Center Deals, Higher 2026 EPS Outlook, and What to Watch Next Week (Updated Dec. 12, 2025)

NextEra Energy (NEE) Stock Update: AI Data Center Deals, Higher 2026 EPS Outlook, and What to Watch Next Week (Updated Dec. 12, 2025)

NextEra Energy closed at $81.65 on Dec. 12, down 1.8% from the prior week. Shares fell sharply early in the week before rebounding, following news of new Google Cloud and Meta energy agreements. The company raised its 2025–2026 earnings guidance and analysts issued fresh price targets.
14 December 2025
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Shopify (SHOP) Stock News Today: AI-Heavy Winter ’26 Launch Sparks Volatile Week — What Investors Are Watching Next Week (Updated Dec. 12, 2025)

Shopify (SHOP) Stock News Today: AI-Heavy Winter ’26 Launch Sparks Volatile Week — What Investors Are Watching Next Week (Updated Dec. 12, 2025)

Shopify (NASDAQ: SHOP) closed Friday, Dec. 12, 2025, at $164.19, up 3.6% for the week after unveiling its Winter ’26 “RenAIssance” AI updates and new commerce tools. Shares surged midweek, then slipped after a Cyber Monday outage and renewed debate over valuation. The stock remains below its 52-week high of $182.19.
13 December 2025
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Dell Technologies Stock (DELL) Weekly Update: Price Hikes, Insider Sale, and AI Server Momentum — Outlook for the Week Ahead (Updated Dec. 12, 2025)

Dell Technologies Stock (DELL) Weekly Update: Price Hikes, Insider Sale, and AI Server Momentum — Outlook for the Week Ahead (Updated Dec. 12, 2025)

Dell Technologies shares fell 7.4% for the week, closing at $129.98 on Friday amid sharp declines in hardware stocks linked to AI volatility. The company announced commercial price hikes starting Dec. 17, citing shortages in memory and storage components. Director Egon Durban sold 71,000 shares on Dec. 9 at an average price of $138.12.
13 December 2025
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Lam Research (LRCX) Stock This Week: AI-Driven Semiconductor Rally Hits a Speed Bump — News, Forecasts, and Week-Ahead Setup (Updated Dec. 12, 2025)

Lam Research (LRCX) Stock This Week: AI-Driven Semiconductor Rally Hits a Speed Bump — News, Forecasts, and Week-Ahead Setup (Updated Dec. 12, 2025)

Lam Research shares fell 4.85% to $160.52 on Friday, Dec. 12, ending a five-day rally and closing about 5.4% below the 52-week high reached two days earlier. The drop tracked a 5.1% decline in the Philadelphia semiconductor index as investors sold off tech stocks amid concerns over AI sector profits and rising Treasury yields.
13 December 2025
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Adobe Stock (ADBE) This Week: Q4 Earnings, AI Catalysts, and a Week-Ahead Outlook (Updated Dec. 12, 2025)

Adobe Stock (ADBE) This Week: Q4 Earnings, AI Catalysts, and a Week-Ahead Outlook (Updated Dec. 12, 2025)

Adobe shares closed Friday at $356.43, up 1.71%, capping a volatile week marked by record fiscal Q4 and full-year results. The stock gained about 5.1% for the week despite remaining 25% below its 52-week high. Q4 revenue reached $6.19 billion, beating estimates, but FY2026 guidance pointed to slower growth. Investors focused on Adobe’s AI strategy and future growth rate.
13 December 2025
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Palantir (PLTR) Stock This Week: Navy’s $448M ShipOS Push, Chain Reaction AI Infrastructure Bet, and What to Watch Next Week (Updated Dec. 12, 2025)

Palantir (PLTR) Stock This Week: Navy’s $448M ShipOS Push, Chain Reaction AI Infrastructure Bet, and What to Watch Next Week (Updated Dec. 12, 2025)

Palantir Technologies closed Friday at $183.57, ending the week slightly higher after sharp swings and a midweek rally. The U.S. Navy announced a $448 million deal for Palantir’s ShipOS, aiming to modernize shipbuilding with AI, which drove trading volume and volatility. Submarine planning times reportedly dropped from 160 hours to under 10 minutes using Palantir software.
13 December 2025
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Oracle Stock Forecast (ORCL): AI Capex Shock, OpenAI Data-Center Headlines and Earnings Fallout — What to Watch Next Week (Updated Dec. 12, 2025)

Oracle Stock Forecast (ORCL): AI Capex Shock, OpenAI Data-Center Headlines and Earnings Fallout — What to Watch Next Week (Updated Dec. 12, 2025)

Oracle shares fell 13% this week after a mixed quarterly report and concerns over heavy AI infrastructure spending. The stock dropped 10.8% in one session, its worst day since January, and closed Friday at $189.97. Investors questioned the pace of profit from new cloud investments, especially after reports of possible OpenAI project delays, which Oracle denied.
13 December 2025
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Broadcom (AVGO) Stock This Week: Earnings Beat, $73B AI Backlog, and a Sharp Sell-Off — What to Watch in the Week Ahead (Updated Dec. 12, 2025)

Broadcom (AVGO) Stock This Week: Earnings Beat, $73B AI Backlog, and a Sharp Sell-Off — What to Watch in the Week Ahead (Updated Dec. 12, 2025)

Broadcom shares fell 11% on Dec. 12 despite reporting record Q4 revenue of $18.015 billion and raising guidance, as investors focused on shrinking margins tied to AI-related business. The selloff hit other chip and tech stocks, fueling broader market anxiety over AI spending and profitability.
13 December 2025
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Bloom Energy (BE) Stock This Week: Oracle-Linked AI Data Center Jitters Trigger a Sharp Drop — What to Watch Next Week (Updated Dec. 13, 2025)

Bloom Energy (BE) Stock This Week: Oracle-Linked AI Data Center Jitters Trigger a Sharp Drop — What to Watch Next Week (Updated Dec. 13, 2025)

Bloom Energy shares fell about 13% Friday to $95.16, closing the week down nearly 20% amid heavy trading. The drop followed investor concerns over AI data center spending after Oracle’s earnings and reports of possible delays at Oracle-OpenAI facilities. Oracle denied any project delays. No company-specific negative news from Bloom Energy surfaced during the week.
13 December 2025
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London Stock Exchange Group (LSEG) Share Price, News and Forecast: OpenAI ChatGPT Data Deal, Buybacks and Post‑Trade Strategy in Focus (13 December 2025)

London Stock Exchange Group (LSEG) Share Price, News and Forecast: OpenAI ChatGPT Data Deal, Buybacks and Post‑Trade Strategy in Focus (13 December 2025)

LSEG shares closed Friday at 8,464p, up 0.81%, with trading volume near 1.32 million. The company launched a collaboration with OpenAI to provide licensed market data inside ChatGPT, starting phased rollout in December. LSEG continues its share buyback program, with the stock about 30% below its 52-week high and a market cap near £43.2 billion.
13 December 2025
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Adobe Stock (ADBE) After the Bell 12/12/2025: After-Hours Holds Steady as AI-Earnings Rally Extends — What to Know Before the Next Market Open

Adobe Stock (ADBE) After the Bell 12/12/2025: After-Hours Holds Steady as AI-Earnings Rally Extends — What to Know Before the Next Market Open

Adobe shares closed Friday at $356.43, up 1.71%, then slipped to $355.97 after hours. The move followed strong Q4 results, with revenue at $6.19 billion and EPS of $4.45 GAAP. Trading volume reached about 5.41 million shares. Adobe outperformed major indices, which ended lower on the day.
13 December 2025
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Big Tech Stocks Sink as AI Payoff Fears Hit Broadcom and Oracle; Nvidia’s China Signal Adds a Twist (Dec. 12, 2025)

Big Tech Stocks Sink as AI Payoff Fears Hit Broadcom and Oracle; Nvidia’s China Signal Adds a Twist (Dec. 12, 2025)

Broadcom shares fell 11.4% and Oracle dropped 4.5% on Dec. 12, 2025, after warnings about AI margins and infrastructure spending reignited concerns over the sector’s profitability. The Nasdaq slid 1.69% to 23,195.17, with the Philadelphia Semiconductor Index down 5.1% for its worst session since October. Investors shifted focus to margins and cash flow, hitting chip and AI infrastructure stocks hardest.
13 December 2025
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S&P 500 Today (Dec. 12, 2025): Index Slides From Record High as Broadcom and Oracle Rattle the AI Trade

S&P 500 Today (Dec. 12, 2025): Index Slides From Record High as Broadcom and Oracle Rattle the AI Trade

The S&P 500 fell 1.13% to 6,822.86 by 3:27 p.m. ET Friday, retreating from Thursday’s record close. Broadcom dropped after warning of margin pressure despite strong AI revenue, while Oracle’s earlier slide fueled doubts about AI spending. Treasury yields rose, with the 10-year at about 4.19%. Investors rotated out of large tech stocks.
12 December 2025
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Snowflake Stock (SNOW) News Today: Q3 Earnings, Anthropic AI Deal, Analyst Price Targets and 2026 Outlook (Dec. 12, 2025)

Snowflake Stock (SNOW) News Today: Q3 Earnings, Anthropic AI Deal, Analyst Price Targets and 2026 Outlook (Dec. 12, 2025)

Snowflake shares fell 0.76% to $218.84 by 18:10 UTC Friday after a quarterly report beat expectations but reignited debate over margins and growth. The company expanded its partnership with Anthropic and raised full-year guidance, but investors remained cautious amid shifting sentiment in AI and tech stocks.
12 December 2025
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Nebius Group (NBIS) Stock Drops on AI Spending Jitters: Latest News, Forecasts, and What Investors Are Watching on Dec. 12, 2025

Nebius Group (NBIS) Stock Drops on AI Spending Jitters: Latest News, Forecasts, and What Investors Are Watching on Dec. 12, 2025

Nebius Group N.V. shares fell 4.67% to $89.88 by 17:27 UTC on Dec. 12, after trading between $86.45 and $95.56. The drop followed Oracle’s results and increased 2026 capital spending, which reignited concerns about AI infrastructure profitability and triggered a broader tech selloff. Nebius recently announced a $3 billion Meta deal and a $17.4 billion Microsoft agreement.
12 December 2025
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Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

Qualcomm shares closed at $179.26 on December 12, 2025, after trading as high as $183.11, as chip stocks fell on renewed concerns about the AI trade. The company’s planned acquisition of Alphawave IP Group is set for a key UK court hearing on December 16, with an expected completion date of December 18, pending final approval. Qualcomm has cleared all regulatory hurdles for the deal.
12 December 2025
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ServiceNow (NOW) Stock News: 5-for-1 Split Approaches as AI Expansion and Analyst Forecasts Keep Shares in Focus (Dec. 12, 2025)

ServiceNow (NOW) Stock News: 5-for-1 Split Approaches as AI Expansion and Analyst Forecasts Keep Shares in Focus (Dec. 12, 2025)

ServiceNow shares traded near $860 on Dec. 12, 2025, ahead of a 5-for-1 stock split set for December 18. The Options Clearing Corporation confirmed contract adjustments will take effect on the same date. The stock remains below its 52-week high of $1,198.09. Investors are watching AI product launches and recent M&A activity.
12 December 2025
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