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Artificial Intelligence News 28 December 2025 - 29 December 2025

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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Oracle stock holds near $200 as year-end Fed minutes loom and AI spending worries linger

Oracle stock holds near $200 as year-end Fed minutes loom and AI spending worries linger

NEW YORK, December 28, 2025, 18:53 ET — Market closed Oracle (ORCL.N) shares last closed up 0.25% at $197.99 on Friday, hovering just below the $200 level in a light, post-holiday session. The stock last traded at $196.90 in after-hours dealing. StockAnalysis With just three trading days left in 2025, Oracle has become a key test of investor appetite for big-ticket AI infrastructure bets. The company’s plans to expand cloud data center capacity have kept traders focused on funding needs and payoffs, not just topline growth. That matters now because liquidity typically thins into year-end, and small headlines can move
29 December 2025
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Shopify Stock (SHOP) Outlook: AI “Agentic Commerce” Catalysts, Analyst Targets, and What to Watch Before Monday’s Open

Shopify Stock (SHOP) Outlook: AI “Agentic Commerce” Catalysts, Analyst Targets, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 3:45 p.m. ET — Market Closed (Weekend) Shopify Inc. (SHOP) heads into the final full trading week of 2025 with U.S. markets shut for the weekend and investors weighing a familiar mix: year-end positioning, macro headlines, and whether big-tech momentum can extend into the first week of 2026. For Shopify stock specifically, the next session (Monday, Dec. 29) arrives after a quiet, thinly traded post-holiday market that has kept major U.S. indexes near record territory—supportive for high-multiple growth names, but also vulnerable to sudden sentiment shifts in low-liquidity tape. Reuters+1 Shopify stock price check: where
28 December 2025
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Technology Stocks Today: AI Leaders, Fed Minutes, and Year-End Rotation Set the Tone for Nasdaq Into Monday

Technology Stocks Today: AI Leaders, Fed Minutes, and Year-End Rotation Set the Tone for Nasdaq Into Monday

NEW YORK, Dec. 28, 2025, 1:10 p.m. ET — Market closed U.S. technology stocks head into the final three trading days of 2025 with a familiar tug-of-war: bullish momentum in the major indexes and AI-driven megacaps on one side, and renewed scrutiny of valuations and AI infrastructure spending on the other. With U.S. equity markets shut for the weekend, attention shifts to Sunday evening index futures and to the catalysts waiting in the holiday-thinned week ahead—most notably Federal Reserve meeting minutes and a handful of key economic releases. Stock index futures tied to the S&P 500 and Nasdaq-100 resume trading
28 December 2025
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AI Stocks in Focus: Nvidia’s Groq Deal, Year-End Rally Risks, and What Investors Should Watch Next

AI Stocks in Focus: Nvidia’s Groq Deal, Year-End Rally Risks, and What Investors Should Watch Next

NEW YORK, Dec. 28, 2025, 12:29 p.m. ET — Market closed Wall Street is shut for the weekend, but AI stocks are not taking a break in the headlines. With the S&P 500 hovering near record territory after a quiet, low-volume post-Christmas session, investors are heading into the final trading days of 2025 weighing two powerful—and conflicting—narratives: the continued buildout of AI infrastructure that keeps lifting chip and cloud leaders, and a growing drumbeat of skepticism about valuation, deal structures, and how the AI boom is being financed. Reuters+2Reuters+2 The past 24–48 hours have delivered a fresh catalyst at the
28 December 2025
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Brian Moynihan’s 2026 Outlook: How Bank of America Sees AI Boosting Growth, While Consumer Confidence, Tariffs, and Copper Set the Tone for Markets

Brian Moynihan’s 2026 Outlook: How Bank of America Sees AI Boosting Growth, While Consumer Confidence, Tariffs, and Copper Set the Tone for Markets

Bank of America CEO Brian Moynihan is ending 2025 with a message that’s equal parts upbeat and wary: consumer spending is still growing, the U.S. economy looks positioned for solid growth in 2026, and artificial intelligence is starting to show measurable economic lift. But the next year, in his view, will also be shaped by a familiar trio of destabilizers—policy uncertainty, geopolitical shocks, and the real-world infrastructure constraints behind the AI boom. In a recent interview on CBS’s Face the Nation (filmed Dec. 17, aired Dec. 21; transcript published Dec. 28), Moynihan said Bank of America’s transaction data shows spending
28 December 2025
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Stock Market Today

Coca-Cola stock price: Minute Maid frozen exit puts KO in focus before next week’s earnings

Coca-Cola stock price: Minute Maid frozen exit puts KO in focus before next week’s earnings

7 February 2026
New York, Feb 7, 2026, 05:49 EST — Market closed. Coca-Cola (KO) said it will discontinue its frozen products, including its Minute Maid frozen line, in the U.S. and Canada in the first quarter of 2026. Shares closed Friday up 0.7% at $79.03, after trading between $77.92 and $79.19. (Reuters) With U.S. markets shut for the weekend, the timing is what traders are chewing on. Coca-Cola’s fourth-quarter 2025 earnings call is set for Feb. 10 at 8:30 a.m. ET, ahead of the opening bell, followed by a Consumer Analyst Group of New York (CAGNY) conference slot on Feb. 17 at
Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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