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Artificial Intelligence News 27 December 2025 - 28 December 2025

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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GE Vernova (GEV) Stock: Weekend Hold Near $663 as “Bridge Power” Demand From AI Data Centers Keeps Bull Case Alive

GE Vernova (GEV) Stock: Weekend Hold Near $663 as “Bridge Power” Demand From AI Data Centers Keeps Bull Case Alive

NEW YORK, Dec. 28, 2025, 11:24 a.m. ET — Market closed GE Vernova Inc. (NYSE: GEV) heads into the final full trading week of 2025 with investors still fixated on a single, high-stakes theme: how fast electricity demand is rising—especially from AI data centers—and which equipment makers are best positioned to profit from the resulting grid bottlenecks. With U.S. stock markets closed for the weekend, GE Vernova shares are last indicated around $663, after finishing Friday’s session at $663.46, down about 0.6% on the day. Yahoo Finance The most important fresh catalyst in the past 24–48 hours is not an
28 December 2025
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Oracle Stock (ORCL) Heads Into the Final Week of 2025: AI Capex Pressure, OpenAI Exposure, Analyst Forecasts, and What to Watch Before Monday’s Open

Oracle Stock (ORCL) Heads Into the Final Week of 2025: AI Capex Pressure, OpenAI Exposure, Analyst Forecasts, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 9:52 a.m. ET — Market closed (weekend) Oracle Corporation stock is heading into the final three U.S. trading sessions of 2025 with a familiar tug-of-war: bulls point to explosive cloud infrastructure demand and a record backlog, while skeptics focus on the financing and cash-flow strain of Oracle’s accelerated AI data-center buildout. With markets shut for the weekend, investors are parsing Friday’s close, late-week commentary, and fresh year-end positioning signals—while looking ahead to Monday’s reopening amid holiday-thinned liquidity and a packed macro calendar. Where Oracle stock stands heading into Monday Oracle (NYSE: ORCL) finished Friday’s regular
28 December 2025
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GE Vernova Stock (NYSE: GEV) Holds Near $663 as AI Data-Center Power Demand Stays in Focus—What Investors Should Watch Before Markets Reopen

GE Vernova Stock (NYSE: GEV) Holds Near $663 as AI Data-Center Power Demand Stays in Focus—What Investors Should Watch Before Markets Reopen

NEW YORK, Dec. 27, 2025, 5:07 p.m. ET — Market closed New York Stock Exchange GE Vernova Inc. (NYSE: GEV) enters the final stretch of 2025 with investor attention split between a familiar year-end market backdrop—thin trading, near-record index levels—and a very specific catalyst that keeps popping up in the energy equipment complex: the urgent race to power AI data centers. With U.S. stock markets closed for the weekend, GE Vernova shares were last indicated around $663, reflecting Friday’s final prints after a quiet post-holiday session on Wall Street. Yahoo Finance+1 GE Vernova stock recap: where GEV left off on
27 December 2025
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Reddit Stock (RDDT) Heads Into Next Week With a Fresh Bullish Call: Needham’s “Best Idea for 2026,” AI Licensing Tailwinds, and Key Levels to Watch

Reddit Stock (RDDT) Heads Into Next Week With a Fresh Bullish Call: Needham’s “Best Idea for 2026,” AI Licensing Tailwinds, and Key Levels to Watch

NEW YORK, Dec. 27, 2025, 3:52 p.m. ET — Market closed (weekend) Reddit, Inc. (NYSE: RDDT) is heading into the final trading stretch of 2025 with Wall Street’s attention swinging back toward two core questions: how far its ad business can scale and whether its human-generated content can become a durable “toll road” for AI training and search. With U.S. equities closed for the weekend, investors are using the pause to digest the latest analyst commentary and position for Monday’s open. Reddit shares finished the most recent session (Friday, Dec. 26) at $225.77, down 0.04% on the day, after trading
27 December 2025
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Adobe Stock ADBE Holds Near $354 as Markets Close for Weekend; AI Partnerships, FY2026 Guidance and Analyst Targets in Focus

Adobe Stock ADBE Holds Near $354 as Markets Close for Weekend; AI Partnerships, FY2026 Guidance and Analyst Targets in Focus

NEW YORK, Dec. 27, 2025, 3:33 p.m. ET — Market closed. Adobe Inc. shares are heading into the weekend with investors still weighing two competing narratives: a company that just posted record results and reaffirmed a double‑digit annual recurring revenue growth target—against persistent concerns that generative AI is reshaping creative software faster than the market can model. Adobe+2Nasdaq+2 With U.S. exchanges closed Saturday, the next real test for sentiment will come when trading resumes on Monday, Dec. 29, with holiday-thinned liquidity and year-end positioning still in play across tech. Investopedia Adobe stock price action into the close Adobe (NASDAQ: ADBE)
27 December 2025
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Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

NEW YORK, Dec. 27, 2025, 12:55 p.m. ET — Market closed (weekend) The U.S. stock market is closed for the weekend, but the “data center stocks” trade isn’t taking a holiday. In the final stretch of 2025, investors are still pricing a simple reality: AI growth is increasingly constrained not by software ambition, but by the physical stack—chips, servers, networking, cooling, and, most critically, electricity. Friday’s thin, post-Christmas session ended with major indexes fractionally lower but still near all-time highs, leaving markets focused on year-end positioning and the next week’s catalysts. Data center-linked names remain in the spotlight after Nvidia’s
27 December 2025
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Salesforce Stock (CRM) Weekend Watch: AI Partner Expansion Headlines as Wall Street Nears Year-End Highs

Salesforce Stock (CRM) Weekend Watch: AI Partner Expansion Headlines as Wall Street Nears Year-End Highs

NEW YORK, Dec. 27, 2025, 11:27 a.m. ET — Market closed Salesforce, Inc. (NYSE: CRM) heads into the final week of 2025 with shares holding in the mid-$260s after a quiet, post-Christmas session on Wall Street and a fresh wave of partner-ecosystem headlines that keep the company’s “agentic AI” strategy front and center. With U.S. markets closed for the weekend, investors are looking to Monday’s open for the next read on year-end positioning and whether the “Santa Claus rally” tailwind extends into the final trading days of the year—an environment that often brings lighter liquidity and occasional outsized moves on
27 December 2025
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Oracle Stock (ORCL) News Today: AI Buildout, Massive Lease Commitments, and What to Watch Before Monday’s Open

Oracle Stock (ORCL) News Today: AI Buildout, Massive Lease Commitments, and What to Watch Before Monday’s Open

NEW YORK, Dec. 27, 2025, 9:53 a.m. ET — Market Closed Oracle Corporation (NYSE: ORCL) heads into the weekend with investors still focused on one central question: can the enterprise software giant turn its aggressive AI-and-cloud infrastructure spending into durable, profitable growth—without stretching its balance sheet too far? With U.S. stock markets closed Saturday, Oracle stock’s next major test will come when trading resumes Monday. For now, the latest tape shows ORCL last traded around $197.99 after Friday’s session, modestly higher versus the prior close, and near the top of the day’s range. Broader equity benchmarks finished essentially flat into
27 December 2025
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Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

As of 4:20 a.m. ET in New York on Saturday, December 27, 2025, U.S. stock markets are closed for the weekend. New York Stock Exchange+1Palantir Technologies Inc. (NASDAQ: PLTR) was last quoted around $188.71, down about 2.8% from the prior close—an eye-catching move for a stock that’s become one of the market’s most watched AI bellwethers. That timing matters because the broader market is trying to finish 2025 with a flourish. Reuters reports the S&P 500 is within about 1% of 7,000, following a strong year in which investors have rotated between AI leaders and more moderately valued sectors, while
27 December 2025
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ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

New York — As of 1:11 a.m. ET on Saturday, December 27, 2025, U.S. stock markets are closed for the weekend, leaving investors with a familiar end‑of‑year setup: thin liquidity, headline-driven moves, and a handful of big 2026 narratives battling for control of “what matters” in semiconductors. For ASML Holding N.V. (NASDAQ: ASML)—the Dutch company whose lithography machines sit at the choke point of advanced chipmaking—the debate is getting sharper as 2025 ends: AI-driven demand remains strong, but geopolitics (China export limits, rare earth supply, and potential tariff costs) is increasingly dictating the cadence of orders and the confidence of
27 December 2025
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Stock Market Today

AT&T stock price: T slips after $6.5B bond sale as payrolls, CPI loom next week

AT&T stock price: T slips after $6.5B bond sale as payrolls, CPI loom next week

7 February 2026
AT&T shares closed down 0.7% at $27.13 on Friday, underperforming the S&P 500’s 1.97% gain. The company completed a $6.5 billion global notes sale this week, with maturities from 2031 to 2056 and coupons between 4.4% and 6%. Investors await delayed U.S. jobs and inflation data, along with T-Mobile’s upcoming earnings update.
GE Vernova stock price jumps toward $800 — what to know before Monday trade

GE Vernova stock price jumps toward $800 — what to know before Monday trade

7 February 2026
GE Vernova shares jumped 5.7% to $779.35 Friday after Baird upgraded the stock and the Dow closed above 50,000. The company’s onshore wind unit reported 1.1 GW in U.S. repower orders for 2025, a figure previously disclosed. GE Vernova also completed a $2.6 billion senior notes offering to help fund its Prolec GE stake purchase. Next earnings report is set for April 22.
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