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Artificial Intelligence 20 December 2025 - 22 December 2025

Amazon Stock (AMZN) Before Market Open Dec. 22, 2025: OpenAI Talks, AWS AI Spending, Holiday Demand, Analyst Targets

Amazon Stock (AMZN) Before Market Open Dec. 22, 2025: OpenAI Talks, AWS AI Spending, Holiday Demand, Analyst Targets

Amazon is in early talks to invest over $10 billion in OpenAI, according to multiple reports, with potential plans for OpenAI to use Amazon’s Trainium chips and AWS capacity. Shares last traded near $227.35. The FTC’s $2.5 billion Prime settlement is being processed as refunds through late December. U.S. markets will close early Dec. 24 and remain shut Dec. 25 for the holiday.
22 December 2025
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CrowdStrike (CRWD) Stock Week Ahead: AI Security Momentum, Fresh Partnership Tailwinds, and the Key Drivers for Dec. 22–26, 2025

CrowdStrike (CRWD) Stock Week Ahead: AI Security Momentum, Fresh Partnership Tailwinds, and the Key Drivers for Dec. 22–26, 2025

CrowdStrike traded near $481 Monday, as investors weighed its AI-driven product expansion against high valuation risks. A Dec. 21 note highlighted new integrations with Amazon Business Prime and SailPoint, and pegged “narrative fair value” at $533. Q3 results showed $1.23B revenue, up 22% year-over-year, and record cash flow. Management raised full-year guidance, citing strong Falcon Flex adoption.
22 December 2025
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Accenture Stock (ACN) Week Ahead: Earnings Beat, $2.2B AI Bookings, Dividend Hike — What to Watch in the Holiday-Shortened Week

Accenture Stock (ACN) Week Ahead: Earnings Beat, $2.2B AI Bookings, Dividend Hike — What to Watch in the Holiday-Shortened Week

Accenture reported Q1 fiscal 2026 revenue of $18.74 billion and adjusted EPS of $3.94, beating analyst estimates. Shares traded near $272 after the company issued Q2 revenue guidance with a midpoint slightly below Wall Street forecasts. New bookings reached $20.9 billion, including $2.2 billion in advanced AI deals. The market reaction was muted as investors focused on guidance and sector demand.
22 December 2025
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Sandisk (SNDK) Stock Week Ahead: AI-Driven NAND Tightness, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

Sandisk (SNDK) Stock Week Ahead: AI-Driven NAND Tightness, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

Sandisk shares closed at $237.61 after swinging between $219.22 and $243.67 last session, reflecting sharp volatility. The company, spun off from Western Digital in early 2025, has surged since its February debut, driven by AI-related memory demand and tight supply. Micron’s recent earnings and guidance signaled continued supply constraints through 2026, boosting sentiment across the sector.
22 December 2025
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Caterpillar Stock (CAT) Week-Ahead Outlook: AI Data-Center Demand Meets Holiday-Week Volatility, Tariffs, and New Deal Headlines

Caterpillar Stock (CAT) Week-Ahead Outlook: AI Data-Center Demand Meets Holiday-Week Volatility, Tariffs, and New Deal Headlines

Caterpillar shares closed near $576 Friday after rebounding from a 9.6% five-day drop, the stock’s steepest slide since April. Despite the pullback, CAT remains up about 61.8% in 2025, making it the Dow’s top performer. The stock hit a high near $627.50 earlier in December before the selloff. Trading in the holiday-shortened week may see amplified moves as liquidity thins.
21 December 2025
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Goldman Sachs (GS) Stock Week Ahead: AI Deal Push, ETF Expansion, and Holiday-Shortened Market Catalysts for Dec. 22–26, 2025

Goldman Sachs (GS) Stock Week Ahead: AI Deal Push, ETF Expansion, and Holiday-Shortened Market Catalysts for Dec. 22–26, 2025

Goldman Sachs shares closed at $893.48 on Friday, Dec. 19, up 1.96%, near recent highs ahead of thin holiday trading. The firm restructured its Technology, Media & Telecom investment banking group to focus on AI and digital infrastructure, and hired Brian Cayne as global co-head of software banking. Goldman also agreed to acquire Innovator Capital Management in a $2 billion deal.
21 December 2025
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Technology Stocks Week Ahead: AI Spending Scrutiny, Fed Rate Path, and Holiday-Thin Trading to Drive Tech Stocks (Dec. 22–26, 2025)

Technology Stocks Week Ahead: AI Spending Scrutiny, Fed Rate Path, and Holiday-Thin Trading to Drive Tech Stocks (Dec. 22–26, 2025)

Tech stocks face volatile trading ahead of the holiday, with U.S. markets closing early Dec. 24 and shut Dec. 25. Delayed economic data, including GDP and durable goods, will hit thin markets. The S&P 500 is still up over 10% for a third year, but AI-related tech shares remain unsettled as investors question whether heavy infrastructure spending will deliver lasting profits.
21 December 2025
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Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility

Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility

Semiconductor stocks face volatile trading ahead of Christmas, as AI and data-center demand clash with investor concerns over financing costs. Broadcom’s warning on AI chip margins triggered a sector pullback in mid-December. U.S. markets will close early Dec. 24 and remain shut Dec. 25, with thin holiday volumes expected to amplify price swings.
21 December 2025
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Larry Page’s 2000 AI Prediction Is Google’s 2025 Reality as Gemini 3 Rolls Out — and Investors Take Notice

Larry Page’s 2000 AI Prediction Is Google’s 2025 Reality as Gemini 3 Rolls Out — and Investors Take Notice

A 2000 video of Google co-founder Larry Page describing an “ultimate search engine” as artificial intelligence resurfaced on December 21, echoing Google’s current AI push. Google now embeds its Gemini 3 AI across Search, the Gemini app, and enterprise tools, reporting 2 billion monthly users for AI Overviews and 650 million for the Gemini app. Investor interest in Alphabet has increased as the company pivots to AI-driven products.
21 December 2025
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Accenture Earnings Beat as Advanced AI Bookings Hit $2.2 Billion—But 2026 Outlook Keeps Wall Street Cautious

Accenture Earnings Beat as Advanced AI Bookings Hit $2.2 Billion—But 2026 Outlook Keeps Wall Street Cautious

Accenture reported Q1 fiscal 2026 revenue of $18.74 billion, up 6%, beating analyst expectations. New bookings reached $20.94 billion, including $2.2 billion in advanced AI contracts. Managed Services outpaced Consulting in both revenue and bookings. The company issued a second-quarter outlook slightly below Wall Street forecasts.
21 December 2025
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Meta Platforms (META) Stock Week Ahead (Dec 22–26, 2025): EU Privacy Shock, WhatsApp AI Probe, and Wall Street Targets in Focus

Meta Platforms (META) Stock Week Ahead (Dec 22–26, 2025): EU Privacy Shock, WhatsApp AI Probe, and Wall Street Targets in Focus

Austria’s Supreme Court ruled Meta’s personalized ad model unlawful on Dec. 18, ordering the company to give EU users full data access within 14 days and stop processing sensitive data without consent. META shares closed at $658.77 on Dec. 19, with recent volatility and a market cap near $1.85 trillion. U.S. markets will see reduced hours in the Christmas week, potentially increasing price swings.
21 December 2025
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Amazon Stock AMZN Week Ahead Outlook for Dec 22–26 2025: OpenAI Talks, AWS AI Chip Momentum, and a Holiday-Shortened Market

Amazon Stock AMZN Week Ahead Outlook for Dec 22–26 2025: OpenAI Talks, AWS AI Chip Momentum, and a Holiday-Shortened Market

Amazon shares closed at $227.35 on Friday, Dec. 19, entering the holiday week with thin trading expected as U.S. markets close early Dec. 24 and shut Dec. 25. Key economic data, including Q3 GDP and consumer confidence on Dec. 23, could sway AMZN amid light volume. Options pricing signals no major volatility, but liquidity remains a concern.
21 December 2025
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London Stock Exchange Update (Dec. 21, 2025): FTSE 100 Near Record, IPO Pipeline Signals a 2026 Test, and LSEG Leans Into AI

London Stock Exchange Update (Dec. 21, 2025): FTSE 100 Near Record, IPO Pipeline Signals a 2026 Test, and LSEG Leans Into AI

The FTSE 100 closed the week of Dec. 19 up 2.6%, rising about 21% year-to-date and nearing the 10,000 mark, outpacing the S&P 500. The Bank of England cut rates to 3.75% on Dec. 18 after inflation dropped to 3.2% in November, lifting homebuilder and bank shares. London’s IPO market remains subdued despite reforms, while LSEG is expanding into financial data and AI partnerships.
21 December 2025
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Rivian Stock (RIVN) in Focus: AI Autonomy Push, R2 Countdown, and Fresh Analyst Targets (Dec. 21, 2025)

Rivian Stock (RIVN) in Focus: AI Autonomy Push, R2 Countdown, and Fresh Analyst Targets (Dec. 21, 2025)

Rivian shares surged to $22.45 on December 19, trading over 104 million shares after the company announced a custom autonomy chip and new driver-assistance features. The rally followed Rivian’s Autonomy & AI Day, where it revealed plans for paid autonomy subscriptions and a shift away from Nvidia processors. Analysts cited the upcoming R2 platform and recurring software revenue as key factors.
21 December 2025
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Wesfarmers (ASX:WES) share price steadies near A$81 as AI rollout and Priceline receivership reshape the 2026 outlook

Wesfarmers (ASX:WES) share price steadies near A$81 as AI rollout and Priceline receivership reshape the 2026 outlook

Wesfarmers shares closed at A$81.02 on Friday, up 13% year-to-date, with a market cap near A$92 billion. Fifty-four Priceline pharmacies entered administration after operator Infinity Pharmacy Group faced financial trouble. The company is rolling out ChatGPT Enterprise across its divisions. Analysts remain divided on whether the stock is overvalued.
21 December 2025
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Micron Technology (MU) Stock News and Forecasts for Dec. 20, 2025: Earnings Blowout, AI Memory Shortage, and Price Targets Up to $500

Micron Technology (MU) Stock News and Forecasts for Dec. 20, 2025: Earnings Blowout, AI Memory Shortage, and Price Targets Up to $500

Micron shares closed at a record $265.92 on Dec. 19, 2025, after reporting first-quarter sales of $13.64 billion and adjusted profit of $4.78 per share, both above expectations. The company forecast second-quarter profit of $8.42 per share, nearly double analyst estimates, and projected ongoing supply shortages in DRAM and high-bandwidth memory due to AI demand. Some analysts raised price targets to $500.
21 December 2025
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BigBear.ai Stock (BBAI) News, Forecasts and Analyst Views on Dec. 20, 2025: Border-Security Partnership Fuels Momentum as Ask Sage Deal Looms

BigBear.ai Stock (BBAI) News, Forecasts and Analyst Views on Dec. 20, 2025: Border-Security Partnership Fuels Momentum as Ask Sage Deal Looms

BigBear.ai shares surged to $6.26 on Dec. 19, with trading volume topping 218 million after announcing a partnership with radar firm C Speed to deploy its ConductorOS AI platform for real-time threat detection. The company is also in focus over a $250 million Ask Sage acquisition deal and an upcoming share-authorization vote.
21 December 2025
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CrowdStrike (CRWD) Stock News and Forecast on Dec. 20, 2025: Analyst Targets, Earnings Outlook, and AI Catalysts

CrowdStrike (CRWD) Stock News and Forecast on Dec. 20, 2025: Analyst Targets, Earnings Outlook, and AI Catalysts

CrowdStrike shares closed at $481.28 on Dec. 19, up 0.84%, with after-hours trading at $483.00. DA Davidson reiterated a Buy rating and $580 price target, citing strong ARR growth. For Q3 FY2026, CrowdStrike reported $1.232 billion in revenue and a GAAP net loss of $34 million. The stock remains about 15% below its 52-week high.
21 December 2025
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Adobe Stock (ADBE) News on Dec. 20, 2025: Earnings, AI Firefly Expansion, Runway & ChatGPT Deals, Analyst Price Targets, and Lawsuit Risk

Adobe Stock (ADBE) News on Dec. 20, 2025: Earnings, AI Firefly Expansion, Runway & ChatGPT Deals, Analyst Price Targets, and Lawsuit Risk

Adobe reported record FY2025 revenue of $23.77 billion and issued a FY2026 outlook targeting up to $26.1 billion. Shares traded in the mid-$350s after Q4 results, new AI partnerships with OpenAI and Runway, and a fresh lawsuit over AI training data. Adobe repurchased nearly $12 billion in shares this year, reducing its share count by over 6%.
20 December 2025
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Utilities Stocks Outlook for 2026: AI Data Center Demand, Rate Cuts, and the New Power-Grid Investment Cycle

Utilities Stocks Outlook for 2026: AI Data Center Demand, Rate Cuts, and the New Power-Grid Investment Cycle

U.S. electricity demand is projected to hit record highs in 2025 and 2026, driven by AI and data centers, according to the EIA. PJM capacity auction prices reached $333.44 per megawatt-day, with supply falling short by 6,600 MW. Georgia regulators approved a $16.3 billion plan for Georgia Power to boost capacity by 50% to meet data center needs.
20 December 2025
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Stock Market Today

  • Jim Cramer Eyes More Procter & Gamble Shares If Price Dips Below $140
    April 23, 2026, 1:10 PM EDT. On Thursday, Jim Cramer highlighted a market rotation from software to hardware as ServiceNow shares fell 17% post-earnings despite beating forecasts. Chip designer Arm led the hardware rally, surging 6% to record highs, though Cramer expressed concern over its CEO's expanded role at SoftBank. Investor attention turns to Procter & Gamble, which rose over 1% ahead of Friday's earnings. Cramer said he plans to "buy more" shares if the price falls below $140, praising new CEO Shailesh Jejurikar's international expertise. Analysts expect modest earnings per share growth near 1% and organic revenue growth below 2%, with eyes on cost pressures from higher resin prices, a packaging material derived from oil.

Latest article

IREN Stock Jumps as AI Cloud Bet Meets $6 Billion Dilution Test

IREN Stock Jumps as AI Cloud Bet Meets $6 Billion Dilution Test

23 April 2026
IREN shares jumped 7.3% to $51.94 in New York Thursday amid debate over its shift from bitcoin mining to AI cloud services. The company plans to deploy 150,000 Nvidia GPUs by late 2026 and reported $2.8 billion in cash as of January. AI cloud revenue remains small compared to bitcoin mining, with $17.3 million last quarter. IREN can sell up to $6 billion in stock under a new SEC filing.
Hims Adds Lilly’s Zepbound and Foundayo as GLP-1 Price Fight Moves Online

Hims Adds Lilly’s Zepbound and Foundayo as GLP-1 Price Fight Moves Online

23 April 2026
Hims & Hers Health said Thursday its providers can now send prescriptions for Eli Lilly’s Zepbound and Foundayo to LillyDirect, expanding branded obesity drug options on its platform. The move follows a similar deal with Novo Nordisk in March. Hims listed Foundayo from $149 a month and Zepbound from $299. The company previously stopped advertising compounded GLP-1s amid tighter U.S. regulations.
Warren Buffett Successor Greg Abel Tightens Grip on Berkshire Hathaway Portfolio, Pushes New Money Into Japan

Warren Buffett Successor Greg Abel Tightens Grip on Berkshire Hathaway Portfolio, Pushes New Money Into Japan

23 April 2026
Greg Abel now controls about 94% of Berkshire Hathaway’s $300 billion stock portfolio after Todd Combs’ departure, consolidating authority more than Warren Buffett had planned. Abel has kept major U.S. holdings largely intact but increased investments in Japanese firms, including a new $1.8 billion stake in Tokio Marine. Recent portfolio trims, such as Apple and Amazon, reflect Buffett’s last quarter in charge.
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