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Artificial Intelligence News 26 December 2025

AI Stocks Today: Nvidia’s Groq Inference Bet, Broadcom’s Margin Debate, and What Wall Street Is Watching Next

AI Stocks Today: Nvidia’s Groq Inference Bet, Broadcom’s Margin Debate, and What Wall Street Is Watching Next

New York — Friday, December 26, 2025 (1:34 p.m. ET). U.S. markets are open right now, with the New York Stock Exchange’s core session running from 9:30 a.m. to 4:00 p.m. ET. New York Stock Exchange For AI-focused investors, this post‑Christmas Friday is shaping up like a classic year‑end setup: thin liquidity, big headlines in megacap tech and semis, and a market still trying to price the next phase of the AI cycle—inference, custom silicon, and data‑center infrastructure—without tripping over valuation and policy risks. Reuters+1 The broader market backdrop: record highs, year-end momentum, and a closer look at AI spending
26 December 2025
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Sandisk (SNDK) Stock Today: AI-Driven Flash Boom, New Price Targets, and What Investors Should Watch Into the Close

Sandisk (SNDK) Stock Today: AI-Driven Flash Boom, New Price Targets, and What Investors Should Watch Into the Close

New York — Friday, December 26, 2025 (1:09 p.m. ET). U.S. stocks are trading in a thin post-Christmas session, with major indexes hovering near record levels as investors weigh resilient economic signals, renewed enthusiasm around AI-linked names, and classic year-end seasonality (“Santa Claus rally” conditions). Reuters Against that backdrop, Sandisk Corporation (NASDAQ: SNDK)—the flash-memory and storage company spun out of Western Digital earlier this year—remains one of the market’s most-watched AI infrastructure beneficiaries, as the NAND cycle tightens and data center storage demand accelerates. Sandisk+1 Below is what’s moving Sandisk stock right now, what the latest earnings and guidance say,
26 December 2025
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Oracle Stock (ORCL) Today: Shares Trade Near $199 as Wall Street Weighs $50B AI Capex, OpenAI Buildout, and 2026 Outlook

Oracle Stock (ORCL) Today: Shares Trade Near $199 as Wall Street Weighs $50B AI Capex, OpenAI Buildout, and 2026 Outlook

NEW YORK — As of 12:46 p.m. ET on Friday, December 26, 2025, Oracle Corporation (NYSE: ORCL) is trading during regular U.S. market hours, with investors navigating a post-holiday session where liquidity can be thinner and headline sensitivity higher than usual. Oracle stock price today: ORCL steadies while the broader market is roughly flat Oracle shares are changing hands at about $199, up modestly versus the prior close and moving within an intraday range of roughly $196 to $200 (with midday volume in the millions of shares). The broader tape is close to flat in midday trading—an important backdrop because
26 December 2025
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Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

As of 12:16 p.m. ET in New York on Friday, December 26, 2025, U.S. markets are in the middle of the trading session. In that context, Applied Optoelectronics, Inc. (NASDAQ: AAOI) is having a very “AAOI day”: big move, big volume, big opinions. Around midday, AAOI shares traded near $37.75, down roughly $3.25 (about 7.9%) on the day, after opening around $41.00 and touching an intraday low near $37.65. Meanwhile, broader U.S. benchmarks look comparatively calm—SPY was modestly lower and QQQ was near flat around the same time—setting up a classic “market quiet, single stock loud” tape. So what’s driving
26 December 2025
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Meta (META) Stock Today: Holiday-Quiet Trading, AI Spending Questions, and Fresh Wall Street Targets for 2026

Meta (META) Stock Today: Holiday-Quiet Trading, AI Spending Questions, and Fresh Wall Street Targets for 2026

NEW YORK — Friday, December 26, 2025 (12:36 p.m. ET): Meta Platforms, Inc. (NASDAQ: META) shares are trading around $662.87, down about 0.7% on the day in a thin, post-Christmas session. The stock has traded roughly between $662.87 and $668.70 so far, with a market capitalization near $1.85 trillion and a trailing P/E around 31.5, based on current market data. With U.S. markets open right now (regular trading hours are 9:30 a.m.–4:00 p.m. ET), META is moving alongside a market that’s hovering near record territory—while investors keep a close eye on one Meta storyline in particular: how aggressively it spends
26 December 2025
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Broadcom Stock (AVGO) Holds Above $350 as Santa Rally Lifts Wall Street — AI Margins and VMware Risks Stay in Focus

Broadcom Stock (AVGO) Holds Above $350 as Santa Rally Lifts Wall Street — AI Margins and VMware Risks Stay in Focus

NEW YORK — It’s 11:51 a.m. ET on Friday, December 26, 2025, and U.S. markets are open for a full post‑Christmas trading session. Broadcom Inc. (NASDAQ: AVGO) is trading modestly higher in a market that’s flirting with fresh highs into year‑end. In thin holiday volume, the stock’s moves are being interpreted through two big lenses: (1) Broadcom’s surging AI semiconductor demand and massive backlog, and (2) investor scrutiny of profitability, especially after management flagged gross‑margin pressure tied to a richer mix of custom AI hardware. Reuters Broadcom stock price today (AVGO): where shares trade right now As of late morning
26 December 2025
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Zeta Global (ZETA) Stock Today: Marigold Deal, AI-Agent Momentum, and Wall Street Targets as Markets Reopen After Christmas

Zeta Global (ZETA) Stock Today: Marigold Deal, AI-Agent Momentum, and Wall Street Targets as Markets Reopen After Christmas

NEW YORK — Friday, December 26, 2025 (10:17 a.m. ET).Zeta Global Holdings Corp. (NYSE: ZETA) is trading around $19.12 in late-morning action, essentially flat on the day after opening near $19.05, with early trading ranging roughly between $18.70 and $19.20. Today’s tape has the familiar post-holiday feel: U.S. stocks opened mixed as traders returned from the Christmas break, and volumes were widely expected to be lighter into year-end. AP News Seasonality watchers also point out that Dec. 26 has historically been one of the strongest calendar days for U.S. equities, though history is not a trade plan. MarketWatch For Zeta
26 December 2025
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Micron (MU) Stock Today: AI Memory Boom Keeps Micron in Focus as Wall Street Trades Near Records (New York Time: Dec. 26, 2025)

Micron (MU) Stock Today: AI Memory Boom Keeps Micron in Focus as Wall Street Trades Near Records (New York Time: Dec. 26, 2025)

As of 11:51 a.m. ET in New York on Friday, December 26, 2025, U.S. equities are grinding through a thin, post-Christmas session—and Micron Technology, Inc. (NASDAQ: MU) is again one of the most-watched names in semiconductors. Reuters Micron stock is trading around $285 late morning, slightly lower on the day after a volatile session that saw the shares push toward the mid-$290s intraday. The bigger story—and the reason MU keeps pulling headlines—isn’t today’s wiggle. It’s the market’s fast-growing belief that AI-driven demand for high-bandwidth memory (HBM) has shifted the memory cycle from “boom-and-bust” toward something that may stay tighter for
26 December 2025
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AI Stocks Today 26.12.2025: Nvidia Rallies on Groq Inference Deal as S&P 500 Hovers Near Records

AI Stocks Today 26.12.2025: Nvidia Rallies on Groq Inference Deal as S&P 500 Hovers Near Records

Updated: 26.12.2025 | 10:14 a.m. ET Wall Street’s AI trade is finishing 2025 with a familiar mix of momentum and scrutiny: megacap tech remains a key engine for index gains, but investors are increasingly demanding proof that massive AI spending will translate into sustainable margins and earnings growth. In thin post‑Christmas trading on Friday, U.S. stocks held near all‑time highs, with the S&P 500 touching an intraday record and edging closer to the 7,000 milestone—while Nvidia grabbed the spotlight after a licensing deal tied to one of the most important shifts in AI computing: the rise of inference. Reuters Market
26 December 2025
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Oracle Stock Heads for Worst Quarter Since 2001 as AI Spending Fears Collide With OpenAI, TikTok, and Hollywood Bets

Oracle Stock Heads for Worst Quarter Since 2001 as AI Spending Fears Collide With OpenAI, TikTok, and Hollywood Bets

Oracle (NYSE: ORCL) is closing out 2025 with the kind of volatility normally reserved for pure-play AI startups, not a 47-year-old enterprise software heavyweight. Shares are down about 30% so far this quarter, putting the stock on pace for its steepest quarterly decline since 2001, according to market reporting that tracked the move against Oracle’s early-2000s drawdowns. StockAnalysis The selloff has been fueled by a single, recurring question: Can Oracle finance—and execute—an AI data-center buildout big enough to meet demand without crushing its cash flow and balance sheet? That concern has only intensified as Oracle’s ambitions expand beyond the cloud.
26 December 2025
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AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

Wall Street is closing out 2025 at record levels—and doing it while a louder debate simmers about whether artificial intelligence is building a durable foundation for the next decade of growth, or inflating the kind of expectations that tend to end in painful repricing. On Friday, December 26, U.S. equities returned from the Christmas break in thin trading conditions with investors watching two things at once: whether the year-end “Santa Claus rally” has enough momentum to push benchmarks to fresh milestones, and whether the AI trade that powered much of the market’s gains can keep delivering without buckling under the
26 December 2025
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Broadcom Stock (AVGO) News Today: AI Backlog, VMware, Dividend, and Analyst Forecasts for 2026 (Dec. 26, 2025)

Broadcom Stock (AVGO) News Today: AI Backlog, VMware, Dividend, and Analyst Forecasts for 2026 (Dec. 26, 2025)

Broadcom Inc. (NASDAQ: AVGO) is heading into the final trading stretch of 2025 with investors trying to answer a deceptively simple question: is the recent pullback in Broadcom stock a normal “holiday hangover” after a huge run—or the market repricing what AI profits actually look like when the chips ship? As of early Friday, Dec. 26, Broadcom shares were trading around $350 in premarket activity, roughly flat-to-slightly higher on the session at the time of writing. That price level matters because it sits well below the early-December highs and reflects a sharp change in sentiment after Broadcom’s latest earnings: the
26 December 2025
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Stock Market Today

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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