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Artificial Intelligence News 25 December 2025 - 26 December 2025

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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Oracle Stock (ORCL) Before the Market Opens Friday, Dec. 26, 2025: TikTok Deal Tailwinds, AI Capex Fears, and Wall Street’s Next Read

Oracle Stock (ORCL) Before the Market Opens Friday, Dec. 26, 2025: TikTok Deal Tailwinds, AI Capex Fears, and Wall Street’s Next Read

U.S. markets reopen for a full trading session on Friday, December 26, 2025, after the Christmas Day closure—setting up a post-holiday tape where headlines can move mega-cap tech faster than usual because liquidity is often thinner. Notably, NYSE and Nasdaq are operating on their normal schedule on Dec. 26, despite the federal-government closure order for that date. Reuters For Oracle Corporation (NYSE: ORCL), the setup into Friday’s open is unusually headline-heavy: a fresh TikTok U.S. joint-venture agreement, ongoing scrutiny of Oracle’s AI data-center spending, and a market still digesting Oracle’s latest earnings guidance and the balance-sheet strain that comes with
26 December 2025
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Meta Stock (META) Before Market Open Dec. 26, 2025: WhatsApp AI Antitrust Pressure, Wall Street Targets, and the 2026 Spending Debate

Meta Stock (META) Before Market Open Dec. 26, 2025: WhatsApp AI Antitrust Pressure, Wall Street Targets, and the 2026 Spending Debate

U.S. markets reopen Friday, Dec. 26, 2025, after the Christmas Day closure—setting up a post-holiday session where headlines can move mega-cap stocks quickly, especially in thinner-than-normal trading. Nasdaq For Meta Platforms, Inc. (NASDAQ: META), investors wake up to a familiar mix: strong confidence in the company’s ad engine and distribution, paired with renewed concerns about AI-related spending and regulatory risk, particularly in Europe. Below is what matters most heading into Friday’s open: the biggest fresh news, what Wall Street is forecasting, and the catalysts (and risks) likely to dominate the next few weeks. Meta stock snapshot heading into Friday’s session
25 December 2025
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Apple Stock (AAPL) Before the Market Opens Dec. 26, 2025: Latest News, iPhone Demand Signals, AI “Siri 2.0” Watchpoints, and Key Risks

Apple Stock (AAPL) Before the Market Opens Dec. 26, 2025: Latest News, iPhone Demand Signals, AI “Siri 2.0” Watchpoints, and Key Risks

Published: Dec. 25, 2025 — U.S. markets are closed today for Christmas Day. Trading resumes Friday, Dec. 26, 2025, with a full regular session after the early close on Dec. 24. Reuters Apple Inc. (NASDAQ: AAPL) heads into the post‑holiday open with three storylines dominating investor attention: fresh China shipment data, a rising tide of global App Store regulation, and a growing belief on Wall Street that 2026 becomes Apple’s “AI monetization” year—even as Apple itself has acknowledged some Siri upgrades are delayed until 2026. Reuters Below is what to know before the bell on Dec. 26—including the latest headlines,
25 December 2025
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Shopify (SHOP) News Today: Institutional Buying, Analyst Forecasts, and AI “Agentic Storefronts” Shape the 2026 Outlook

Shopify (SHOP) News Today: Institutional Buying, Analyst Forecasts, and AI “Agentic Storefronts” Shape the 2026 Outlook

December 25, 2025 — Shopify Inc. is closing out 2025 with its stock near multi-month highs, a growing stream of institutional ownership updates, and an intensifying debate over whether its premium valuation is justified by accelerating revenue, payments expansion, and a fast-moving push into AI-driven commerce. While U.S. markets are closed today for the Christmas holiday, Shopify’s latest available U.S. close sits at $169.45 (NASDAQ: SHOP), with the most recent trade timestamped December 24. Below is what’s driving Shopify’s narrative as of Dec. 25, 2025—including the day’s key filings and fresh valuation commentary—plus what investors and merchants are watching heading
25 December 2025
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AppLovin (APP) Stock News and Forecast on Dec. 25, 2025: AI Ad-Tech Momentum, Rising Price Targets, and the 2026 Catalysts Analysts Are Watching

AppLovin (APP) Stock News and Forecast on Dec. 25, 2025: AI Ad-Tech Momentum, Rising Price Targets, and the 2026 Catalysts Analysts Are Watching

December 25, 2025 — AppLovin Corporation (NASDAQ: APP) enters the final stretch of 2025 with a familiar theme: a high-growth advertising engine powered by its Axon AI stack, increasingly aggressive analyst price targets, and a debate over whether the stock’s premium valuation is justified by its cash-flow profile and expansion runway. With U.S. markets closed for Christmas Day, the most widely cited reference point across data providers and analyst dashboards is AppLovin’s most recent close of $727.50 (Dec. 24). Investing Below is a consolidated view of today’s (Dec. 25, 2025) news flow, the latest forecasts, and the most important recent
25 December 2025
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Goldman Sachs (GS) on Dec. 25, 2025: Dealmaking Tailwinds, an ETF Power Play, AI-Driven Efficiency—and Big 2026 Forecasts

Goldman Sachs (GS) on Dec. 25, 2025: Dealmaking Tailwinds, an ETF Power Play, AI-Driven Efficiency—and Big 2026 Forecasts

Goldman Sachs Group, Inc. enters the final week of 2025 with momentum on multiple fronts—stronger dealmaking conditions, a strategic push deeper into ETFs, and a renewed internal focus on productivity as generative AI reshapes how Wall Street runs. At the same time, the firm is putting big, specific numbers behind its 2026 views on equities, the global economy, and commodities—forecasts that are increasingly influencing how investors position for the year ahead. With U.S. markets closed for Christmas Day and liquidity thin across global venues, the cleanest “snapshot” of where Goldman stands comes from the latest available trade data: Goldman Sachs
25 December 2025
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International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

Dec. 25, 2025 — International Business Machines Corporation is ending 2025 with two narratives colliding in plain sight: a legacy tech giant that has regained market attention through AI, hybrid cloud and dealmaking—and a stock price that many screens now flag as “expensive,” even as Wall Street continues to debate how much upside IBM can still unlock. On a day when U.S. markets are closed for the holiday, today’s IBM-related coverage is less about new product launches and more about positioning: institutional filings hitting the tape, valuation frameworks disagreeing, and investors looking ahead to the next set of catalysts—most notably
25 December 2025
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Stock Market Today

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

7 February 2026
Apple closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. The S&P 500 jumped 1.97% and the Nasdaq rose 2.18% as chipmakers rallied, while Amazon fell 5.6% on higher capex guidance. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13. Apple’s next dividend is $0.26 per share, payable Feb. 12.
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