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Artificial Intelligence 9 December 2025 - 10 December 2025

CVS Health (CVS) Stock Soars in 2025 on New Guidance, AI Push and Clinic Reset – Is the Turnaround Finally Real?

CVS Health (CVS) Stock Soars in 2025 on New Guidance, AI Push and Clinic Reset – Is the Turnaround Finally Real?

CVS Health raised its 2025–2026 profit outlook and launched an AI-driven engagement platform at its Investor Day in Hartford, sending shares up 2% to around $78 on December 10. The stock has surged nearly 80% year to date. CVS now expects at least $400 billion in 2025 revenue and adjusted EPS of $6.60–$6.70, above prior guidance. Management projects mid-teens adjusted EPS growth through 2028.
10 December 2025
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Meta Platforms (META) Stock on December 10, 2025: AI Pivot, EU Rulings and New Price Targets

Meta Platforms (META) Stock on December 10, 2025: AI Pivot, EU Rulings and New Price Targets

Meta Platforms traded at $656–$657 per share Wednesday, down 1.5% from the previous close, with a market cap near $1.85 trillion. Shares remain below late-October highs after a sharp drop following Q3 earnings and a surge in AI spending plans. Meta is cutting Reality Labs’ budget by up to 30% and expects to spend about $72 billion on AI in 2025. The company recently invested $14 billion in Scale AI for a 49% stake.
10 December 2025
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Broadcom (AVGO) Stock Near Record High Ahead of Q4 2025 Earnings: AI Supercycle, Analyst Upgrades and 2030 Forecasts

Broadcom (AVGO) Stock Near Record High Ahead of Q4 2025 Earnings: AI Supercycle, Analyst Upgrades and 2030 Forecasts

Broadcom shares traded at $406 on December 10, 2025, just below the 52-week high of $407.29, valuing the company at $1.92 trillion. The company reports fiscal Q4 earnings on December 11, with analysts expecting revenue near $17.5 billion and adjusted EPS of $1.88, both up sharply year over year. AI semiconductor revenue is projected at $6.2 billion, about a third of total sales.
10 December 2025
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Oracle Stock Today: AI Bets, Debt Fears and What to Watch in Q2 FY26 Earnings

Oracle Stock Today: AI Bets, Debt Fears and What to Watch in Q2 FY26 Earnings

Oracle reports fiscal Q2 2026 earnings after market close, with consensus expecting revenue of $16.2 billion, up 15% year over year, and adjusted EPS of $1.64. Shares traded at $221.53 midday, up about a third in 2025. Options markets imply a 10% swing on the results. Wall Street is watching for signs that Oracle’s AI-driven cloud growth can withstand concerns over debt and customer concentration.
10 December 2025
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Microsoft Stock Pre-Market Today (Dec. 10, 2025): MSFT Slips After $23B AI Spend – Key Levels for Today’s Session

Microsoft Stock Pre-Market Today (Dec. 10, 2025): MSFT Slips After $23B AI Spend – Key Levels for Today’s Session

Microsoft shares fell 1.4% in pre-market trading Wednesday, changing hands near $485.24 after closing at $492.02 Tuesday. The drop follows Microsoft’s announcement of a $23 billion global AI infrastructure investment, with major allocations to India and Canada. Pre-market volume remains below average, with no signs of panic selling. The stock stays within its recent trading range, well below its all-time high.
10 December 2025
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Nvidia Stock Pre-Market Today (Dec 10, 2025): H200 China Deal, New Anti-Smuggling Tech and AI Forecasts Drive NVDA

Nvidia Stock Pre-Market Today (Dec 10, 2025): H200 China Deal, New Anti-Smuggling Tech and AI Forecasts Drive NVDA

Nvidia shares rose about 0.3% to $185.50 in pre-market trading Wednesday after President Donald Trump approved H200 AI chip exports to China with a 25% revenue cut to the U.S. government. Pre-market volume reached 9.3 million shares, above the 30-day average. The stock remains 12–13% below its 52-week high.
10 December 2025
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JPM Stock Pre-Market Today (December 10, 2025): Cost Shock Hangover, AI Spending and Fed Jitters

JPM Stock Pre-Market Today (December 10, 2025): Cost Shock Hangover, AI Spending and Fed Jitters

JPMorgan Chase shares fell 4.7% Tuesday, their steepest drop since April, after the bank raised its 2026 expense forecast to $105 billion—well above analyst estimates. The stock edged up 0.09% in pre-market trading Wednesday, trading near $300.79. CEO Marianne Lake cited higher costs in cards, tech investment, and real estate. Investors also noted a more cautious outlook on U.S. consumers.
10 December 2025
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Best Stocks to Buy Now (December 10, 2025): 8 U.S. Stocks Positioned for an AI‑Driven, Rate‑Cut Era

Best Stocks to Buy Now (December 10, 2025): 8 U.S. Stocks Positioned for an AI‑Driven, Rate‑Cut Era

The S&P 500 is up mid-teens percent for 2025, closing slightly lower as investors await the Federal Reserve’s December 9–10 policy decision, with futures suggesting a likely 25-basis-point rate cut. J.P. Morgan estimates AI-linked firms have driven about 75% of S&P 500 gains and 80% of earnings growth since late 2022.
10 December 2025
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Fifth Third–Brex Deal Puts $5.6B AI-Powered Card Platform at Center of Comerica Merger Fight

Fifth Third–Brex Deal Puts $5.6B AI-Powered Card Platform at Center of Comerica Merger Fight

Fifth Third Bank has selected Brex to provide the technology for its commercial card program, covering $5.6 billion in annual payments. The announcement comes as Fifth Third faces lawsuits from HoldCo Asset Management and protests from community groups over its planned $10.9 billion acquisition of Comerica. The deal would create the ninth-largest U.S. bank by assets, pending regulatory approval.
10 December 2025
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NextEra Energy (NEE) After Hours: AI Power Deals, New Guidance and What to Watch Before the December 10 Open

NextEra Energy (NEE) After Hours: AI Power Deals, New Guidance and What to Watch Before the December 10 Open

NextEra Energy shares closed at $79.64 Tuesday, down 1.1%, before edging up to $79.80 in after-hours trading on over 700,000 shares. The move followed new guidance, a natural gas acquisition, and expanded clean-energy deals with Big Tech, including a major Google Cloud partnership to build data centers with dedicated power plants. Trading volume topped 10.6 million shares, slightly above average.
10 December 2025
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Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research closed Tuesday at $165.81, up 1.9%, just shy of its all-time high. Shares traded between $160.75 and $166.36 on volume near 8 million. After-hours, the stock held steady. The move followed strong earnings and guidance, with analysts raising price targets as AI demand drives sector gains.
10 December 2025
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Qualcomm (QCOM) After-Hours Update: AI Hype, Analyst Split and What to Watch Before the December 10, 2025 Open

Qualcomm (QCOM) After-Hours Update: AI Hype, Analyst Split and What to Watch Before the December 10, 2025 Open

Qualcomm shares closed at $176 on December 9, up 0.4%, with after-hours trading nearly flat at $175.84. Volume was about 6 million shares, slightly below the prior day. The company reported Q4 revenue of $11.27 billion and adjusted EPS of $3.00, both beating estimates. Management guided above expectations for the current quarter, citing strength in premium smartphones and non-Apple revenue.
10 December 2025
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US Navy Awards Palantir $448 Million ‘ShipOS’ AI Contract to Accelerate Submarine Production and Shipbuilding

US Navy Awards Palantir $448 Million ‘ShipOS’ AI Contract to Accelerate Submarine Production and Shipbuilding

The US Navy awarded Palantir Technologies a $448 million contract to deploy an AI-powered “ShipOS” platform across its submarine industrial base. ShipOS will integrate data from Navy shipyards, major submarine builders, and over 100 suppliers to address shipbuilding delays. The initial rollout targets Virginia- and Columbia-class submarine programs. Palantir’s Foundry and AIP platforms will provide the system’s data and AI backbone.
10 December 2025
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Microsoft Bets $23 Billion on AI in India and Canada as Cloud Race Intensifies

Microsoft Bets $23 Billion on AI in India and Canada as Cloud Race Intensifies

Microsoft will invest $17.5 billion in India and over C$7.5 billion ($5.4 billion) in Canada to expand AI and cloud infrastructure, CEO Satya Nadella announced December 9 in New Delhi. The India package includes a new data center region in Hyderabad and expansion in Chennai and Pune, with projects set to begin in 2026. The Canada investment is part of a broader C$19 billion plan running through 2027.
10 December 2025
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Microsoft Stock After Hours on December 9, 2025: AI Megaspending, Office Price Hikes, and What to Watch Before the December 10 Open

Microsoft Stock After Hours on December 9, 2025: AI Megaspending, Office Price Hikes, and What to Watch Before the December 10 Open

Microsoft closed at $492.06 on December 9, up 0.2%, before slipping to $491.65 after hours. The company announced $23 billion in new AI infrastructure investments, including $17.5 billion for India and $14 billion for Canada. Traders positioned ahead of the December 10 Federal Reserve rate decision. Market cap stands near $3.85 trillion.
9 December 2025
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2026 Market Outlook: Debt‑Trap Warnings, AI Bubble Fears and Five Investment Themes Investors Can’t Ignore

2026 Market Outlook: Debt‑Trap Warnings, AI Bubble Fears and Five Investment Themes Investors Can’t Ignore

Major equity indices posted double-digit gains in 2025 despite trade tensions and new US tariffs. Analysts warn of rising macro risks for 2026, including a potential sovereign debt crisis, AI-driven market pull-back, and recession. France and the UK are flagged as especially vulnerable to debt shocks. Financial Times’ Alphaville blog mocks the flood of 2026 outlooks but notes recurring optimism on AI and central banks.
9 December 2025
Accenture (ACN) Stock Today: Anthropic AI Deal, Insider Buying and 2026 Forecasts — December 9, 2025

Accenture (ACN) Stock Today: Anthropic AI Deal, Insider Buying and 2026 Forecasts — December 9, 2025

Accenture shares traded near $269.64 on December 9, 2025, up 1% after announcing a multi-year partnership with Anthropic to deploy generative AI in regulated industries. The company plans to train 30,000 employees on Anthropic’s Claude platform, marking Anthropic’s largest enterprise rollout. Accenture stock remains down about 30–40% from its February peak despite record bookings and renewed analyst interest.
9 December 2025
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Applied Digital (APLD) Stock Soars Over 270%: Can the AI Data Center High‑Flyer Keep Climbing in 2026?

Applied Digital (APLD) Stock Soars Over 270%: Can the AI Data Center High‑Flyer Keep Climbing in 2026?

Applied Digital Corporation shares trade near $33, up over 270% in the past year, with a market cap approaching $9.5 billion. The company develops and operates AI-focused data centers, including the Polaris Forge campuses in North Dakota. In January, Macquarie Asset Management agreed to provide up to $5 billion in funding for its HPC data center pipeline. Applied Digital rebranded from Applied Blockchain in 2022.
9 December 2025
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Lam Research (LRCX) Stock Today: AI Chip Tailwinds, Fresh Analyst Targets and December 9, 2025 Forecast

Lam Research (LRCX) Stock Today: AI Chip Tailwinds, Fresh Analyst Targets and December 9, 2025 Forecast

Lam Research shares traded near $164.90 on December 9, 2025, just below a record high, after gaining about 127% over the past year. Institutional ownership reached 84–85%, with State Street and others increasing stakes, while insiders sold roughly 102,600 shares last quarter. The company’s market value stands near $205 billion. Management projects revenue rising from $16.2 billion in 2024 to up to $28 billion by 2028.
9 December 2025
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Goldman Sachs (GS) Stock Near Record Highs: M&A Supercycle, AI Push and New $900 Price Target – December 9, 2025

Goldman Sachs (GS) Stock Near Record Highs: M&A Supercycle, AI Push and New $900 Price Target – December 9, 2025

Goldman Sachs shares traded near $873 in late December 2025, nearly doubling their 52-week low and up about 50% year to date. Q3 earnings beat forecasts, with net revenues at $15.18 billion and diluted EPS of $12.25. Bank of America raised its price target to $900, citing strong M&A activity, while analyst consensus targets remain below the current price.
9 December 2025
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