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Artificial Intelligence News 24 December 2025 - 25 December 2025

Meta Stock (META) News: Fresh 13F Filings Show Institutional Repositioning as Italy Targets WhatsApp AI Chatbot Rules

Meta Stock (META) News: Fresh 13F Filings Show Institutional Repositioning as Italy Targets WhatsApp AI Chatbot Rules

December 25, 2025 — A new batch of SEC filings is offering a clearer look at how professional money managers are positioning around Meta Platforms (NASDAQ: META) going into 2026. Several firms disclosed new stakes or sizeable increases in Meta during the third quarter, while other investors trimmed exposure—a split-screen picture that comes as Meta faces a new wave of European regulatory pressure tied to WhatsApp and rival AI chatbots, and as Wall Street debates whether Meta’s AI spending surge will translate into durable returns. Reuters Below is what’s new on Dec. 25, 2025, and why these filings matter for
25 December 2025
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Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

Vanguard Says Flip the 60/40 Portfolio for 2026: Bonds Back, AI Risks Rising

December 25, 2025 — The classic 60/40 portfolio (60% stocks, 40% bonds) has long been the shorthand for “balanced” investing. But heading into 2026, one of the world’s most influential asset managers is pushing a noticeably different message: the next decade may reward a more bond-heavy mix—not because growth is collapsing, but because markets are pricing in a lot of good news, especially in U.S. mega-cap tech and AI. The timing is striking. With the S&P 500 closing at a record high on Christmas Eve and investors looking ahead to 2026, the debate over whether AI enthusiasm is “the new
25 December 2025
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Nvidia and Groq strike AI inference licensing deal as $20 billion acquisition report swirls

Nvidia and Groq strike AI inference licensing deal as $20 billion acquisition report swirls

On December 24, 2025, a Christmas Eve headline jolted the AI hardware world: CNBC reported that Nvidia had agreed to buy AI chip startup Groq for about $20 billion in cash, a move that would rank among Nvidia’s biggest strategic bets in the AI era. Reuters+1 But as the story raced across markets and social media, Groq published its own update: not an acquisition announcement, but a non-exclusive licensing agreement with Nvidia focused on Groq’s AI inference technology. In the same statement, Groq said its founder Jonathan Ross, Groq President Sunny Madra, and other team members will join Nvidia—while Groq
25 December 2025
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Concentrix (CNXC) Stock Jumps on Dec. 24, 2025: January Earnings Date, AI Product Push, and Analyst Forecasts

Concentrix (CNXC) Stock Jumps on Dec. 24, 2025: January Earnings Date, AI Product Push, and Analyst Forecasts

Concentrix Corporation (NASDAQ: CNXC) stock ended the Christmas Eve session higher, with shares trading around $41.6—up roughly 3.6% on the day. Trading volume was lighter than typical, as U.S. markets closed early for the holiday. Investing.com+1 Even with the holiday bounce, CNXC remains well below its 52-week peak, with data providers showing a 52-week range roughly spanning the low $30s to the mid-$60s. Investing.com+1 So what’s shaping the Concentrix stock story as of December 24, 2025? Three themes dominate today’s investor conversation: Below is the full roundup of the latest news, forecasts, and analyses moving CNXC right now. Concentrix stock
24 December 2025
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AI Stocks Today (Dec. 24, 2025): Nvidia, Micron and Meta Drive a Christmas Eve Record Rally — What Analysts Forecast for 2026

AI Stocks Today (Dec. 24, 2025): Nvidia, Micron and Meta Drive a Christmas Eve Record Rally — What Analysts Forecast for 2026

Updated: 1:33 p.m. ET | December 24, 2025 U.S. markets wrapped a thin, holiday-shortened Christmas Eve session with fresh records—and AI-linked stocks were once again the center of gravity. The S&P 500 finished at a record level near 6,932, while the Dow and Nasdaq also closed higher, extending a winning streak into what traders call the start of the “Santa Claus rally” window. Trading ended early at 1:00 p.m. Eastern for Christmas Eve, leaving investors with a compressed burst of price discovery and a long weekend to digest what comes next for the AI trade heading into 2026. AP News+2New
24 December 2025
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Microsoft Stock (MSFT) After the Bell on Dec. 24, 2025: After-Hours Dip, Nadella’s AI Clampdown, and What to Watch Before the Next Open

Microsoft Stock (MSFT) After the Bell on Dec. 24, 2025: After-Hours Dip, Nadella’s AI Clampdown, and What to Watch Before the Next Open

Microsoft Corporation (NASDAQ: MSFT) finished the holiday-shortened Christmas Eve session modestly higher, then slipped fractionally in after-hours trading as investors digested fresh reporting on CEO Satya Nadella’s increasingly hands-on role in Microsoft’s AI execution—an issue that’s becoming central to the stock’s 2026 narrative. StockAnalysis+2Google+2 One key calendar note upfront: U.S. stock markets are closed Thursday, Dec. 25, 2025 (Christmas Day). Today (Wednesday, Dec. 24) was an early close at 1:00 p.m. ET, and the next regular market open is Friday, Dec. 26. Nasdaq MSFT stock price: where Microsoft closed and where it’s trading after hours Microsoft ended the shortened regular
24 December 2025
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Micron Technology (MU) Stock Hits Fresh Records on Dec. 24, 2025: AI Memory Crunch, Blowout Guidance, and Wall Street’s Latest Forecasts

Micron Technology (MU) Stock Hits Fresh Records on Dec. 24, 2025: AI Memory Crunch, Blowout Guidance, and Wall Street’s Latest Forecasts

Micron Technology, Inc. (NASDAQ: MU) is closing out Christmas Eve trading in full “Santa rally” fashion. In the holiday-shortened U.S. session on December 24, 2025, Micron climbed to a record high and helped lift broader market sentiment as investors continued to reprice the company around one big theme: AI data centers are turning memory into the new choke point. Reuters By mid-day, MU was trading around the mid-$280s after pushing up near $289 intraday, extending the post-earnings surge that began last week. Benzinga+1 What changed isn’t that Micron “discovered AI” overnight—it’s that the company’s latest results and forward guidance arrived
24 December 2025
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GE Vernova Stock (NYSE: GEV) News on Dec. 24, 2025: AI Power Demand, Raised 2026–2028 Outlook, and Wall Street’s Latest Targets

GE Vernova Stock (NYSE: GEV) News on Dec. 24, 2025: AI Power Demand, Raised 2026–2028 Outlook, and Wall Street’s Latest Targets

December 24, 2025 — GE Vernova Inc. (NYSE: GEV) has become one of the market’s most closely watched “power for AI” stocks in 2025, and Christmas Eve trading is arriving with the shares still in the spotlight after a dramatic two-week stretch of upgrades, volatility, and fresh contract headlines. As of the latest available trade on Dec. 24, GE Vernova stock was trading around $667 (up roughly 0.9% on the day), after opening near $660.63 and moving within an intraday range of $658.95–$673.36. With U.S. markets operating on a holiday schedule—including an early close at 1:00 p.m. ET on Dec.
24 December 2025
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AI Stocks Today (Dec. 24, 2025, 10:34 a.m. ET): Nvidia, Microsoft, Intel, Snowflake and ServiceNow in Focus as the S&P 500 Hits a Fresh Record

AI Stocks Today (Dec. 24, 2025, 10:34 a.m. ET): Nvidia, Microsoft, Intel, Snowflake and ServiceNow in Focus as the S&P 500 Hits a Fresh Record

As of late morning on Wednesday, December 24, 2025, U.S. markets are trading through a holiday-thinned, shortened Christmas Eve session with one message dominating the tape: investors are back in “AI mode.” The S&P 500 pushed to a new intraday record, buoyed by renewed appetite for heavyweight AI and tech names and growing confidence that the Federal Reserve could deliver additional rate cuts in 2026—two catalysts that have repeatedly powered the AI-stock trade over the past three years. Reuters But beneath the headline index level, today’s AI-stock story is more nuanced than a simple “chips up, everything else follows” narrative.
24 December 2025
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Oracle Stock (ORCL) News on Dec. 24, 2025: TikTok Joint Venture Tailwind Meets AI Data-Center Spending Fears

Oracle Stock (ORCL) News on Dec. 24, 2025: TikTok Joint Venture Tailwind Meets AI Data-Center Spending Fears

Oracle Corporation (NYSE: ORCL) is trading through a shortened Christmas Eve session with investors juggling two competing narratives: near-term excitement around major platform and cloud wins—including a TikTok-related U.S. venture—versus mounting scrutiny over the cost and financing of Oracle’s AI data-center buildout tied closely to OpenAI-scale demand. New York Stock Exchange+1 Oracle stock price today: ORCL trades in a shortened Christmas Eve session As of Dec. 24, 2025 (14:41 UTC), Oracle shares traded at $196.73, up $1.36 (+0.70%) on the day. The session range was roughly $194.49 to $197.64, with a market cap near $550.9 billion. It’s worth noting that
24 December 2025
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Alphabet Class C Stock (GOOG) on Dec. 24, 2025: Waymo Update, AI Power Push, and Wall Street Forecasts Into 2026

Alphabet Class C Stock (GOOG) on Dec. 24, 2025: Waymo Update, AI Power Push, and Wall Street Forecasts Into 2026

Alphabet Inc.’s Class C shares (NASDAQ: GOOG) are trading in a holiday-thinned session on Wednesday, Dec. 24, 2025, with U.S. equities markets scheduled to close early at 1:00 p.m. ET ahead of Christmas Day. New York Stock Exchange+1 In early trading, GOOG hovered around $314 (recent trade: $313.87), modestly lower on the day, with the session range roughly $313.42–$317.39. The bigger story for investors isn’t the day’s small price move. It’s how Alphabet’s late‑2025 narrative—AI infrastructure spending, cloud momentum, and “Other Bets” optionality—keeps colliding with real‑world execution risks (including today’s headline involving Waymo). Alphabet Class C stock: what GOOG represents
24 December 2025
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Opendoor Technologies (OPEN) Stock News and Forecasts for Dec. 24, 2025: Mortgage Expansion, AI Pivot, and Analyst Targets

Opendoor Technologies (OPEN) Stock News and Forecasts for Dec. 24, 2025: Mortgage Expansion, AI Pivot, and Analyst Targets

Opendoor Technologies Inc. (NASDAQ: OPEN) is ending 2025 the way it spent much of it: volatile, headline-driven, and intensely debated. In the Christmas Eve, holiday-shortened session on Wednesday, Dec. 24, 2025, OPEN traded around $6.16 with a modest intraday range (about $6.13–$6.31) as investors weighed fresh company updates against a still-challenging U.S. housing backdrop. This is a stock that can’t decide whether it wants to be priced like a turnaround software platform or a cyclical housing trader—and on Dec. 24, the news flow gave both camps ammunition. Here’s what’s new today, what analysts are forecasting, and what matters heading into
24 December 2025
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
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