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Artificial Intelligence 15 December 2025 - 16 December 2025

Meta (META) Stock News, Forecasts and Analysis for Dec. 16, 2025: AI-First Push Meets Fresh Ad-Fraud Scrutiny

Meta (META) Stock News, Forecasts and Analysis for Dec. 16, 2025: AI-First Push Meets Fresh Ad-Fraud Scrutiny

Meta shares hovered near $648 early Tuesday, holding just below the closely watched $650 mark. The company regained its No. 6 spot by market cap after Broadcom’s decline, now valued at $1.632 trillion. Reports highlighted Meta’s expanded internal use of AI tools and renewed scrutiny over ad integrity and regulatory challenges.
Broadcom (AVGO) Stock Slides on AI Margin Fears: Latest News, Analyst Forecasts, and 2026 Outlook

Broadcom (AVGO) Stock Slides on AI Margin Fears: Latest News, Analyst Forecasts, and 2026 Outlook

Broadcom shares fell 5.6% to $339.81 Tuesday after a multi-session decline, despite record quarterly revenue and a dividend hike. Investors reacted to guidance that rising AI-related sales will cut gross margin by about 100 basis points next quarter. The company reported $18 billion in Q4 revenue, up 28% year over year. Wall Street is weighing AI growth against concerns over profitability and margin pressure.
NVIDIA Stock (NVDA) Holds Near $176 as Open-Source AI Push, China H200 Exports, and Wall Street Forecasts Shape the 2026 Outlook (Dec. 16, 2025)

NVIDIA Stock (NVDA) Holds Near $176 as Open-Source AI Push, China H200 Exports, and Wall Street Forecasts Shape the 2026 Outlook (Dec. 16, 2025)

Nvidia shares traded at $176.29 as of 14:20 UTC Tuesday after a volatile session. The company announced Nemotron 3, a new family of open AI models, and acquired SchedMD, developer of the Slurm workload manager. Investors weighed Nvidia’s push into AI software against competition, policy risks, and supply chain concerns.
Amazon Stock (AMZN) in Focus: Guggenheim’s Buy Call, AI Cloud Economics, and the Biggest Headlines to Watch on Dec. 16, 2025

Amazon Stock (AMZN) in Focus: Guggenheim’s Buy Call, AI Cloud Economics, and the Biggest Headlines to Watch on Dec. 16, 2025

Guggenheim initiated Amazon coverage with a Buy rating and $300 price target, citing momentum in cloud and AI infrastructure. Analysts point to Amazon’s lagging stock performance versus peers but note renewed focus on AWS and advertising growth. Data center power constraints and AI capex sustainability remain in focus as investor debate intensifies.
London Stock Exchange Group plc (LSEG) Stock Update: Share Buyback Continues, AI Strategy in Focus, and Analyst Forecasts on 16 December 2025

London Stock Exchange Group plc (LSEG) Stock Update: Share Buyback Continues, AI Strategy in Focus, and Analyst Forecasts on 16 December 2025

London Stock Exchange Group said it bought 157,143 shares on 15 December as part of its ongoing buyback, paying an average 8,571p per share. All repurchased shares will be cancelled. LSEG stock traded near 8,592p on 16 December, well below its 2025 high of 12,185p. The company also updated its £10bn Euro Medium Term Note Programme after FCA approval.
RELX PLC Stock News and Forecast for December 16, 2025: Buyback Momentum, Analyst Targets, and the AI Growth Story

RELX PLC Stock News and Forecast for December 16, 2025: Buyback Momentum, Analyst Targets, and the AI Growth Story

RELX shares closed at £30.77 on December 15, 2025, up 2.02%, but remain nearly 27% below their 52-week high. The company completed a £1.5 billion buyback and will launch a new £250 million programme starting January 2, 2026. RELX also canceled 55 million treasury shares and applied for a block listing of 60,000 shares tied to an employee plan.
16 December 2025
Dow Jones Today: Dow Slips 41 Points After the Bell as Wall Street Braces for Jobs, Inflation Data and More AI “Bubble” Debate (Dec. 15, 2025)

Dow Jones Today: Dow Slips 41 Points After the Bell as Wall Street Braces for Jobs, Inflation Data and More AI “Bubble” Debate (Dec. 15, 2025)

The Dow Jones Industrial Average slipped 41.43 points, or 0.09%, to 48,416.62 on Monday as investors braced for key economic data and reassessed the AI-driven rally. The S&P 500 fell 0.15%, while the Nasdaq dropped 0.58%, weighed down by volatility in technology and AI-linked stocks. Trading was cautious, with the Dow trading in a narrow range throughout the session.
Credo Technology Group (CRDO) Stock: Latest News, Analyst Price Targets, and 2026 Outlook as AI Data-Center Demand Stays Hot (Dec. 15, 2025)

Credo Technology Group (CRDO) Stock: Latest News, Analyst Price Targets, and 2026 Outlook as AI Data-Center Demand Stays Hot (Dec. 15, 2025)

Credo Technology Group shares traded at $144.31 on December 15, 2025, giving the company a market cap near $32.5 billion and a P/E ratio of about 153. Institutional filings showed Liontrust and Castleark cut their CRDO holdings in Q2 after major gains. The stock’s surge followed record Q2 FY2026 results, with revenue up 272% year over year to $268 million.
Rumble Inc. (RUM) Stock Today: Latest News, AI Pivot, Tether Commitments, Price Targets, and Outlook (Dec. 15, 2025)

Rumble Inc. (RUM) Stock Today: Latest News, AI Pivot, Tether Commitments, Price Targets, and Outlook (Dec. 15, 2025)

Rumble shares traded at $6.55, down $0.46, as of 10:33 a.m. ET Dec. 15, 2025, following news of its planned $767 million all-stock acquisition of Northern Data. The deal would add about 22,400 Nvidia GPUs and expand Rumble’s cloud and AI infrastructure. The stock remains volatile, with a 52-week range from the mid-$5 area to the mid-to-high teens.
Disney Stock (DIS) Today, Dec. 15, 2025: OpenAI Deal, Google AI Copyright Clash, Dividend Date and Wall Street Targets

Disney Stock (DIS) Today, Dec. 15, 2025: OpenAI Deal, Google AI Copyright Clash, Dividend Date and Wall Street Targets

Disney shares fell about 0.8% to $110.72 by midday Monday after going ex-dividend and amid headlines about its $1 billion partnership with OpenAI. The deal licenses Disney characters for use in AI-generated content and gives Disney warrants to buy more OpenAI equity. Disney’s market cap stands near $198 billion. The company also sent Google a cease-and-desist letter over alleged unauthorized use of its content for AI training.
Salesforce Stock (CRM) Slides on Dec. 15, 2025 as Wall Street Keeps Bullish Forecasts on Agentforce AI

Salesforce Stock (CRM) Slides on Dec. 15, 2025 as Wall Street Keeps Bullish Forecasts on Agentforce AI

Salesforce shares fell over 3% to around $254 on December 15, 2025, weighing on the Dow despite new customer adoption headlines. University of Nottingham Malaysia announced it will deploy Salesforce’s Agentforce AI for student recruitment. Truist Securities reiterated a Buy rating and a $380 price target. Broader market debates continue over which AI companies will deliver real returns.
S&P 500 Today (Dec. 15, 2025): Index Holds Near 6,800s as Payrolls, Inflation and AI Anxiety Set the Tone

S&P 500 Today (Dec. 15, 2025): Index Holds Near 6,800s as Payrolls, Inflation and AI Anxiety Set the Tone

The S&P 500 edged up 0.13% to 6,836.37 by late morning Monday, after early gains faded. Trading stayed rangebound as investors weighed hopes for lower rates in 2026 against concerns over tech valuations and awaited delayed U.S. economic data. Consumer discretionary stocks led early, with Tesla up 4.5%. AI-linked shares showed mixed performance, with Nvidia higher but Oracle and Broadcom falling.
Gartner (NYSE: IT) Stock News Today (Dec. 15, 2025): AI Disruption Fears, Insider Buying, Analyst Targets and What Could Move Shares Next

Gartner (NYSE: IT) Stock News Today (Dec. 15, 2025): AI Disruption Fears, Insider Buying, Analyst Targets and What Could Move Shares Next

Gartner shares rose 3.9% to $242.94 as of 15:26 UTC Monday after a year-long selloff driven by concerns over AI disruption. The stock remains more than 60% below its February high of $584.01. Investors remain divided over whether large language models threaten Gartner’s subscription business or if the selloff is overdone. Insider activity and shifting Wall Street price targets continue to draw attention.
AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

Nvidia rose 1.1% Monday morning, leading a cautious rebound in AI stocks after last week’s sharp selloff. Tesla jumped 4.5%, while ServiceNow dropped 7.9% on takeover speculation and a downgrade. Major indexes edged higher as investors awaited key U.S. economic data and fresh 2026 forecasts. AI shares remained volatile amid renewed questions about profits versus spending.
Santa Claus Rally 2025: AI Jitters, Fed Signals and Global Central Banks Put Wall Street’s Year-End Bounce to the Test

Santa Claus Rally 2025: AI Jitters, Fed Signals and Global Central Banks Put Wall Street’s Year-End Bounce to the Test

U.S. stocks opened modestly higher Monday as tech giants rebounded and investors braced for a week of delayed economic data and major central bank decisions. The Dow rose 0.20%, S&P 500 gained 0.33%, and Nasdaq climbed 0.39% by mid-morning. iRobot shares plunged after the company filed for Chapter 11 bankruptcy and announced a buyout by Picea Robotics.
Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

Applied Digital Corporation has secured nearly $16 billion in long-term AI data center leases, including a $11 billion, 15-year deal with CoreWeave and a $5 billion lease with an unnamed U.S. hyperscaler, both in North Dakota. The company operates 286 MW of capacity and is developing a 4 GW pipeline as power access becomes a key constraint in AI infrastructure expansion.
Alphabet (GOOG) Stock News Today: AI Monetization Optimism Collides With EU Antitrust Probes and 2026 Capex Questions

Alphabet (GOOG) Stock News Today: AI Monetization Optimism Collides With EU Antitrust Probes and 2026 Capex Questions

Alphabet’s Class C shares (GOOG) slipped 0.5% to around $309 Monday amid renewed analyst focus on AI monetization and ongoing regulatory and legal pressures in Europe, the U.S., and Russia. Market cap stood near $2.94 trillion. Class A shares (GOOGL) traded near $308, down 0.4%. Wall Street debate centered on whether Alphabet can quickly turn AI investment into revenue despite mounting oversight.
Microsoft Stock (MSFT) Today: Fresh Analyst Targets, UK Cloud Lawsuit Risk, and AI Catalysts Investors Are Watching on Dec. 15, 2025

Microsoft Stock (MSFT) Today: Fresh Analyst Targets, UK Cloud Lawsuit Risk, and AI Catalysts Investors Are Watching on Dec. 15, 2025

Microsoft shares traded near $477.90 Monday, down 0.13%, with a market cap of about $3.85 trillion. Wolfe Research cut its price target to $625 from $675 but kept an Outperform rating. The stock faces pressure from a UK lawsuit over alleged overcharging for Windows Server on rival clouds. MSFT’s 52-week range spans $344.79 to $555.45.
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Stock Market Today

  • Canadian and U.S. Stocks Slide Amid Oil Price Swings and Geopolitical Tensions
    April 23, 2026, 6:47 PM EDT. Canadian and U.S. markets dipped Thursday as oil price swings and Middle East tensions rattled investors. The S&P/TSX fell 42.18 points to 33,912.93 while New York's Dow lost 179.71 points, closing at 49,310.32. The S&P 500 and Nasdaq tumbled 29.50 points and 219.06 points respectively. Oil edged higher to $95.85 a barrel, still 43% above pre-conflict levels, as tanker seizures and threats kept worry alive. Despite the turmoil, experts note market resilience, highlighting recent solid gains and potential buying on dips. Lululemon shares dropped 13% post-CEO change news. Tesla shares fell 3.6% amid plans for major capital expenditure increases. Texas Instruments bucked the downward trend with strong earnings and optimistic forecasts, aiding market stability.

Latest article

Newmont earnings today: Gold miner beats Q1 profit, adds $6 billion buyback but warns on Q2 costs

Newmont earnings today: Gold miner beats Q1 profit, adds $6 billion buyback but warns on Q2 costs

24 April 2026
Newmont reported adjusted first-quarter earnings of $2.90 per share on $7.31 billion in sales, beating estimates as realized gold prices surged to $4,900 an ounce. Attributable gold output fell to 1.30 million ounces from 1.54 million a year earlier. The miner declared a $0.26 dividend and authorized a new $6 billion share buyback. Newmont expects higher costs and lower output in the second quarter.
SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

24 April 2026
SAP reported a 17% rise in first-quarter operating profit to 2.74 billion euros and a 19% jump in cloud revenue to 5.96 billion euros, beating forecasts. The company kept its 2026 targets and full-year outlook unchanged. SAP’s U.S. shares reversed losses after the results, climbing nearly 7% in after-hours trading. Management warned cloud revenue growth will slow in the second quarter.
MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

24 April 2026
MaxLinear forecast second-quarter revenue of $160 million to $170 million, well above Wall Street’s estimate of $137.1 million. First-quarter revenue rose 43% to $137.2 million, driven by demand for optical products in AI data centers. Shares surged over 23% to $42.47 in after-hours trading. Infrastructure revenue jumped 136% from a year earlier, becoming the company’s largest segment.
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