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Artificial Intelligence News 22 December 2025

Lam Research Stock (LRCX) News Today: Shares Hit Fresh Highs as AI Chip Spending Lifts Forecasts Into 2026

Lam Research Stock (LRCX) News Today: Shares Hit Fresh Highs as AI Chip Spending Lifts Forecasts Into 2026

December 22, 2025 — Lam Research Corporation (NASDAQ: LRCX) is back in the spotlight after a sharp late-week surge pushed the semiconductor equipment maker to a new 52-week high, extending one of the strongest momentum runs in large-cap chip tools this year. In the most recent session highlighted by market commentators, LRCX jumped 4.6% to $172.27 on above-average volume, capping an 18% gain over the past four weeks as investors leaned into a renewed AI-driven semiconductor rally. Nasdaq The move comes as Wall Street debates a key question for 2026 positioning: has Lam’s AI-and-memory “capex rebound” already been priced in—or
22 December 2025
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Western Digital (WDC) Stock on Dec. 22, 2025: Nasdaq-100 Entry, New Price-Target Hikes, and the AI Storage Boom Driving Forecasts

Western Digital (WDC) Stock on Dec. 22, 2025: Nasdaq-100 Entry, New Price-Target Hikes, and the AI Storage Boom Driving Forecasts

Western Digital Corporation (NASDAQ: WDC) is starting the week in the spotlight for a simple reason: today is a structural “index day” for the stock. Western Digital officially joins the Nasdaq-100 effective prior to the market open on Monday, December 22, 2025, placing WDC into one of the most widely tracked large-cap growth benchmarks in the world. Nasdaq That index inclusion arrives after a powerful year-long rally tied to the AI infrastructure buildout—and alongside a fresh wave of analyst notes that have lifted price targets as high as $250. The result is a stock story that blends short-term flows (index
22 December 2025
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Amazon Stock (AMZN) Today: OpenAI Talks, AWS AI Spending, and Ultra‑Fast Delivery Set the 2026 Debate

Amazon Stock (AMZN) Today: OpenAI Talks, AWS AI Spending, and Ultra‑Fast Delivery Set the 2026 Debate

Amazon.com, Inc. (NASDAQ: AMZN) heads into the final stretch of 2025 with the market asking a deceptively simple question: Is Amazon about to re-accelerate—or just get more expensive to run? As of Monday, December 22, 2025 (15:31 UTC), AMZN traded around $227.64, after opening near $228.50 and moving between $227.00 and $229.42 intraday. That price action—calm on the surface—sits on top of a pile of big, noisy storylines investors are trying to price in at once: possible OpenAI investment talks, an AI leadership shake-up, new AWS chips and models, and a fresh push into ultra-fast delivery that could reshape how
22 December 2025
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Micron (MU) Stock Today: AI Memory Boom, Blowout Guidance, and Fresh Wall Street Targets on Dec. 22, 2025

Micron (MU) Stock Today: AI Memory Boom, Blowout Guidance, and Fresh Wall Street Targets on Dec. 22, 2025

Micron Technology, Inc. (NASDAQ: MU) stock is back in the spotlight on Monday, December 22, 2025, as investors extend a powerful post-earnings rally fueled by one theme: AI-driven memory demand is rising faster than supply. After a volatile stretch for the broader “AI trade,” Micron has become a bellwether again—this time not for GPUs, but for the memory chips that feed them. Market commentary on Dec. 22 points to a tech-led rebound and continued interest in Micron following last week’s standout earnings and forward guidance. Reuters+2IG+2 Below is a comprehensive, publication-ready roundup of the latest Micron stock news, official forecasts,
22 December 2025
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AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

Updated: Dec. 22, 2025 — 10:22 a.m. ET (15:22 UTC) U.S. equities are starting the holiday-shortened week with a familiar engine: artificial intelligence. By mid-morning Monday, AI chip stocks and the broader tech complex were extending a rebound that picked up late last week, as investors balanced fresh catalysts (notably in semiconductors and cloud) against lingering concerns about valuations, export controls, and the “who actually earns the ROI?” question that keeps resurfacing whenever capex numbers climb. Reuters At the center of today’s tape is a single theme that keeps proving it can move multiple sectors at once: the AI supply
22 December 2025
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Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

December 22, 2025 — Microsoft Corp. (NASDAQ: MSFT) enters the holiday-shortened final stretch of 2025 with investors focused on one big question: can the company turn its massive AI buildout into accelerating, measurable returns fast enough to justify the spending curve and premium valuation? On Monday, Microsoft shares traded around $486, keeping the software giant firmly in mega-cap territory while sentiment across tech improves into year-end. TipRanks+1 Below is a detailed, publication-ready roundup of the latest MSFT stock news, analyst forecasts, and market-moving themes as of 22.12.2025—with a clear look at what bulls and bears are watching next. Microsoft stock
22 December 2025
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Apple Stock (AAPL) News Today, Dec. 22, 2025: Italy Antitrust Fine, China Signals, and Wall Street’s 2026 AI Upgrade Thesis

Apple Stock (AAPL) News Today, Dec. 22, 2025: Italy Antitrust Fine, China Signals, and Wall Street’s 2026 AI Upgrade Thesis

Apple Inc. (NASDAQ: AAPL) heads into the Christmas week with investors juggling two storylines that rarely stop fighting: regulatory pressure (especially around the App Store and privacy rules) versus product-cycle momentum (with iPhone 17 demand still a major pillar of the bull case). On Monday, December 22, 2025, Apple is trading around the $273 level as markets open a holiday-shortened week where headlines can hit harder than usual. Reuters Below is a full, up-to-date roundup of what’s moving Apple stock today—plus the most-cited forecasts and analyst targets shaping expectations into 2026. Apple stock price today: where AAPL stands on Dec.
22 December 2025
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BigBear.ai (BBAI) Stock News Today: Defense AI Partnership Sparks Rally as Ask Sage Deal and Share Vote Loom (Dec. 22, 2025)

BigBear.ai (BBAI) Stock News Today: Defense AI Partnership Sparks Rally as Ask Sage Deal and Share Vote Loom (Dec. 22, 2025)

BigBear.ai Holdings, Inc. (NYSE: BBAI) is back in the spotlight as investors chase a familiar cocktail of catalysts: defense-adjacent AI headlines, a big strategic partnership tied to radar and border security, and an ongoing corporate push to expand share authorization—often interpreted as both a growth enabler and a dilution risk. As of Dec. 22, 2025, BBAI shares were trading around $6.26, with the stock showing sharp recent volatility and elevated volume compared with typical sessions. Yahoo Finance Below is the complete, current picture—news, forecasts, and analyst-style takes—shaping the BigBear.ai stock narrative on 22.12.2025. What’s driving BigBear.ai stock in late December
22 December 2025
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NVIDIA Stock News Today (Dec. 22, 2025): NVDA Rises on China H200 Shipment Plan, Analyst Targets, and the 2026 AI Outlook

NVIDIA Stock News Today (Dec. 22, 2025): NVDA Rises on China H200 Shipment Plan, Analyst Targets, and the 2026 AI Outlook

Updated: December 22, 2025 NVIDIA Corporation (NASDAQ: NVDA) is back in the spotlight at the start of Christmas week, with the stock moving higher as traders digest a major China-related catalyst and a fresh wave of “AI trade” optimism. The headline: Nvidia has told Chinese clients it aims to begin shipping its H200 AI chips to China before the Lunar New Year holiday in mid‑February 2026, according to people familiar with the matter. Reuters That development lands in a holiday-shortened market where tech sentiment has already improved after last week’s AI-linked rebound. U.S. index futures were higher early Monday, and
22 December 2025
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CoreWeave Stock Jumps on DOE Genesis Mission Buzz—What’s Driving CRWV and Why AI Bubble Fears Haven’t Gone Away (Dec. 22, 2025)

CoreWeave Stock Jumps on DOE Genesis Mission Buzz—What’s Driving CRWV and Why AI Bubble Fears Haven’t Gone Away (Dec. 22, 2025)

CoreWeave (NASDAQ: CRWV) is back at the center of the AI trade—and the debate over whether today’s AI infrastructure boom is durable or dangerously overheated. After a sharp rebound late last week, the AI-focused cloud infrastructure provider is entering the holiday-shortened trading week with fresh optimism tied to a U.S. Department of Energy initiative, alongside renewed scrutiny of leverage, execution risk, and customer concentration. Barron’s+2energy.gov+2 Below is what’s moving the story today (December 22, 2025)—and why CoreWeave has become a litmus test for the broader AI buildout narrative on Wall Street. Reuters+2Axios+2 Why CoreWeave is trending again: a powerful rebound
22 December 2025
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AI Profit Boom for Credit Cards and Retailers in 2026: Tech, Healthcare—and Silver—Emerge as Key Market Themes

AI Profit Boom for Credit Cards and Retailers in 2026: Tech, Healthcare—and Silver—Emerge as Key Market Themes

December 22, 2025 is closing out the year with a striking split-screen for investors: artificial intelligence is still the engine behind global equity momentum, while precious metals are suddenly screaming for attention. On one side, AI-linked stocks helped lift Asian markets at the start of the week, with chip and chip-equipment names in Japan and Taiwan among the notable movers. KSATOn the other, gold and silver surged to fresh all-time highs, powered by rate-cut expectations, safe-haven demand, and a weakening dollar narrative that’s kept commodities in the spotlight. Reuters That tension—“AI as the growth story” vs. “silver as the shock
22 December 2025
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AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

Monday, 22 December 2025 (22.12.2025) opens the holiday-shortened trading week with AI stocks back in the driver’s seat—but with the kind of “two steps forward, one geopolitical step sideways” energy that has defined much of 2025’s tech tape. Over the past few sessions, investors have rotated back into the AI trade after a bout of valuation angst, helped by a tech rebound and renewed confidence that enterprise and hyperscaler AI spending isn’t evaporating—it’s just getting more selective. Global markets reflected that shift: Asian shares climbed on the back of tech-led gains, while U.S. futures nudged higher early Monday as traders
22 December 2025
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Stock Market Today

Lumentum stock hits a record close — Citi raises target, insider filing lands ahead of Monday

Lumentum stock hits a record close — Citi raises target, insider filing lands ahead of Monday

7 February 2026
New York, Feb 7, 2026, 06:03 (EST) — Market closed. Lumentum Holdings Inc shares ended Friday at a record $551.99, up $47.14, or 9.3%, after briefly trading as high as $558.22. U.S. markets are shut on Saturday. The late-week jump kept the optics maker in view as investors track a swelling wave of spending on artificial intelligence infrastructure. Alphabet, Microsoft, Amazon and Meta said they expect more than $630 billion of combined spending in 2026, Reuters reported. (Reuters) Amazon alone projected $200 billion of capital spending this year, a figure that has sharpened the debate over payback but also underlined
Lucid stock jumps 14% as Dow tops 50,000 — what LCID investors watch next week

Lucid stock jumps 14% as Dow tops 50,000 — what LCID investors watch next week

7 February 2026
Lucid Group shares jumped 14% to $10.86 at Friday’s close, recovering from an 8% drop the previous day. The move followed a broad Wall Street rally that lifted high-volatility stocks. Lucid reported fourth-quarter deliveries of 5,345 vehicles and full-year deliveries of 15,841. Investors await Lucid’s Feb. 24 results for updates on cash and demand.
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