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Artificial Intelligence 11 December 2025 - 12 December 2025

ServiceNow (NOW) Stock News: 5-for-1 Split Approaches as AI Expansion and Analyst Forecasts Keep Shares in Focus (Dec. 12, 2025)

ServiceNow (NOW) Stock News: 5-for-1 Split Approaches as AI Expansion and Analyst Forecasts Keep Shares in Focus (Dec. 12, 2025)

ServiceNow shares traded near $860 on Dec. 12, 2025, ahead of a 5-for-1 stock split set for December 18. The Options Clearing Corporation confirmed contract adjustments will take effect on the same date. The stock remains below its 52-week high of $1,198.09. Investors are watching AI product launches and recent M&A activity.
12 December 2025
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Broadcom Stock Slides After Q4 Earnings: AI Chip Revenue Set to Double, but Margin Pressure Rattles Investors

Broadcom Stock Slides After Q4 Earnings: AI Chip Revenue Set to Double, but Margin Pressure Rattles Investors

Broadcom reported record quarterly revenue of $18.02 billion and raised its outlook, but shares fell over 8% Friday. Investors focused on management’s warning that rising AI hardware sales will pressure gross margins, with CFO Kirsten Spears projecting a sequential decline of about 100 basis points. Fiscal year revenue hit $63.89 billion, up 24%. Free cash flow for the quarter was $7.47 billion.
12 December 2025
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Disney Stock DIS: OpenAI $1 Billion Deal, Google AI Copyright Clash, Analyst Price Targets and 2026 Outlook

Disney Stock DIS: OpenAI $1 Billion Deal, Google AI Copyright Clash, Analyst Price Targets and 2026 Outlook

Disney shares rose Friday, trading near $112.75 after a $1 billion equity investment in OpenAI and a licensing deal for Disney characters in OpenAI’s Sora video generator. The stock rally continued after Thursday’s surge. Disney also sent Google a cease-and-desist letter, alleging unauthorized use of its content to train AI models.
12 December 2025
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Intuit (INTU) Stock News Today (Dec. 12, 2025): Insider Sales, Analyst Price Targets, and AI Catalysts Ahead of Earnings

Intuit (INTU) Stock News Today (Dec. 12, 2025): Insider Sales, Analyst Price Targets, and AI Catalysts Ahead of Earnings

Intuit shares closed at $676.01 on Dec. 11, up 2.05%, following insider sales by co-founder Scott D. Cook’s trust totaling 149,095 shares at prices in the mid-$650s to high-$660s. The stock remains nearly 17% below its July peak. Trading volume was elevated, and after-hours trading saw a modest uptick.
12 December 2025
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AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

AMD shares traded near $221.43 on Dec. 12, 2025, slipping alongside Nvidia as Broadcom’s margin warning and Oracle’s spending outlook rattled AI-linked stocks. Sector sentiment, not company news, drove moves as investors questioned AI profitability after recent capital spending shocks. Time’s “Person of the Year” feature on AMD CEO Lisa Su added to chatter about market sentiment.
12 December 2025
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Meta (META) Stock News Today: Analyst Targets, AI Spending Debate and 2026 Outlook (Dec. 12, 2025)

Meta (META) Stock News Today: Analyst Targets, AI Spending Debate and 2026 Outlook (Dec. 12, 2025)

Meta Platforms shares traded at $647.66 pre-market Friday, down from $652.71 at the prior close and well below the $796.25 52-week high. Investors are reacting to renewed concerns over AI spending after Oracle’s warning, a Morgan Stanley price target cut to $750, and technical signals pointing to weaker momentum. Analyst sentiment remains broadly positive despite volatility.
12 December 2025
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Alphabet (GOOG) Stock Today: Google Class C Shares Face AI Rival Pressure, New Antitrust Risks, and a Waymo Recall — What Investors Are Watching (Dec. 12, 2025)

Alphabet (GOOG) Stock Today: Google Class C Shares Face AI Rival Pressure, New Antitrust Risks, and a Waymo Recall — What Investors Are Watching (Dec. 12, 2025)

Alphabet’s Class C stock (GOOG) closed at $313.70 on Dec. 11 after volatile trading and was modestly higher in premarket action Dec. 12. Investors are reacting to OpenAI’s GPT‑5.2 launch and Disney partnership, EU regulatory threats, and a U.S. Waymo recall. Market focus remains on AI competition and scrutiny of Alphabet’s AI spending returns.
12 December 2025
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Microsoft Stock (MSFT) Today: GPT-5.2 Copilot Rollout, New Legal Headwinds, and Wall Street Targets — Dec. 12, 2025

Microsoft Stock (MSFT) Today: GPT-5.2 Copilot Rollout, New Legal Headwinds, and Wall Street Targets — Dec. 12, 2025

Microsoft closed at $483.47 Thursday and traded at $481.58 pre-market Friday as it rolled out GPT-5.2 to Microsoft 365 Copilot and Copilot Studio. The company faces a £2.1 billion UK lawsuit over cloud licensing and ongoing scrutiny of its AI practices. Analyst targets average $628. Market cap stands at $3.59 trillion.
12 December 2025
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Broadcom (AVGO) Stock Slides After Q4 Earnings: $73B AI Backlog, Margin Outlook, Dividend Hike, and Analyst Price Targets (Dec. 12, 2025)

Broadcom (AVGO) Stock Slides After Q4 Earnings: $73B AI Backlog, Margin Outlook, Dividend Hike, and Analyst Price Targets (Dec. 12, 2025)

Broadcom shares fell 1.5% to $406.37 by 12:44 UTC after the company warned of lower profit margins despite strong fiscal Q4 results and a bullish revenue outlook. The company expects first-quarter gross margin to drop about 100 basis points as AI-related sales grow. Revenue for Q4 rose 28% to $18.015 billion. The margin warning pressured tech stocks across the broader market.
12 December 2025
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Oracle Stock (ORCL) Volatility Spikes After Earnings: AI Capex Surge, Debt Questions, and Updated Analyst Forecasts on Dec. 12, 2025

Oracle Stock (ORCL) Volatility Spikes After Earnings: AI Capex Surge, Debt Questions, and Updated Analyst Forecasts on Dec. 12, 2025

Oracle shares fell sharply after the company’s fiscal Q2 forecast missed Wall Street estimates and management signaled a major increase in AI and data-center spending. The stock drop came despite 14% revenue growth and a 68% jump in cloud infrastructure sales. Investors reacted to concerns over cash flow pressure and uncertainty about the timing of returns on the new investments.
12 December 2025
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Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom shares fell about 5% premarket on December 12 despite record Q4 revenue of $18.015 billion and above-consensus guidance, as the company warned gross margins will decline due to a rising share of AI sales. The stock last traded near $406.37. Broadcom forecast Q1 revenue of $19.1 billion, with AI semiconductor sales expected to double year-over-year.
12 December 2025
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Rivian Stock (RIVN) Slides After Autonomy & AI Day: New In‑House Chip, Autonomy+ Pricing, and Wall Street Forecasts on Dec. 12, 2025

Rivian Stock (RIVN) Slides After Autonomy & AI Day: New In‑House Chip, Autonomy+ Pricing, and Wall Street Forecasts on Dec. 12, 2025

Rivian shares fell about 6% to $16.43 after unveiling a custom autonomy chip and a LiDAR-backed driver-assistance system at its Autonomy & AI Day. The company announced a $2,500 Autonomy+ package, available in early 2026. Investors reacted to concerns over costs and execution despite the new technology push.
12 December 2025
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Best Stocks to Buy Now in the U.S. Stock Market (Dec. 12, 2025): Top Picks as the Fed Cuts Rates and the AI Trade Wobbles

Best Stocks to Buy Now in the U.S. Stock Market (Dec. 12, 2025): Top Picks as the Fed Cuts Rates and the AI Trade Wobbles

The S&P 500 closed at a record high Thursday as investors shifted from AI mega-caps into financials and materials after the Fed cut rates. Oracle and Broadcom earnings reignited concerns about AI profitability, triggering volatility in the sector. Markets remain focused on next week’s delayed jobs and inflation data, which could influence further rate moves. Valuations are elevated, with the S&P 500 trading at 22 times expected earnings.
12 December 2025
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AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

Broadcom shares fell about 5% premarket Friday after warning of a near-term margin dip tied to its AI business, despite forecasting Q1 revenue above estimates. Oracle remained under scrutiny following a sharp selloff on heavy capital spending. Nasdaq futures dropped 0.47% as investors questioned profitability in the AI sector.
12 December 2025
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Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

Oracle shares fell nearly 11% in premarket trading Friday after warning of sharply higher AI-related spending and missing cloud contract forecasts. Nvidia, Alphabet, and Broadcom also traded lower, while Microsoft and Meta edged higher. Investors weighed strong AI demand against rising costs and fresh regulatory headlines for Nvidia and Google.
12 December 2025
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Rivian (RIVN) Stock Slides After Autonomy & AI Day: After-Hours Moves, New AI Chip, Autonomy+ Pricing, and What to Watch Before the Dec. 12, 2025 Market Open

Rivian (RIVN) Stock Slides After Autonomy & AI Day: After-Hours Moves, New AI Chip, Autonomy+ Pricing, and What to Watch Before the Dec. 12, 2025 Market Open

Rivian shares fell 6.1% to $16.43 on Dec. 11, 2025, after the company unveiled its in-house autonomy chip and new subscription pricing at its Autonomy & AI Day. The stock traded between $15.73 and $17.42 on heavy volume before rebounding slightly to $16.63 after hours. Investors reacted coolly despite the anticipated announcements.
12 December 2025
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Meta Platforms (META) After Hours on December 11, 2025: AI Pivot, Metaverse Cuts and a $900 Target – What to Watch Before the December 12 Open

Meta Platforms (META) After Hours on December 11, 2025: AI Pivot, Metaverse Cuts and a $900 Target – What to Watch Before the December 12 Open

Meta closed Thursday near $651, little changed from Wednesday, after trading between $641 and $655 on light volume. The stock sits about 19% below its August high of $796. In after-hours trading, shares edged up to around $653.6. Options activity spiked at the $650 strike ahead of Friday’s expiration, with 15,867 contracts traded Wednesday.
12 December 2025
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Adobe (ADBE) Stock After the Bell on December 11, 2025: Earnings Beat, AI Momentum and What to Watch Before the December 12 Open

Adobe (ADBE) Stock After the Bell on December 11, 2025: Earnings Beat, AI Momentum and What to Watch Before the December 12 Open

Adobe shares closed at $350.43 on Thursday, up 2.1% after reporting record Q4 and full-year 2025 results and announcing a new AI partnership with ChatGPT. Trading volume jumped to 9.85 million shares, more than double the average. Q4 revenue reached $6.19 billion and non-GAAP EPS hit $5.50, both above expectations. The stock remained flat in after-hours trading.
11 December 2025
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CrowdStrike (CRWD) Stock Outlook After the November 21, 2025 Sell‑Off: Earnings, Price Targets and AI‑Powered Growth

CrowdStrike (CRWD) Stock Outlook After the November 21, 2025 Sell‑Off: Earnings, Price Targets and AI‑Powered Growth

CrowdStrike shares rose about 50% in 2025, peaking near $567 in mid-November before dropping 12% and stabilizing around $520 by December 11. Q3 FY26 revenue climbed 22% to $1.23 billion, with annual recurring revenue up 23% to $4.92 billion. Dozens of analysts raised price targets after results, but some warn of high valuation multiples.
11 December 2025
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IREN Stock in December 2025: Microsoft’s $9.7B AI Megadeal, $3.6B Capital Raise and What Comes Next

IREN Stock in December 2025: Microsoft’s $9.7B AI Megadeal, $3.6B Capital Raise and What Comes Next

IREN Limited shares traded at $42–44 midday December 11, down 6% on the day and 40% below last month’s peak, but still up 300–400% year-to-date. Market cap stands near $12–12.5 billion, with trailing revenue of $688 million and net income of $523 million. Volatility remains extreme, with a beta above 4 and implied volatility over 100%. Technical trackers now flag IREN as a “Strong Sell” after its recent drop.
11 December 2025
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Stock Market Today

  • Bank of England Deputy Warns Global Stock Markets Are Overvalued and Likely to Fall
    April 23, 2026, 8:24 PM EDT. The Bank of England's deputy governor, Sarah Breeden, warned that global stock markets are too high and due for a significant correction. She highlighted risks including a potential macroeconomic shock, vulnerabilities in private credit (shadow banking), and inflated valuations driven by AI-fueled investments. Breeden stressed markets show complacency despite these threats. The US stock market recently hit record highs bolstered by AI and tech stocks, but concerns echo the late 1990s dotcom bubble. Breeden declined to specify timing or magnitude but urged preparedness for a possible simultaneous crystallisation of risks impacting financial stability worldwide.

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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