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Artificial Intelligence News 18 December 2025 - 19 December 2025

ASX AI Stocks Today: WiseTech Jumps, DroneShield Surges, NextDC Slides as Australian Tech Leads the Market (19 December 2025)

ASX AI Stocks Today: WiseTech Jumps, DroneShield Surges, NextDC Slides as Australian Tech Leads the Market (19 December 2025)

SYDNEY, Friday, 19 December 2025 — Artificial intelligence-themed investing on the Australia stock market ended the week with a familiar mix of momentum and volatility: the S&P/ASX 200 closed up 0.47% at 8,628.20, led by a strong rebound in tech, while investors continued to debate whether the AI “build-out” is accelerating—or simply getting more expensive. News.com.au+1 The local “AI stocks” story on the ASX today wasn’t just about pure-play AI developers. It was also about AI infrastructure (data centres, connectivity, energy) and AI-adjacent software—the parts of the market that typically move when global investors rotate in and out of high-growth themes. Technology was the standout sector, up
Semiconductor Stocks Today: Nvidia, Micron, Broadcom and Intel Rise in Premarket as AI-Memory Boom Meets China Export Review (Dec. 19, 2025)

Semiconductor Stocks Today: Nvidia, Micron, Broadcom and Intel Rise in Premarket as AI-Memory Boom Meets China Export Review (Dec. 19, 2025)

NEW YORK — December 19, 2025 (US premarket): Semiconductor stocks are back in the driver’s seat Friday morning, with investors balancing two powerful (and competing) forces: Micron’s blowout AI-memory outlook, which is reinforcing the “AI infrastructure is still real” narrative, and fresh policy risk tied to Nvidia’s China business, after a Trump administration move to review potential shipments of an advanced AI chip to Chinese customers. Reuters+1 Below is what’s moving chip stocks in premarket trading, what analysts are saying, and what traders are watching as the sector heads into the December 19 U.S. session. Semiconductor stocks premarket snapshot (as
Accenture Stock (ACN) After the Bell: Earnings Beat, AI Bookings Surge, Guidance in Focus Ahead of Friday’s Open

Accenture Stock (ACN) After the Bell: Earnings Beat, AI Bookings Surge, Guidance in Focus Ahead of Friday’s Open

Accenture plc (NYSE: ACN) ended Thursday, December 18, 2025 lower after investors digested a fiscal first-quarter earnings beat that was overshadowed by forward guidance and ongoing debate about how AI reshapes consulting demand. The stock closed at $269.96, down 1.38%, and drifted modestly lower in after-hours trading to about $268.82 as of early evening in New York. StockAnalysis With the next U.S. session set to begin Friday morning, the overnight conversation is likely to center on three things: (1) Accenture’s second-quarter revenue outlook, (2) the durability of “advanced AI” momentum, and (3) the company’s exposure to U.S. federal and public-sector
Adobe Stock (ADBE) After-Hours Update for Dec. 18, 2025: Runway Partnership, AI Lawsuit Risk, and What to Watch Before Friday’s Open

Adobe Stock (ADBE) After-Hours Update for Dec. 18, 2025: Runway Partnership, AI Lawsuit Risk, and What to Watch Before Friday’s Open

Adobe Inc. (NASDAQ: ADBE) ended Thursday, December 18, 2025, with a quiet-but-important setup for Friday’s session: the stock closed at $355.81 and then eased modestly in after-hours trading—while investors digested a fresh AI-video partnership announcement and continued to weigh legal risks tied to AI training data. StockAnalysis+1 With U.S. markets opening again tomorrow, Friday, December 19, 2025, here’s what matters most for anyone tracking Adobe stock pre-market: the after-hours tape, the day’s biggest headlines, where analyst expectations sit now, and the catalysts that can move ADBE at (or shortly after) the opening bell. Adobe stock price after the bell: where
House Passes SPEED Act to Fast-Track Energy Projects as Senate Eyes Rewrite Amid Offshore Wind Clash and AI Power Crunch

House Passes SPEED Act to Fast-Track Energy Projects as Senate Eyes Rewrite Amid Offshore Wind Clash and AI Power Crunch

WASHINGTON, Dec. 18, 2025 — The U.S. House on Thursday approved sweeping permitting legislation aimed at speeding federal reviews for major energy and infrastructure projects, sending a high-stakes overhaul of the National Environmental Policy Act (NEPA) to the Senate — where both parties are already signaling major changes. AP News+2Axios+2 The bill, the Standardizing Permitting and Expediting Economic Development Act — better known as the SPEED Act — passed 221–196, with 11 Democrats joining Republicans and one Republican voting no, as lawmakers try to respond to soaring demand for new power generation, transmission, factories, data centers and other large projects.
Larry Page in the News (Dec. 18, 2025): Alphabet’s AI Rally, a $256 Billion Fortune, and Fresh Scrutiny in Palo Alto

Larry Page in the News (Dec. 18, 2025): Alphabet’s AI Rally, a $256 Billion Fortune, and Fresh Scrutiny in Palo Alto

Larry Page has spent most of the past decade doing what he appears to prefer: staying out of the spotlight while the company he co-founded—Google, now the core of Alphabet—reshapes how billions of people find information, buy products, and build software. But on December 18, 2025, Page is back in the headlines anyway, pulled forward by three forces that don’t require a public appearance: a renewed surge in Alphabet’s market value, a tightening ring of global regulation around Google’s platform power, and an unusually local flashpoint—Palo Alto’s growing backlash against billionaire “compounds,” where Page is singled out alongside other tech titans. Business
AI Stocks Today (Dec. 18, 2025): Nvidia, Microsoft, Broadcom and Micron Rebound as Inflation Cools and OpenAI’s Mega-Round Talk Raises the Stakes

AI Stocks Today (Dec. 18, 2025): Nvidia, Microsoft, Broadcom and Micron Rebound as Inflation Cools and OpenAI’s Mega-Round Talk Raises the Stakes

Updated: Dec. 18, 2025 (4:15 PM EST) AI stocks ended Thursday with a sharp rebound after a bruising stretch that revived “AI bubble” fears across semiconductors and mega-cap tech. The day’s tone shift was driven by two things investors care about most right now: a cooler-than-expected inflation update (supportive for growth-stock valuations) and a blockbuster outlook from Micron that reinforced a simple message—AI infrastructure spending is still accelerating, and the supply chain is still tight. TradingView+2Reuters+2 By the close, Wall Street’s tech-heavy leadership reasserted itself. The S&P 500 rose 0.78% to 6,773.91, the Nasdaq Composite gained 1.37% to 23,004.92, and
Lovable Raises $330 Million at a $6.6 Billion Valuation as Alphabet’s CapitalG and Nvidia’s NVentures Double Down on “Vibe Coding”

Lovable Raises $330 Million at a $6.6 Billion Valuation as Alphabet’s CapitalG and Nvidia’s NVentures Double Down on “Vibe Coding”

On December 18, 2025, Stockholm-based AI software builder Lovable confirmed a blockbuster $330 million Series B that values the company at $6.6 billion—one of the biggest recent bets on the idea that building software can be as simple as describing it in plain English. The round was led by CapitalG (Alphabet’s growth fund) and Menlo Ventures’ Anthology fund, with an unusually deep roster of strategic backers joining in. Reuters+2Lovable+2 The size of the raise—and the speed of Lovable’s valuation jump—captures the current moment in AI-driven software development: investors and corporate tech giants are racing to back “agentic” tools that can
18 December 2025
Disney (DIS) Stock News Today (Dec. 18, 2025): Wells Fargo Names Walt Disney a Top Media Pick as Streaming, Parks, and AI Catalysts Build

Disney (DIS) Stock News Today (Dec. 18, 2025): Wells Fargo Names Walt Disney a Top Media Pick as Streaming, Parks, and AI Catalysts Build

The Walt Disney Company (NYSE: DIS) is back in focus on Thursday, December 18, 2025, as a fresh wave of analyst optimism collides with big shifts in the media landscape—from the Oscars’ long-term move away from ABC to YouTube, to Disney’s push into generative AI and short-form video tools. TipRanks+2Reuters+2 Disney stock price today: DIS trades higher amid an analyst-driven reset for 2026 Disney shares were trading around $112.06, up roughly 1.29% on the day at the time of writing, after opening near $110.53 and moving between about $110.44 and $112.80 in the session. Trading volume was roughly 7.7 million
Accenture Stock (ACN) Slides After Q1 FY2026 Earnings Beat: AI Bookings Hit $2.2B, Guidance Holds, and Wall Street Weighs In (Dec. 18, 2025)

Accenture Stock (ACN) Slides After Q1 FY2026 Earnings Beat: AI Bookings Hit $2.2B, Guidance Holds, and Wall Street Weighs In (Dec. 18, 2025)

Accenture plc stock (NYSE: ACN) was lower Thursday after the consulting and IT services giant reported fiscal first-quarter 2026 results that topped Wall Street expectations—but delivered a second-quarter revenue outlook that, at the midpoint, came in slightly under analyst forecasts. As of the latest update Thursday afternoon, Accenture shares traded around $270.84, down about 1% from the prior close, after swinging between roughly $262.00 and $285.34 intraday. The market’s reaction underscores the split narrative surrounding Accenture stock in late 2025: strong demand for AI-led work is translating into faster “advanced AI” bookings and revenue, but investors remain alert to near-term
Salesforce (CRM) Stock News Today (Dec. 18, 2025): Agentforce in ChatGPT, Qualified Acquisition, and Fresh Analyst Price Targets

Salesforce (CRM) Stock News Today (Dec. 18, 2025): Agentforce in ChatGPT, Qualified Acquisition, and Fresh Analyst Price Targets

December 18, 2025 — Salesforce, Inc. (NYSE: CRM) is ending the year with a familiar mix of catalysts that matter to stock investors: a new AI distribution channel, another targeted acquisition in its “agentic” strategy, and a steady drumbeat of analyst updates as Wall Street tries to put a price on the company’s next growth phase. As of 17:47 UTC on Thursday, Dec. 18, Salesforce shares traded at $257.52, down roughly 0.2% on the session. Below is a roundup of the major news, forecasts, and analyst takes circulating on Dec. 18, 2025, plus what they may mean for the CRM
18 December 2025
AI Stocks Today (Dec. 18, 2025): Micron Ignites the AI Chip Rally as OpenAI Funding Talk and Data-Center Financing Fears Keep Wall Street on Edge

AI Stocks Today (Dec. 18, 2025): Micron Ignites the AI Chip Rally as OpenAI Funding Talk and Data-Center Financing Fears Keep Wall Street on Edge

Updated: 1:59 p.m. ET, Thursday, December 18, 2025 AI stocks are rebounding sharply midday Thursday after a bruising bout of “AI trade” volatility earlier this week. The catalyst is familiar: hard evidence of demand. Micron’s blowout outlook and comments around high-bandwidth memory (HBM) have steadied sentiment across semiconductors and mega-cap tech—just as markets digest softer U.S. inflation data, renewed debate over debt-funded data-center expansion, and a fresh jolt from private-market headlines around OpenAI’s next fundraising ambitions. Reuters+2Reuters+2 Below is a comprehensive, publication-ready roundup of the key AI-stock news, forecasts, and market-moving analyses circulating on December 18, 2025, along with what
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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