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Artificial Intelligence News 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
18 December 2025
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Top AI Stocks to Buy Today (Dec. 18, 2025): Nvidia, Microsoft, Amazon, Broadcom, Micron and More as AI Trade Rebounds

Top AI Stocks to Buy Today (Dec. 18, 2025): Nvidia, Microsoft, Amazon, Broadcom, Micron and More as AI Trade Rebounds

NEW YORK — December 18, 2025 (12:00 p.m. ET) — After a bruising few sessions driven by data-center financing jitters, the AI trade is finding its footing again at midday. A cooler-than-expected inflation read helped lift rate-cut hopes, while Micron’s blockbuster outlook for AI-linked memory demand reignited risk appetite across semiconductors and the broader tech complex. Reuters+1 That rebound doesn’t erase the market’s big new question: can the industry keep funding a trillion-dollar buildout of chips, power, and data centers long enough for profits to catch up? Oracle’s financing headlines and the sudden repricing in “AI infrastructure” names show how quickly sentiment can swing—even
18 December 2025
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Visa Stock (NYSE: V) News Today: Secure AI Agent Payments, USDC Settlement Expansion, and Analyst Upgrades Put 2026 in Focus

Visa Stock (NYSE: V) News Today: Secure AI Agent Payments, USDC Settlement Expansion, and Analyst Upgrades Put 2026 in Focus

Visa Inc. (NYSE: V) is back in the spotlight on December 18, 2025, as the payments giant pushes deeper into two of the market’s hottest themes—AI-driven “agentic” commerce and stablecoin-based settlement—while Wall Street analysts continue to argue the stock’s 2025 lull has created an attractive setup heading into 2026. Visa shares traded around $347 in the latest session (midday UTC), modestly higher on the day, as investors digested new company announcements and continued to weigh regulatory and litigation headlines that remain a long-running overhang for the global card networks. Visa Investor Relations Below is a complete roundup of the latest
18 December 2025
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Meta Platforms (META) Stock News Today (Dec. 18, 2025): EU Privacy Ruling, IRS Tax Fight, and Wall Street’s 2026 AI Forecasts

Meta Platforms (META) Stock News Today (Dec. 18, 2025): EU Privacy Ruling, IRS Tax Fight, and Wall Street’s 2026 AI Forecasts

Meta Platforms, Inc. (NASDAQ: META) is ending Thursday, December 18, 2025, in the middle of a classic “good news / big risk” tug-of-war: the stock is rising with the broader market, while investors digest a potentially precedent-setting European privacy ruling, an escalating U.S. tax dispute, and a fresh round of analyst forecasts tied to Meta’s expensive AI buildout. As of 16:28 UTC, Meta shares were trading around $667, up roughly 2.7% on the session. The move is outperforming broad U.S. market proxies on the day, with the S&P 500 ETF (SPY) up about 1.2% and the Nasdaq-100 ETF (QQQ) up
18 December 2025
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Micron Stock (MU) Jumps on Blowout Forecast: AI Memory Shortage, HBM Sold Out for 2026, and What Wall Street Expects Next

Micron Stock (MU) Jumps on Blowout Forecast: AI Memory Shortage, HBM Sold Out for 2026, and What Wall Street Expects Next

Micron Technology, Inc. (NASDAQ: MU) is back at the center of the AI trade on December 18, 2025, after delivering record fiscal Q1 results and issuing a second-quarter outlook that dramatically exceeded Wall Street expectations—sparking a sharp rally in Micron stock and lifting sentiment across semiconductors. MarketWatch+2Barron’s+2 The key takeaway behind today’s headlines is simple but powerful: memory is becoming one of the main bottlenecks in the AI buildout. Micron says demand—especially for high-bandwidth memory (HBM) used in AI accelerators—remains so tight that the company has already completed price-and-volume agreements for its entire calendar 2026 HBM supply, including next-generation HBM4.
18 December 2025
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Amazon Stock (AMZN) News Today, Dec. 18, 2025: AI Leadership Shake‑Up, OpenAI Talks, and Wall Street Forecasts for 2026

Amazon Stock (AMZN) News Today, Dec. 18, 2025: AI Leadership Shake‑Up, OpenAI Talks, and Wall Street Forecasts for 2026

Amazon.com, Inc. (NASDAQ: AMZN) is back in the center of the market conversation on Thursday, December 18, 2025, as investors weigh a fresh wave of AI-related headlines, a disputed data-center rumor, and new corporate updates—against a backdrop of cautious sentiment in mega-cap tech. Below is a detailed roundup of today’s news, forecasts, and analyst takeaways that matter most for Amazon stock, along with what bulls and bears are watching as 2026 approaches. AMZN stock price check (Dec. 18, 2025) Amazon shares were trading around $221 in U.S. trading on Thursday (as of the latest reported trade time in the market
18 December 2025
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Oracle Stock (ORCL) Slides on AI Data Center Funding Jitters: Latest News, Analyst Forecasts, and Key Catalysts on Dec. 18, 2025

Oracle Stock (ORCL) Slides on AI Data Center Funding Jitters: Latest News, Analyst Forecasts, and Key Catalysts on Dec. 18, 2025

Oracle Corporation (NYSE: ORCL) is under fresh pressure on December 18, 2025, as investors digest new reporting around the company’s ambitious AI data center buildout—specifically, a high-profile Michigan project linked to OpenAI—and the financing structures that may determine how quickly Oracle can turn its enormous backlog into reported revenue. ORCL shares were trading around $178.46, down roughly 5.4% on the day at the time of the latest market update (13:17 UTC), reflecting renewed concerns about execution timelines, funding partners, and the company’s rapidly rising capital spending needs. Below is a comprehensive, publication-ready roundup of the current Dec. 18, 2025 news
18 December 2025
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Alphabet Stock News & Forecast (Dec. 18, 2025): GOOGL Slides on AI Funding Jitters as Google Pushes TorchTPU, Gemini 3 Flash, and a YouTube Oscars Deal

Alphabet Stock News & Forecast (Dec. 18, 2025): GOOGL Slides on AI Funding Jitters as Google Pushes TorchTPU, Gemini 3 Flash, and a YouTube Oscars Deal

Alphabet Inc. (NASDAQ: GOOGL / GOOG) is ending 2025 the way only a mega-cap AI empire can: with its stock dipping on market nerves even as the company drops a stack of strategically meaningful announcements. On the tape, Alphabet shares fell about 3.2% in the latest session highlighted in today’s coverage, pressured by a broader tech pullback tied to AI infrastructure spending anxiety—and amplified by a Reuters report that Google is launching an internal initiative to reduce Nvidia’s software “lock-in” advantage by making Google’s TPUs far easier to run with PyTorch. Reuters+1 But if you zoom out from the daily
18 December 2025
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Cipher Mining Inc (CIFR) Stock News Today: Analyst Targets, Insider Filings, Bitcoin Link, and the 2026 AI Data Center Outlook (Dec. 18, 2025)

Cipher Mining Inc (CIFR) Stock News Today: Analyst Targets, Insider Filings, Bitcoin Link, and the 2026 AI Data Center Outlook (Dec. 18, 2025)

Cipher Mining Inc. (NASDAQ: CIFR) is back in the spotlight on Thursday, Dec. 18, 2025, as investors weigh two competing forces: short-term crypto-linked volatility and a longer-term pivot into AI / high-performance computing (HPC) data center infrastructure. The stock last marked a $14.39 close (down about 4%), while early extended trading indicated a rebound to roughly $14.95. MarketBeat At the same time, CIFR’s recent trading has been choppy: the shares are down about 23.8% over the past seven days per Simply Wall St’s snapshot. Simply Wall St Here’s what moved the story today—fresh analyst framing, new insider disclosures, updated forecast
18 December 2025
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Accenture Beats Q1 Revenue Forecast as AI Bookings Hit $2.2 Billion; Standalone AI Reporting to End

Accenture Beats Q1 Revenue Forecast as AI Bookings Hit $2.2 Billion; Standalone AI Reporting to End

NEW YORK, Dec. 18, 2025 — Accenture’s latest earnings report offered a clear message to investors tracking the consulting giant’s pivot to artificial intelligence: AI-fueled demand is landing bigger deals and lifting revenue, but the company is also preparing the market for a new reality where “AI work” is no longer a separate category. Accenture reported first-quarter fiscal 2026 revenue of $18.74 billion, topping analyst expectations and landing at the top end of management’s guidance range for the quarter ended Nov. 30, 2025. The beat was supported by strong new bookings—a forward-looking indicator for future revenue—and accelerating advanced AI activity.
18 December 2025
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Tesla Stock Today (TSLA): Shares Slide After California “Autopilot” Ruling as Robotaxi Bets Collide With AI Selloff (Dec. 18, 2025)

Tesla Stock Today (TSLA): Shares Slide After California “Autopilot” Ruling as Robotaxi Bets Collide With AI Selloff (Dec. 18, 2025)

Tesla, Inc. stock is taking a breather after sprinting to fresh highs earlier this week—reminding investors that TSLA doesn’t just trade on car deliveries anymore. It trades on narratives. And right now, two big ones are colliding: regulatory scrutiny over “Autopilot” marketing in California and the market’s growing anxiety about richly valued AI-linked stocks. Reuters+1 As of Thursday morning, Tesla shares were indicated around $467, reflecting a roughly 4.6% drop from the prior close. That pullback came just after TSLA touched an all-time high near $495 during Wednesday’s trading, before reversing lower. AP News+1 Below is what’s driving Tesla stock
18 December 2025
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MARA Holdings (MARA) Stock News on Dec. 18, 2025: Bitcoin Volatility, AI Data-Center Pivot, and Analyst Forecasts in the Spotlight

MARA Holdings (MARA) Stock News on Dec. 18, 2025: Bitcoin Volatility, AI Data-Center Pivot, and Analyst Forecasts in the Spotlight

Dec. 18, 2025 — MARA Holdings, Inc. (NASDAQ: MARA) is getting the full “crypto equity” treatment again: big moves, big opinions, and a market narrative that shifts faster than a mining rig in a heat wave. On today’s tape, the stock is trading around $9.93, after a sharp pullback that follows a broader reset in bitcoin-linked equities. Bitcoin itself is hovering near the high-$80,000s, still well below its early-October peak—an important detail, because MARA’s share price remains tightly tied to bitcoin’s direction and to investor confidence in bitcoin miners’ margins. Investing.com+1 At the same time, the story around MARA is
18 December 2025
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Stock Market Today

iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

7 February 2026
Sembcorp shares closed at S$6.05 on Friday, down 0.33%, as Singapore’s STI dropped 0.8%. Shareholders approved the A$6.5 billion Alinta Energy takeover on Jan 30, but the deal still faces regulatory and closing conditions. Sembcorp will release FY2025 results on Feb 25 before market open. Trading volume reached about 4.3 million shares.
Hongkong Land share price drops 4% despite fresh buyback — what investors watch next

Hongkong Land share price drops 4% despite fresh buyback — what investors watch next

7 February 2026
Hongkong Land shares fell 4.2% to US$8.18 in Singapore on Friday after the company disclosed a buyback of 170,000 shares at US$8.5252 each on Feb. 5, with plans to cancel them. The drop followed a volatile week marked by a new Singapore real estate fund launch and an expanded buyback programme. Investors are watching for the group’s annual results on March 5.
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