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Artificial Intelligence News 17 December 2025 - 18 December 2025

AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

As of 5:45 a.m. ET on Thursday, December 18, 2025, “AI stocks” are living through a familiar whiplash: the long-term narrative (exploding compute demand) is colliding with a near-term market question investors can’t ignore anymore—who pays for the next wave of AI infrastructure, and when do the profits show up? Wednesday’s U.S. session delivered a clear message: Wall Street is still willing to back AI, but it’s becoming far more selective about where the risk sits—especially when leverage, capex, and multi-year payback periods enter the picture. Reuters+2The Times Leader+2 Below is a full, publication-ready roundup of the key AI stock
18 December 2025
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Big Tech Stocks Today: Magnificent Seven in Focus Ahead of U.S. CPI as Apple AI Hopes, Nvidia Rivalry, Amazon Shake-Up Drive the Tape (Dec. 18, 2025)

Big Tech Stocks Today: Magnificent Seven in Focus Ahead of U.S. CPI as Apple AI Hopes, Nvidia Rivalry, Amazon Shake-Up Drive the Tape (Dec. 18, 2025)

NEW YORK — 5:45 a.m. ET, Thursday, Dec. 18, 2025 — Big Tech stocks are trying to steady in early premarket trading after a sharp AI-led pullback rattled the “Magnificent Seven” trade into year-end. The immediate backdrop is macro: investors are bracing for fresh U.S. inflation data and a busy central-bank day in Europe, while the longer-running debate is micro: whether the AI boom’s next phase rewards today’s heavy spending—or punishes it. Below is what’s moving Big Tech this morning, plus the forecasts and analyst views landing on Dec. 18 that investors are using to frame the next move. Premarket
18 December 2025
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Nasdaq Today: Futures Rise Ahead of CPI as Micron Lifts Tech After AI-Led Selloff (Dec. 18, 2025)

Nasdaq Today: Futures Rise Ahead of CPI as Micron Lifts Tech After AI-Led Selloff (Dec. 18, 2025)

As of 5:45 a.m. EST on Thursday, December 18, 2025, the Nasdaq is trying to stabilize in premarket trading after a sharp, AI-driven tech slide in the prior session—while investors brace for a high-stakes U.S. inflation report that could reset rate expectations heading into year-end. Early indicators point to a tentative rebound: Nasdaq 100 futures were up about 190 points (+0.8%) around 5:10 a.m. ET, supported by a surge in Micron Technology after upbeat guidance, even as broader sentiment remains sensitive to the “big questions” hanging over AI spending, tech balance sheets, and the path of interest rates. Investing.com Nasdaq
18 December 2025
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Hut 8 Corp (HUT) Stock: Google-Backed $7B AI Data Center Lease Ignites Rally—News, Forecasts, and Key Risks (Dec. 18, 2025)

Hut 8 Corp (HUT) Stock: Google-Backed $7B AI Data Center Lease Ignites Rally—News, Forecasts, and Key Risks (Dec. 18, 2025)

Hut 8 Corp (Nasdaq/TSX: HUT) is having one of those “wait, that’s the same company?” moments that the market loves: the former pure-play Bitcoin miner is now being priced like a power-and-data-center developer after announcing a 15-year, $7.0 billion AI data center lease tied to Anthropic, Fluidstack, and a Google financial backstop. PR Newswire+1 As of 10:02 UTC on Dec. 18, 2025, HUT traded around $40.16. Below is what’s driving HUT stock right now, what analysts are forecasting, and what investors should keep an eye on next. What just happened: Hut 8 signs a $7.0B River Bend lease with Fluidstack—Google
18 December 2025
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NVIDIA Stock (NVDA) Today: AI Spending Jitters, New Competition, and Wall Street Forecasts — December 18, 2025

NVIDIA Stock (NVDA) Today: AI Spending Jitters, New Competition, and Wall Street Forecasts — December 18, 2025

December 18, 2025 — NVIDIA Corporation (NASDAQ: NVDA) is waking up to a market mood swing that can be summarized as: AI is still the future… but investors suddenly care about the bill. In early Thursday trading, NVDA was around $170.94, down about 3.7% from the prior close. That follows a rough Wednesday session where Nvidia fell 3.8% as the broader “AI trade” came under pressure and the chip sector slid hard. Reuters So what changed? Not Nvidia’s long-term narrative (it’s still the defining arms dealer of the AI era). What changed is the short-term stress test that markets are
18 December 2025
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AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

Thursday, December 18, 2025 — Today’s AI news cycle had one clear throughline: scale is getting expensive, and the industry is now wrestling with the consequences of building at “national infrastructure” size. OpenAI is reportedly exploring a funding round that would be almost without precedent; Google is pushing faster, cheaper models deeper into Search; Amazon is reorganizing its AI org around chips and frontier research; and the political fight over data centers is escalating from local zoning meetings to Capitol Hill. The Verge+3Reuters+3The Verge+3 Below is a detailed roundup of the biggest AI stories shaping headlines on 18.12.2025 across product launches, funding, chips, regulation, and
18 December 2025
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Amazon AI Chief Rohit Prasad to Leave as Andy Jassy Puts AWS Veteran Peter DeSantis in Charge of AGI, Nova Models, Chips and Quantum

Amazon AI Chief Rohit Prasad to Leave as Andy Jassy Puts AWS Veteran Peter DeSantis in Charge of AGI, Nova Models, Chips and Quantum

December 18, 2025 — Amazon is reshaping its artificial intelligence leadership at a moment CEO Andy Jassy calls an “inflection point,” moving longtime AWS executive Peter DeSantis into a newly expanded organization that brings together Amazon’s most ambitious AI model work, custom silicon development, and quantum computing efforts. The change comes as Rohit Prasad, the senior vice president and head scientist who helped build Alexa and later led Amazon’s “AGI” organization, plans to depart at the end of 2025. About Amazon+1 The reorganization is one of the clearest signals yet that Amazon wants to treat next-generation AI as a “full
18 December 2025
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Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Technology (NASDAQ: MU) delivered a blockbuster earnings update on December 17, 2025, posting record fiscal first-quarter results and issuing a second-quarter sales outlook that far exceeded Wall Street expectations—an emphatic signal that the AI buildout is translating into real demand for memory and storage, not just market hype. Micron Technology+1 The Boise, Idaho–based chipmaker said momentum is being powered by accelerating AI-related demand and pricing strength, particularly in data-center-oriented memory products. Investors responded quickly: Micron shares rose about 4% in extended trading, according to Reuters. Reuters Micron’s fiscal Q1 2026 results: record revenue, stronger margins, and standout cash generation
18 December 2025
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Alphabet (GOOG) Stock After Hours Today (Dec. 17, 2025): Google’s AI-Chip Push, Gemini 3 Flash Rollout, and What to Watch Before Thursday’s Market Open

Alphabet (GOOG) Stock After Hours Today (Dec. 17, 2025): Google’s AI-Chip Push, Gemini 3 Flash Rollout, and What to Watch Before Thursday’s Market Open

Alphabet Inc.’s Class C shares (NASDAQ: GOOG) finished a volatile Wednesday session sharply lower and then turned quiet in early after-hours trading—setting up a macro-heavy Thursday open that could matter as much as any company headline. After the closing bell on Dec. 17, GOOG was essentially unchanged in extended trading at about $298.05, after ending the regular session at $298.06 (down 3.14% on the day). Investing.com+1 That price action came amid a broader tech pullback tied to renewed anxiety over the cost—and the financing—of the AI buildout, even as Alphabet continued to generate its own fresh AI momentum headlines spanning
17 December 2025
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Dell Technologies (DELL) Stock Today: Price Hikes, AI Server Momentum, and a Reported Dataloop Deal Shape the Outlook (Dec. 17, 2025)

Dell Technologies (DELL) Stock Today: Price Hikes, AI Server Momentum, and a Reported Dataloop Deal Shape the Outlook (Dec. 17, 2025)

Dell Technologies Inc. stock (NYSE: DELL) is back in the spotlight on Wednesday, December 17, 2025, as investors weigh a fresh set of catalysts tied to the AI infrastructure boom—and its real-world side effects across PCs, components, and margins. After rising in the prior session, DELL shares traded lower today, with the move unfolding alongside two headline drivers: Dell’s commercial PC price increases that take effect today amid tightening memory supply, and a report that Dell is buying Israeli AI data-infrastructure startup Dataloop in an all-cash deal. Business Insider+1 At the same time, the longer-term narrative remains dominated by Dell’s
17 December 2025
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Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

Arista Networks Stock (ANET) News Today: Fortinet AI Data Center Partnership, Morgan Stanley Target Cut, and Wall Street’s 2026 Forecasts

December 17, 2025 — Arista Networks, Inc. (NYSE: ANET) is back in focus for investors on Wednesday as a mix of AI-infrastructure headlines, analyst updates, and technical commentary reshapes the near-term narrative around one of the market’s most closely watched data-center networking names. ANET shares were trading around $122 late Wednesday, down roughly 3% on the session, with the day’s range stretching from the low $121s to the high $127s. Below is what’s driving today’s coverage, what analysts are forecasting into 2026, and why Arista’s fundamentals—especially its AI networking ambitions—remain central to the bull-and-bear debate. ANET stock price today: what
17 December 2025
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CrowdStrike Stock (CRWD) News Today — Dec. 17, 2025: Falcon AIDR AI Security Launch, Analyst Forecasts, Options Signals, and What’s Moving Shares

CrowdStrike Stock (CRWD) News Today — Dec. 17, 2025: Falcon AIDR AI Security Launch, Analyst Forecasts, Options Signals, and What’s Moving Shares

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is back in the spotlight on Wednesday, December 17, 2025, as investors weigh fresh product momentum tied to enterprise AI security against a rich valuation and mixed near-term sentiment signals from options and institutional positioning. At the time of publication, CRWD shares were trading around $474.62, down about 2.85% on the day, after opening near $489.08 and touching an intraday high near $492.75 and a low around $473.67. What’s driving the conversation isn’t a single earnings headline (CrowdStrike last reported on Dec. 2), but a cluster of developments hitting the tape today—including coverage of a
17 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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