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Artificial Intelligence News 17 December 2025

Cisco Systems, Inc. (CSCO) Stock on Dec. 17, 2025: Morgan Stanley Raises Target to $91 as AI Momentum Meets a New Zero-Day Test

Cisco Systems, Inc. (CSCO) Stock on Dec. 17, 2025: Morgan Stanley Raises Target to $91 as AI Momentum Meets a New Zero-Day Test

Cisco Systems, Inc. (NASDAQ: CSCO) is ending 2025 with a rare mix of tailwinds and headlines that matter to investors: a high-profile analyst target increase, a “25-year comeback” narrative after breaking above dot-com-era levels, and a fast-moving cybersecurity story involving an actively exploited, unpatched zero-day affecting certain email-security appliances. As of Dec. 17, 2025 (latest available trading update), CSCO shares were $76.21, down about $1.34 on the day (roughly -1.7%), after trading between $76.13 and $78.15. Below is a detailed, publication-ready roundup of today’s news (17.12.2025) plus the freshest forecasts and analyses investors are using to frame Cisco stock right
17 December 2025
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TeraWulf (WULF) Stock News Today (Dec. 17, 2025): AI Data Center Pivot, Bitcoin Volatility, Dilution Fears, and a High-Stakes Zoning Fight

TeraWulf (WULF) Stock News Today (Dec. 17, 2025): AI Data Center Pivot, Bitcoin Volatility, Dilution Fears, and a High-Stakes Zoning Fight

TeraWulf Inc. (NASDAQ: WULF) is back in the spotlight on Wednesday, December 17, 2025—but not for the reasons bulls may prefer. After one of the most explosive rallies in the Bitcoin-miner-turned-AI-infrastructure theme this year, WULF stock is sliding again, caught between near-term crypto sensitivity and a longer-term narrative built around high-performance computing (HPC) and AI data center leasing. As of late trading (18:28 UTC), WULF was at about $11.81, down roughly 9% on the day, with heavy volume and a wide intraday range that underscores how quickly sentiment can swing in this name. At the same time, Bitcoin itself is
17 December 2025
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Bloom Energy (BE) Stock Drops on AI-Power Jitters and Rising Competition: News, Forecasts, and What’s Next (Dec. 17, 2025)

Bloom Energy (BE) Stock Drops on AI-Power Jitters and Rising Competition: News, Forecasts, and What’s Next (Dec. 17, 2025)

Bloom Energy Corporation (NYSE: BE) stock slid sharply on Wednesday, December 17, 2025, as investors reassessed the “AI data center power” trade that helped drive the shares higher for much of the year. BE was trading around $78–$79 late Wednesday, down roughly 10% on the day, after opening near the high-$80s and touching the low-$78s intraday. Investing.com+1 The move is the latest reminder that Bloom—now widely viewed as a proxy for AI-driven electricity demand—can react violently to changes in sentiment around hyperscalers, data center buildouts, and the cost of capital. Below is a full roundup of the latest December 17,
17 December 2025
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CoreWeave Stock (NASDAQ: CRWV) Slides on AI Data-Center Bubble Fears: What’s Driving Shares on Dec. 17, 2025—and What Wall Street Forecasts Next

CoreWeave Stock (NASDAQ: CRWV) Slides on AI Data-Center Bubble Fears: What’s Driving Shares on Dec. 17, 2025—and What Wall Street Forecasts Next

CoreWeave (NASDAQ: CRWV) is back at the center of the AI-infrastructure debate on Wednesday, December 17, 2025, as investors reassess whether the enormous capital spending behind “AI factories” can translate into durable profits—or whether the sector is getting ahead of itself. As of the latest trade, CRWV was at $65.86, down 5.24% on the day, after swinging between $63.83 and $71.28 with heavy volume. The stock’s drop comes amid a fast-moving mix of storylines: bearish commentary about the economics of GPU-heavy data centers, concerns about leverage and execution risk, heightened attention on data-center power costs, and an ongoing narrative shift
17 December 2025
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Visa Stock News Today (Dec. 17, 2025): USDC Stablecoin Settlement, AI Commerce Partnership, and Analyst Forecasts for V

Visa Stock News Today (Dec. 17, 2025): USDC Stablecoin Settlement, AI Commerce Partnership, and Analyst Forecasts for V

Dec. 17, 2025 — Visa Inc. (NYSE: V) is back in the spotlight as investors weigh two tech-forward moves—stablecoin-based settlement for U.S. institutions and a new push into “agentic commerce” security—against a familiar backdrop of swipe-fee litigation and a shifting macro outlook. Visa shares were trading around $345.80 on Wednesday. Below is what’s driving Visa stock today, what Wall Street is forecasting, and the key risks and catalysts to watch into 2026. What’s moving Visa stock on Dec. 17, 2025 1) Visa brings USDC settlement to the U.S.—a major step in stablecoin integration Visa announced it is launching USDC settlement
17 December 2025
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Robinhood (HOOD) Stock Rises as Prediction Markets Expand and “Cortex” AI Nears Launch — News, Analyst Forecasts and Outlook (Dec. 17, 2025)

Robinhood (HOOD) Stock Rises as Prediction Markets Expand and “Cortex” AI Nears Launch — News, Analyst Forecasts and Outlook (Dec. 17, 2025)

Menlo Park, Calif. / New York — December 17, 2025 — Robinhood Markets, Inc. (NASDAQ: HOOD) is back in the spotlight today as investors react to a fresh expansion of its prediction markets product line—this time pushing deeper into sports—alongside new details on its upcoming AI features inside the Robinhood app. Robinhood shares were trading around $121.82, up about 2.0% on the session as of 15:42 UTC, after moving between roughly $119.30 and $124.69 intraday. What’s driving the move isn’t a single headline—it’s the collision of three powerful narratives in the HOOD stock story right now: Below is what’s new
17 December 2025
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Big Tech Stocks Today (Dec. 17, 2025): Magnificent Seven Slide on AI Infrastructure Jitters as Amazon–OpenAI Talks and Fed Rate Outlook Take Center Stage

Big Tech Stocks Today (Dec. 17, 2025): Magnificent Seven Slide on AI Infrastructure Jitters as Amazon–OpenAI Talks and Fed Rate Outlook Take Center Stage

Big Tech stocks are setting the tone for U.S. markets on Wednesday, December 17, 2025, with the “Magnificent Seven” trade showing fresh signs of stress even as the sector’s long-term AI narrative keeps expanding. The day’s action is being driven by two competing forces: (1) renewed investor anxiety about the cost and financing of AI infrastructure after a key data-center funding setback tied to Oracle and OpenAI, and (2) a steady stream of “next-wave AI” headlines—from a reported Amazon–OpenAI mega-investment discussion to Alphabet’s push to make its AI chips a real alternative to Nvidia’s ecosystem. Reuters+2Reuters+2 Big Tech stock prices today:
17 December 2025
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Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

Defense Technology Stocks Today: US Defense Contractors, AI, Drones and Cyber Names React to Policy Risk and 2026 Spending Tailwinds (Dec. 17, 2025)

NEW YORK — December 17, 2025 — Defense technology stocks on the U.S. stock market are trading in a familiar crosscurrent: long-cycle demand for missiles, drones, cyber defense, and space systems remains strong, but Washington-driven policy risk is suddenly back in the foreground. The sector’s tone shifted early Wednesday after reports that the Trump administration is preparing an executive order that could curb dividends, share buybacks, and executive compensation for defense contractors whose major programs run significantly over budget or fall behind schedule. Reuters+1 At the same time, the Senate is moving toward final passage of a $901 billion National Defense Authorization Act (NDAA), which
17 December 2025
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Oracle Stock Today (ORCL): Blue Owl Funding Snag Puts $10B Michigan AI Data Center in Spotlight — News, Forecasts, and Analyst Outlook (Dec. 17, 2025)

Oracle Stock Today (ORCL): Blue Owl Funding Snag Puts $10B Michigan AI Data Center in Spotlight — News, Forecasts, and Analyst Outlook (Dec. 17, 2025)

Dec. 17, 2025 — Oracle Corporation (NYSE: ORCL) is back in the market’s crosshairs after fresh reporting raised questions about financing for a marquee AI data center project tied to OpenAI. Shares were down about 3.8% at $181.45 in mid-session trading on Wednesday, after an intraday low near $180.93. The move extends a volatile stretch for Oracle stock following a week of intense debate around two competing narratives: Below is a full round-up of the current Oracle stock news, forecasts, and analyses circulating on Dec. 17, 2025, plus what investors are watching next. Today’s Oracle stock headlines at a glance
17 December 2025
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Meta Platforms (META) Stock News Today: Instagram Reels Hits Fire TV, Zuckerberg’s AI Pivot, and Fresh Analyst Forecasts (Dec. 17, 2025)

Meta Platforms (META) Stock News Today: Instagram Reels Hits Fire TV, Zuckerberg’s AI Pivot, and Fresh Analyst Forecasts (Dec. 17, 2025)

Meta Platforms, Inc. (NASDAQ: META) is in focus on Wednesday, December 17, 2025, as investors weigh a new push to extend Instagram’s short‑form video reach into the living room, intensifying scrutiny around Meta’s AI spending plans, and a wave of regulatory and platform‑integrity headlines that could shape sentiment into 2026. META shares were trading around $657 during Wednesday’s session, up roughly 1.5% on the day, putting the company’s market capitalization near $1.85 trillion based on available real-time market data. META stock price action: why Meta shares are moving on Dec. 17 Meta’s stock tone today is being shaped by a
17 December 2025
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Broadcom Stock (AVGO) Today: Shares Steady After Sharp Selloff as Wall Street Backs 2026 AI Growth Despite Margin Pressure (Dec. 17, 2025)

Broadcom Stock (AVGO) Today: Shares Steady After Sharp Selloff as Wall Street Backs 2026 AI Growth Despite Margin Pressure (Dec. 17, 2025)

Broadcom Inc. (NASDAQ: AVGO) is back in the center of the AI trade on Wednesday, December 17, 2025—not because demand suddenly disappeared, but because investors are debating something more nuanced: how profitable Broadcom’s AI boom will be as the product mix shifts toward lower‑margin systems and custom processors. After a steep post‑earnings slide that marked Broadcom’s worst three‑day drop since March 2020, the stock is attempting to stabilize. Several major analyst notes and market reports published today frame the move as a classic “growth vs. margins” tug‑of‑war—one that could define AVGO’s path into fiscal 2026. Barron’s+1 Broadcom stock price today:
17 December 2025
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NVIDIA Stock Today: NVDA Holds Near $178 as AI Bubble Debate, Open-Source Push, and China Chip Policy Shape the Outlook

NVIDIA Stock Today: NVDA Holds Near $178 as AI Bubble Debate, Open-Source Push, and China Chip Policy Shape the Outlook

December 17, 2025 — NVIDIA Corporation (NASDAQ: NVDA) is trading around the $177–$178 area heading into Wednesday’s session, after closing Tuesday, Dec. 16 at $177.72. StockAnalysis That price level—steady, but not euphoric—captures the mood around Nvidia right now: investors are still treating it as the core “picks-and-shovels” winner of the AI boom, while also wrestling with three big questions that keep showing up in today’s reporting and analysis: Here’s what’s driving Nvidia stock coverage on December 17, 2025, plus the forecasts and analyst arguments shaping sentiment into 2026. NVDA price action: steady near $178 after a choppy stretch for AI
17 December 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:22 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
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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