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Artificial Intelligence 22 December 2025 - 23 December 2025

BigBear.ai (BBAI) Stock News and Forecasts for Dec. 23, 2025: Ask Sage Deal, Border Security Partnership, and a High-Stakes Share Vote

BigBear.ai (BBAI) Stock News and Forecasts for Dec. 23, 2025: Ask Sage Deal, Border Security Partnership, and a High-Stakes Share Vote

BigBear.ai shares traded near $6.39 on Dec. 23 after announcing a border-security radar partnership with C Speed and a pending $250 million acquisition of Ask Sage. A shareholder vote on doubling authorized shares to 1 billion was adjourned to Dec. 30. The stock saw high volatility, with an intraday range of $6.17–$6.55 and a market cap near $2.84 billion.
23 December 2025
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AI Stocks Today (Dec. 23, 2025): China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

AI Stocks Today (Dec. 23, 2025): China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

Goldman Sachs estimates major AI firms spent nearly $400 billion on AI-related capital expenditures in 2025, with projections reaching $530 billion in 2026. Taiwan reported November export orders up 39.5% year over year, driven by AI demand. ByteDance plans $22 billion in AI infrastructure spending for 2026. Trade policy and geopolitical risks remain.
23 December 2025
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Microsoft Stock After Hours Today: MSFT Holds Near $485 as AI Bulls Talk 2026 Upside — What to Know Before Tuesday’s Open (Dec. 23, 2025)

Microsoft Stock After Hours Today: MSFT Holds Near $485 as AI Bulls Talk 2026 Upside — What to Know Before Tuesday’s Open (Dec. 23, 2025)

Microsoft shares closed at $484.92 Monday, down 0.21%, and edged up to $485.00 in after-hours trading. Trading volume was about 16 million shares. Analysts debated the pace of AI monetization as Wedbush reiterated a bullish $625 target. No major headlines moved the stock after the bell.
23 December 2025
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AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

Nvidia plans to ship H200 AI chips to China by mid-February 2026, pending Chinese approval, after the U.S. cleared exports with a 25% tariff. Nvidia shares moved on the news, while lawmakers in Washington pressed for transparency on chip sales to China. Alphabet announced a $4.75 billion clean-energy acquisition, highlighting power as a key issue for AI-linked tech stocks.
22 December 2025
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NextEra Energy (NEE) Stock News Today: AI Data Center Deals, 2026 Earnings Outlook, and Analyst Price Targets (Dec. 22, 2025)

NextEra Energy (NEE) Stock News Today: AI Data Center Deals, 2026 Earnings Outlook, and Analyst Price Targets (Dec. 22, 2025)

NextEra Energy shares traded near $80 on Dec. 22, 2025, with a market cap of about $165 billion and a 2.8% dividend yield. Analyst price targets ranged from $56.56 to $108.15, with an average of $91.85. Investor focus sharpened after Alphabet agreed to buy Intersect Power and expand its partnership with NextEra, highlighting rising data center-driven power demand.
22 December 2025
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Intuit Stock (INTU) Today: Stablecoin Push With Circle, OpenAI Deal, and 2026 Tax Season Catalysts Investors Are Watching

Intuit Stock (INTU) Today: Stablecoin Push With Circle, OpenAI Deal, and 2026 Tax Season Catalysts Investors Are Watching

Intuit shares rose 0.65% to $675.71 on December 22 after the company highlighted a new stablecoin partnership with Circle, aiming to use USDC for faster payments across TurboTax, QuickBooks, and Credit Karma. CFO Sandeep Aujla called stablecoins a “digital dollar rail” for everyday transactions, positioning the move as an infrastructure upgrade. Implementation details and regulatory questions remain.
22 December 2025
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AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

Nvidia plans to ship H200 AI chip modules to China by mid-February, pending regulatory approvals, Reuters reported. U.S. stocks rose late Monday morning, led by gains in technology and semiconductor shares. Trading volumes are expected to thin ahead of the Christmas holiday, with markets closing early Wednesday and shut Thursday. Investors await key U.S. economic data later this week.
22 December 2025
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Palo Alto Networks (PANW) Stock News Today: Google Cloud’s Near-$10 Billion Deal, AI-Security Momentum, and Analyst Forecasts (Dec. 22, 2025)

Palo Alto Networks (PANW) Stock News Today: Google Cloud’s Near-$10 Billion Deal, AI-Security Momentum, and Analyst Forecasts (Dec. 22, 2025)

Palo Alto Networks shares rose 1.5% to $189.65 on Dec. 22 after news of an expanded Google Cloud partnership, reportedly worth nearly $10 billion over several years. The deal includes integrating Palo Alto’s AI security tools with Google Cloud services and expanding firewall and SASE deployments. Analysts highlighted the partnership’s potential to drive recurring revenue but noted execution risks remain.
22 December 2025
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Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Applied Materials shares rose about 1.17% to $259.40 on Dec. 22 amid a tech-led rebound and renewed AI enthusiasm. Investors weighed strong AI-driven chip demand against ongoing U.S.-China export restrictions. The Philadelphia SE Semiconductor Index also gained in early trading. Lighter holiday trading volumes heightened volatility for chip stocks.
22 December 2025
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Lam Research Stock (LRCX) News Today: Shares Hit Fresh Highs as AI Chip Spending Lifts Forecasts Into 2026

Lam Research Stock (LRCX) News Today: Shares Hit Fresh Highs as AI Chip Spending Lifts Forecasts Into 2026

Lam Research shares surged 4.6% to $172.27 on Monday, reaching a new 52-week high of $173.58 last Friday amid heavy trading. The stock is up 138.5% year-to-date, fueled by strong AI-driven demand for semiconductor equipment and multiple price target hikes. Wall Street is watching for Lam’s next earnings, with consensus expecting $1.15 per share, up 26.4% from last year.
22 December 2025
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Western Digital (WDC) Stock on Dec. 22, 2025: Nasdaq-100 Entry, New Price-Target Hikes, and the AI Storage Boom Driving Forecasts

Western Digital (WDC) Stock on Dec. 22, 2025: Nasdaq-100 Entry, New Price-Target Hikes, and the AI Storage Boom Driving Forecasts

Western Digital joined the Nasdaq-100 before markets opened Monday, Dec. 22, 2025. Shares opened near $186.67 but fell 3.95% to around $173.93 in volatile early trading. The stock had rallied over the past month amid analyst upgrades and AI infrastructure demand. Index inclusion follows a year-long surge and recent price targets as high as $250.
22 December 2025
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Amazon Stock (AMZN) Today: OpenAI Talks, AWS AI Spending, and Ultra‑Fast Delivery Set the 2026 Debate

Amazon Stock (AMZN) Today: OpenAI Talks, AWS AI Spending, and Ultra‑Fast Delivery Set the 2026 Debate

Amazon shares traded near $227.64 Monday, moving in a narrow range as investors weighed reports of a possible $10 billion Amazon investment in OpenAI and a $38 billion cloud deal between the two firms. The stock is up about 3.9% for 2025, lagging broader indexes. Amazon also announced a major AI leadership reshuffle. Investors remain focused on AWS growth and returns from rising capital spending.
22 December 2025
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Micron (MU) Stock Today: AI Memory Boom, Blowout Guidance, and Fresh Wall Street Targets on Dec. 22, 2025

Micron (MU) Stock Today: AI Memory Boom, Blowout Guidance, and Fresh Wall Street Targets on Dec. 22, 2025

Micron shares surged about 7% on December 22 after the company posted record fiscal Q1 2026 revenue of $13.64 billion and net income of $5.24 billion. The company guided for fiscal Q2 revenue of $18.7 billion and non-GAAP EPS of $8.42, citing accelerating AI-driven memory demand. Analysts raised estimates and price targets, fueling renewed interest in the stock.
22 December 2025
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AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

Nvidia plans to begin shipping H200 AI chips to China by mid-February, pending Beijing approval, after the U.S. reversed restrictions and imposed a 25% fee. AI chip stocks led U.S. markets higher Monday morning, with Nvidia up 1.37% and Micron up 2.18%. Broader tech indexes also rose. Trading volume is expected to be lighter ahead of the Christmas holiday.
22 December 2025
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Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

Microsoft Stock (MSFT) News Today: AI “Copilot” Push, Azure Growth, and Wall Street’s 2026 Forecasts (Dec. 22, 2025)

Microsoft shares traded near $486 on December 22, 2025, holding above spring lows but below the July peak of $555.45. Analysts at Wedbush and Evercore highlighted optimism for AI-driven growth and Azure in 2026. CEO Satya Nadella is reportedly pushing for faster Copilot improvements. A year-end tech rebound is supporting sentiment across AI stocks.
22 December 2025
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Apple Stock (AAPL) News Today, Dec. 22, 2025: Italy Antitrust Fine, China Signals, and Wall Street’s 2026 AI Upgrade Thesis

Apple Stock (AAPL) News Today, Dec. 22, 2025: Italy Antitrust Fine, China Signals, and Wall Street’s 2026 AI Upgrade Thesis

Apple traded near $273 early Monday as Italy’s antitrust regulator fined the company €98.6 million for alleged App Store abuses tied to privacy rules. Apple rejected the findings and plans to appeal. In China, Apple’s COO met with officials as Beijing encouraged deeper cooperation with foreign firms. Apple’s market cap remains around $4 trillion.
22 December 2025
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BigBear.ai (BBAI) Stock News Today: Defense AI Partnership Sparks Rally as Ask Sage Deal and Share Vote Loom (Dec. 22, 2025)

BigBear.ai (BBAI) Stock News Today: Defense AI Partnership Sparks Rally as Ask Sage Deal and Share Vote Loom (Dec. 22, 2025)

BigBear.ai shares surged after announcing a partnership with C Speed to integrate AI with radar systems for defense and border security. The company also opened its first Middle East office in Abu Dhabi earlier in December. Shares traded around $6.26 on Dec. 22, showing sharp volatility and high volume. Financial terms of the C Speed deal remain undisclosed.
22 December 2025
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NVIDIA Stock News Today (Dec. 22, 2025): NVDA Rises on China H200 Shipment Plan, Analyst Targets, and the 2026 AI Outlook

NVIDIA Stock News Today (Dec. 22, 2025): NVDA Rises on China H200 Shipment Plan, Analyst Targets, and the 2026 AI Outlook

Nvidia told Chinese clients it plans to begin shipping H200 AI chips to China before the Lunar New Year in mid-February 2026, sources told Reuters. Initial shipments could total 5,000 to 10,000 modules, but the deal awaits Beijing’s approval. The news lifted Nvidia shares in early trading, as U.S. index futures and chipmakers gained on renewed AI optimism.
22 December 2025
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CoreWeave Stock Jumps on DOE Genesis Mission Buzz—What’s Driving CRWV and Why AI Bubble Fears Haven’t Gone Away (Dec. 22, 2025)

CoreWeave Stock Jumps on DOE Genesis Mission Buzz—What’s Driving CRWV and Why AI Bubble Fears Haven’t Gone Away (Dec. 22, 2025)

CoreWeave shares jumped Friday after Citigroup resumed coverage with a “Buy” rating but lowered its price target to $135, citing high risk. The rally followed news that CoreWeave joined the U.S. Department of Energy’s Genesis Mission, a national AI initiative. The stock had recently rebounded after a steep decline from mid-year highs. Investors remain focused on leverage, execution risk, and customer concentration.
22 December 2025
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AI Profit Boom for Credit Cards and Retailers in 2026: Tech, Healthcare—and Silver—Emerge as Key Market Themes

AI Profit Boom for Credit Cards and Retailers in 2026: Tech, Healthcare—and Silver—Emerge as Key Market Themes

Gold hit a record $4,420.01 per ounce on Dec. 22, with silver also reaching an all-time high at $69.44. AI-linked stocks drove gains in Asian markets, especially among Japanese and Taiwanese chipmakers. U.S. equity valuations remain near dot-com era highs, led by a handful of tech giants. Investors are weighing AI’s growth against surging demand for precious metals heading into 2026.
22 December 2025
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Stock Market Today

  • The Glimpse Group (NASDAQ:GGRP) Approaching Breakeven Amid High Growth Projections
    May 16, 2026, 11:25 AM EDT. The Glimpse Group, Inc., focused on virtual reality (VR) and augmented reality (AR) software, faces a challenging path to profitability with a trailing twelve-month loss of $15 million. Analysts forecast a narrower loss in 2026 and eventual breakeven with a $1.7 million profit by 2027, implying a steep annual growth rate of 171%. Notably, the company operates with no debt, reducing financial risk despite ongoing losses. Investors should monitor fundamentals including historical performance and management strength. The outlook remains cautiously optimistic given the fast expansion typical for immersive technology firms in investment phases.

Latest articles

Natera Just Got a Rare FDA Win. The Stock Still Slumped.

Natera Just Got a Rare FDA Win. The Stock Still Slumped.

16 May 2026
Natera shares fell 5.36% to $186.36 Friday despite FDA approval of its Signatera CDx test as a companion diagnostic for Genentech’s Tecentriq in muscle-invasive bladder cancer. The Nasdaq dropped 1.54%. The FDA cited trial results showing improved survival for patients using the test. Regular Nasdaq trading resumes Monday.
Devon Energy Jumps on Friday, Faces Investors’ Next Move Monday

Devon Energy Jumps on Friday, Faces Investors’ Next Move Monday

16 May 2026
Devon Energy shares surged 4.76% to $49.49 Friday, outperforming peers as crude prices climbed and investors reacted to its completed Coterra merger. The company announced an $8 billion buyback and raised its dividend to $0.320 per share. U.S. crude settled at $105.42 a barrel. Devon reported first-quarter net earnings of $120 million and $1.7 billion in operating cash flow.
Starbucks Heads for Monday Breakout Test After $400 Million Layoffs

Starbucks Heads for Monday Breakout Test After $400 Million Layoffs

16 May 2026
Starbucks will cut 300 U.S. corporate jobs and close several regional support offices, part of its “Back to Starbucks” turnaround plan. The company expects $400 million in restructuring charges, mostly non-cash write-downs. Shares closed Friday at $106.82, near a 52-week high, after reporting 6.2% global comparable sales growth last quarter. The cuts do not affect cafe workers.
NextEra Shares Face Monday After $400 Billion Dominion Report Over Weekend

NextEra Shares Face Monday After $400 Billion Dominion Report Over Weekend

16 May 2026
NextEra Energy shares fell 2.42% to $93.36 Friday after reports of possible merger talks with Dominion Energy, a deal that could value the combined utility at about $400 billion including debt. Both companies declined to comment. Dominion closed at $61.73, down 2%. Investors await any official statements or deal terms before markets reopen Monday.
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