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Artificial Intelligence News 15 December 2025

S&P 500 Today (Dec. 15, 2025): Index Holds Near 6,800s as Payrolls, Inflation and AI Anxiety Set the Tone

S&P 500 Today (Dec. 15, 2025): Index Holds Near 6,800s as Payrolls, Inflation and AI Anxiety Set the Tone

NEW YORK — Monday, December 15, 2025 (11:40 a.m. ET) — The S&P 500 is steady in late-morning trading as Wall Street starts the final full trading week of 2025 with a familiar mix of optimism and caution: hopes for easier rates in 2026, nerves around big-tech valuations, and a packed calendar of delayed U.S. economic data that could quickly change the market’s direction. Reuters+1 As of 11:27 a.m. ET, the S&P 500 (SPX) was at 6,836.37, up 0.13% on the day (quotes may be delayed). Stooq S&P 500 live update: early gains fade, trading stays rangebound The S&P 500
15 December 2025
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Gartner (NYSE: IT) Stock News Today (Dec. 15, 2025): AI Disruption Fears, Insider Buying, Analyst Targets and What Could Move Shares Next

Gartner (NYSE: IT) Stock News Today (Dec. 15, 2025): AI Disruption Fears, Insider Buying, Analyst Targets and What Could Move Shares Next

Gartner, Inc. (NYSE: IT) stock is back in focus on Dec. 15, 2025 as investors weigh a messy mix of forces: a year-long selloff tied to artificial intelligence disruption worries, fresh institutional-position headlines, notable insider activity, and a steady drumbeat of Wall Street price-target updates. As of 15:26 UTC on Monday, Gartner shares traded at $242.94, up about 3.9% from the prior close, after moving between $235.30 and $245.32 intraday. That bounce doesn’t erase the bigger story: Gartner has been lumped into the “AI winners/losers” narrative in 2025, with some investors treating subscription research and data-driven advisory businesses as vulnerable
15 December 2025
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AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

Late morning on Monday, December 15, 2025 (around 11:30 a.m. ET), “AI stocks” are once again doing what they’ve done all year: pulling the broader market narrative toward big, fast-moving bets on compute, data centers, and monetization—and then snapping back when investors start asking the same hard question: Where are the profits relative to the spending? After last week’s sharp shakeout in AI-linked names, U.S. traders started this new week with a cautious rebound in mega-cap tech, while several AI bellwethers remained volatile amid a heavy calendar of economic reports and fresh analyst forecasts for 2026. Reuters+1 AI stocks and the market today: a choppy
15 December 2025
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Santa Claus Rally 2025: AI Jitters, Fed Signals and Global Central Banks Put Wall Street’s Year-End Bounce to the Test

Santa Claus Rally 2025: AI Jitters, Fed Signals and Global Central Banks Put Wall Street’s Year-End Bounce to the Test

December 15, 2025 — The market’s most persistent seasonal storyline is back: will the “Santa Claus rally” save the final stretch of the year, or is Wall Street about to get a lump of coal? As the last full trading week of 2025 begins, investors are trying to stabilize after a tech-led slide last week—while juggling a rare mix of cross-currents: delayed U.S. economic data due to the government shutdown, multiple major central bank decisions, renewed worries about an AI-driven capex bubble, and fresh tremors from China’s property market. Reuters+2Reuters+2 Wall Street starts the week cautiously higher—while the “AI trade”
15 December 2025
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Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

Applied Digital (APLD) and the AI Data Center Power Crunch: $16B Backlog, New Buildouts, and the Utilities Rush (Dec. 15, 2025)

The global race to scale artificial intelligence is no longer just about who can secure the most advanced GPUs. Increasingly, it’s about who can secure the hardest inputs of all: grid-ready power, purpose-built data centers, and financing that can survive multi-year construction timelines. That shift is pushing Applied Digital Corporation (NASDAQ: APLD) into the spotlight. The company has positioned itself as a builder and operator of high-density, liquid-cooled “AI factories” — specialized data centers designed to handle modern AI training and inference workloads — and it’s doing it with long-term leases that are starting to look like a prized form
15 December 2025
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GE Vernova Stock (GEV) News & Forecast on Dec. 15, 2025: Evercore Initiates Coverage as Wall Street Reprices the AI-Power Trade

GE Vernova Stock (GEV) News & Forecast on Dec. 15, 2025: Evercore Initiates Coverage as Wall Street Reprices the AI-Power Trade

Dec. 15, 2025 — GE Vernova (NYSE: GEV) is back in the spotlight on Monday as the stock digests a massive post–investor update run, fresh analyst coverage, and a fast-evolving debate on how to value the “picks-and-shovels” companies enabling the AI and electrification boom. Shares were trading around $679 in Monday’s session (as of 14:58 UTC), after swinging between roughly the mid-$670s and the mid-$690s intraday. The move comes days after the company’s upbeat multi-year outlook helped propel the stock to record territory, and as Wall Street continues to publish new price targets and forecasts tied to data-center-driven power demand.
15 December 2025
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Alphabet (GOOG) Stock News Today: AI Monetization Optimism Collides With EU Antitrust Probes and 2026 Capex Questions

Alphabet (GOOG) Stock News Today: AI Monetization Optimism Collides With EU Antitrust Probes and 2026 Capex Questions

December 15, 2025 — Alphabet Inc.’s Class C shares (NASDAQ: GOOG) traded modestly lower on Monday as investors weighed a fresh wave of AI-focused analyst commentary against a growing list of regulatory and legal headlines spanning Europe, the U.S., and Russia-linked litigation. At the center of the debate: whether Google’s AI push is now moving from “who can spend the most” to “who can monetize the fastest”—and how much regulatory friction could disrupt that trajectory. Alphabet Class C stock snapshot: where GOOG stands on December 15 Alphabet’s non-voting Class C shares GOOG were last seen around $309 on Monday, down
15 December 2025
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Microsoft Stock (MSFT) Today: Fresh Analyst Targets, UK Cloud Lawsuit Risk, and AI Catalysts Investors Are Watching on Dec. 15, 2025

Microsoft Stock (MSFT) Today: Fresh Analyst Targets, UK Cloud Lawsuit Risk, and AI Catalysts Investors Are Watching on Dec. 15, 2025

Microsoft Corp. (NASDAQ: MSFT) began the week under a familiar spotlight: Wall Street still sees Microsoft as one of the most important “AI infrastructure + enterprise software” plays in global markets, but investors are also weighing the costs and constraints of the AI buildout—plus rising legal and regulatory scrutiny tied to cloud licensing. As of the latest available trading update on Monday, Dec. 15, 2025, MSFT traded around $477.90, down about 0.13% on the day, after opening near $480.11 and moving between roughly $477.05 and $480.26 intraday. Microsoft’s market capitalization stood near $3.85 trillion, with a P/E ratio around 36.7
15 December 2025
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Oracle Stock Today (ORCL): AI Capex, OpenAI Data Center Questions, and Multicloud Expansion Fuel Fresh Volatility on Dec. 15, 2025

Oracle Stock Today (ORCL): AI Capex, OpenAI Data Center Questions, and Multicloud Expansion Fuel Fresh Volatility on Dec. 15, 2025

Oracle Corporation stock (NYSE: ORCL) is starting the week under a bright spotlight after last week’s sharp selloff in AI-linked names, with investors weighing two forces that are pulling in opposite directions: a massive cloud-and-AI contract backlog that could reshape Oracle’s growth profile, and the heavy infrastructure spending—and financing questions—required to deliver it. Reuters+1 By mid-day Monday, Dec. 15, Oracle shares were down about 2.5% at roughly $185, after trading as high as about $191 earlier in the session—another reminder that ORCL has become one of the market’s most sensitive “tell” stocks for AI sentiment into year-end. Reuters Oracle stock
15 December 2025
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Oracle Stock (ORCL) News Today (Dec. 15, 2025): $50B AI Capex Shock, OpenAI Data Center Questions, and Wall Street Forecasts

Oracle Stock (ORCL) News Today (Dec. 15, 2025): $50B AI Capex Shock, OpenAI Data Center Questions, and Wall Street Forecasts

Dec. 15, 2025 — Oracle Corporation (NYSE: ORCL) is starting this week in a market mood that can best be described as “AI sobriety, with a side of whiplash.” Shares were trading around $190 on Monday after last week’s sharp selloff, as investors continue to digest two big storylines: Oracle’s surging AI/cloud backlog and the very real, very expensive infrastructure spending required to deliver it. Reuters Oracle’s stock has become a bellwether for a broader question hanging over Big Tech into 2026: When does AI spending stop looking like a moonshot and start looking like a business? Reuters’ market commentary
15 December 2025
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Broadcom Inc. Stock (AVGO) Today: Why Shares Are Volatile After Earnings, AI Backlog Updates, and Wall Street Forecasts (Dec. 15, 2025)

Broadcom Inc. Stock (AVGO) Today: Why Shares Are Volatile After Earnings, AI Backlog Updates, and Wall Street Forecasts (Dec. 15, 2025)

Broadcom Inc. (NASDAQ: AVGO) is starting the week in the spotlight after a sharp post‑earnings swing turned the chip-and-software giant into a proxy for a bigger market debate: Is the AI boom entering a “show me the profits” phase? As of Monday, Dec. 15, 2025, Broadcom shares are hovering around $359.93 after a steep drop tied to last week’s earnings reaction. MarketWatch That pullback is happening as broader markets try to steady themselves following a bruising selloff across AI-linked names. In Reuters’ Monday “Morning Bid,” Oracle and Broadcom were singled out as two of the week’s big AI bellwethers, after
15 December 2025
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Tokyo AI Stocks Slide as SoftBank, Advantest Drag Nikkei on Dec. 15, 2025 — BOJ Rate Hike in Focus

Tokyo AI Stocks Slide as SoftBank, Advantest Drag Nikkei on Dec. 15, 2025 — BOJ Rate Hike in Focus

Tokyo’s AI-linked stocks took a clear hit on Monday, December 15, 2025, as a pullback in global tech sentiment spilled into Japan’s market and triggered a rotation away from some of the year’s biggest “AI trade” winners. The headline move was in the Nikkei 225, which is heavily influenced by large, high-priced tech names. The index fell 1.31% to 50,168.11, even as the broader Topix gained 0.22% to 3,431.47—a split that underscored how concentrated the pressure was in AI- and semiconductor-related shares rather than across the entire market. Nasdaq Behind the day’s swings: renewed valuation concerns around global AI spending,
15 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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