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Artificial Intelligence News 15 December 2025

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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Germany AI Stocks Today (Dec 15, 2025): SAP, Infineon, Siemens Energy and TecDAX Movers in Focus as AI Valuation Jitters Return

Germany AI Stocks Today (Dec 15, 2025): SAP, Infineon, Siemens Energy and TecDAX Movers in Focus as AI Valuation Jitters Return

Germany’s AI-linked stocks began the new week caught between two powerful cross-currents: renewed hopes for a year-end rally in European equities and a fresh wave of investor unease over the profitability of massive global spending on artificial intelligence. Early Monday, Frankfurt trading opened with a moderate gain in the DAX and a slightly softer TecDAX, while market commentary repeatedly returned to the same question: is the market paying too much, too early, for AI growth? MarketScreener Deutschland+1 Below is a detailed round-up of the key AI-stock narratives in Germany on 15.12.2025, including the most relevant market moves, company-specific catalysts, and
15 December 2025
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AI Stocks on the UK Stock Market Today (15 December 2025): FTSE Rebounds After “AI Bubble” Jitters as Investors Shift Focus to LSE Data, Banks and Real-World AI Winners

AI Stocks on the UK Stock Market Today (15 December 2025): FTSE Rebounds After “AI Bubble” Jitters as Investors Shift Focus to LSE Data, Banks and Real-World AI Winners

London’s “AI stocks” story is looking a little different again this morning. After a late-week wobble sparked by renewed anxiety over whether the global AI build-out is delivering profits quickly enough, UK equities opened firmer on Monday, 15 December 2025—with the FTSE 100 rising in early trade as investors rotate back into risk assets and look ahead to a busy week of central bank decisions and UK economic data. reuters.com For UK investors, the key point is this: the London market doesn’t have many “pure-play” AI mega-caps, so the trade often expresses itself through a mix of (1) AI-adjacent infrastructure
15 December 2025
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Singapore AI Stocks Today (15 Dec 2025): SGX Data-Centre REITs, Semiconductor Plays and UltraGreen.ai in Focus as Tech Jitters Return

Singapore AI Stocks Today (15 Dec 2025): SGX Data-Centre REITs, Semiconductor Plays and UltraGreen.ai in Focus as Tech Jitters Return

SINGAPORE — 15 December 2025 — “AI stocks” in Singapore don’t look like a single crowded trade. On the Singapore Exchange (SGX), artificial intelligence exposure is spread across data-centre landlords, industrial REITs with digital tenants, chip-and-equipment supply-chain names, and a small but growing set of AI-enabled companies. That matters today because the global mood has shifted from pure excitement to a more selective stance: investors are once again asking a blunt question—when does all the AI spending translate into returns? Concerns around the AI-fuelled tech rally resurfaced after disappointing results from major global names such as Oracle and Broadcom, sparking
15 December 2025
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AI Stocks in India Today (15.12.2025): Wipro, TCS, Infosys and Tata Elxsi in Focus as Agentic AI Moves from Hype to Deployment

AI Stocks in India Today (15.12.2025): Wipro, TCS, Infosys and Tata Elxsi in Focus as Agentic AI Moves from Hype to Deployment

India’s “AI stock” story on 15 December 2025 isn’t being driven by a single breakout product or one blockbuster quarterly result. Instead, it’s being shaped by a clear shift in what enterprises (and investors) now want from artificial intelligence: less experimentation, more deployment—and a growing emphasis on agentic AI (systems that can take action with minimal supervision) over chatbots and content tools. That demand shift is playing out on Dalal Street at a time when the broader tape remains cautious. In early trade, benchmarks slipped amid foreign outflows, uncertainty around a US–India trade deal, and a record-low rupee, all of
15 December 2025
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Stock Market Today

Intel stock jumps on China server CPU delays as traders map the week ahead

Intel stock jumps on China server CPU delays as traders map the week ahead

7 February 2026
Intel shares rose 4.87% to $50.59 Friday, trailing gains by Nvidia and Broadcom as chip stocks rallied. Sources said Intel and AMD warned Chinese customers of longer waits and higher prices for some server CPUs, with Intel lead times reaching six months. Intel said China accounts for over 20% of its revenue. Investors await key U.S. jobs and inflation data next week.
IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

7 February 2026
IRS staffing has dropped to 2021 levels as the 2026 tax filing season begins, according to a Treasury watchdog. The agency faces a backlog of about 2 million returns, 129% above pre-pandemic levels. Most e-filers using direct deposit still get refunds within 21 days, but paper filings and amended returns could see delays. The IRS lowered its call-answer target to 70% for this season.
Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

7 February 2026
Plug Power shares rose 11.6% Friday to $2.08 after a sharp drop the previous day, as attention shifted to a Feb. 17 shareholder vote on expanding authorized shares. The company failed to secure enough votes earlier this week and is urging overseas holders to participate. CEO Andy Marsh cited difficulties for European investors in casting ballots. A reverse stock split remains possible if the proposal fails.
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