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Artificial Intelligence News 12 December 2025 - 13 December 2025

Meta Platforms (META) Stock This Week: AI Spending Fears, EU Scrutiny, and the Week-Ahead Catalysts (Updated Dec. 12, 2025)

Meta Platforms (META) Stock This Week: AI Spending Fears, EU Scrutiny, and the Week-Ahead Catalysts (Updated Dec. 12, 2025)

Meta Platforms, Inc. (NASDAQ: META) wrapped up a volatile week with shares ending Friday, Dec. 12, 2025 at $644.23, down 1.30% on the day after trading between roughly $638 and $653. Wall Street Journal For the week (Mon. Dec. 8 through Fri. Dec. 12), META slid from $666.80 to $644.23—a decline of about 3.4%—as investors reassessed the risk/reward of mega-cap AI spending and rotated away from some high-growth tech exposure. Investing.com+1 That broader backdrop matters: the Nasdaq fell 1.6% for the week and the S&P 500 slipped 0.6%, with Friday’s session marked by renewed unease around the “AI trade.” AP
Oracle Stock Forecast (ORCL): AI Capex Shock, OpenAI Data-Center Headlines and Earnings Fallout — What to Watch Next Week (Updated Dec. 12, 2025)

Oracle Stock Forecast (ORCL): AI Capex Shock, OpenAI Data-Center Headlines and Earnings Fallout — What to Watch Next Week (Updated Dec. 12, 2025)

Updated: December 12, 2025 (Friday) Oracle Corporation (NYSE: ORCL) had one of its most volatile weeks of 2025 after a mixed quarterly report collided with a surprise jump in AI infrastructure spending, sparking an unusually sharp selloff in both the stock and the company’s credit risk gauges. By Friday’s close, Oracle shares were down roughly 13% on the week, as investors re-priced a near-term “spend now, monetize later” strategy that management says is necessary to meet surging AI demand. Investopedia The debate heading into the week ahead is clear: Is Oracle’s AI cloud buildout a once-in-a-generation opportunity to grab share
Broadcom (AVGO) Stock This Week: Earnings Beat, $73B AI Backlog, and a Sharp Sell-Off — What to Watch in the Week Ahead (Updated Dec. 12, 2025)

Broadcom (AVGO) Stock This Week: Earnings Beat, $73B AI Backlog, and a Sharp Sell-Off — What to Watch in the Week Ahead (Updated Dec. 12, 2025)

Updated: December 12, 2025 (SEO): Broadcom (AVGO) stock dropped sharply after earnings despite strong revenue growth and a $73B AI backlog. Here’s what drove the move this week and what investors are watching next week. Broadcom Inc. (NASDAQ: AVGO) delivered a classic “beat-and-raise… but sell the news” moment this week. The company posted record quarterly revenue, lifted near-term guidance, and highlighted surging AI demand—yet its shares fell about 11% on Friday, Dec. 12, as Wall Street zeroed in on a less-celebrated detail: profitability pressure tied to the mix shift toward AI systems and custom silicon. Barron’s+1 The reaction didn’t stay
Bloom Energy (BE) Stock This Week: Oracle-Linked AI Data Center Jitters Trigger a Sharp Drop — What to Watch Next Week (Updated Dec. 13, 2025)

Bloom Energy (BE) Stock This Week: Oracle-Linked AI Data Center Jitters Trigger a Sharp Drop — What to Watch Next Week (Updated Dec. 13, 2025)

Bloom Energy (NYSE: BE) slid hard this week as AI infrastructure sentiment wobbled around Oracle and OpenAI data center headlines. Here’s what moved the stock, what analysts forecast, and the key catalysts for the week ahead. Updated: Saturday, December 13, 2025 (U.S. markets closed; prices reflect Friday’s session and the latest available quote). MarketBeat Bloom Energy Corporation (NYSE: BE) spent 2025 becoming one of the market’s most volatile ways to play the collision of AI, electricity scarcity, and “behind-the-meter” onsite power. This week, that volatility showed up in neon: BE sank sharply as investors reassessed the near-term pace (and funding)
London Stock Exchange Group (LSEG) Share Price, News and Forecast: OpenAI ChatGPT Data Deal, Buybacks and Post‑Trade Strategy in Focus (13 December 2025)

London Stock Exchange Group (LSEG) Share Price, News and Forecast: OpenAI ChatGPT Data Deal, Buybacks and Post‑Trade Strategy in Focus (13 December 2025)

London, 13 December 2025 — London Stock Exchange Group plc (LON: LSEG) is ending the week with investors juggling two big ideas at once: (1) LSEG as an “AI-era” data and analytics tollbooth, and (2) LSEG as a disciplined capital-return story that keeps leaning on buybacks while tightening its grip on post-trade economics. Because today is Saturday, UK markets are closed; the latest available session was Friday, 12 December 2025. LSEG shares closed at 8,464p, up 0.81% on the day, after trading around the mid‑8,000p range in recent sessions. Investing.com+1 Below is what’s driving the conversation around LSEG stock as
Adobe Stock (ADBE) After the Bell 12/12/2025: After-Hours Holds Steady as AI-Earnings Rally Extends — What to Know Before the Next Market Open

Adobe Stock (ADBE) After the Bell 12/12/2025: After-Hours Holds Steady as AI-Earnings Rally Extends — What to Know Before the Next Market Open

Adobe Inc. (NASDAQ: ADBE) stock finished Friday, December 12, 2025, firmly higher and then edged slightly lower in after-hours trading, as investors continued to digest the company’s latest earnings, AI monetization narrative, and a fresh round of Wall Street price-target updates. At the close, Adobe shares ended at $356.43 (+1.71%). After-hours, the stock was $355.97 (-0.13%) as of 5:17 p.m. ET. StockAnalysis Adobe stock price action after the bell (12.12.2025) Even with a broader risk-off tape for U.S. equities, Adobe extended its post-earnings bounce: Market data coverage noted Adobe’s outperformance on a down day for major indices, with the S&P
Big Tech Stocks Sink as AI Payoff Fears Hit Broadcom and Oracle; Nvidia’s China Signal Adds a Twist (Dec. 12, 2025)

Big Tech Stocks Sink as AI Payoff Fears Hit Broadcom and Oracle; Nvidia’s China Signal Adds a Twist (Dec. 12, 2025)

Big Tech stocks slid on Dec. 12, 2025 as Broadcom and Oracle reignited “AI bubble” worries, pushing chip leaders lower while investors refocus on margins, capex, and cash flow. NEW YORK (Updated Dec. 12, 2025, 6:00 p.m. ET) — Big Tech stocks ended the week under pressure Friday as a renewed “AI payoff” debate rippled through the market, dragging down semiconductors and the broader Nasdaq. The Nasdaq Composite fell 1.69% to 23,195.17, while the S&P 500 dropped 1.07% to 6,827.41 and the Dow Jones Industrial Average slipped 0.51% to 48,458.05. Reuters At the center of today’s selloff: Broadcom’s margin warning, Oracle’s AI-infrastructure spending concerns, and a wider investor
Oracle Stock (ORCL) After Hours Dec. 12, 2025: OpenAI Data Center Headlines, AI Spending Scrutiny, and What to Know Before the Next Market Open

Oracle Stock (ORCL) After Hours Dec. 12, 2025: OpenAI Data Center Headlines, AI Spending Scrutiny, and What to Know Before the Next Market Open

Oracle Corporation stock closed sharply lower on Friday, December 12, 2025, as fresh headlines about OpenAI-related data center timelines reignited investor anxiety around Oracle’s fast-growing—but capital-intensive—AI cloud buildout. ORCL ended the regular session around $189.8 (down ~4.5%) and traded near $189.6 in early after-hours. StockAnalysis While a report suggested Oracle had pushed some OpenAI data center completion dates out to 2028, Oracle denied any delays “required to meet” contractual commitments—yet the market’s reaction underscored how sensitive the stock has become to any signal of bottlenecks, construction constraints, or “returns timeline” slippage in the AI infrastructure race. Reuters Important calendar note:December
S&P 500 Today (Dec. 12, 2025): Index Slides From Record High as Broadcom and Oracle Rattle the AI Trade

S&P 500 Today (Dec. 12, 2025): Index Slides From Record High as Broadcom and Oracle Rattle the AI Trade

Updated: Dec. 12, 2025 at 3:30 p.m. ET (prices as of ~3:27 p.m. ET). Wall Street’s winning streak hit a speed bump on Friday afternoon, with the S&P 500 pulling back roughly 1% from Thursday’s record close as investors rotated out of the mega-cap tech winners that have powered much of 2025’s rally. The catalyst: renewed anxiety that the market’s AI boom is getting ahead of itself—this time sparked by Broadcom’s margin warning and the lingering hangover from Oracle’s recent drop, all while Treasury yields ticked higher and the Federal Reserve’s rate-cut path remained a live debate. S&P 500 live snapshot (late afternoon) As of ~3:27 p.m. ET,
Snowflake Stock (SNOW) News Today: Q3 Earnings, Anthropic AI Deal, Analyst Price Targets and 2026 Outlook (Dec. 12, 2025)

Snowflake Stock (SNOW) News Today: Q3 Earnings, Anthropic AI Deal, Analyst Price Targets and 2026 Outlook (Dec. 12, 2025)

Snowflake Inc. (NYSE: SNOW) is trading lower on Friday as investors digest a fast-moving mix of catalysts: a fresh quarterly report that beat expectations but included margin and growth debate, an expanded $200 million strategic partnership with Anthropic, and a steady stream of Wall Street price-target updates that underscore how split sentiment can be even inside a “Strong Buy” consensus. As of 18:10 UTC (1:10 p.m. ET) on Dec. 12, 2025, SNOW shares were at $218.84, down 0.76% on the day after trading between $215.24 and $222.37. What’s moving Snowflake stock on Dec. 12, 2025? Snowflake’s day-to-day trading is happening
Nebius Group (NBIS) Stock Drops on AI Spending Jitters: Latest News, Forecasts, and What Investors Are Watching on Dec. 12, 2025

Nebius Group (NBIS) Stock Drops on AI Spending Jitters: Latest News, Forecasts, and What Investors Are Watching on Dec. 12, 2025

Updated: Friday, December 12, 2025 Nebius Group N.V. (NASDAQ: NBIS) is having another volatile session—one that captures the push-and-pull investors have been feeling across “AI infrastructure” stocks: confidence in long-term demand, paired with fresh anxiety over the cost of building it. As of 17:27 UTC (12:27 p.m. ET) on Dec. 12, NBIS traded at $89.88, down 4.67% on the day, after ranging from $86.45 to $95.56. Below is a detailed roundup of the current news, the latest forecasts, and the key analyses driving today’s conversation around Nebius stock—plus what to watch as the market heads toward 2026. NBIS stock price
Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

QUALCOMM Incorporated (NASDAQ: QCOM) closed Friday, December 12, 2025 at $179.26, after trading between $179.23 and $183.11, as chip stocks cooled amid renewed “AI bubble” jitters across the broader tech market. StockAnalysis+1 Yet beneath the day-to-day volatility, Qualcomm’s investor narrative is getting clearer: the company is pushing hard to broaden its revenue mix beyond smartphones, with fresh M&A moves and new AI-focused initiatives spanning data centers, edge devices, industrial video intelligence, and CPU architecture. Below is a detailed look at the most relevant Qualcomm stock news, forecasts, and market analysis investors are weighing on 12/12/2025—and the near-term catalysts that could
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SGX share price dips at week’s end after record profit; what investors watch next

SGX share price dips at week’s end after record profit; what investors watch next

7 February 2026
Singapore Exchange shares closed 0.4% lower at S$17.57 on Friday, despite reporting record half-year results and a higher dividend earlier in the week. Broker targets diverged after the update, with Maybank and DBS raising targets while Citi stayed bearish. Investors are watching for signs of momentum from derivatives and equity-market reforms as the next session opens Monday.
South32 share price drops 4% in ASX rout — what investors watch before results

South32 share price drops 4% in ASX rout — what investors watch before results

7 February 2026
South32 shares fell 4.1% to A$4.41 Friday as Australian miners dropped in the worst ASX session since April 2025. The S&P/ASX 200 lost 2%, erasing almost A$70 billion in value. South32’s half-year results and interim dividend decision are set for Feb. 12. Markets reopen Monday with investors watching for further volatility.
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