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Artificial Intelligence News 11 December 2025 - 12 December 2025

AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

U.S. AI stocks are under pressure in Friday’s premarket as Broadcom drops on a margin outlook, and Oracle’s capex surge reignites AI-bubble fears. NEW YORK — Friday, December 12, 2025 (Premarket, ~6:00 a.m. ET)U.S. equity futures are pointing to a mixed open Friday morning, with the AI trade again lagging after two back-to-back “reality check” earnings reactions: Oracle’s spending surge and Broadcom’s margin warning. As of about 5:47 a.m. ET, Nasdaq futures were down ~0.47%, S&P 500 futures down ~0.11%, while Dow futures were up ~0.22%—a setup that underscores the market’s growing preference for “profits now” over “promise later” in parts of AI. Seeking Alpha+1 Below is what’s moving AI-related
12 December 2025
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Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

As of about 6:00 a.m. ET on Friday, December 12, 2025, U.S. big tech stocks are mixed in premarket trading—with investors juggling two competing narratives: AI demand remains powerful, but the cost of building it is rising fast, and markets are getting pickier about who can turn that spending into profits. The early mood is being set by Oracle’s continued slide after a capex-heavy outlook, a Broadcom forecast that’s upbeat on revenue but cautious on margins, and a fresh round of policy and regulatory headlines spanning Nvidia’s China chip sales, Google’s EU antitrust exposure, and App Store rules in the
12 December 2025
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Rivian (RIVN) Stock Slides After Autonomy & AI Day: After-Hours Moves, New AI Chip, Autonomy+ Pricing, and What to Watch Before the Dec. 12, 2025 Market Open

Rivian (RIVN) Stock Slides After Autonomy & AI Day: After-Hours Moves, New AI Chip, Autonomy+ Pricing, and What to Watch Before the Dec. 12, 2025 Market Open

Rivian stock (NASDAQ: RIVN) fell sharply on Dec. 11, 2025 after the company unveiled its in-house autonomy chip, Autonomy+ subscription pricing, and a LiDAR-based roadmap. Here’s what moved the stock after the bell and what matters before the Dec. 12 market open. Rivian Automotive, Inc. (NASDAQ: RIVN) tried to tell investors a bold story on December 11, 2025: we’re becoming an “AI-defined vehicle” company, not “just” an EV maker. The company’s inaugural Autonomy & AI Day showcased custom silicon, a next-generation autonomy platform, and a subscription-based driver-assistance offering meant to create higher-margin software revenue over time. Rivian+2Business Wire+2 Wall Street’s
12 December 2025
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Meta Platforms (META) After Hours on December 11, 2025: AI Pivot, Metaverse Cuts and a $900 Target – What to Watch Before the December 12 Open

Meta Platforms (META) After Hours on December 11, 2025: AI Pivot, Metaverse Cuts and a $900 Target – What to Watch Before the December 12 Open

Meta Platforms, Inc. (NASDAQ: META) heads into Friday’s U.S. trading session with its share price little changed after the closing bell on Thursday, but with a lot more going on under the surface than the calm quote suggests. Between a high‑profile pivot in artificial intelligence strategy, deep cuts to its metaverse ambitions, fresh price targets from Wall Street and growing regulatory heat, META has become one of the most closely watched names heading into the final stretch of 2025. TechStock²+1 Here’s a detailed look at how the stock traded on Thursday, December 11, 2025, and what investors will want to
12 December 2025
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Adobe (ADBE) Stock After the Bell on December 11, 2025: Earnings Beat, AI Momentum and What to Watch Before the December 12 Open

Adobe (ADBE) Stock After the Bell on December 11, 2025: Earnings Beat, AI Momentum and What to Watch Before the December 12 Open

Updated: evening of Thursday, December 11, 2025 (U.S. time) Adobe stock recap: how ADBE traded on December 11 Adobe Inc. (NASDAQ: ADBE) heads into Friday’s session with the market still digesting a big earnings week, a fresh AI partnership with ChatGPT, and a flurry of new analyst calls. On Thursday, December 11, Adobe shares closed at $350.43, up about 2.1% on the day, after trading between $333.79 and $357.00. Volume spiked to around 9.85 million shares, more than double the recent average of 4.38 million. The stock was essentially flat in early after‑hours trading near $350.44. Benzinga That strong close
11 December 2025
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CrowdStrike (CRWD) Stock Outlook After the November 21, 2025 Sell‑Off: Earnings, Price Targets and AI‑Powered Growth

CrowdStrike (CRWD) Stock Outlook After the November 21, 2025 Sell‑Off: Earnings, Price Targets and AI‑Powered Growth

Updated: December 11, 2025 – Not investment advice; for informational purposes only. Key Takeaways 1. Where CrowdStrike Stock Stands After November 21, 2025 CrowdStrike Holdings, Inc. (NASDAQ: CRWD) has had a powerful run in 2025. Depending on the reference date, the stock is up roughly 45–55% year‑to‑date and more than 40% over the last 12 months. Yahoo Finance+1 From a trading perspective, recent price action looks like a classic high‑growth “pause”: Interestingly, the November 21 sell‑off happened despite solid underlying fundamentals: In other words, November 21, 2025 marked a sentiment reset: investors were digesting a year of big gains and
11 December 2025
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IREN Stock in December 2025: Microsoft’s $9.7B AI Megadeal, $3.6B Capital Raise and What Comes Next

IREN Stock in December 2025: Microsoft’s $9.7B AI Megadeal, $3.6B Capital Raise and What Comes Next

Date: December 11, 2025 – Data and commentary current as of this date. This article is for informational purposes only and is not financial advice. IREN stock today: still a 2025 superstar, but under pressure IREN Limited (NASDAQ: IREN) — the Australian‑founded data‑center operator formerly known as Iris Energy — is one of 2025’s wildest stocks. Volatility is extreme: Short‑term technical trackers (for example, Investing.com) currently flag IREN as a “Strong Sell” on a trading basis after the recent breakdown from the $70s into the $40s. TechStock²+1 From bitcoin miner to AI “neocloud” power player IREN started life as Iris
11 December 2025
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ServiceNow (NOW) Stock Outlook After 5‑for‑1 Split: AI Deals, Canada Bet and 2026 Forecasts

ServiceNow (NOW) Stock Outlook After 5‑for‑1 Split: AI Deals, Canada Bet and 2026 Forecasts

All figures and news are current as of December 11, 2025. ServiceNow stock in December 2025: where things stand ServiceNow, Inc. (NYSE: NOW) is closing out 2025 as one of the most closely watched large‑cap AI and workflow software names. As of the latest trading session on December 11, 2025, ServiceNow stock is changing hands around $870 per share, giving the company a market value in the high‑$170 billion range.Robinhood The share price has: Even after the pullback, ServiceNow still trades at a premium valuation: sources tracking the stock put its trailing or current P/E ratio well above the broader
11 December 2025
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Marvell Technology (MRVL) Stock Falls as Amazon Trainium Drama Collides With Record AI Data Center Growth

Marvell Technology (MRVL) Stock Falls as Amazon Trainium Drama Collides With Record AI Data Center Growth

December 11, 2025 Marvell Technology, Inc. (NASDAQ: MRVL) is having one of those “only-in-AI-2015” weeks: the company just posted record data‑center revenue, announced a multibillion‑dollar optical‑interconnect acquisition, and rolled out new connectivity products for hyperscale AI clusters — yet the stock is sliding as investors argue over whether Marvell has lost a critical Amazon AI chip deal. As of early afternoon on December 11, Marvell shares were trading around $88, down roughly 4–5% on the day and about 31% below their 52‑week high near $127. MarketBeat+1 Behind that red number is a tug‑of‑war between very strong fundamentals and noisy —
11 December 2025
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Arm Holdings (ARM) Stock on December 11, 2025: Oracle Shock, 200‑Day Breakdown and the AI Growth Story

Arm Holdings (ARM) Stock on December 11, 2025: Oracle Shock, 200‑Day Breakdown and the AI Growth Story

Arm Holdings plc (NASDAQ: ARM) is back in the spotlight today as its share price slides alongside other AI‑linked names, even while Wall Street’s growth forecasts and AI narratives stay aggressively bullish. On December 11, 2025, Arm stock is trading around $135, down roughly 5% on the day, after briefly falling below $134 and under its 200‑day moving average near $138.Nasdaq+1 The move comes as disappointing Oracle earnings trigger a sharp pullback in AI‑related stocks and reignite “AI bubble” worries across global markets.The Guardian+1 Key Takeaways for Arm Stock Today 1. How Arm Holdings Stock Is Trading on 11 December
11 December 2025
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Super Micro Computer (SMCI) Stock Today: AI Server Leader Faces Margin Squeeze — Latest News, Forecasts and Analysis

Super Micro Computer (SMCI) Stock Today: AI Server Leader Faces Margin Squeeze — Latest News, Forecasts and Analysis

Super Micro Computer, Inc. (“Supermicro”, Nasdaq: SMCI) remains one of the purest public plays on AI data‑center hardware, but as of December 11, 2025, its stock is trading under sustained pressure. Shares are hovering in the low‑$33 range, down about 5–6% intraday and locked in a prolonged correction from 2025 highs above $60. The stock has fallen roughly 9% over the past year, badly trailing a computer‑hardware peer group that’s surged more than 50% in the same period. Finviz Investors are wrestling with a sharp margin and cash‑flow squeeze, ongoing regulatory overhang from earlier accounting probes, and questions about whether
11 December 2025
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10x Genomics (TXG) Stock: Citi Downgrade, AI Partnerships and 2026 Forecast After December 11 Sell-Off

10x Genomics (TXG) Stock: Citi Downgrade, AI Partnerships and 2026 Forecast After December 11 Sell-Off

10x Genomics, Inc. (NASDAQ: TXG) — a leading player in single-cell and spatial biology — is back in the spotlight after a sharp share-price drop on 11 December 2025. A high-profile analyst downgrade from Citigroup hit the stock the same morning, even as the company pushes forward with ambitious AI collaborations and cancer atlas projects that could shape its long-term growth story. MarketScreener+2StockStory+2 Below is a detailed look at what moved TXG today, how Wall Street views the stock heading into 2026, and what recent partnerships and earnings say about its future. Key Takeaways 10x Genomics Stock Today: December 11,
11 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, 12:26 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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