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Artificial Intelligence News 11 December 2025

Micron Stock (MU) Soars on AI Memory Supercycle: Key News, Analyst Forecasts and Outlook Since November 21, 2025

Micron Stock (MU) Soars on AI Memory Supercycle: Key News, Analyst Forecasts and Outlook Since November 21, 2025

Published: December 11, 2025 Micron Technology, Inc. (NASDAQ: MU) has quietly become one of 2025’s most explosive AI plays. The memory-chip specialist has ridden an unprecedented surge in demand for high‑bandwidth memory (HBM) and advanced DRAM/NAND to more than triple its share price this year, with the stock recently trading around $263–$264 and setting fresh record highs. Investopedia+1 Since November 21, 2025, the news flow around Micron stock has intensified: Wall Street has lifted price targets, Micron has reported record results and issued bullish guidance, and the company has announced a strategic exit from its Crucial consumer brand to focus
11 December 2025
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Broadcom (AVGO) Stock Surges Toward Q4 2025 Earnings: AI Supercycle Meets VMware Risk

Broadcom (AVGO) Stock Surges Toward Q4 2025 Earnings: AI Supercycle Meets VMware Risk

Broadcom Inc. (NASDAQ: AVGO) heads into its fiscal Q4 2025 earnings report on December 11 with its share price near record highs, riding an AI infrastructure boom but also facing mounting questions about valuation, customer concentration and VMware-related controversy. As of mid‑day on December 11, 2025, Broadcom stock trades around $413 per share, up roughly 20% from about $349 at the close on November 21.Yahoo Finance Over the past year, shares have climbed more than 110%, far ahead of the broader technology sector, and are up roughly 75% year‑to‑date by several Wall Street estimates.Barron’s+1 The central question now: with expectations
11 December 2025
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Amazon (AMZN) Stock Outlook After November 21, 2025: AI Mega-Deals, AWS Growth and Wall Street Price Targets

Amazon (AMZN) Stock Outlook After November 21, 2025: AI Mega-Deals, AWS Growth and Wall Street Price Targets

Updated: December 11, 2025 Amazon (AMZN) stock has bounced modestly since November 21, 2025, as Wall Street leans into AI, AWS and advertising growth. Here’s what the latest news, forecasts and analyst calls say about Amazon’s outlook. 1. Where Amazon Stock Stands Now Amazon.com, Inc. (NASDAQ: AMZN) is trading around $231–232 per share as of mid‑December 2025. StockAnalysis and Benzinga data show a last close of $231.78 on December 10, 2025. StockAnalysis+1 On November 21, 2025, Amazon closed at $220.69, up about 1.6% on heavy volume of roughly 68.5 million shares. StockAnalysis+1 From November 21 to December 10, the stock
11 December 2025
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Apple Stock Outlook After Buffett’s Big Sale, Rare Layoffs and New AI Bets: Is AAPL a Buy for 2026?

Apple Stock Outlook After Buffett’s Big Sale, Rare Layoffs and New AI Bets: Is AAPL a Buy for 2026?

Updated December 11, 2025 Apple Inc. (NASDAQ: AAPL) has crammed an entire market cycle into just a few weeks. Since November 21, 2025, the world’s second‑most valuable company has seen: Here’s a detailed, news‑style breakdown of the latest Apple stock news, forecasts and analysis from November 21, 2025 onward, and what it could mean for investors watching AAPL into 2026. 1. Apple Stock at a Glance Since November 21, 2025 Price action Market cap and size Multiple data providers now place Apple’s market capitalization at about $4.1–4.2 trillion, making it the second‑largest company in the world by market value. StatMuse+2CompaniesMarketCap+2
11 December 2025
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Palantir (PLTR) Stock in Late 2025: Navy Megadeal, AI Boom and a Post‑Rally Reality Check

Palantir (PLTR) Stock in Late 2025: Navy Megadeal, AI Boom and a Post‑Rally Reality Check

Updated December 11, 2025 Palantir Technologies Inc. (NYSE: PLTR) has turned into one of 2025’s most controversial and closely watched artificial intelligence stocks. After a spectacular run that briefly pushed its market value into the $400–$500 billion range, the shares have been hit by a sharp November correction and then energized again by a massive new U.S. Navy AI contract.Trefis+2Barchart.com+2 As of the latest trading session, Palantir stock trades around $188 per share, leaving it still up dramatically year to date even after a 20–25% pullback from its early‑November peak above $207.Barchart.com Investors now face a nuanced question: after the
11 December 2025
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NVIDIA Stock (NVDA) in December 2025: China Chips, AI Bubble Fears and Big 2026–2030 Price Forecasts

NVIDIA Stock (NVDA) in December 2025: China Chips, AI Bubble Fears and Big 2026–2030 Price Forecasts

Date: December 11, 2025 – For informational purposes only, not investment advice. 1. Where NVIDIA Stock Stands Now NVIDIA Corporation (NASDAQ: NVDA) remains the center of the AI trade — and of the AI bubble debate. As of midday on December 11, 2025, NVIDIA stock is trading around $183.78 per share, down modestly on the day and valuing the company at roughly $4.5 trillion. MLQ Despite that enormous valuation, November was rough: NVDA fell about 12.6% during the month, as investors weighed worries about an “AI bubble” and stepped up scrutiny of sky‑high AI valuations and growing competition, including new
11 December 2025
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Alphabet Stock in a ‘Code Red’ AI Arms Race: Why GOOG Is Dominating December 2025

Alphabet Stock in a ‘Code Red’ AI Arms Race: Why GOOG Is Dominating December 2025

Alphabet stock has become the centerpiece of the artificial intelligence (AI) story in late 2025. On December 11, 2025, multiple fresh headlines and analyst notes converged on the same idea: Google’s parent company isn’t just surviving the AI revolution — it’s aggressively trying to own it. From being named the AI stock on investors’ holiday lists, to new leadership for a $90+ billion infrastructure build‑out, to rival OpenAI declaring its own internal “code red,” Alphabet has moved to the heart of the AI arms race. Nasdaq+2Benzinga+2 Below is a deep, SEO-friendly breakdown of what’s happening with Alphabet right now, how
11 December 2025
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Cisco Stock Hits Record High on AI Boom: CSCO Forecast and Outlook After Its 2025 Rally

Cisco Stock Hits Record High on AI Boom: CSCO Forecast and Outlook After Its 2025 Rally

December 11, 2025 – Market analysis, not investment advice Cisco Systems, Inc. (NASDAQ: CSCO) has just done something it failed to pull off for 25 years: the stock finally pushed past its dot‑com‑era peak and closed at a record high. Fuelled by a powerful narrative around artificial intelligence infrastructure, fresh earnings beats and higher guidance, CSCO is now trading around the psychologically important $80 level and sitting at the center of the “AI plumbing” story. Benzinga+1 The obvious question for investors and traders: after this massive run, is Cisco stock still a buy, or is it drifting into late‑cycle hype
11 December 2025
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Microsoft Stock (MSFT) on December 11, 2025: AI Bubble Fears, $23 Billion Bets and Conflicting Price Targets

Microsoft Stock (MSFT) on December 11, 2025: AI Bubble Fears, $23 Billion Bets and Conflicting Price Targets

Microsoft stock today: price, valuation and context Microsoft stock (ticker: MSFT) closed on Wednesday, December 10, 2025, at $478.56, down about 2.7% from the prior close of $492.02. In premarket trading on Thursday, December 11, shares were changing hands around $474–475, extending the pullback.StockAnalysis Key snapshot: So, on the morning of December 11, investors are looking at a stock that has pulled back meaningfully from its highs but still trades at a rich multiple, backed by huge profits and dominant positions in cloud, productivity software and AI. Why Microsoft is under pressure right now 1. Oracle’s warning and rising AI
11 December 2025
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Photronics (PLAB) Stock Soars 45% After Q4 Earnings Beat: AI Photomask Demand Resets the 2026 Outlook

Photronics (PLAB) Stock Soars 45% After Q4 Earnings Beat: AI Photomask Demand Resets the 2026 Outlook

Photronics, Inc. (NASDAQ: PLAB) has just turned into one of the hottest names in semiconductor equipment. After reporting better‑than‑expected fiscal Q4 2025 results and issuing bullish guidance for the start of fiscal 2026, the photomask specialist’s stock jumped about 45% to $37.35, its highest close since 2001 and its biggest single‑day gain since 2008. Barron’s The move not only blasted Photronics through prior resistance levels, it also pushed the share price above the average Wall Street 12‑month target, forcing investors and analysts to rethink what PLAB is worth in an AI‑driven chip cycle. Nasdaq+1 Photronics stock today: Where PLAB stands
11 December 2025
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U.S. Stock Market Today, December 11, 2025: Dow, S&P 500 and Nasdaq Slip as Oracle Revives AI Bubble Fears After Fed Rate Cut

U.S. Stock Market Today, December 11, 2025: Dow, S&P 500 and Nasdaq Slip as Oracle Revives AI Bubble Fears After Fed Rate Cut

U.S. stock market snapshot on December 11, 2025 Wall Street is waking up to a very different mood this morning than it had last night. After a powerful rally on Wednesday that pushed the S&P 500 to the brink of a fresh record following the Federal Reserve’s third interest‑rate cut of 2025, U.S. stock index futures turned lower early Thursday as investors digested a shaky earnings update from Oracle and renewed worries about a potential AI spending bubble. As of around 5:50 a.m. ET on Thursday, Dow Jones Industrial Average futures were down about 0.2%, S&P 500 futures were off
11 December 2025
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Oracle Stock Plunges After Q2 Earnings: Is ORCL’s $50 Billion AI Bet Running Ahead of Reality?

Oracle Stock Plunges After Q2 Earnings: Is ORCL’s $50 Billion AI Bet Running Ahead of Reality?

Oracle Corporation (NYSE: ORCL) is back in the market spotlight on December 11, 2025, for all the wrong reasons. The software and cloud giant’s fiscal Q2 2026 earnings have triggered an 11%+ share price slide, reignited fears of an AI bubble, and knocked tens of billions off its market value in a single session. The Guardian+2MarketBeat+2 At the heart of the sell-off: a blend of revenue and guidance misses, a massive jump in AI-related capital expenditure to $50 billion, and growing concern over whether Oracle’s aggressive AI build-out can translate into profits fast enough. Below is a detailed breakdown of
11 December 2025
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Stock Market Today

Carnival stock price jumps 8% as SEC filing flags possible CFO share sale next week

Carnival stock price jumps 8% as SEC filing flags possible CFO share sale next week

7 February 2026
New York, Feb 7, 2026, 05:17 EST — Market closed. Carnival Corp & plc shares closed up 8.1% on Friday at $33.99, riding a broad risk-on move into the weekend as a regulatory filing flagged a possible executive share sale early next week. The timing matters. The stock’s sharp run leaves it sensitive to any fresh supply when Wall Street reopens Monday, and traders are already looking at a handful of near-dated corporate markers. One of them landed late Friday. A Form 144 notice listed Carnival executive officer David Bernstein as planning to sell 361,790 shares, with an aggregate market
Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
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