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Investment Analysis News 26 December 2025

AMD Stock News and Forecasts for Dec. 26, 2025: China MI308 Signals, OpenAI Ramp, and Analyst Price Targets

AMD Stock News and Forecasts for Dec. 26, 2025: China MI308 Signals, OpenAI Ramp, and Analyst Price Targets

Advanced Micro Devices, Inc. (NASDAQ: AMD) stock is ending 2025 with a familiar “two-clock” story: a near-term tug-of-war around China AI-chip approvals, and a longer-term bet that AMD’s 2026 rack-scale roadmap (and big-name customers) can translate into durable market share in AI infrastructure. As of Friday, Dec. 26, AMD shares were trading around $215.04 in U.S. trading, essentially flat on the day in a market session shaped by thin post-holiday liquidity. Below is a full roundup of the notable Dec. 26, 2025 news flow, plus the latest consensus forecasts and price targets, and the key catalysts investors are watching next.
Broadcom Stock (AVGO) News Today: AI Backlog, VMware, Dividend, and Analyst Forecasts for 2026 (Dec. 26, 2025)

Broadcom Stock (AVGO) News Today: AI Backlog, VMware, Dividend, and Analyst Forecasts for 2026 (Dec. 26, 2025)

Broadcom Inc. (NASDAQ: AVGO) is heading into the final trading stretch of 2025 with investors trying to answer a deceptively simple question: is the recent pullback in Broadcom stock a normal “holiday hangover” after a huge run—or the market repricing what AI profits actually look like when the chips ship? As of early Friday, Dec. 26, Broadcom shares were trading around $350 in premarket activity, roughly flat-to-slightly higher on the session at the time of writing. That price level matters because it sits well below the early-December highs and reflects a sharp change in sentiment after Broadcom’s latest earnings: the
Micron Technology (MU) Stock News and Forecasts: Record Highs, HBM Demand, and Analyst Targets to Watch on Dec. 26, 2025

Micron Technology (MU) Stock News and Forecasts: Record Highs, HBM Demand, and Analyst Targets to Watch on Dec. 26, 2025

Micron Technology, Inc. (NASDAQ: MU) is heading into the final stretch of 2025 with the kind of problem Wall Street loves: demand is raging, supply is tight, and the company is guiding to numbers that imply the memory cycle isn’t merely “up,” it may be structurally different. As U.S. markets reopen after the Christmas holiday, Micron stock is hovering around the $286.68 level (early Dec. 26 pricing/quotes vary by venue), after closing at a record $286.68 on Dec. 24—a move that capped a rapid post-earnings rerating for the AI-memory trade. Reuters Below is a detailed roundup of what’s driving Micron
NVIDIA (NVDA) Stock News Today: Groq Inference Deal, China H200 Export Path, HBM4 “Rubin” Supply Signals, and 2026 Analyst Forecasts (Dec. 26, 2025)

NVIDIA (NVDA) Stock News Today: Groq Inference Deal, China H200 Export Path, HBM4 “Rubin” Supply Signals, and 2026 Analyst Forecasts (Dec. 26, 2025)

December 26, 2025 — NVIDIA Corporation (NASDAQ: NVDA) is trading around $188.61 in holiday-thinned U.S. markets, with investors juggling a familiar late-year mix: blockbuster AI demand, geopolitics, and a new headline that goes straight to the heart of the next AI battleground—inference (running AI models in real time). What makes today unusual is how many separate storylines—deal-making, export policy, supply-chain memory, and analyst targets—are colliding around the same core question: Can NVIDIA keep compounding AI infrastructure dominance as the market shifts from “build the model” to “serve the model”? NVDA stock today: why NVIDIA is in focus on Dec. 26
Unilever PLC Stock (UL, ULVR) Outlook on Dec. 26, 2025: Magnum Spin-Off Aftermath, Analyst Targets, and What Comes Next

Unilever PLC Stock (UL, ULVR) Outlook on Dec. 26, 2025: Magnum Spin-Off Aftermath, Analyst Targets, and What Comes Next

December 26, 2025 — Unilever PLC stock is ending 2025 with a simpler corporate shape, a fresh set of catalysts, and (inevitably) a new set of debates about what the company should be worth. In early December, Unilever completed the demerger of its ice cream business into The Magnum Ice Cream Company, then followed with a share consolidation designed to keep per‑share metrics comparable post-split. Reuters On December 26 (Boxing Day), markets in the UK are closed, so the headline Unilever share price in London is essentially a “holiday snapshot” rather than a live tug-of-war between buyers and sellers. MoneyWeek
Anglo American plc Stock (LSE:AAL) on 26 December 2025: Teck Merger Milestones, Copper Rally and Analyst Forecasts

Anglo American plc Stock (LSE:AAL) on 26 December 2025: Teck Merger Milestones, Copper Rally and Analyst Forecasts

December 26, 2025 is one of those awkward “news day without a market day” moments in London: UK markets are shut for Boxing Day, so Anglo American plc stock (LSE:AAL) isn’t trading today. The last reported LSE price on widely followed market pages is 3,012 GBX, as of December 24, 2025, with the stock up about 28.9% over one year. FT Markets Yet the story around Anglo American shares is moving anyway—because the company sits at the intersection of two forces that rarely stay quiet over the holidays: copper prices and mega-deal regulation. Below is a comprehensive roundup of the
HSBC Holdings Plc Stock Today: Hang Seng Buyout Timeline, Leadership Changes, and 2026 Forecasts (Dec. 26, 2025)

HSBC Holdings Plc Stock Today: Hang Seng Buyout Timeline, Leadership Changes, and 2026 Forecasts (Dec. 26, 2025)

Dec. 26, 2025 — HSBC Holdings Plc stock is heading into year-end with a rare mix of “quiet tape, loud fundamentals.” Trading is muted across key venues due to holiday schedules, but the newsflow around strategy and governance is anything but sleepy: HSBC is pushing a major Hong Kong simplification play via its planned Hang Seng Bank privatisation, refreshing leadership at board and business-unit level, and setting up a catalyst-heavy start to 2026. HSBC HSBC stock price check: NYSE ADR, London line, Hong Kong line Holiday calendars matter today, because price screens can look “stuck” even when the underlying story
HDFC Bank Limited Stock (NSE: HDFCBANK) on 26 December 2025: Share Price Today, Latest News, Analyst Targets and 2026 Outlook

HDFC Bank Limited Stock (NSE: HDFCBANK) on 26 December 2025: Share Price Today, Latest News, Analyst Targets and 2026 Outlook

HDFC Bank Limited (NSE: HDFCBANK; BSE: 500180) traded slightly lower on Friday, 26 December 2025, moving broadly in line with a subdued Indian equity session marked by thin year-end volumes and weakness across key sectors such as financials and IT. By early afternoon, HDFC Bank was quoted around the ₹990 level, down roughly 0.7% on the day, with an intraday range just under ₹1,000. Moneycontrol That “quiet drift” matters for a stock like HDFC Bank because the market is increasingly treating it as a referendum on two things at once: (1) how quickly post-merger balance-sheet normalisation converts into faster growth
Mazagon Dock Shipbuilders Ltd Stock (MAZDOCK) Surges Ahead of DAC Meeting: Share Price, News, Analyst Targets and Outlook on Dec 26, 2025

Mazagon Dock Shipbuilders Ltd Stock (MAZDOCK) Surges Ahead of DAC Meeting: Share Price, News, Analyst Targets and Outlook on Dec 26, 2025

Mumbai, December 26, 2025: Mazagon Dock Shipbuilders Ltd (NSE: MAZDOCK, BSE: 543237) ended Friday in the spotlight as India’s defence-themed counters drew fresh buying ahead of the year-end Defence Acquisition Council (DAC) meeting—an event traders often treat as a sentiment trigger for the broader defence supply chain, including shipbuilders. Mazagon Dock share price on Dec 26, 2025: what the market did today Mazagon Dock’s stock traded firmly higher through the session, with market trackers flagging an intraday peak around ₹2,627 and strong short-term momentum. Markets Mojo By end-of-day historical pricing data, MAZDOCK closed around ₹2,576, up about 1.41%, after moving
IRFC Share Price Surges on 26 December 2025: Latest News, Analyst Targets, Financials, and Outlook for Indian Railway Finance Corp Stock

IRFC Share Price Surges on 26 December 2025: Latest News, Analyst Targets, Financials, and Outlook for Indian Railway Finance Corp Stock

Indian Railway Finance Corporation (IRFC) stock is back in the spotlight on Friday, 26 December 2025, as railway-linked counters rallied sharply after revised passenger train fares kicked in and investors positioned ahead of the Union Budget 2026–27. The Economic Times By late morning, IRFC was among the standout gainers: India Today reported the stock trading about 7.4% higher at ₹130.50 on BSE around 10:32 am, while ETMarkets cited IRFC gaining to ₹129.60 earlier in the session. India Today Meanwhile, exchange-data aggregators also showed unusually heavy action: Moneycontrol indicated an intraday high near ₹133, with volume far above typical averages, underscoring
Singtel Stock (SGX:Z74) on 26 Dec 2025: Latest News, Analyst Targets, Forecasts and What to Watch in 2026

Singtel Stock (SGX:Z74) on 26 Dec 2025: Latest News, Analyst Targets, Forecasts and What to Watch in 2026

Singapore Telecommunications Limited (Singtel) has spent much of 2025 behaving less like a sleepy incumbent telco and more like a hybrid telecom + digital infrastructure story—helped by asset recycling, capital returns, and renewed attention on data centres and regional associates. As of 26 December 2025, Singtel shares traded around S$4.59–S$4.60, up about 1.1% on the day and still not far from recent highs. SG InvestorsThe bigger question investors are wrestling with into 2026: can Singtel keep compounding “steady telco cashflows” with “infrastructure-style growth,” while containing the real-world operational and regulatory risks that come with being a critical national and regional
OCBC Stock (SGX:O39) on 26 Dec 2025: Latest News, Analyst Forecasts, Dividend and 2026 Outlook

OCBC Stock (SGX:O39) on 26 Dec 2025: Latest News, Analyst Forecasts, Dividend and 2026 Outlook

Oversea-Chinese Banking Corporation Limited (OCBC) is closing out 2025 with its share price hovering near record territory—an eye-catching finish in a year where Singapore bank stocks have been pulled between two big forces: falling rate tailwinds turning into margin headwinds, and a surge in fee-driven wealth activity that’s been doing the heavy lifting for earnings. On 26 December 2025, OCBC shares were trading at S$19.860 (up 0.40% on the day at the time of the snapshot), with a day range of S$19.660 to S$19.890 and a 52-week range of S$14.350 to S$19.950—a very “near-the-ceiling” setup heading into year-end positioning and
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Stock Market Today

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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