AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade
Updated: Dec. 22, 2025 — 10:22 a.m. ET (15:22 UTC) U.S. equities are starting the holiday-shortened week with a familiar engine: artificial intelligence. By mid-morning Monday, AI chip stocks and the broader tech complex were extending a rebound that picked up late last week, as investors balanced fresh catalysts (notably in semiconductors and cloud) against lingering concerns about valuations, export controls, and the “who actually earns the ROI?” question that keeps resurfacing whenever capex numbers climb. Reuters At the center of today’s tape is a single theme that keeps proving it can move multiple sectors at once: the AI supply