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NASDAQ:GOOGL News 19 December 2025 - 23 December 2025

AI Stocks Today (Dec. 23, 2025, 5:03): Nvidia’s China Catalyst, Data‑Center Power Strain, and Why the AI Trade Keeps Evolving

AI Stocks Today (Dec. 23, 2025, 5:03): Nvidia’s China Catalyst, Data‑Center Power Strain, and Why the AI Trade Keeps Evolving

The AI stock story on December 23, 2025 isn’t just about “chips up, software up.” It’s about a fast-moving web of policy decisions, power constraints, shifting global capital flows, and corporate dealmaking that is reshaping what “AI winners” even means heading into 2026. Yes, the familiar leaders still matter—Nvidia, Amazon, Alphabet, Broadcom, Microsoft, and Meta—but today’s headlines show that the AI rally is increasingly influenced by factors outside product launches and quarterly guidance: U.S.-China trade policy, whether export licenses clear, how quickly data centers can get electricity, and where investors hunt for the “next AI trade” as valuation debates intensify.
23 December 2025
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First Solar Stock News Today (Dec. 23, 2025): Why FSLR Pulled Back After Fresh Highs, and What Analysts Forecast Next

First Solar Stock News Today (Dec. 23, 2025): Why FSLR Pulled Back After Fresh Highs, and What Analysts Forecast Next

First Solar, Inc. (NASDAQ: FSLR) is having one of those “two-step” trading weeks that markets love to choreograph: a sharp rally to new highs, followed by an equally sharp pullback. On Tuesday, Dec. 23, 2025, First Solar stock traded around $267, down about 6% on the session after opening above $280 and swinging through a wide intraday range. The move follows Monday’s surge (including reports of a roughly 6.6% jump) that helped push shares to fresh 52-week highs in the low-to-mid $280s. Barron’s+1 So what changed in 24 hours—and what do today’s forecasts and analyst notes say about where FSLR
23 December 2025
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AI Stocks Today (Dec. 23, 2025): Nvidia’s China Chip Path, Alphabet’s Power Play, and the New 2026 AI Trade Playbook

AI Stocks Today (Dec. 23, 2025): Nvidia’s China Chip Path, Alphabet’s Power Play, and the New 2026 AI Trade Playbook

Dec. 23, 2025 | 1:39 AI stocks are back in the driver’s seat on December 23, 2025, with investors leaning into a familiar year-end setup: easing rate anxiety, a rebound in mega-cap tech leadership, and a renewed focus on who can turn AI spending into durable cash flow—not just headlines. But today’s AI stock story isn’t only about “Magnificent Seven” momentum. It’s increasingly about three hard constraints that could define performance into 2026: Below is a comprehensive roundup of the major news, forecasts, and market analyses moving AI-linked stocks on 23.12.2025, along with what investors are watching next. Market backdrop:
23 December 2025
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AI Stocks Today: Nvidia, Microsoft, Alphabet and China’s AI Surge Reshape the 2026 Playbook (Dec. 23, 2025)

AI Stocks Today: Nvidia, Microsoft, Alphabet and China’s AI Surge Reshape the 2026 Playbook (Dec. 23, 2025)

Artificial intelligence stocks are closing out 2025 with a familiar mix of momentum, skepticism, and shifting geopolitics. On December 23, 2025, several headlines moved the AI investing narrative beyond a simple “chips up, everything else follows” story: fresh signals on AI chip exports to China, a new wave of mega-cap spending for AI infrastructure, and a growing debate over whether U.S. AI leaders are pricing in too-perfect outcomes. Below is a breakdown of the most market-relevant news, forecasts, and analyst takes dated Dec. 23, 2025, and how investors are framing the next leg of the AI cycle into 2026. The
23 December 2025
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First Solar Stock (FSLR) Hits New 52-Week High After Alphabet’s Intersect Power Deal — Latest News, Forecasts, and What Analysts See Next (Dec. 23, 2025)

First Solar Stock (FSLR) Hits New 52-Week High After Alphabet’s Intersect Power Deal — Latest News, Forecasts, and What Analysts See Next (Dec. 23, 2025)

First Solar, Inc. (NASDAQ: FSLR) is back in the spotlight on December 23, 2025, after a sharp rally pushed the U.S. solar manufacturer to a fresh 52-week high. Shares closed at $284.59 on Monday (Dec. 22) after trading as high as $285.99, and were indicated modestly higher in early Tuesday trading. StockAnalysis+2StockAnalysis+2 The immediate catalyst wasn’t a new First Solar earnings release or a surprise contract announcement from Tempe. Instead, the market’s attention snapped to Alphabet’s agreement to buy clean energy developer Intersect Power—a company that has previously signed major module supply agreements with First Solar. The deal has reignited
23 December 2025
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AI Stocks Today (Dec. 23, 2025): China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

AI Stocks Today (Dec. 23, 2025): China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

AI stocks are heading into the final stretch of 2025 with a familiar contradiction: demand signals still look strong, but the market’s tolerance for “priced-for-perfection” narratives is thinning fast. On Tuesday, December 23, the AI news cycle hit nearly every layer of the stack—chips, cloud, data centers, power, autonomous systems, and even the legal plumbing underneath generative AI. Below is a comprehensive roundup of the key AI-stock headlines dated Dec. 23, 2025—plus what they mean for investors watching Nvidia, Microsoft, Alphabet (Google), Amazon, Meta, AMD, Broadcom, Taiwan’s chip ecosystem, and China’s rapidly scaling AI complex. The big picture: AI spending
23 December 2025
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AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

As of Dec. 22, 2025 (22.12.2025), the AI stocks story is being driven by three forces that investors can’t ignore: (1) geopolitics around high-end AI chips, (2) the escalating “power and data center” buildout, and (3) a fresh round of 2026 forecasts that are widening the gap between “AI winners” and “AI valuation risk.” This morning’s action is happening against a year-end backdrop where U.S. markets are entering a holiday-shortened week, and AI-linked tech remains a major swing factor for the broader indices. Reuters What’s moving AI stocks today: the 5 biggest themes investors are reacting to 1) Nvidia and
22 December 2025
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AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

Updated: Monday, Dec. 22, 2025 — 1:43 p.m. ET The “AI trade” is back at the center of Wall Street’s conversation heading into a holiday-shortened week—driven by a mix of semiconductor headlines, cloud monetization forecasts, and an increasingly important constraint that has nothing to do with code: electricity. By late morning in New York, major U.S. indexes were higher, with technology and chip stocks extending a rebound that began late last week—helped by upbeat memory-chip guidance and softer inflation data. Investors are also looking ahead to key U.S. economic releases later this week, while trading volumes are expected to thin
22 December 2025
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AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

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
22 December 2025
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Quantum Computing Stocks Today (Dec. 22, 2025): Billionaires Trim Amazon as Rigetti’s 2026 Outlook Sharpens on Novera Orders

Quantum Computing Stocks Today (Dec. 22, 2025): Billionaires Trim Amazon as Rigetti’s 2026 Outlook Sharpens on Novera Orders

Quantum computing has spent years living in the “someday” corner of the market. As 2025 winds down, it’s suddenly behaving like a “right now” trade — with headlines tying together three forces that don’t usually move in lockstep: big-tech platforms like Amazon, pure-play quantum names like Rigetti, and a fresh wave of Wall Street coverage heading into 2026. The story taking shape on December 22, 2025 is less about one company and more about a fast-evolving playbook: investors looking for the next computing wave are mixing steady cash-flow giants (Amazon and Alphabet) with high-volatility specialists (Rigetti, IonQ, D-Wave). And the
22 December 2025
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AI Profit Boom for Credit Cards and Retailers in 2026: Tech, Healthcare—and Silver—Emerge as Key Market Themes

AI Profit Boom for Credit Cards and Retailers in 2026: Tech, Healthcare—and Silver—Emerge as Key Market Themes

December 22, 2025 is closing out the year with a striking split-screen for investors: artificial intelligence is still the engine behind global equity momentum, while precious metals are suddenly screaming for attention. On one side, AI-linked stocks helped lift Asian markets at the start of the week, with chip and chip-equipment names in Japan and Taiwan among the notable movers. KSATOn the other, gold and silver surged to fresh all-time highs, powered by rate-cut expectations, safe-haven demand, and a weakening dollar narrative that’s kept commodities in the spotlight. Reuters That tension—“AI as the growth story” vs. “silver as the shock
22 December 2025
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US Stock Market Today (22.12.2025): Dow, S&P 500, Nasdaq Futures Edge Higher as AI Rebounds and Gold Breaks $4,400

US Stock Market Today (22.12.2025): Dow, S&P 500, Nasdaq Futures Edge Higher as AI Rebounds and Gold Breaks $4,400

NEW YORK (Dec. 22, 2025) — U.S. stock futures were modestly higher early Monday as Wall Street heads into a holiday-shortened week with two forces pulling attention in opposite directions: renewed momentum in mega-cap AI names, and a powerful risk-off signal from commodities as gold and silver pushed to fresh records. MarketWatch+1 After last week’s uneven finish, investors are looking for a late-year “Santa Claus rally” to reassert itself—while keeping one eye on thin holiday liquidity and another on a busy slate of delayed U.S. economic data due Tuesday, including third-quarter GDP and durable goods orders. Reuters+1 Stock futures rise
22 December 2025
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Big Tech Stocks Week Ahead (Dec 22–26, 2025): Santa Rally Watch, AI Spending Jitters, and Key Catalysts for Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla

Big Tech Stocks Week Ahead (Dec 22–26, 2025): Santa Rally Watch, AI Spending Jitters, and Key Catalysts for Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla

Big Tech stocks enter the coming week with two forces pulling in opposite directions: a seasonal tailwind from the year-end “Santa Claus rally” window, and a growing market debate over whether the AI buildout is delivering returns fast enough to justify the spending. Add a holiday-shortened trading calendar and thin liquidity, and the setup is primed for outsized moves—up or down—on relatively little news. Reuters’ week-ahead outlook highlights how investor sentiment has swung repeatedly in recent weeks around two themes: scrutiny of massive AI infrastructure spending and shifting expectations for the Federal Reserve’s rate-cut path in 2026. Reuters Below is
21 December 2025
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AI Stocks News Today (Dec. 21, 2025): Nvidia, Broadcom and Alphabet Set the Tone for 2026 as Wall Street Weighs Bubble Risks

AI Stocks News Today (Dec. 21, 2025): Nvidia, Broadcom and Alphabet Set the Tone for 2026 as Wall Street Weighs Bubble Risks

Dec. 21, 2025 — Artificial intelligence stocks are ending 2025 with a familiar mix of momentum and anxiety: analysts are still pitching semiconductors and “Magnificent Seven” platforms as the cleanest way to play the AI buildout, even as investors debate whether the market is starting to punish “growth at any price” balance sheets. Today’s news flow crystallizes the new phase of the AI trade: it’s no longer just about who can spend the most on data centers and GPUs. Increasingly, it’s about who can turn AI into durable revenue, who can fund expansion without stressing the capital structure—and how geopolitics
21 December 2025
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Larry Page’s 2000 AI Prediction Is Google’s 2025 Reality as Gemini 3 Rolls Out — and Investors Take Notice

Larry Page’s 2000 AI Prediction Is Google’s 2025 Reality as Gemini 3 Rolls Out — and Investors Take Notice

On December 21, a 25-year-old clip of Google co-founder Larry Page began circulating again for a simple reason: it sounds like a script for today’s AI race. In the footage, recorded in 2000—just two years after Google was founded—Page describes what he called the “ultimate search engine”: one that understands everything on the web, figures out exactly what you want, and gives you the right answer. He immediately labels that end-state for search as artificial intelligence. The Times of India+1 Fast-forward to late 2025, and Google is actively reshaping its most important products around that exact idea—shipping new Gemini 3
21 December 2025
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Real Estate Stocks Outlook for 2026: REITs, Homebuilders, and PropTech Reset After December Rate Cuts

Real Estate Stocks Outlook for 2026: REITs, Homebuilders, and PropTech Reset After December Rate Cuts

Dec. 20, 2025 — Real estate stocks are heading into 2026 with a familiar catalyst back in the driver’s seat: interest rates. After the Federal Reserve lowered the federal funds target range by 25 basis points to 3.5%–3.75% at its December meeting, investors are reassessing everything from REIT dividend durability to housing demand and refinancing risk. Federal Reserve But the story isn’t a simple “rates down, REITs up” trade. Mortgage costs remain stubbornly high by pre-2022 standards, housing affordability is still tight, and commercial real estate is navigating a split market where “prime” and “problem” properties are diverging sharply. Meanwhile,
20 December 2025
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Communication Services Stocks News Today (Dec. 20, 2025): Meta, Alphabet, Netflix–Warner Deal Shockwaves, and Telecom M&A Set Up 2026

Communication Services Stocks News Today (Dec. 20, 2025): Meta, Alphabet, Netflix–Warner Deal Shockwaves, and Telecom M&A Set Up 2026

December 20, 2025 — Communication Services stocks head into the final stretch of 2025 with a rare mix of forces pulling in different directions at once: platform-driven advertising growth, mega-deal consolidation in streaming and media, and regulator-heavy telecom transactions that can reshape fiber, wireless, and spectrum markets in 2026. The sector is broad by design. The State Street Communication Services Select Sector SPDR ETF (XLC)—a widely used proxy—spans interactive media & services, entertainment, media, and telecom. Its latest published holdings snapshot shows Meta Platforms and Alphabet as the largest weights, alongside a fast-changing entertainment/media block that now includes Warner Bros.
20 December 2025
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Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

December 20, 2025 — Cloud computing stocks are ending the year with a familiar tailwind—surging demand for AI compute—but also with a sharper split between “scale winners” and “balance-sheet stress tests.” In the last 48 hours alone, the market’s cloud narrative has been shaped by a record pace of data-center dealmaking, new mega-contract momentum in cloud security, and a fresh reminder that financing (not just innovation) is becoming a defining competitive advantage for 2026. Reuters+2Reuters+2 This is the core setup for investors tracking cloud computing stocks: the AI infrastructure buildout looks durable—but it is getting bigger, more expensive, and more
20 December 2025
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Big Tech Stocks Today: Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta and Tesla — The AI Rally Meets a 2026 Reality Check (Dec. 20, 2025)

Big Tech Stocks Today: Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta and Tesla — The AI Rally Meets a 2026 Reality Check (Dec. 20, 2025)

Big Tech stocks head into the final stretch of 2025 with the market’s most important narrative still intact: artificial intelligence is driving an infrastructure buildout so large that it’s reshaping corporate spending plans, data-center investment, and even geopolitics. But the headlines landing on December 20, 2025 underline a second, equally powerful theme investors will carry into 2026: the “Magnificent Seven” trade is no longer just about growth. It’s also about valuation discipline, export controls, regulation, boardroom governance, and the risk that macro conditions (rates and inflation) don’t cooperate. Below is what’s moving Big Tech stocks right now—plus the forecasts and
20 December 2025
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Palo Alto Networks Stock (PANW) in Focus: Google Cloud Deal “Approaching $10 Billion,” Analyst Targets, and What Comes Next (Dec. 19, 2025)

Palo Alto Networks Stock (PANW) in Focus: Google Cloud Deal “Approaching $10 Billion,” Analyst Targets, and What Comes Next (Dec. 19, 2025)

Palo Alto Networks, Inc. (NASDAQ: PANW) stock is in the spotlight on Friday, December 19, 2025, after the cybersecurity leader and Google Cloud announced a major expansion of their partnership aimed at securing enterprise AI workloads—an area that boards and CISOs increasingly view as a “must-solve” risk. A source familiar with the agreement told Reuters the multiyear commitment is “approaching $10 billion,” making it the largest security-services deal Google Cloud has struck to date, though executives declined to confirm the exact figure publicly. Reuters With the headline partnership now moving from strategic collaboration to a deeper operational and product alignment,
19 December 2025
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Stock Market Today

Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

7 February 2026
Bank of America shares rose 2.89% Friday to $56.53, tracking a rally in U.S. financial stocks as the Dow closed above 50,000. The bank will redeem its Series DD preferred stock and related depositary shares on March 10 at $1,000 per share. CEO Brian Moynihan donated 100,000 shares on Feb. 4, a regulatory filing showed. Key U.S. jobs and inflation data are due next week after delays.
Oracle stock rebounds from eight-day skid as $20 billion share-sale plan looms

Oracle stock rebounds from eight-day skid as $20 billion share-sale plan looms

7 February 2026
Oracle shares jumped 4.65% to $142.82 Friday, ending an eight-day slide but remaining down 22% since Jan. 27. The company has set up a $20 billion at-the-market stock program and completed a $25 billion senior notes sale to fund cloud expansion. Oracle’s liabilities stood at $174.5 billion as of Nov. 30, 2025, before the new financing. Investors remain focused on dilution risks and the pace of capacity growth.
ASML stock price snaps back as AI spending bets return, with ex-dividend date next

ASML stock price snaps back as AI spending bets return, with ex-dividend date next

7 February 2026
ASML shares rose 3.84% Friday in Amsterdam to 1,193.80 euros, rebounding with global chip stocks after Amazon signaled a sharp increase in AI-related capital spending. The stock goes ex-dividend Feb. 9 ahead of a 1.60-euro interim payout. ASML’s Nasdaq shares climbed 4.64% to $1,413.01. Despite Friday’s gains, the Amsterdam listing finished the week about 2.5% lower.
Mastercard stock price: MA slips as Dow hits 50,000; jobs and CPI data next week

Mastercard stock price: MA slips as Dow hits 50,000; jobs and CPI data next week

7 February 2026
Mastercard shares closed down 0.6% at $548.74 Friday, trailing gains in Visa and American Express. The Dow Jones Industrial Average surged 2.47% to a record 50,115.67. Mastercard disclosed a new cybersecurity partnership in the UAE and raised compensation for two top executives. U.S. jobs and inflation data, delayed by a government shutdown, are due next week.
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