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: