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NASDAQ:GOOGL 21 December 2025 - 25 December 2025

Nasdaq Rises 0.5% as AI Infrastructure Surge Offsets Declines in Mega-Cap Stocks
Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

Cloud Computing Stocks Outlook 2026: The Biggest Winners, Risks, and Fresh Analyst Calls as AI Supercharges the Cloud (Dec. 25, 2025)

December 25, 2025 — U.S. markets are closed for Christmas, but investor focus hasn’t slowed. Cloud computing stocks are heading into 2026 at the center of two powerful, and sometimes conflicting, narratives: an AI-fueled infrastructure boom that’s reshaping corporate spending, and growing skepticism about whether today’s capital outlays will translate into tomorrow’s profits. Investors
Big Tech Stocks on December 25, 2025: Magnificent Seven News, AI Forecasts, and What Wall Street Is Watching for 2026

Big Tech Stocks on December 25, 2025: Magnificent Seven News, AI Forecasts, and What Wall Street Is Watching for 2026

After a holiday-shortened Christmas Eve session that ended with fresh record closes for the Dow and S&P 500—and extended a multi-day “Santa rally” streak—investors are heading into the final trading days of 2025 with one big question: can the Magnificent Seven keep carrying the tape in 2026, or does the AI trade finally have to prove its payoff? Reuters
AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Big Tech AI Spending Forecasts, and the Catalysts Investors Are Watching

AI Stocks Today (Dec. 25, 2025): Nvidia’s Groq Deal, Big Tech AI Spending Forecasts, and the Catalysts Investors Are Watching

U.S. stock markets are closed for Christmas Day, but the AI-stock narrative hasn’t paused. Heading into the holiday, Wall Street finished a shortened Christmas Eve session at fresh records, and much of the day’s “AI stocks” conversation is now being shaped by three forces: Nvidia’s latest talent-and-tech grab via a licensing structure, rising forecasts for 2026 AI infrastructure spending, and intensifying regulatory and geopolitical friction around how AI gets deployed—whether through chips, cloud, or consumer platforms. Reuters
Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

Alphabet (GOOG, GOOGL) in Focus on Dec. 24, 2025: New Institutional Filings Land as Google’s $4.75B Intersect Deal Targets the AI Data Center Power Crunch

December 24, 2025 — Alphabet is getting two kinds of attention heading into year-end: fresh institutional ownership disclosures that reveal who trimmed or added exposure during the third quarter, and a blockbuster infrastructure move that signals just how central electricity has become to the AI race.
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.
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.
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. 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 after trading as high as $285.99, and were indicated modestly higher in early Tuesday trading. StockAnalysis+2StockAnalysis+2
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.
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, the AI stocks story is being driven by three forces that investors can’t ignore: geopolitics around high-end AI chips, the escalating “power and data center” buildout, and ** a fresh round of 2026 forecasts that are widening the gap between “AI winners” and “AI valuation risk.”
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

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.
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

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 against lingering concerns about valuations, export controls, and the “who actually earns the ROI?” question that keeps resurfacing whenever capex numbers climb. Reuters
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.
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 — 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
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.
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.
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

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
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Uber

NYSE: UBER 93 / 100
#3 BUY ON WEAKNESS

Taiwan Semiconductor

NYSE: TSM 91 / 100
#4 TACTICAL BUY

dLocal

NASDAQ: DLO 89 / 100
#5 BUY THE RESET

Tapestry

NYSE: TPR 86 / 100
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Editorial model selection. Not personalised advice.