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.