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NASDAQ:MU News 18 December 2025

AI Stocks Today (Dec. 18, 2025): Micron Ignites the AI Chip Rally as OpenAI Funding Talk and Data-Center Financing Fears Keep Wall Street on Edge

AI Stocks Today (Dec. 18, 2025): Micron Ignites the AI Chip Rally as OpenAI Funding Talk and Data-Center Financing Fears Keep Wall Street on Edge

Updated: 1:59 p.m. ET, Thursday, December 18, 2025 AI stocks are rebounding sharply midday Thursday after a bruising bout of “AI trade” volatility earlier this week. The catalyst is familiar: hard evidence of demand. Micron’s blowout outlook and comments around high-bandwidth memory (HBM) have steadied sentiment across semiconductors and mega-cap tech—just as markets digest softer U.S. inflation data, renewed debate over debt-funded data-center expansion, and a fresh jolt from private-market headlines around OpenAI’s next fundraising ambitions. Reuters+2Reuters+2 Below is a comprehensive, publication-ready roundup of the key AI-stock news, forecasts, and market-moving analyses circulating on December 18, 2025, along with what
18 December 2025
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Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Data Center Stocks Today: Micron Ignites an AI Infrastructure Rebound as Oracle Funding Questions and Power-Grid Costs Loom (Dec. 18, 2025)

Dec. 18, 2025 — U.S. markets, early afternoon (about 1:50 PM ET at the time of writing). U.S.-listed data center stocks are back in focus today as investors rotate into (and selectively out of) the companies that power the AI buildout: memory and accelerators, high-speed networking, server OEMs, data center REITs/operators, and the “picks-and-shovels” layer of power, cooling, and grid infrastructure. The tape is being driven by two cross-currents: Below is what matters most for data center investors today (12/18/2025)—the headlines, analyst takes, and the forecasts that are moving U.S. data center stocks at midday. Midday market snapshot: risk appetite improves, but the “AI
18 December 2025
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Global Stock Markets Today (18 December 2025, 1:55): Stocks Rebound on Softer US Inflation as BoE Cuts and ECB Holds; AI Trade Still Volatile

Global Stock Markets Today (18 December 2025, 1:55): Stocks Rebound on Softer US Inflation as BoE Cuts and ECB Holds; AI Trade Still Volatile

Global stock markets swung through a familiar late‑2025 pattern on Thursday: early caution led by tech and “AI bubble” nerves, followed by a broad rebound as softer‑than‑expected U.S. inflation revived rate‑cut hopes and Europe’s central banks delivered mostly in line with expectations. Reuters+2Reuters+2 By the time U.S. trading got underway, investors were balancing a supportive macro signal (cooler inflation) against a big asterisk: a prolonged U.S. government shutdown disrupted data collection, leaving markets to parse an inflation report with missing monthly detail. That uncertainty didn’t stop risk appetite from improving—helped by a sharp rally in chipmaker Micron after a strong
18 December 2025
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US Stock Market Today (Dec. 18, 2025, 1:52 p.m. ET): Dow, S&P 500, Nasdaq Jump on Cooler CPI as Micron Ignites Tech Rebound

US Stock Market Today (Dec. 18, 2025, 1:52 p.m. ET): Dow, S&P 500, Nasdaq Jump on Cooler CPI as Micron Ignites Tech Rebound

Wall Street is pushing higher in Thursday afternoon trading after a softer-than-expected inflation print revived hopes for additional Federal Reserve rate cuts in early 2026—and after Micron’s upbeat outlook helped steady a jittery AI trade. As of about 1:52 p.m. ET (1:53 p.m. ET snapshot), the major U.S. indexes were higher: the Dow Jones Industrial Average was at 48,074.62 (+0.39%), the S&P 500 at 6,792.91 (+1.06%), and the Nasdaq Composite at 23,084.09 (+1.72%). Small caps also participated, with the Russell 2000 up 0.97%. Schwab Wall Street The tone is notably different from Wednesday’s risk-off slide, when investors recoiled from renewed
18 December 2025
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Top AI Stocks to Buy Today (Dec. 18, 2025): Nvidia, Microsoft, Amazon, Broadcom, Micron and More as AI Trade Rebounds

Top AI Stocks to Buy Today (Dec. 18, 2025): Nvidia, Microsoft, Amazon, Broadcom, Micron and More as AI Trade Rebounds

NEW YORK — December 18, 2025 (12:00 p.m. ET) — After a bruising few sessions driven by data-center financing jitters, the AI trade is finding its footing again at midday. A cooler-than-expected inflation read helped lift rate-cut hopes, while Micron’s blockbuster outlook for AI-linked memory demand reignited risk appetite across semiconductors and the broader tech complex. Reuters+1 That rebound doesn’t erase the market’s big new question: can the industry keep funding a trillion-dollar buildout of chips, power, and data centers long enough for profits to catch up? Oracle’s financing headlines and the sudden repricing in “AI infrastructure” names show how quickly sentiment can swing—even
18 December 2025
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Micron Technology Stock (MU) Surges on Blowout Guidance: AI HBM Demand, Supply Crunch, and New Analyst Targets (Dec. 18, 2025)

Micron Technology Stock (MU) Surges on Blowout Guidance: AI HBM Demand, Supply Crunch, and New Analyst Targets (Dec. 18, 2025)

Micron Technology, Inc. (NASDAQ: MU) stock jumped sharply on Thursday, Dec. 18, after the memory-chip maker delivered a blockbuster quarter and issued a far-stronger-than-expected outlook—reigniting the “AI infrastructure” trade across semiconductors and putting Micron’s high-bandwidth memory (HBM) strategy at center stage. As of 16:39 UTC, MU was trading at $252.34, up $26.82 (+11.89%) on the day, after swinging between $245.80 and $263.34 intraday. Meanwhile, Reuters reported Micron shares were up nearly 16% during Thursday’s session as investors digested the company’s forecast and the broader message: memory supply remains tight, pricing is rising, and AI data centers are consuming capacity faster
18 December 2025
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Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

NEW YORK — Dec. 18, 2025 (around 12:00 p.m. ET) — U.S. semiconductor stocks are rebounding sharply at midday, with Micron’s surge powering a broad move higher across chipmakers, foundries, and chip-equipment names as investors digest a softer-than-expected inflation print and renewed (if still cautious) expectations for rate cuts. Reuters+1 The result: chip investors are getting a rare “two-tailwind” setup in the same session—fundamental upside surprise(Micron’s AI-driven memory outlook) plus a macro tailwind (cooler headline inflation and lower yields). Still, the rally comes with caveats: economists and strategists are flagging data-quality issues tied to the recent government shutdown, and Wall Street remains sensitive to any sign that AI
18 December 2025
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Micron Stock (MU) Jumps on Blowout Forecast: AI Memory Shortage, HBM Sold Out for 2026, and What Wall Street Expects Next

Micron Stock (MU) Jumps on Blowout Forecast: AI Memory Shortage, HBM Sold Out for 2026, and What Wall Street Expects Next

Micron Technology, Inc. (NASDAQ: MU) is back at the center of the AI trade on December 18, 2025, after delivering record fiscal Q1 results and issuing a second-quarter outlook that dramatically exceeded Wall Street expectations—sparking a sharp rally in Micron stock and lifting sentiment across semiconductors. MarketWatch+2Barron’s+2 The key takeaway behind today’s headlines is simple but powerful: memory is becoming one of the main bottlenecks in the AI buildout. Micron says demand—especially for high-bandwidth memory (HBM) used in AI accelerators—remains so tight that the company has already completed price-and-volume agreements for its entire calendar 2026 HBM supply, including next-generation HBM4.
18 December 2025
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AI Stocks Today (Dec. 18, 2025, 10:07 a.m. ET): Micron’s Blowout Forecast Lifts Nvidia as Oracle Financing Jitters Test the AI Trade

AI Stocks Today (Dec. 18, 2025, 10:07 a.m. ET): Micron’s Blowout Forecast Lifts Nvidia as Oracle Financing Jitters Test the AI Trade

Updated: Thursday, December 18, 2025 — 10:07 a.m. ET AI stocks are trying to regain their footing this morning after a volatile 48 hours that put the entire “AI infrastructure” narrative back under the microscope. The tone shift is being driven by two forces pulling in opposite directions: Below is what matters for investors watching AI chip stocks, AI cloud stocks, and the broader AI supply chain today (12/18/2025)—with the key forecasts and analyses shaping price action. The macro backdrop: Inflation cooled, giving growth stocks breathing room A softer-than-expected U.S. inflation read is helping relieve pressure on high-multiple tech and
18 December 2025
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US Stock Market Today Dec. 18, 2025: Dow, S&P 500 and Nasdaq Rise After Cooler CPI as Micron Sparks Tech Bounce

US Stock Market Today Dec. 18, 2025: Dow, S&P 500 and Nasdaq Rise After Cooler CPI as Micron Sparks Tech Bounce

NEW YORK — As of 9:49 a.m. ET on Thursday, December 18, 2025, U.S. stocks were higher across the board after a softer-than-expected inflation update revived interest-rate cut hopes and a Micron surge lifted chip and AI-linked shares. US stock market snapshot at 9:49 a.m. ET Early trading showed a risk-on tone: In markets tied closely to Fed expectations, investors leaned into the “lower rates later” theme: That combination—stocks up, yields down, dollar softer—is the classic signature of traders pricing a friendlier path for monetary policy. Why stocks are up: Inflation cools more than expected, but data is messy The
18 December 2025
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Dow Jones Today (Dec. 18, 2025): DJIA Rises to 48,112 at 9:47 a.m. ET After Softer CPI and Micron-Fueled Tech Bounce

Dow Jones Today (Dec. 18, 2025): DJIA Rises to 48,112 at 9:47 a.m. ET After Softer CPI and Micron-Fueled Tech Bounce

At 9:47 a.m. ET on Thursday, Dec. 18, 2025, the Dow Jones Industrial Average (DJIA) was trading at 48,112.66, up 226.69 points (+0.47%) in early New York trading—building modestly on its opening level after a pivotal inflation update and a renewed bid for megacap tech. Investing.com The tone across Wall Street was broadly risk-on at the same moment: the S&P 500 was up roughly 0.7% and the Nasdaq Composite was higher by about 1.2%, while the VIX volatility gauge was lower—an early sign that traders were leaning into “better inflation, lower yields” tailwinds after a jittery stretch tied to AI
18 December 2025
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Nvidia (NVDA) Stock Today: AI Funding Jitters, Blackwell Demand Signals, and Fresh Analyst Forecasts (Dec. 18, 2025)

Nvidia (NVDA) Stock Today: AI Funding Jitters, Blackwell Demand Signals, and Fresh Analyst Forecasts (Dec. 18, 2025)

NVIDIA Corporation (NASDAQ: NVDA) is ending 2025 the way it lived it: at the center of a global tug‑of‑war between “AI spend is unstoppable” and “AI spend is expensive.” On December 18, 2025, that tension is showing up in both the tape and the headlines—ranging from shifting data‑center funding narratives and new Blackwell buildouts, to U.S.–China export policy twists, competitive pressure on NVIDIA’s software moat, and a notable insider sale. After a sharp semiconductor-led pullback on Wednesday, NVDA is trying to regain its footing Thursday morning. But investors aren’t just trading a stock—they’re pricing the durability of an AI infrastructure
18 December 2025
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AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

AI Stocks Today: Nvidia, Micron, Oracle and Broadcom Lead the Action as OpenAI Funding Talk and Data-Center Debt Fears Shake Markets (Dec. 18, 2025)

As of 5:45 a.m. ET on Thursday, December 18, 2025, “AI stocks” are living through a familiar whiplash: the long-term narrative (exploding compute demand) is colliding with a near-term market question investors can’t ignore anymore—who pays for the next wave of AI infrastructure, and when do the profits show up? Wednesday’s U.S. session delivered a clear message: Wall Street is still willing to back AI, but it’s becoming far more selective about where the risk sits—especially when leverage, capex, and multi-year payback periods enter the picture. Reuters+2The Times Leader+2 Below is a full, publication-ready roundup of the key AI stock
18 December 2025
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Big Tech Stocks Today: Magnificent Seven in Focus Ahead of U.S. CPI as Apple AI Hopes, Nvidia Rivalry, Amazon Shake-Up Drive the Tape (Dec. 18, 2025)

Big Tech Stocks Today: Magnificent Seven in Focus Ahead of U.S. CPI as Apple AI Hopes, Nvidia Rivalry, Amazon Shake-Up Drive the Tape (Dec. 18, 2025)

NEW YORK — 5:45 a.m. ET, Thursday, Dec. 18, 2025 — Big Tech stocks are trying to steady in early premarket trading after a sharp AI-led pullback rattled the “Magnificent Seven” trade into year-end. The immediate backdrop is macro: investors are bracing for fresh U.S. inflation data and a busy central-bank day in Europe, while the longer-running debate is micro: whether the AI boom’s next phase rewards today’s heavy spending—or punishes it. Below is what’s moving Big Tech this morning, plus the forecasts and analyst views landing on Dec. 18 that investors are using to frame the next move. Premarket
18 December 2025
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Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

As of 5:45 a.m. ET on Thursday, Dec. 18, 2025, semiconductor stocks are setting up for another volatile session after a sharp, AI-led pullback on Wednesday — but with a major counterweight: Micron Technology’s blowout results and guidance are reviving the “AI hardware” trade in premarket action. The tug-of-war is clear: strong chip demand signals (especially AI memory) versus growing investor scrutiny of AI infrastructure spending, financing, and competition across the stack. Reuters+2Reuters+2 Below is what’s driving chip stocks right now — and what to watch at the open. Micron’s earnings jolt puts AI memory back in the driver’s seat
18 December 2025
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Nasdaq Today: Futures Rise Ahead of CPI as Micron Lifts Tech After AI-Led Selloff (Dec. 18, 2025)

Nasdaq Today: Futures Rise Ahead of CPI as Micron Lifts Tech After AI-Led Selloff (Dec. 18, 2025)

As of 5:45 a.m. EST on Thursday, December 18, 2025, the Nasdaq is trying to stabilize in premarket trading after a sharp, AI-driven tech slide in the prior session—while investors brace for a high-stakes U.S. inflation report that could reset rate expectations heading into year-end. Early indicators point to a tentative rebound: Nasdaq 100 futures were up about 190 points (+0.8%) around 5:10 a.m. ET, supported by a surge in Micron Technology after upbeat guidance, even as broader sentiment remains sensitive to the “big questions” hanging over AI spending, tech balance sheets, and the path of interest rates. Investing.com Nasdaq
18 December 2025
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Global Stock Market Today: AI-Led Tech Jitters Hit Asia, Europe Turns Cautious Before Central Banks, Micron Lifts U.S. Futures (Dec. 18, 2025)

Global Stock Market Today: AI-Led Tech Jitters Hit Asia, Europe Turns Cautious Before Central Banks, Micron Lifts U.S. Futures (Dec. 18, 2025)

Updated: 5:00 AM EST (10:00 GMT), Thursday, December 18, 2025 Global equities are starting December 18 on an uneasy footing, with investors reassessing the durability of the AI-fueled rally just as a dense run of central bank decisions and a closely watched U.S. inflation report approach. Overnight, a tech-heavy retreat in the U.S. reverberated across Asia, while early European trading stayed muted with rate decisions due from the Bank of England and the European Central Bank (among others). In U.S. premarket trading, Micron’s strong outlook is helping stabilize sentiment, but markets remain tightly focused on inflation data and policy signals
18 December 2025
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Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Thursday, December 18, 2025 delivered a familiar 2025 semiconductor mix: AI-driven memory tightness, rapid-fire data center roadmap shifts, fresh U.S. manufacturing momentum, and a geopolitics backdrop that’s increasingly about equipment—not just chips. Below is a comprehensive roundup of the major chip and semiconductor industry headlines reported today, with what they mean for the weeks and quarters ahead. The big picture: AI infrastructure keeps pulling the whole supply chain forward If there’s a single throughline in today’s headlines, it’s that the AI buildout is now shaping memory roadmaps, fab schedules, and even M&A. When hyperscalers and model builders accelerate deployments, the effects cascade: HBM
18 December 2025
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US Stock Market Today (Dec. 18, 2025): S&P 500 Futures Rise, Nasdaq Leads on Micron Jump as CPI Takes Center Stage

US Stock Market Today (Dec. 18, 2025): S&P 500 Futures Rise, Nasdaq Leads on Micron Jump as CPI Takes Center Stage

As of 5:00 a.m. ET on Thursday, December 18, 2025, U.S. stock futures are trying to steady the tape after Wednesday’s sharp tech-led selloff, with Nasdaq 100 futures leading gains and S&P 500 futures modestly higher. MarketScreener The early tone is being set by two competing forces: Below is what matters most for the U.S. stock market today heading into the opening bell. Stock futures at 5:00 a.m. ET: a cautious rebound after a tech hit At roughly 5:00 a.m. ET, S&P 500 e-mini futures were up about 0.3% and Nasdaq 100 futures up about 0.6%, with Dow futures roughly flat, signaling a tentative attempt to
18 December 2025
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Micron Technology Stock News Today (Dec. 18, 2025): MU Jumps on Blowout AI Memory Forecast, HBM Demand, and Analyst Upgrades

Micron Technology Stock News Today (Dec. 18, 2025): MU Jumps on Blowout AI Memory Forecast, HBM Demand, and Analyst Upgrades

Micron Technology, Inc. (NASDAQ: MU) is back in the market spotlight on December 18, 2025, after the memory-chip maker delivered record fiscal Q1 2026 results and issued second-quarter guidance that materially exceeded Wall Street expectations—a combination that powered a sharp, global rally in the stock. In early European trading on Thursday, Micron’s Frankfurt-listed shares surged nearly 12%, reflecting investor enthusiasm for management’s upbeat outlook and the broader theme driving the current cycle: AI data centers are consuming more memory than the industry can quickly supply. Reuters Below is what happened, what Micron forecast, how analysts are reacting, and what investors
18 December 2025
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Stock Market Today

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

7 February 2026
Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
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