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NASDAQ:NVDA News 26 December 2025 - 28 December 2025

Data Center Stocks Watch: Nvidia Headlines, Power-Grid Crunch, and Fed Minutes in Focus Before the Next Wall Street Session

Data Center Stocks Watch: Nvidia Headlines, Power-Grid Crunch, and Fed Minutes in Focus Before the Next Wall Street Session

Nvidia rose about 1% Friday after agreeing to license chip technology from Groq and hire its CEO. The Dow slipped 0.04%, S&P 500 fell 0.03% to 6,929.94, and Nasdaq dropped 0.09% in muted, low-volume trading. Nvidia also plans to ship H200 AI chips to China by mid-February, pending approvals. Data center stocks remain in focus as investors watch for Fed signals and year-end positioning.
28 December 2025
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Big Tech Stocks Today: Nvidia, Apple, Microsoft and the “Magnificent Seven” Face a Year-End Reality Check as Wall Street Nears S&P 500’s 7,000 Milestone

Big Tech Stocks Today: Nvidia, Apple, Microsoft and the “Magnificent Seven” Face a Year-End Reality Check as Wall Street Nears S&P 500’s 7,000 Milestone

The S&P 500 closed about 1% below 7,000 after eight straight monthly gains, its longest streak since 2017–2018. Big Tech now accounts for roughly 35% of the index, but recent gains have broadened to other sectors as technology shares fell over 3% since November. Investors await Fed minutes Tuesday for clues on future rate cuts after the central bank lowered rates by 75 basis points in late 2025.
28 December 2025
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Semiconductor Stocks Outlook: Memory Chip Shortage, AI Spending Debate, and What to Watch Before Monday’s Open

Semiconductor Stocks Outlook: Memory Chip Shortage, AI Spending Debate, and What to Watch Before Monday’s Open

A global memory-chip shortage is driving up prices, with some segments more than doubling since February, Reuters reports. The PHLX Semiconductor Index closed Friday at 7,207.64 after a quiet session, as investors watch for updates on AI infrastructure and Big Tech spending. Nvidia shares rose after agreeing to license technology from Groq and hire its CEO. U.S. markets reopen Monday.
28 December 2025
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AI Stocks in Focus: Nvidia’s Groq Deal, Year-End Rally Risks, and What Investors Should Watch Next

AI Stocks in Focus: Nvidia’s Groq Deal, Year-End Rally Risks, and What Investors Should Watch Next

Nvidia has signed a non-exclusive licensing deal with AI chip startup Groq, with several Groq executives joining Nvidia, but Groq will remain independent. Michael Burry has taken a bearish position against Nvidia and Palantir, calling the AI sector a bubble. The S&P 500 is near record highs after a quiet session. Markets are closed for the weekend; investors await futures and new catalysts ahead of Monday’s open.
28 December 2025
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Nvidia Stock (NVDA) News Today: Groq AI Inference Deal, Wall Street Targets Up to $352, and What to Watch Before Monday’s Open

Nvidia Stock (NVDA) News Today: Groq AI Inference Deal, Wall Street Targets Up to $352, and What to Watch Before Monday’s Open

Nvidia closed Friday at $190.53, with after-hours quotes near $190.08, as investors digested news of a non-exclusive licensing and hiring deal with AI-chip startup Groq. Reuters reported Nvidia will license Groq’s inference technology and hire key Groq executives, while Groq continues independently. Axios said the deal could generate about $20 billion in payouts for Groq stakeholders without an equity transfer. U.S. markets reopen Monday.
28 December 2025
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Nvidia Stock (NVDA) News: Groq Licensing Deal, Analyst Targets, and What to Watch Before Monday’s Open

Nvidia Stock (NVDA) News: Groq Licensing Deal, Analyst Targets, and What to Watch Before Monday’s Open

Nvidia closed Friday at $190.53, up about 1% in a quiet post-holiday session. The company announced a non-exclusive deal to license inference technology from Groq, with several Groq executives joining Nvidia. Groq will remain independent, with Simon Edwards named CEO. Neither company disclosed financial terms, and both denied an outright acquisition.
27 December 2025
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Technology Stocks Today: Nvidia’s Groq Licensing Deal, Nasdaq’s Year-End Test, and What Investors Need Before Monday’s Open

Technology Stocks Today: Nvidia’s Groq Licensing Deal, Nasdaq’s Year-End Test, and What Investors Need Before Monday’s Open

U.S. stocks closed slightly lower Friday in thin post-Christmas trading. The Dow fell 20.19 points to 48,710.97, the S&P 500 dipped 2.11 to 6,929.94, and the Nasdaq lost 20.21 to 23,593.10. Trading volume was about half the recent average. Tech shares remain in focus as investors watch for AI and regulation headlines when markets reopen Monday.
27 December 2025
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Big Tech Stocks Today: Nvidia’s Groq Licensing Deal, Apple’s China iPhone Signal, Tesla’s Safety Probe — What Investors Should Watch Before Monday

Big Tech Stocks Today: Nvidia’s Groq Licensing Deal, Apple’s China iPhone Signal, Tesla’s Safety Probe — What Investors Should Watch Before Monday

Nvidia agreed to license inference chip technology from Groq and hire key Groq executives, while Groq remains independent. Tesla shares slipped after a new federal safety probe, and Apple rose on China-linked data and a legal win in its smartwatch dispute. U.S. stock markets are closed for the weekend after a quiet Friday session. Major indexes ended little changed.
27 December 2025
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Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

U.S. stock markets are closed for the weekend after major indexes ended Friday’s thin session slightly lower but near record highs. Data center stocks remain active, with Nvidia confirming a licensing deal for Groq’s AI inference technology and reports of developers turning to on-site turbines to address power constraints. Investors are watching year-end positioning ahead of Monday’s reopening.
27 December 2025
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Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Nvidia rose Friday after announcing a non-exclusive licensing deal with AI chipmaker Groq and hiring its founder and president. The Philadelphia Semiconductor Index closed up 0.05% at 7,207.6, while the VanEck Semiconductor ETF gained 0.46% to $365.86. Trading was quiet ahead of the weekend, with major U.S. indexes nearly flat. Investors are watching supply-chain risks after a Taiwan earthquake prompted limited evacuations at TSMC.
27 December 2025
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AI Stocks Weekend Update: Nvidia’s Groq Deal, HBM4 Memory Race, and the AI Infrastructure Spending Wave to Watch Before Monday

AI Stocks Weekend Update: Nvidia’s Groq Deal, HBM4 Memory Race, and the AI Infrastructure Spending Wave to Watch Before Monday

Nvidia agreed to a non-exclusive license of Groq’s technology and will hire key Groq executives, including founder Jonathan Ross, Reuters reported Friday. Groq will remain independent with Simon Edwards as CEO. The deal follows confusion over acquisition rumors and underscores Nvidia’s push into AI inference as rivals target the segment. Major indexes ended the week near record highs on light volume.
27 December 2025
NVIDIA Stock (NVDA) News: Groq Inference Deal, Analyst Targets, and What to Watch Before the Next Market Open

NVIDIA Stock (NVDA) News: Groq Inference Deal, Analyst Targets, and What to Watch Before the Next Market Open

Nvidia closed Friday at $190.53, up 1.02%, with after-hours quotes showing a slight dip to $190.06 as U.S. markets shut for the weekend. The company announced a non-exclusive licensing deal with AI chip startup Groq, bringing over key Groq executives but not acquiring the firm. Groq will remain independent under new CEO Simon Edwards. Trading volume was lighter than average ahead of the holiday.
27 December 2025
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Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

Palantir Technologies shares last traded near $188.71, down 2.8%, as U.S. markets closed for the weekend. The drop follows news of a $448 million U.S. Navy contract for Palantir’s ShipOS software. The S&P 500 remains about 1% below 7,000 amid thin year-end trading and focus on Federal Reserve policy.
27 December 2025
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NVIDIA Stock (NVDA) News Today: Groq Inference Deal, China H200 Watch, and What to Know Before Monday’s Open

NVIDIA Stock (NVDA) News Today: Groq Inference Deal, China H200 Watch, and What to Know Before Monday’s Open

NVIDIA shares closed up 1.02% at $190.53 Friday after announcing a non-exclusive AI inference technology licensing deal with startup Groq. Groq founder Jonathan Ross and key executives will join NVIDIA, while Groq remains independent. Trading volume in NVIDIA topped 139.7 million shares. U.S. markets closed nearly flat ahead of the weekend in light, post-holiday activity.
27 December 2025
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Nokia Stock (NOK) News Today: Nvidia’s $1B Investment, Nokia’s AI Pivot, Analyst Targets, and What to Watch When Markets Reopen

Nokia Stock (NOK) News Today: Nvidia’s $1B Investment, Nokia’s AI Pivot, Analyst Targets, and What to Watch When Markets Reopen

Nokia’s U.S.-listed shares (NOK) last traded near $6.62 after Friday’s session, with volume around 11.7 million. The company recently secured a $1 billion equity investment from Nvidia at $6.01 per share, tied to a new AI network partnership. The NYSE is closed for the weekend; next price discovery will occur Monday. Markets remain in a low-volume, year-end rally environment.
27 December 2025
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NVIDIA (NVDA) Stock: After-Hours Price Holds Near $190 as Groq AI Inference Deal, China Export Policy, and Earnings Outlook Shape the Next Move

NVIDIA (NVDA) Stock: After-Hours Price Holds Near $190 as Groq AI Inference Deal, China Export Policy, and Earnings Outlook Shape the Next Move

Nvidia traded at $190.53 in after-hours Friday, with 139.5 million shares exchanged during a quiet post-holiday session. The stock rose after Nvidia announced a non-exclusive AI inference technology licensing agreement with Groq, whose CEO and key staff will join Nvidia. The Dow closed at 48,710.97, the S&P 500 at 6,929.94, and the Nasdaq at 23,593.10.
27 December 2025
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AI Stocks Today: Nvidia’s Groq Inference Deal, Big Tech Capex Signals, and What to Watch Before Monday’s Open

AI Stocks Today: Nvidia’s Groq Inference Deal, Big Tech Capex Signals, and What to Watch Before Monday’s Open

Nvidia shares rose Friday after the company announced a non-exclusive license for inference chip technology from Groq and hired Groq’s founder and key staff. The Dow closed down 0.04%, S&P 500 slipped 0.03%, and Nasdaq lost 0.09% in thin post-holiday trading. Investors weighed Fed rate-cut expectations and rotation out of crowded tech trades. Groq will remain independent under a new CEO.
26 December 2025
Nvidia–Groq Deal Explained: The $20B AI Inference Licensing Pact, Talent Grab, and the Antitrust “Hackquisition” Playbook

Nvidia–Groq Deal Explained: The $20B AI Inference Licensing Pact, Talent Grab, and the Antitrust “Hackquisition” Playbook

Nvidia has signed a non-exclusive licensing deal for Groq’s AI inference technology, with Groq founder Jonathan Ross, President Sunny Madra, and other staff set to join Nvidia. Groq will continue to operate independently under a new CEO. Financial terms were not disclosed, though reports suggest a price near $20 billion. The deal has sparked debate over Big Tech’s use of licensing and talent transfers to sidestep merger scrutiny.
26 December 2025
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Nebius Group N.V. (NASDAQ: NBIS) Stock Today: Holiday-Week Volatility, Microsoft & Meta AI Deals, Analyst Targets, and What Investors Should Watch Next

Nebius Group N.V. (NASDAQ: NBIS) Stock Today: Holiday-Week Volatility, Microsoft & Meta AI Deals, Analyst Targets, and What Investors Should Watch Next

Nebius Group N.V. (NBIS) shares fell 3%–4% to around $88 Friday afternoon in thin, post-holiday trading, while major indexes stayed near record highs. The stock remains volatile amid concerns over cash burn and dilution, despite recent multi-year AI infrastructure deals with Microsoft and Meta valued at up to $19.4 billion.
26 December 2025
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Stock Market Today

Disney stock ends week higher after Friday bounce — what to watch for DIS next week

Disney stock ends week higher after Friday bounce — what to watch for DIS next week

7 February 2026
Disney shares closed up 3.6% at $108.70 Friday, recovering from earlier losses as U.S. stocks rallied and the Dow topped 50,000. Investors are watching Super Bowl streaming economics and Disney’s CEO transition, with Josh D’Amaro set to take over at the March 18 meeting. Disney reported quarterly revenue of $25.98 billion and adjusted EPS of $1.63, while segment operating income fell 9% to $4.6 billion.
Novo Nordisk stock: Class B shares face Monday test after FDA squeeze forces Hims to pull $49 Wegovy copycat

Novo Nordisk stock: Class B shares face Monday test after FDA squeeze forces Hims to pull $49 Wegovy copycat

7 February 2026
Novo Nordisk Class B shares closed up 5.3% at 295.50 Danish crowns in Copenhagen after Hims & Hers said it would stop offering a compounded pill version of Wegovy following U.S. regulatory warnings. The move came after Novo called the Hims product “illegal mass compounding” and threatened legal action. Shares had fallen nearly 8% Thursday after Hims launched the pill. Trading resumes Monday.
Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

7 February 2026
Linde plc shares fell 2.5% to $448.24 Friday after reporting Q4 sales up 6% to $8.76 billion and adjusted EPS of $4.20. The company guided 2026 adjusted EPS to $17.40–$17.90, below analyst consensus. JPMorgan downgraded the stock, while Morgan Stanley and UBS raised price targets. Linde repurchased $1.4 billion in shares in Q4 and returned $7.4 billion to shareholders in 2025.
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