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NASDAQ:NVDA News 15 December 2025 - 17 December 2025

Semiconductor Stocks Today (Dec. 17, 2025): Nvidia, Broadcom, Micron in Focus as AI Chip Competition Heats Up

Semiconductor Stocks Today (Dec. 17, 2025): Nvidia, Broadcom, Micron in Focus as AI Chip Competition Heats Up

The PHLX Semiconductor Index fell 2.48% to 6,785.77 on December 17, 2025, as chip stocks led market declines amid tech sector weakness. Investors reacted to headlines including Amazon-OpenAI investment talks, Google’s efforts to challenge Nvidia, and geopolitical pressures on manufacturing. Traders awaited Micron’s earnings after the close.
17 December 2025
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AI Stocks Today (US Market): Amazon–OpenAI Talks, Oracle’s Data-Center Shock, and the New Threat to Nvidia’s CUDA Edge (Dec. 17, 2025)

AI Stocks Today (US Market): Amazon–OpenAI Talks, Oracle’s Data-Center Shock, and the New Threat to Nvidia’s CUDA Edge (Dec. 17, 2025)

Amazon is in talks to invest about $10 billion in OpenAI, potentially valuing the company above $500 billion, according to sources. Early Wednesday trading saw major indexes only modestly higher, with volatility as investors weighed AI spending and financing risks. Oracle’s data-center funding issue raised caution, while the Nasdaq resumed a pullback amid renewed “AI bubble” concerns.
17 December 2025
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NVIDIA Stock (NVDA) News Today: Amazon–OpenAI Trainium Talks, China’s MetaX IPO Surge, and Wall Street Forecasts (Dec. 17, 2025)

NVIDIA Stock (NVDA) News Today: Amazon–OpenAI Trainium Talks, China’s MetaX IPO Surge, and Wall Street Forecasts (Dec. 17, 2025)

NVIDIA shares rose 0.7% to $177.72 early Wednesday as investors reacted to reports of Amazon’s $10 billion talks with OpenAI, which could increase OpenAI’s use of Amazon’s Trainium AI chips over NVIDIA’s. The news comes amid growing competition from alternative chips and China’s expanding domestic AI hardware sector.
17 December 2025
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NVIDIA Stock Today: NVDA Holds Near $178 as AI Bubble Debate, Open-Source Push, and China Chip Policy Shape the Outlook

NVIDIA Stock Today: NVDA Holds Near $178 as AI Bubble Debate, Open-Source Push, and China Chip Policy Shape the Outlook

Nvidia shares closed at $177.72 on Tuesday, up 0.8%, and hovered near $178 in early Wednesday trading. Investors remain focused on AI infrastructure demand and concerns over tech valuations. UBS analysts argue AI spending is expanding into enterprise and industrial uses, not just hype. U.S.–China chip restrictions and Nvidia’s push into open-source software are also in focus.
17 December 2025
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NVIDIA Stock After Hours Today (NVDA): What Moved Shares on Dec. 16, 2025—and What to Watch Before the Market Opens Dec. 17

NVIDIA Stock After Hours Today (NVDA): What Moved Shares on Dec. 16, 2025—and What to Watch Before the Market Opens Dec. 17

Nvidia shares edged up in early after-hours trading Tuesday, rising from a regular session close of about $177.40 to $177.54 by 4:08 p.m. ET. The move followed news of Nvidia acquiring SchedMD, steward of the Slurm workload manager, and unveiling the Nemotron 3 open model family. Trading remained muted despite ongoing debate over AI sector risks and Nvidia’s expanding software push.
16 December 2025
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Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

Okta shares rose 2.06% Tuesday after Jefferies upgraded the stock to Buy and lifted its price target to $125, citing strong identity-security demand into 2026. Other cybersecurity names, including CyberArk and SentinelOne, also gained as the sector outperformed a falling broader market. The Dow was down 0.63% and the S&P 500 dropped 0.42% by 2:00 p.m. ET. Cybersecurity ETFs traded modestly higher.
16 December 2025
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AI Stocks Today: Nvidia, Broadcom, Oracle and Big Tech React to AI “Bubble” Fears as Fresh U.S. Jobs Data Hits Markets (Dec. 16, 2025)

AI Stocks Today: Nvidia, Broadcom, Oracle and Big Tech React to AI “Bubble” Fears as Fresh U.S. Jobs Data Hits Markets (Dec. 16, 2025)

Oracle rose 1.83% to $188.31 by midday Tuesday, leading gains among major AI stocks, while Nvidia was flat and Alphabet dropped 1.6%. U.S. indexes turned lower after a delayed November jobs report showed unemployment at 4.6%, the highest since July 2021, despite stronger job creation. Investors weighed skepticism over AI spending against shifting interest-rate expectations.
16 December 2025
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Big Tech Stocks Today: Magnificent Seven Mixed After Jobs Data, With Tesla and Meta Outperforming (US Market, Dec. 16, 2025)

Big Tech Stocks Today: Magnificent Seven Mixed After Jobs Data, With Tesla and Meta Outperforming (US Market, Dec. 16, 2025)

Tesla and Meta rose while Alphabet led declines in early afternoon trading Tuesday, as investors weighed a U.S. jobs report showing 64,000 new payrolls and a 4.6% unemployment rate. Nvidia hovered near flat. The S&P 500 ETF was down 0.62%. Debate continued over the durability of AI infrastructure spending amid shifting expectations for 2026 rate cuts.
16 December 2025
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Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

U.S.-listed semiconductor stocks traded mixed midday Tuesday, with the iShares Semiconductor ETF down 1.16% and VanEck Semiconductor ETF off 0.71%. Nvidia and AMD edged higher, while Micron and Qualcomm fell over 2%. Investors weighed a shutdown-delayed jobs report, new chip equipment forecasts, and uncertainty over AI profitability. Major U.S. indexes were modestly lower as rate expectations shifted.
16 December 2025
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NVIDIA Stock (NVDA) Holds Near $176 as Open-Source AI Push, China H200 Exports, and Wall Street Forecasts Shape the 2026 Outlook (Dec. 16, 2025)

NVIDIA Stock (NVDA) Holds Near $176 as Open-Source AI Push, China H200 Exports, and Wall Street Forecasts Shape the 2026 Outlook (Dec. 16, 2025)

Nvidia shares traded at $176.29 as of 14:20 UTC Tuesday after a volatile session. The company announced Nemotron 3, a new family of open AI models, and acquired SchedMD, developer of the Slurm workload manager. Investors weighed Nvidia’s push into AI software against competition, policy risks, and supply chain concerns.
16 December 2025
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CoreWeave Stock Slide Sparks Fresh AI Bubble Fears as Debt, Data Center Delays, and Chip Depreciation Take Center Stage

CoreWeave Stock Slide Sparks Fresh AI Bubble Fears as Debt, Data Center Delays, and Chip Depreciation Take Center Stage

CoreWeave shares fell sharply December 16 after reports of construction delays at a major Texas data center tied to OpenAI. Investors cited concerns over the company’s heavy debt load and the economics of renting Nvidia GPUs as hardware ages and financing costs rise. Similar worries pressured Oracle and Broadcom this month amid scrutiny of AI infrastructure spending.
16 December 2025
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NVIDIA Stock (NVDA) News and Forecasts for Dec. 16, 2025: Nemotron 3, SchedMD Deal, and China H200 Exports Take Center Stage

NVIDIA Stock (NVDA) News and Forecasts for Dec. 16, 2025: Nemotron 3, SchedMD Deal, and China H200 Exports Take Center Stage

Nvidia shares traded at $176.29 as of 11:45 UTC Tuesday, slightly above the previous close. The stock has been volatile in December amid competition concerns and shifts in U.S.-China chip export rules. Nvidia launched the Nemotron 3 open AI model family and acquired SchedMD, maker of the Slurm workload manager. U.S. policy now allows some Nvidia H200 chip exports to China under new restrictions.
16 December 2025
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Stock Market Today: Dow, S&P 500, Nasdaq Brace for Shutdown-Delayed Jobs Report and Retail Sales

Stock Market Today: Dow, S&P 500, Nasdaq Brace for Shutdown-Delayed Jobs Report and Retail Sales

Wall Street is heading into December 16 with a familiar late-year mix of caution and urgency: investors want to lock in gains, but they’re also staring down a rare “data dump” after weeks of fog caused by a federal government shutdown. The setup is straightforward but high-stakes for markets. After U.S. stocks ended Monday modestly lower—dragged by renewed weakness in big tech and AI-linked names—traders now turn to a long-delayed jobs report due Tuesday morning, alongside a rescheduled retail sales release that could reshape expectations for interest rates into early 2026. Bureau of Labor Statistics+3Reuters+3AP News+3 Wall Street ends Monday
15 December 2025
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NVIDIA Stock (NVDA) After Hours Today (Dec. 15, 2025): What’s Moving Shares and What to Watch Before the Next Market Open

NVIDIA Stock (NVDA) After Hours Today (Dec. 15, 2025): What’s Moving Shares and What to Watch Before the Next Market Open

Nvidia shares closed at $176.29, up 0.7% Monday, then slipped to $176.16 in early after-hours trading. The company announced the acquisition of SchedMD, maker of the open-source Slurm workload manager, and launched new Nemotron 3 AI models. Investors also watched for signs of supply pressure on China-eligible H200 chips. A key U.S. jobs report is due before Tuesday’s market open.
15 December 2025
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S&P 500 Today (Dec. 15, 2025): Index Slips After the Bell as AI-Bubble Jitters Persist and Markets Brace for Jobs, CPI

S&P 500 Today (Dec. 15, 2025): Index Slips After the Bell as AI-Bubble Jitters Persist and Markets Brace for Jobs, CPI

The S&P 500 slipped 0.15% to 6,816.34 on Monday, while the Nasdaq fell 0.58% and the Dow edged down 0.09%. Trading was volatile as investors weighed uncertainty over AI-driven stocks and awaited key labor and inflation data due this week. Speculation over President Trump’s pick for the next Fed chair added to the cautious mood.
15 December 2025
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Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

Nvidia and Micron led gains among U.S.-listed semiconductor stocks by 11:30 a.m. ET Monday, while Broadcom and Arm fell after downgrades. Semiconductor equipment makers surged on strong demand forecasts for 2026–2027. The Philadelphia Semiconductor Index hovered in the low-7,000s after last week’s sharp drop. Semiconductor ETFs edged higher, signaling stabilization rather than a full rebound.
15 December 2025
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AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)

Nvidia rose 1.1% Monday morning, leading a cautious rebound in AI stocks after last week’s sharp selloff. Tesla jumped 4.5%, while ServiceNow dropped 7.9% on takeover speculation and a downgrade. Major indexes edged higher as investors awaited key U.S. economic data and fresh 2026 forecasts. AI shares remained volatile amid renewed questions about profits versus spending.
15 December 2025
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Nasdaq Today: Tech Rebounds in Choppy Trade as AI Bubble Fears Meet a Data-Packed Week (Dec. 15, 2025)

Nasdaq Today: Tech Rebounds in Choppy Trade as AI Bubble Fears Meet a Data-Packed Week (Dec. 15, 2025)

The Nasdaq Composite swung between gains and losses Monday morning, with Reuters reporting it up 0.39% at 9:35 a.m. ET and AP noting a 0.2% drop at 10 a.m. ET. Tesla rose about 4.5% and Nvidia gained 1.1%, while Oracle fell 4.3% and Broadcom slipped 2.7%. Investors weighed AI profit concerns and shifting bond yields ahead of key U.S. economic data.
15 December 2025
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Santa Claus Rally 2025: AI Jitters, Fed Signals and Global Central Banks Put Wall Street’s Year-End Bounce to the Test

Santa Claus Rally 2025: AI Jitters, Fed Signals and Global Central Banks Put Wall Street’s Year-End Bounce to the Test

U.S. stocks opened modestly higher Monday as tech giants rebounded and investors braced for a week of delayed economic data and major central bank decisions. The Dow rose 0.20%, S&P 500 gained 0.33%, and Nasdaq climbed 0.39% by mid-morning. iRobot shares plunged after the company filed for Chapter 11 bankruptcy and announced a buyout by Picea Robotics.
15 December 2025
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NVIDIA Stock News Today (Dec. 15, 2025): NVDA Rebounds on Nemotron 3 Launch, H200 China Demand Signals, and Fresh Wall Street Forecasts

NVIDIA Stock News Today (Dec. 15, 2025): NVDA Rebounds on Nemotron 3 Launch, H200 China Demand Signals, and Fresh Wall Street Forecasts

Nvidia shares rose about 1.5% in early U.S. trading Monday after the company launched its Nemotron 3 open AI models and signaled strong demand for its H200 AI chips from China. Reuters reported Nvidia is considering boosting H200 production for Chinese clients, but shipments await government approval. Analyst commentary followed last week’s sharp AI-led selloff.
15 December 2025
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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