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NASDAQ:NVDA News 11 December 2025 - 14 December 2025

Nvidia Stock (NVDA) News Today: China H200 Export Deal, Blackwell/Rubin Outlook, and 2026 Price Targets (Dec. 14, 2025)

Nvidia Stock (NVDA) News Today: China H200 Export Deal, Blackwell/Rubin Outlook, and 2026 Price Targets (Dec. 14, 2025)

Nvidia stock is navigating a fresh China export opening for its H200 AI chips, renewed “AI spend” jitters, and big 2026 expectations for Blackwell and Rubin. Here’s what changed, what Wall Street is forecasting, and what to watch next. Updated: Sunday, December 14, 2025 Nvidia (NASDAQ: NVDA) heads into the final full trading weeks of 2025 at the center of a high-stakes policy shift and a market mood swing that’s testing the broader AI trade. While the U.S. market is closed today, the stock’s most recent close (Friday, Dec. 12) sits near $175, after a sharp down day that reflects
SOXS ETF News (Dec. 14, 2025): Direxion Daily Semiconductor Bear 3X Shares Surges on Chip Selloff — Forecasts, Dividends, and Key Risks

SOXS ETF News (Dec. 14, 2025): Direxion Daily Semiconductor Bear 3X Shares Surges on Chip Selloff — Forecasts, Dividends, and Key Risks

Direxion Daily Semiconductor Bear 3X Shares (NYSE Arca: SOXS) is back in the spotlight this weekend after a sharp one-day jump tied to a broad semiconductor pullback. As of Dec. 14, 2025 (with U.S. markets closed for the weekend), SOXS last traded around $3.29, up about 14.6% on the most recent session, with exceptionally heavy volume. That move didn’t come out of nowhere: the semiconductor complex sold off hard on Friday, Dec. 12, and SOXS is built to do the opposite—at triple leverage—on a daily basis. The result is a product that can deliver explosive short-term gains when chip stocks
NVIDIA Stock (NVDA) News Today: China H200 Export Shift, AI Spending Jitters, and Wall Street Forecasts (Dec. 14, 2025)

NVIDIA Stock (NVDA) News Today: China H200 Export Shift, AI Spending Jitters, and Wall Street Forecasts (Dec. 14, 2025)

NVIDIA Corporation (NASDAQ: NVDA) heads into the new trading week at the center of a fast-moving intersection of geopolitics, AI infrastructure spending, and investor sentiment. After a sharp pullback in the broader “AI hardware” trade late last week, Nvidia is now being re-priced against two competing narratives: a still-booming demand cycle for its data-center GPUs, and a growing debate over how sustainable the AI capex boom will be into 2026. Reuters+1 Below is what’s driving Nvidia stock on Sunday, December 14, 2025, including the latest headlines, key risks, analyst forecasts, and what investors are watching next. NVDA stock price check:
14 December 2025
Big Tech Stocks Week Ahead: Fed Data Blitz, AI Bubble Jitters and Nvidia’s China Chip Twist (Updated Dec. 14, 2025)

Big Tech Stocks Week Ahead: Fed Data Blitz, AI Bubble Jitters and Nvidia’s China Chip Twist (Updated Dec. 14, 2025)

Updated: December 14, 2025 Big Tech U.S. stocks head into the new week with two forces pulling in opposite directions: a still-booming AI infrastructure buildout—and a fresh wave of investor anxiety about whether the “AI trade” is getting ahead of itself. Last week (Dec. 8–14) delivered a bit of everything: a high-profile call to rotate away from the “Magnificent Seven,” a sharp late-week pullback in tech and semiconductors, major new AI capex commitments from hyperscalers, and a rapidly evolving Nvidia-China story that is now entangled in both Beijing’s internal approvals and Washington’s political scrutiny. Reuters+2Reuters+2 Below is a detailed, publication-ready roundup
AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

AI and Data Center Stocks Week Ahead (US): Nvidia, Broadcom, Oracle and Micron in Focus After Dec. 8–14 Volatility

Updated Sunday, December 14, 2025 — The “AI and data center” trade heads into the final full trading week of 2025 with momentum still intact, but with investors suddenly far more selective. A sharp late-week reversal in bellwether names like Broadcom and Oracle rekindled “AI bubble” chatter, even as the longer-term buildout story (chips, networking, power, cooling, and capacity) keeps expanding across the U.S. market. Reuters+1 Below is what mattered most from December 8–14, and what could move U.S. AI & data center stocks in the week ahead (Dec. 15–19). What changed for AI & data center stocks in Dec. 8–14 1) A reality check
Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Dec. 14, 2025 — U.S. semiconductor and chip stocks head into the new week with a familiar combination of tailwinds and landmines: booming AI infrastructure demand on one side, and valuation sensitivity, China policy turbulence, and margin questions on the other. The past seven days delivered a reminder that the “AI trade” can turn quickly. A sharp late-week pullback — led by heavyweight chip names — left investors reassessing how much perfection is already priced into the sector and how quickly the next leg of AI monetization can show up in earnings. Reuters+2Reuters+2 Below is a detailed roundup of the most important
Magnificent Seven Stocks Week Ahead: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla in Focus (Updated Dec. 14, 2025)

Magnificent Seven Stocks Week Ahead: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla in Focus (Updated Dec. 14, 2025)

Updated Sunday, December 14, 2025 The “Magnificent Seven” — Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Nvidia (NVDA), Meta Platforms (META) and Tesla (TSLA) — heads into the new week with a familiar setup: AI optimism powering earnings narratives, policy and regulation driving headline risk, and interest-rate sensitivity back at the center of price action after the Federal Reserve’s latest decision. Last week (Dec. 8–14, 2025) delivered a concentrated mix of catalysts: the Fed cut rates again but signaled caution, Big Tech’s global AI infrastructure buildout accelerated (with major India commitments), and AI’s geopolitical fault lines showed up in real time via Nvidia’s China export decisions and backlash. Reuters+3Reuters+3Reuters+3 And the stakes
Big Tech Stocks Sink as AI Payoff Fears Hit Broadcom and Oracle; Nvidia’s China Signal Adds a Twist (Dec. 12, 2025)

Big Tech Stocks Sink as AI Payoff Fears Hit Broadcom and Oracle; Nvidia’s China Signal Adds a Twist (Dec. 12, 2025)

Big Tech stocks slid on Dec. 12, 2025 as Broadcom and Oracle reignited “AI bubble” worries, pushing chip leaders lower while investors refocus on margins, capex, and cash flow. NEW YORK (Updated Dec. 12, 2025, 6:00 p.m. ET) — Big Tech stocks ended the week under pressure Friday as a renewed “AI payoff” debate rippled through the market, dragging down semiconductors and the broader Nasdaq. The Nasdaq Composite fell 1.69% to 23,195.17, while the S&P 500 dropped 1.07% to 6,827.41 and the Dow Jones Industrial Average slipped 0.51% to 48,458.05. Reuters At the center of today’s selloff: Broadcom’s margin warning, Oracle’s AI-infrastructure spending concerns, and a wider investor
NVIDIA (NVDA) Stock After Hours on Dec. 12, 2025: What Moved Shares After the Bell and What to Watch Before the Next Market Open

NVIDIA (NVDA) Stock After Hours on Dec. 12, 2025: What Moved Shares After the Bell and What to Watch Before the Next Market Open

NVIDIA Corporation (NASDAQ: NVDA) ended Friday’s session sharply lower, then traded essentially flat in extended hours—capping a volatile week for “AI trade” bellwethers as investors weighed fresh concerns about returns on massive AI spending against new headlines tied to China demand for Nvidia’s advanced chips. After the bell on 12/12/2025, NVDA closed at $174.99 (-3.28%) and was $175.03 (+0.01%) in after-hours trading around 4:05 p.m. ET. The day’s range was roughly $174.62 to $182.82, with about 154.55 million shares traded. Investing.com NVDA after-hours: the quick recap (12/12/2025) Friday’s trading action in Nvidia can be summed up in two lines: That
12 December 2025
AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

AI Stocks Today (Dec. 12, 2025): Broadcom and Oracle Spark Fresh AI Bubble Fears as Nvidia, AMD and Big Tech Slide at Midday

Updated: Friday, Dec. 12, 2025 (midday U.S. session). Prices cited below reflect quotes around 12:25 p.m. ET and may move quickly. Wall Street’s AI trade is getting stress-tested again on Friday — and the pressure point isn’t demand for AI, but what investors are willing to pay for it. By midday, AI-chip and AI-infrastructure leaders are leading the downside after Broadcom’s margin warning and renewed unease around Oracle’s debt-funded AI buildout, prompting a broad pullback in the Nasdaq-heavy growth complex. At the same time, the broader market remains within reach of record territory, with investors rotating into sectors perceived as less exposed to AI valuation risk. Reuters+2Financial
NVIDIA Stock News Today (Dec. 12, 2025): NVDA Holds Near $181 as AI “Bubble” Fears Collide With Blackwell Growth Forecasts

NVIDIA Stock News Today (Dec. 12, 2025): NVDA Holds Near $181 as AI “Bubble” Fears Collide With Blackwell Growth Forecasts

NVIDIA Corporation (NASDAQ: NVDA) is ending the week with investors pulled in two directions: near-term jitters around the pace and profitability of AI infrastructure spending, and longer-term optimism that NVIDIA’s Blackwell-driven product cycle can restart the stock’s momentum in 2026. As of Dec. 12, 2025 (midday UTC), NVDA traded around $180.93, down about 1.6% on the session. Meanwhile, multiple market narratives are hitting the tape at once—Oracle’s cloud outlook shock, Broadcom’s margin warning, and renewed U.S.–China export scrutiny—making NVIDIA stock a real-time referendum on “AI trade” sentiment. Below is a full roundup of today’s (12/12/2025) key news, forecasts, and analyst
12 December 2025
Most Active Stocks Today in the US Market (December 12, 2025): Nvidia, Oracle, Broadcom and Tesla Dominate Volume as AI Bubble Debate Flares Up

Most Active Stocks Today in the US Market (December 12, 2025): Nvidia, Oracle, Broadcom and Tesla Dominate Volume as AI Bubble Debate Flares Up

Updated: December 12, 2025 The most active stocks in the United States today are being driven by a familiar mix of forces: heavyweight mega-caps that routinely soak up the most trading volume, and a fresh wave of “AI trade” volatility sparked by Oracle’s spending shock and Broadcom’s margin warning. By early Friday, US stock-index futures were softer—especially in tech—while investors weighed whether aggressive AI infrastructure spending is translating into sustainable profits.Reuters+ 1 Below is a detailed look at the most active US stocks today , what’s behind the surging volume, and the key forecasts and market analysis shaping the tape
AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

U.S. AI stocks are under pressure in Friday’s premarket as Broadcom drops on a margin outlook, and Oracle’s capex surge reignites AI-bubble fears. NEW YORK — Friday, December 12, 2025 (Premarket, ~6:00 a.m. ET)U.S. equity futures are pointing to a mixed open Friday morning, with the AI trade again lagging after two back-to-back “reality check” earnings reactions: Oracle’s spending surge and Broadcom’s margin warning. As of about 5:47 a.m. ET, Nasdaq futures were down ~0.47%, S&P 500 futures down ~0.11%, while Dow futures were up ~0.22%—a setup that underscores the market’s growing preference for “profits now” over “promise later” in parts of AI. Seeking Alpha+1 Below is what’s moving AI-related
Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

Big Tech Stocks Today: Oracle’s AI Spending Shock, Broadcom Margin Warning, and Nvidia China Chip Scrutiny Shape U.S. Premarket (Dec. 12, 2025)

As of about 6:00 a.m. ET on Friday, December 12, 2025, U.S. big tech stocks are mixed in premarket trading—with investors juggling two competing narratives: AI demand remains powerful, but the cost of building it is rising fast, and markets are getting pickier about who can turn that spending into profits. The early mood is being set by Oracle’s continued slide after a capex-heavy outlook, a Broadcom forecast that’s upbeat on revenue but cautious on margins, and a fresh round of policy and regulatory headlines spanning Nvidia’s China chip sales, Google’s EU antitrust exposure, and App Store rules in the
Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Updated for premarket trading at ~6:00 a.m. ET on Friday, December 12, 2025. Semiconductor stocks are heading into the U.S. open with investors balancing two powerful—and competing—forces: continued blockbuster AI infrastructure demand and fresh anxiety that the spending boom is getting too expensive to sustain. The biggest chip-stock catalyst this morning is Broadcom (AVGO), which is trading lower in premarket despite upbeat revenue guidance, after management highlighted gross-margin pressure tied to the fast-growing AI segment. At the same time, Oracle’s post-earnings selloff has sparked another round of “AI bubble” debates that are rippling through high-multiple chip leaders and the broader
Nvidia (NVDA) Stock After Hours on December 11, 2025 – Key Risks and Catalysts Before the December 12 Market Open

Nvidia (NVDA) Stock After Hours on December 11, 2025 – Key Risks and Catalysts Before the December 12 Market Open

Nvidia Corporation (NASDAQ: NVDA) remains at the center of the AI trade, but as of the close on December 11, 2025, the story is no longer just about explosive demand. It is now equally about regulation, geopolitics, AI-bubble fears, and elevated expectations heading into Friday’s open. Below is a detailed look at how Nvidia stock traded after the bell on Dec. 11, the most important news from the day, and what traders and long-term investors should know before the market opens on December 12, 2025. 1. How Nvidia Stock Traded on December 11, 2025 Regular session: AI leader under pressure
11 December 2025
Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

U.S. chip stocks came under heavy pressure on Thursday, December 11, 2025, as investors digested a cocktail of AI bubble worries, fresh Federal Reserve policy signals, and new geopolitical twists in the semiconductor trade. By late morning in New York, the tech‑heavy Nasdaq was down about 1%, even as the Dow Jones Industrial Average hit a new intraday record, with the weakness centered squarely on AI‑exposed technology and semiconductor names.Investopedia The Philadelphia Semiconductor Index (SOX) fell roughly 2%, with Nvidia, AMD, Micron, Broadcom and other chipmakers sliding between about 3% and 4%.Reuters+1 At the heart of the sell‑off: Oracle’s earnings and
AI Stocks Today: Oracle’s 13% Crash Reignites AI Bubble Fears as Nvidia, AMD and Micron Slide (December 11, 2025)

AI Stocks Today: Oracle’s 13% Crash Reignites AI Bubble Fears as Nvidia, AMD and Micron Slide (December 11, 2025)

Artificial intelligence stocks were back in the spotlight on Thursday, December 11, 2025, as a brutal sell‑off in Oracle ignited fresh “AI bubble” worries and knocked many of the market’s biggest AI winners lower. By mid‑session, the tech‑heavy Nasdaq Composite was down about 1%, the S&P 500 off roughly 0.3%, while the Dow Jones Industrial Average rose more than 1% to a record as money rotated out of AI‑heavy tech into more traditional blue chips. Reuters+1 At the center of the storm: Oracle’s earnings, a massive jump in its AI spending plans, and a growing debate about whether the first wave of AI
Big Tech Stocks Today: Oracle’s AI Shock Knocks Nasdaq While Dow Hits Record (December 11, 2025)

Big Tech Stocks Today: Oracle’s AI Shock Knocks Nasdaq While Dow Hits Record (December 11, 2025)

New York — December 11, 2025 Big Tech and AI leaders took a hit on Thursday as a surprise plunge in Oracle shares reignited worries about an “AI bubble,” pulling the Nasdaq and S&P 500 lower even as the Dow Jones Industrial Average closed at a fresh record high.Investopedia+1 Below is a deep dive into how the major U.S. tech giants — Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia and Tesla — traded today, and what the latest forecasts and analysis are saying about their 2026-and-beyond prospects. 1. Market recap: rotation away from Big Tech as AI jitters return By the
NVIDIA Stock (NVDA) in December 2025: China Chips, AI Bubble Fears and Big 2026–2030 Price Forecasts

NVIDIA Stock (NVDA) in December 2025: China Chips, AI Bubble Fears and Big 2026–2030 Price Forecasts

Date: December 11, 2025 – For informational purposes only, not investment advice. 1. Where NVIDIA Stock Stands Now NVIDIA Corporation (NASDAQ: NVDA) remains the center of the AI trade — and of the AI bubble debate. As of midday on December 11, 2025, NVIDIA stock is trading around $183.78 per share, down modestly on the day and valuing the company at roughly $4.5 trillion. MLQ Despite that enormous valuation, November was rough: NVDA fell about 12.6% during the month, as investors weighed worries about an “AI bubble” and stepped up scrutiny of sky‑high AI valuations and growing competition, including new
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KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

8 February 2026
KLA Corp shares surged 8.4% to $1,442.95 Friday, leading gains in chip-equipment stocks after Amazon announced a major increase in capital spending. About 1.6 million KLA shares traded as the PHLX semiconductor index rose 5.7%. KLA’s board declared a $1.90 quarterly dividend, payable March 3 to holders as of Feb. 17. Applied Materials and Lam Research also rallied sharply into the close.
CBA share price: Commonwealth Bank stock steadies after ASX selloff as earnings loom

CBA share price: Commonwealth Bank stock steadies after ASX selloff as earnings loom

8 February 2026
Commonwealth Bank of Australia closed Friday down 0.23% at A$158.91, outperforming a 2.03% drop in the S&P/ASX 200. Investors await CBA’s half-year results on Feb. 11 and commentary from CEO Matt Comyn. The Reserve Bank’s recent cash-rate hike to 3.85% and upcoming mortgage repricing are in focus. CBA flagged A$68 million in provisions and A$53 million in non-recurring income items.
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