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NASDAQ:NVDA 20 December 2025 - 21 December 2025

Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Oracle confirmed talks for an equity deal to fund its $10B Michigan AI data center are ongoing but exclude Blue Owl Capital, following reports of stalled negotiations that hit Oracle shares. Power supply remains a key constraint for data center growth, with new projections and regulations highlighting electricity as the main bottleneck. U.S. export controls and Chinese firms’ remote access to Nvidia GPUs are also under scrutiny.
21 December 2025
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Big Tech Stocks Week Ahead (Dec 22–26, 2025): Santa Rally Watch, AI Spending Jitters, and Key Catalysts for Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla

Big Tech Stocks Week Ahead (Dec 22–26, 2025): Santa Rally Watch, AI Spending Jitters, and Key Catalysts for Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla

Big Tech stocks face thin holiday trading this week, with U.S. markets closing early Dec. 24 and shut Dec. 25. Investors are watching for Q3 GDP, durable goods, and jobless claims data. Debate continues over whether AI infrastructure spending is delivering returns fast enough. Exchange operators confirmed markets remain open Dec. 24 and 26 despite a federal closure order.
21 December 2025
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Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility

Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility

Semiconductor stocks face volatile trading ahead of Christmas, as AI and data-center demand clash with investor concerns over financing costs. Broadcom’s warning on AI chip margins triggered a sector pullback in mid-December. U.S. markets will close early Dec. 24 and remain shut Dec. 25, with thin holiday volumes expected to amplify price swings.
21 December 2025
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AI Stocks News Today (Dec. 21, 2025): Nvidia, Broadcom and Alphabet Set the Tone for 2026 as Wall Street Weighs Bubble Risks

AI Stocks News Today (Dec. 21, 2025): Nvidia, Broadcom and Alphabet Set the Tone for 2026 as Wall Street Weighs Bubble Risks

Bank of America and Jefferies remain bullish on semiconductor stocks heading into 2026, highlighting Nvidia, Broadcom, Lam Research, KLA, Analog Devices, and Cadence. Analysts say the AI trade is shifting from heavy capital spending to monetization and returns, with cash-rich platforms favored over leveraged infrastructure plays. Investors are watching how companies fund expansion and respond to changing supply chains.
21 December 2025
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NVIDIA Stock (NVDA) Week Ahead: China H200 Export Review, Intel Investment Clearance, and Blackwell Demand in Focus (Dec. 22–26, 2025)

NVIDIA Stock (NVDA) Week Ahead: China H200 Export Review, Intel Investment Clearance, and Blackwell Demand in Focus (Dec. 22–26, 2025)

NVIDIA shares closed at $180.99, up 3.85%, after reports the Trump administration began an interagency review that could allow H200 AI chip exports to China. Reuters said license applications are under review, with a final decision due from President Trump. NVIDIA is also considering boosting H200 production as Chinese demand rises. Thin holiday trading may amplify stock moves.
21 December 2025
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Data Center Stocks Week Ahead: AI Capex Scrutiny, Power Constraints, and Holiday Trading Put Nvidia, Vertiv, and Data Center REITs in Focus

Data Center Stocks Week Ahead: AI Capex Scrutiny, Power Constraints, and Holiday Trading Put Nvidia, Vertiv, and Data Center REITs in Focus

Global data center dealmaking hit a record $61 billion in 2025 through November, surpassing last year’s high, S&P Global data showed. The surge comes as investors question the sustainability of debt-heavy AI expansion and rising electricity costs. Parts of the AI sector rebounded late in the week. U.S. markets face thin holiday trading with early closure Dec. 24 and a full close Dec. 25.
21 December 2025
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Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Google Cloud and Palo Alto Networks announced an expanded partnership with a contract approaching $10 billion, according to Reuters sources. Software and platform stocks faced volatile trading ahead of Christmas week, as investors weighed thin markets and questions about AI infrastructure payback. Wall Street also tracked shifting expectations for Federal Reserve rate cuts in 2026.
21 December 2025
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Intel Stock (INTC) Today: Nvidia’s $5B Investment Clearance, High-NA EUV Milestone, and Wall Street’s 2026 Outlook

Intel Stock (INTC) Today: Nvidia’s $5B Investment Clearance, High-NA EUV Milestone, and Wall Street’s 2026 Outlook

Intel shares closed at $36.82 on Friday, up 1.49% but well below this month’s $44.02 high. The U.S. FTC cleared Nvidia’s planned $5 billion investment in Intel, removing a key regulatory hurdle. Intel also completed installation of ASML’s Twinscan EXE:5200B, marking a manufacturing milestone. The stock is up about 81% year-to-date.
21 December 2025
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NVIDIA Stock (NVDA) News and Forecast for Dec. 21, 2025: China H200 Export Review, Intel Deal Clearance, and $275 Wall Street Targets

NVIDIA Stock (NVDA) News and Forecast for Dec. 21, 2025: China H200 Export Review, Intel Deal Clearance, and $275 Wall Street Targets

Nvidia shares closed at $180.99 after a sharp late-week rally, trading over 300 million shares as U.S. regulators began reviewing possible H200 AI chip exports to China. The review could open a key market for Nvidia, but faces political pushback over national security concerns. The H200, slower than Nvidia’s latest chips, has not previously been cleared for sale in China.
21 December 2025
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NVIDIA Stock (NVDA) News, Forecasts and Analyst Outlook After Dec. 20, 2025: China Export Review, Blackwell “Cloud Loophole,” and 2026 Catalysts

NVIDIA Stock (NVDA) News, Forecasts and Analyst Outlook After Dec. 20, 2025: China Export Review, Blackwell “Cloud Loophole,” and 2026 Catalysts

Nvidia shares closed near $181 on Dec. 19, 2025, with market cap estimates around $4.4 trillion. Reports surfaced that China’s Tencent may be accessing banned Nvidia Blackwell AI chips via overseas cloud providers. U.S. officials also launched an interagency review that could allow H200 chip sales to China. Wall Street analysts described Nvidia as “cheap” by historical standards.
21 December 2025
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Technology Stocks Today: Nvidia’s China Chip Review, Micron’s AI Memory Boom, and Fresh 2026 Forecasts for Big Tech (Dec. 20, 2025)

Technology Stocks Today: Nvidia’s China Chip Review, Micron’s AI Memory Boom, and Fresh 2026 Forecasts for Big Tech (Dec. 20, 2025)

Tech stocks rallied Friday, with the S&P 500 up 0.9% and the Nasdaq gaining 1.3%, erasing weekly losses as investors rotated back into AI-linked names. Micron forecast quarterly profit above expectations and raised its 2026 capital spending plan to $20 billion, citing strong AI-driven demand. U.S. authorities are reviewing advanced AI chip shipments to China, keeping policy risks in focus.
20 December 2025
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Big Tech Stocks Today: Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta and Tesla — The AI Rally Meets a 2026 Reality Check (Dec. 20, 2025)

Big Tech Stocks Today: Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta and Tesla — The AI Rally Meets a 2026 Reality Check (Dec. 20, 2025)

Global data-center dealmaking reached a record $61 billion in 2025, fueled by AI demand, according to S&P Global. Investors are warning of concentration and valuation risks, with AustralianSuper planning to cut global equities exposure. Nvidia shares closed at $180.99 after analysts raised price targets, but U.S.–China tech tensions persist over chip access.
20 December 2025
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Semiconductor Stocks News (Dec. 20, 2025): Micron’s AI Memory Boom, Nvidia “Cheap” Valuation Calls, and the 2026 Outlook

Semiconductor Stocks News (Dec. 20, 2025): Micron’s AI Memory Boom, Nvidia “Cheap” Valuation Calls, and the 2026 Outlook

Micron posted record fiscal Q1 results, with revenue of $13.64 billion and net income of $5.24 billion, and forecasted even higher revenue for Q2. The World Semiconductor Trade Statistics group now projects the global chip market will reach $975 billion in 2026, led by Logic and Memory. Supply constraints and U.S.–China policy uncertainty remain key risks. October 2025 global semiconductor sales rose 27% year-over-year.
20 December 2025
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US Stock Market Today: S&P 500 Near Record as Santa Rally Watch Begins; AI Stocks Rebound and 2026 Forecasts Split

US Stock Market Today: S&P 500 Near Record as Santa Rally Watch Begins; AI Stocks Rebound and 2026 Forecasts Split

The S&P 500 rose 0.9% to 6,834.50 Friday, led by gains in technology and AI-linked stocks. For the week, the S&P 500 edged up 0.1% and the Nasdaq gained 0.5%, while the Dow and Russell 2000 slipped. Oracle and Micron surged on company news, while Nike dropped after a weak sales outlook. The 10-year Treasury yield climbed to about 4.15% as investors tracked global rate moves.
20 December 2025
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Dow Jones Index Outlook (Dec. 20, 2025): DJIA Ends Week at 48,134 as AI Rebound Returns and Santa Rally Watch Begins

Dow Jones Index Outlook (Dec. 20, 2025): DJIA Ends Week at 48,134 as AI Rebound Returns and Santa Rally Watch Begins

The Dow Jones Industrial Average closed at 48,134.89 on Friday, up 183.04 points, but ended the week down about 0.7%. For 2025, the Dow is up roughly 13%. Friday’s gains followed rebounds in AI-linked stocks like Micron and Nvidia, and a more than 3% rise in Boeing after a JPMorgan analyst raised its price target.
20 December 2025
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Intel Stock News Today (Dec. 20, 2025): Nvidia’s $5B Deal Clears, Intel Foundry Hits a Key 14A Milestone, and What Wall Street Forecasts for INTC

Intel Stock News Today (Dec. 20, 2025): Nvidia’s $5B Deal Clears, Intel Foundry Hits a Key 14A Milestone, and What Wall Street Forecasts for INTC

U.S. antitrust agencies have cleared Nvidia’s investment in Intel, removing a major regulatory hurdle for the partnership, according to the FTC. Intel shares traded near $36.82 early Saturday, with heavier-than-normal volume. The Nvidia deal is seen as a reputational boost for Intel, but investors remain focused on execution and foundry progress.
20 December 2025
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NVIDIA (NVDA) Stock on Dec. 20, 2025: Intel Deal Cleared, China Chip Review Looms, and Wall Street Sees Upside

NVIDIA (NVDA) Stock on Dec. 20, 2025: Intel Deal Cleared, China Chip Review Looms, and Wall Street Sees Upside

Nvidia shares closed near $180.99 on Dec. 20, 2025, after reports that the Trump administration may allow H200 AI chip exports to China, pending an interagency review. The Commerce Department has sent license applications to State, Energy, and Defense for a 30-day review, with the final decision resting with the president. The move faces criticism from China hawks over national security concerns.
20 December 2025
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Nasdaq Today (Dec. 20, 2025): AI-Led Rebound Lifts the Nasdaq Composite as Santa Rally Hopes, Fed Uncertainty, and 24/5 Trading Plans Collide

Nasdaq Today (Dec. 20, 2025): AI-Led Rebound Lifts the Nasdaq Composite as Santa Rally Hopes, Fed Uncertainty, and 24/5 Trading Plans Collide

The Nasdaq Composite closed at 23,307.62 on Friday, up 1.31% for the day and 0.5% for the week, led by gains in semiconductors and megacap tech after upbeat signals from Micron and Nvidia. Year-to-date, the index is up about 20.7%. Investors remain focused on AI spending and Fed rate-cut expectations for 2026.
20 December 2025
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Intel Stock (INTC) News and Forecast for Dec. 20, 2025: Nvidia Deal Cleared, Foundry Milestones, and What Analysts See Next

Intel Stock (INTC) News and Forecast for Dec. 20, 2025: Nvidia Deal Cleared, Foundry Milestones, and What Analysts See Next

Intel shares closed at $36.82 on Dec. 19, up 1.5%, after U.S. antitrust agencies cleared Nvidia’s planned $5 billion investment in the company. The approval removes a key uncertainty for Intel as it pushes its manufacturing turnaround and faces renewed scrutiny from investors and regulators. Intel’s stock remains below its 52-week high of $44.02 but well above its low near $17.67.
20 December 2025
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NVIDIA Corporation Stock (NVDA) News Today: China H200 Export Review, Intel Investment Cleared, and Fresh 2026 Price Targets

NVIDIA Corporation Stock (NVDA) News Today: China H200 Export Review, Intel Investment Cleared, and Fresh 2026 Price Targets

Nvidia shares rose nearly 4% to $180.99 after news that a U.S. interagency review could allow H200 AI chip sales to China under a licensing framework. The Commerce Department has sent license applications to State, Energy, and Defense for review, with a final decision possible from President Trump if agencies disagree. China remains a key market, but regulatory and geopolitical hurdles persist.
20 December 2025
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Stock Market Today

  • Nifty 50 and Sensex predict volatile trading on April 24 amid global tensions and crude prices
    April 23, 2026, 11:26 PM EDT. Indian stock markets are set for volatility on April 24 as the Sensex and Nifty 50 react to mixed global cues. Rising crude oil prices and US-Iran tensions weigh on sentiment. The Sensex declined over 850 points on Thursday, closing at 77,664, with intraday resistance near 78,200 and potential downside to 77,000. The Nifty 50 fell below 24,200, forming a bearish candlestick pattern suggesting consolidation in the short term but maintaining an overall positive medium-term trend. Analysts from Kotak Securities and HDFC Securities highlight support levels around 24,000 and resistance near 24,400 for Nifty. Derivatives data show mixed positions, indicating uncertainty. After a recent strong rally, profit booking has emerged, prompting cautious market outlook for Friday.

Latest article

Newmont earnings today: Gold miner beats Q1 profit, adds $6 billion buyback but warns on Q2 costs

Newmont earnings today: Gold miner beats Q1 profit, adds $6 billion buyback but warns on Q2 costs

24 April 2026
Newmont reported adjusted first-quarter earnings of $2.90 per share on $7.31 billion in sales, beating estimates as realized gold prices surged to $4,900 an ounce. Attributable gold output fell to 1.30 million ounces from 1.54 million a year earlier. The miner declared a $0.26 dividend and authorized a new $6 billion share buyback. Newmont expects higher costs and lower output in the second quarter.
SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

24 April 2026
SAP reported a 17% rise in first-quarter operating profit to 2.74 billion euros and a 19% jump in cloud revenue to 5.96 billion euros, beating forecasts. The company kept its 2026 targets and full-year outlook unchanged. SAP’s U.S. shares reversed losses after the results, climbing nearly 7% in after-hours trading. Management warned cloud revenue growth will slow in the second quarter.
MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

24 April 2026
MaxLinear forecast second-quarter revenue of $160 million to $170 million, well above Wall Street’s estimate of $137.1 million. First-quarter revenue rose 43% to $137.2 million, driven by demand for optical products in AI data centers. Shares surged over 23% to $42.47 in after-hours trading. Infrastructure revenue jumped 136% from a year earlier, becoming the company’s largest segment.
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