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NASDAQ:NVDA News 22 December 2025 - 23 December 2025

AI Stocks Today: Nvidia, Microsoft, Alphabet and China’s AI Surge Reshape the 2026 Playbook (Dec. 23, 2025)

AI Stocks Today: Nvidia, Microsoft, Alphabet and China’s AI Surge Reshape the 2026 Playbook (Dec. 23, 2025)

Artificial intelligence stocks are closing out 2025 with a familiar mix of momentum, skepticism, and shifting geopolitics. On December 23, 2025, several headlines moved the AI investing narrative beyond a simple “chips up, everything else follows” story: fresh signals on AI chip exports to China, a new wave of mega-cap spending for AI infrastructure, and a growing debate over whether U.S. AI leaders are pricing in too-perfect outcomes. Below is a breakdown of the most market-relevant news, forecasts, and analyst takes dated Dec. 23, 2025, and how investors are framing the next leg of the AI cycle into 2026. The
23 December 2025
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NVIDIA Stock (NVDA) Today: China H200 Export Shift, Blackwell Demand, and Wall Street’s 2026 Outlook (Dec. 23, 2025)

NVIDIA Stock (NVDA) Today: China H200 Export Shift, Blackwell Demand, and Wall Street’s 2026 Outlook (Dec. 23, 2025)

NVIDIA Corporation (NASDAQ: NVDA) stock is in focus on December 23, 2025, as investors weigh a fast-moving mix of export-policy headlines, AI infrastructure spending signals, and fresh analyst forecasts into 2026. Shares were trading around $183.69 in early afternoon UTC, after a recent rebound that has put the stock back near key technical levels watched by short-term traders and long-term momentum investors alike. Below is what’s driving NVDA today—plus the major forecasts and risks shaping the next leg of the AI trade. NVDA stock price check: where NVIDIA shares stand on Dec. 23, 2025 As of 14:16:08 UTC on Tuesday,
23 December 2025
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NVIDIA Stock (NVDA) News Today: China H200 Export Shift, Analyst Price Targets, and 2026 Outlook (Dec. 23, 2025)

NVIDIA Stock (NVDA) News Today: China H200 Export Shift, Analyst Price Targets, and 2026 Outlook (Dec. 23, 2025)

NVIDIA Corporation (NASDAQ: NVDA) is back in the center of the market’s AI conversation on Dec. 23, 2025, with traders and long-term investors tracking one headline above all others: a potential reopening of China sales for one of Nvidia’s most important data center GPUs. Shares were trading around $183.69 early Tuesday (latest timestamp available: 13:42 UTC). That level follows a strong Monday session, when NVDA closed at $183.69 after ranging roughly $182.35–$184.16. StockAnalysis The near-term catalyst is political and operational at the same time: if approvals proceed, Nvidia could begin shipping H200 AI chips into China in early 2026—while U.S.
23 December 2025
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AI Stocks Today (Dec. 23, 2025): China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

AI Stocks Today (Dec. 23, 2025): China’s AI Surge, Big Tech’s Power Grab, and New Red Flags for Nvidia, Alphabet, Amazon and More

AI stocks are heading into the final stretch of 2025 with a familiar contradiction: demand signals still look strong, but the market’s tolerance for “priced-for-perfection” narratives is thinning fast. On Tuesday, December 23, the AI news cycle hit nearly every layer of the stack—chips, cloud, data centers, power, autonomous systems, and even the legal plumbing underneath generative AI. Below is a comprehensive roundup of the key AI-stock headlines dated Dec. 23, 2025—plus what they mean for investors watching Nvidia, Microsoft, Alphabet (Google), Amazon, Meta, AMD, Broadcom, Taiwan’s chip ecosystem, and China’s rapidly scaling AI complex. The big picture: AI spending
23 December 2025
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US Stock Market Today (Dec. 23, 2025): S&P 500 Near Record as Tech Rebound Holds, GDP and Consumer Confidence in Focus

US Stock Market Today (Dec. 23, 2025): S&P 500 Near Record as Tech Rebound Holds, GDP and Consumer Confidence in Focus

U.S. stocks head into Tuesday, December 23, with the S&P 500 within striking distance of its recent record after Wall Street kicked off the holiday-shortened week with broad gains powered by a renewed tech rebound. The market’s tone is upbeat—but the calendar is doing its usual late-December trick: thin liquidity, compressed hours, and a cluster of economic reports that can still jolt prices even when many desks are half-staffed. Reuters On Monday’s close (reported early Tuesday), the Dow Jones Industrial Average rose 227.79 points (0.47%) to 48,362.68, the S&P 500 added 43.99 points (0.64%) to 6,878.49, and the Nasdaq Composite
23 December 2025
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Nvidia stock after hours (NVDA): China H200 export headlines lift shares on Dec. 22, 2025 — what to know before the market opens Tuesday

Nvidia stock after hours (NVDA): China H200 export headlines lift shares on Dec. 22, 2025 — what to know before the market opens Tuesday

NVIDIA Corporation (NASDAQ: NVDA) finished Monday’s session higher and then held close to its closing levels in early after-hours trading, as investors digested a fresh round of U.S.–China chip-export headlines that could reopen a meaningful (but politically sensitive) sales channel in 2026. NVDA closed at $183.69, up 1.49% on the day, and traded slightly lower in after-hours at around $183.46 as of roughly 5:12 p.m. ET. StockAnalysis After-hours snapshot: where NVDA stands tonight Here’s the clean “where we are” picture after the bell on Monday, Dec. 22, 2025: The takeaway: today’s move wasn’t a volatile “gap-and-go” event—it was a steady,
22 December 2025
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AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

As of Dec. 22, 2025 (22.12.2025), the AI stocks story is being driven by three forces that investors can’t ignore: (1) geopolitics around high-end AI chips, (2) the escalating “power and data center” buildout, and (3) a fresh round of 2026 forecasts that are widening the gap between “AI winners” and “AI valuation risk.” This morning’s action is happening against a year-end backdrop where U.S. markets are entering a holiday-shortened week, and AI-linked tech remains a major swing factor for the broader indices. Reuters What’s moving AI stocks today: the 5 biggest themes investors are reacting to 1) Nvidia and
22 December 2025
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US Stock Market Today (Dec. 22, 2025, 5:00 p.m. ET): S&P 500 Near Record as AI Stocks Lead Holiday-Week Rally

US Stock Market Today (Dec. 22, 2025, 5:00 p.m. ET): S&P 500 Near Record as AI Stocks Lead Holiday-Week Rally

At 5:00 p.m. ET on Monday, December 22, 2025, the U.S. stock market ended the first session of the holiday-shortened week solidly higher, with technology and AI-linked names extending last week’s rebound and pushing the major benchmarks closer to record territory. Trading was noticeably lighter than usual heading into Christmas, but breadth was strong and volatility eased further—two classic ingredients for a calm year-end tape. Reuters+1 U.S. stock market recap at the close All three major indexes finished higher: In late trading, ETFs that track the major benchmarks also reflected a broadly similar picture—useful as a quick “5 p.m.” proxy
22 December 2025
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Dow Jones Today at 5:00 PM ET (Dec. 22, 2025): DJIA Climbs to 48,362 as Tech Rebound, Energy Strength and “Santa Rally” Talk Lift Blue Chips

Dow Jones Today at 5:00 PM ET (Dec. 22, 2025): DJIA Climbs to 48,362 as Tech Rebound, Energy Strength and “Santa Rally” Talk Lift Blue Chips

NEW YORK — As of 5:00 p.m. Eastern Time (ET) on Monday, December 22, 2025, the Dow Jones Industrial Average (DJIA) ended the day higher by 227.79 points (+0.47%) at 48,362.68, starting a holiday-shortened Christmas week with a broad-based rally that left the index sitting less than 1% below its recent record close from earlier this month. Reuters+1 The move reflected a familiar late-December mix: a rebound in big tech and AI-linked names, a jump in commodities that buoyed energy and materials, and the return of “Santa Claus rally” positioning—tempered by expectations that thin holiday liquidity can amplify both upswings
22 December 2025
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AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

Updated: Monday, Dec. 22, 2025 — 1:43 p.m. ET The “AI trade” is back at the center of Wall Street’s conversation heading into a holiday-shortened week—driven by a mix of semiconductor headlines, cloud monetization forecasts, and an increasingly important constraint that has nothing to do with code: electricity. By late morning in New York, major U.S. indexes were higher, with technology and chip stocks extending a rebound that began late last week—helped by upbeat memory-chip guidance and softer inflation data. Investors are also looking ahead to key U.S. economic releases later this week, while trading volumes are expected to thin
22 December 2025
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Dow Jones Today (Dec. 22, 2025): DJIA Near 48,410 at 1:35 PM ET as AI-Led Rally Lifts Stocks Ahead of Key U.S. Data

Dow Jones Today (Dec. 22, 2025): DJIA Near 48,410 at 1:35 PM ET as AI-Led Rally Lifts Stocks Ahead of Key U.S. Data

NEW YORK — Monday, December 22, 2025 (1:35 p.m. ET) — The Dow Jones Industrial Average (DJIA) traded higher in early afternoon action, hovering around 48,414 and up roughly 0.6% in a session marked by light pre-holiday volumes and a renewed bid for technology and AI-linked names. (Quotes on this snapshot are delayed, per Reuters/LSEG.) Reuters The advance puts the Dow within about 1% of its record closing peak set earlier this month, underscoring how quickly sentiment has swung back toward risk assets after a choppy stretch for December trading. Reuters Dow Jones at 1:35 PM: The numbers investors are
22 December 2025
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Vanguard Total Stock Market ETF (VTI) Today: Tech Rebound, Holiday-Week Trading, and the Inflows Story on Dec. 22, 2025

Vanguard Total Stock Market ETF (VTI) Today: Tech Rebound, Holiday-Week Trading, and the Inflows Story on Dec. 22, 2025

Vanguard Total Stock Market ETF (VTI) is starting the holiday-shortened week in focus as U.S. stock futures rise and investors watch whether a late-year tech rebound can carry into the final trading days of 2025. In premarket action Monday, VTI was modestly higher, reflecting a market tone that has turned more constructive after a choppy stretch earlier this month. TipRanks That backdrop matters for VTI because the fund is often treated as a real-time “temperature check” on the entire U.S. equity market—covering mega-caps, mid-caps, small-caps, and micro-caps in one widely held ETF. Yet, as 2025 has repeatedly shown, broad-market exposure
22 December 2025
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Stock Market Today

Stellantis stock slides 24% after €22 billion EV reset kills 2026 dividend — what to watch next

Stellantis stock slides 24% after €22 billion EV reset kills 2026 dividend — what to watch next

7 February 2026
Stellantis shares plunged 23.7% to $7.28 Friday after the company disclosed about €22.2 billion in charges tied to a reset of its electric-vehicle strategy and said it will skip its 2026 dividend. The automaker flagged a preliminary net loss of €19–21 billion for the second half of 2025. Shares rose 1.6% in late after-hours trading. Investors await Feb. 26 results and a May 21 Investor Day.
Intel stock jumps on China server CPU delays as traders map the week ahead

Intel stock jumps on China server CPU delays as traders map the week ahead

7 February 2026
Intel shares rose 4.87% to $50.59 Friday, trailing gains by Nvidia and Broadcom as chip stocks rallied. Sources said Intel and AMD warned Chinese customers of longer waits and higher prices for some server CPUs, with Intel lead times reaching six months. Intel said China accounts for over 20% of its revenue. Investors await key U.S. jobs and inflation data next week.
IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

IRS tax refund delays? Watchdog flags staffing crunch as 2026 filing season ramps up

7 February 2026
IRS staffing has dropped to 2021 levels as the 2026 tax filing season begins, according to a Treasury watchdog. The agency faces a backlog of about 2 million returns, 129% above pre-pandemic levels. Most e-filers using direct deposit still get refunds within 21 days, but paper filings and amended returns could see delays. The IRS lowered its call-answer target to 70% for this season.
Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

Plug Power stock jumps 12% after vote setback, with Feb 17 share decision in focus

7 February 2026
Plug Power shares rose 11.6% Friday to $2.08 after a sharp drop the previous day, as attention shifted to a Feb. 17 shareholder vote on expanding authorized shares. The company failed to secure enough votes earlier this week and is urging overseas holders to participate. CEO Andy Marsh cited difficulties for European investors in casting ballots. A reverse stock split remains possible if the proposal fails.
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