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NASDAQ:NVDA 11 December 2025 - 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)

U.S. tech stocks fell last week as investors rotated out of the sector amid renewed concerns over AI profitability and rising capital costs. The Nasdaq dropped 1.69% Friday, closing at its lowest since Nov. 25, while the S&P 500 lost 0.63% for the week. Broadcom warned on AI margin pressure; Oracle signaled higher capex. Yardeni Research ended its overweight call on the “Magnificent Seven.”
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

Broadcom and Oracle shares fell sharply late last week after Oracle forecast higher spending and missed profit expectations, while Broadcom warned of margin pressure despite strong AI demand. The moves revived concerns about overheated AI valuations. Semiconductor benchmarks dropped Friday as investors grew more selective. Oracle reported a $523 billion backlog but faced questions over financing and project timelines.
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)

The Philadelphia Semiconductor Index fell 5.1% on Dec. 12, its worst session since October, as all component stocks declined. Broadcom projected $19.1 billion in fiscal Q1 revenue but warned of a 100 basis point margin drop, citing AI product mix. The iShares Semiconductor ETF remained up 46.71% year-to-date as of Dec. 11. Investors questioned whether AI-driven revenue growth will translate into higher profits.
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)

The Federal Reserve cut rates last week but signaled caution, sending interest-rate sensitivity back to the forefront for the “Magnificent Seven” tech stocks. Nvidia faced new geopolitical pressure over China export restrictions. Major U.S. tech firms accelerated AI infrastructure investment, including in India. Oppenheimer set a record S&P 500 target for 2026, citing AI-led megacap strength.
NVIDIA Stock News Today (NVDA): China H200 Export Shift, AI Trade Volatility, and the Week-Ahead Outlook — Updated Dec. 12, 2025

NVIDIA Stock News Today (NVDA): China H200 Export Shift, AI Trade Volatility, and the Week-Ahead Outlook — Updated Dec. 12, 2025

NVIDIA shares fell 3.27% Friday to $175.02, capping a 4.1% weekly drop as traders pulled back from AI hardware stocks. The U.S. approved exports of NVIDIA’s H200 chips to China with a 25% fee and security review, reopening debate over the company’s China business. Trading volume was heavy, with about 204 million shares changing hands.
13 December 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 Sink as AI Payoff Fears Hit Broadcom and Oracle; Nvidia’s China Signal Adds a Twist (Dec. 12, 2025)

Broadcom shares fell 11.4% and Oracle dropped 4.5% on Dec. 12, 2025, after warnings about AI margins and infrastructure spending reignited concerns over the sector’s profitability. The Nasdaq slid 1.69% to 23,195.17, with the Philadelphia Semiconductor Index down 5.1% for its worst session since October. Investors shifted focus to margins and cash flow, hitting chip and AI infrastructure stocks hardest.
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

Broadcom shares fell about 10% by midday Friday after warning on margins tied to AI sales, triggering a sharp selloff in AI and semiconductor stocks. Nvidia dropped 2.2%, AMD 4%, and Oracle 5%. The Nasdaq-100 slid 1.7% and semiconductor ETFs lost over 3.5%. Investors shifted into sectors seen as less exposed to AI valuation risk.
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 shares fell 1.6% to $180.93 midday Dec. 12 as Broadcom’s margin warning and Oracle’s cloud outlook fueled concerns over AI infrastructure profitability. Renewed U.S.–China export scrutiny and signs of investor rotation out of mega-cap tech added pressure. NVIDIA remains a focal point in debates over the pace and returns of AI spending.
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

Broadcom and Oracle led pre-market trading volume Friday after Oracle’s spending surprise and Broadcom’s margin warning triggered volatility in AI-linked stocks. Nvidia, Tesla, Alphabet, Microsoft, and Apple also saw heavy activity. US stock-index futures softened, especially in tech. Traders awaited Fed commentary and upcoming economic data.
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)

Broadcom shares fell about 5% premarket Friday after warning of a near-term margin dip tied to its AI business, despite forecasting Q1 revenue above estimates. Oracle remained under scrutiny following a sharp selloff on heavy capital spending. Nasdaq futures dropped 0.47% as investors questioned profitability in the AI sector.
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)

Oracle shares fell nearly 11% in premarket trading Friday after warning of sharply higher AI-related spending and missing cloud contract forecasts. Nvidia, Alphabet, and Broadcom also traded lower, while Microsoft and Meta edged higher. Investors weighed strong AI demand against rising costs and fresh regulatory headlines for Nvidia and Google.
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

Broadcom shares fell 5.4% in premarket trading after the company warned of gross margin pressure from its AI chip segment, despite raising revenue guidance. Nvidia, Micron, AMD, Applied Materials, and Monolithic Power also traded lower before the bell. Oracle’s selloff has fueled renewed debate over an “AI bubble,” weighing on chip stocks and the broader Nasdaq. Semiconductor ETFs closed down sharply in the previous session.
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 shares closed at about $181 on December 11, down nearly 2% after Oracle’s 13% drop and weak AI outlook triggered a tech selloff. Volume approached 150 million shares. After-hours trading showed little change, with pre-market quotes for December 12 near $180.3. The moves followed a Federal Reserve rate cut and rising concerns over AI spending and regulation.
11 December 2025
US Stock Market Most Popular Stocks Today (Dec. 11, 2025): Oracle Crash, Disney–OpenAI AI Deal, PetMed Buyout Buzz

US Stock Market Most Popular Stocks Today (Dec. 11, 2025): Oracle Crash, Disney–OpenAI AI Deal, PetMed Buyout Buzz

The Dow Jones closed at a record high above 48,500, rising 0.6%, while the Nasdaq fell nearly 1% after an AI-driven tech selloff. Oracle shares plunged 11–14%, their steepest drop in over 20 years, after announcing $50 billion in AI spending and weaker guidance. The S&P 500 slipped 0.45%. Jobless claims rose, and the Fed signaled a pause after cutting rates.
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 fell sharply Thursday, with the Philadelphia Semiconductor Index down about 2% by midday as Nvidia, AMD, Micron, and Broadcom dropped 3–4%. Oracle shares plunged up to 15% after missing revenue estimates and announcing a $15 billion increase in AI-related capital spending, fueling renewed concerns over an AI investment bubble. The Nasdaq slipped 1%, while the Dow hit a record high.
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)

Oracle shares plunged 13–14% on Thursday after missing revenue forecasts and raising 2026 AI spending plans by $15 billion to $50 billion. The sell-off triggered declines in major AI stocks, with Nvidia down about 3.5% and AMD off roughly 3%. The Nasdaq fell 1% by mid-session, while the Dow hit a record high as investors shifted into traditional blue chips.
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)

Oracle shares plunged 13–14% Thursday after weak revenue and sharply higher AI spending guidance, erasing over $100 billion in value and dragging the Nasdaq down 1%. The S&P 500 slipped 0.3%, while the Dow hit a record high, up 1%. Nvidia fell 3.3%. Microsoft rose 0.2%.
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

NVIDIA shares traded near $183.78 midday December 11, 2025, valuing the company at about $4.5 trillion. The stock fell 12.6% in November amid AI bubble concerns and heavy sector selling, despite reporting Q3 FY2026 revenue of $57 billion, up 62% year-over-year. Management guided for Q4 revenue of $65 billion, well above consensus, citing strong AI demand.
Synopsys Stock (SNPS) Jumps on Nvidia’s $2 Billion Bet, Q4 2025 Beat and Strong 2026 Outlook

Synopsys Stock (SNPS) Jumps on Nvidia’s $2 Billion Bet, Q4 2025 Beat and Strong 2026 Outlook

Synopsys shares rose about 2% to $476 in late-morning trading December 11 after reporting Q4 revenue of $2.26 billion, up 38% year over year and above estimates. Adjusted EPS reached $2.90, beating forecasts but down from $3.40 a year earlier. The stock remains 7% lower over the past year after a 36% plunge in September tied to China and Design IP concerns. Nvidia’s partnership and improved guidance have helped shares recover.
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Stock Market Today

  • Senate Banking Committee Advances Crypto Regulation with Clarity Act
    May 14, 2026, 2:42 PM EDT. The Clarity Act, a key regulatory bill for the cryptocurrency industry, cleared the Senate banking committee with a 15-9 vote largely along party lines. Championing the act are major crypto firms like Coinbase and Ripple, as well as venture capital firm Andreessen Horowitz, which seek clearer oversight to boost investor confidence. The legislation aims to introduce guardrails in the largely unregulated digital asset space. However, the bill faces significant opposition from banks, unions, and law enforcement agencies, who warn that some provisions could harm consumers and threaten financial stability. The bill must still pass the full Senate and House before reaching President Trump's desk. Senate efforts continue to address concerns about fraud and ethical issues surrounding crypto profits among elected officials.

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