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NASDAQ:NVDA 26 December 2025 - 28 December 2025

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Data Center Stocks Watch: Nvidia Headlines, Power-Grid Crunch, and Fed Minutes in Focus Before the Next Wall Street Session

Data Center Stocks Watch: Nvidia Headlines, Power-Grid Crunch, and Fed Minutes in Focus Before the Next Wall Street Session

Data center stocks are heading into the final trading days of 2025 with a familiar set of tailwinds—and a growing list of real-world constraints investors can’t ignore. The AI buildout that helped power much of this year’s equity gains remains the dominant demand driver for everything from GPUs and networking gear to cooling systems and “four walls” colocation space. But as Wall Street heads into a holiday-shortened week, thin liquidity, year-end positioning, and the market’s next read on the Federal Reserve are likely to decide whether the sector starts 2026 on a fresh surge—or a choppy reset. Reuters+1
28 December 2025
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Big Tech Stocks Today: Nvidia, Apple, Microsoft and the “Magnificent Seven” Face a Year-End Reality Check as Wall Street Nears S&P 500’s 7,000 Milestone

Big Tech Stocks Today: Nvidia, Apple, Microsoft and the “Magnificent Seven” Face a Year-End Reality Check as Wall Street Nears S&P 500’s 7,000 Milestone

Wall Street’s cash equity market is closed this Sunday, but Big Tech stocks are still the center of the conversation heading into the final week of 2025—especially as investors weigh record-high index levels against a growing debate over how quickly artificial intelligence spending will translate into durable profits.
28 December 2025
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Semiconductor Stocks Outlook: Memory Chip Shortage, AI Spending Debate, and What to Watch Before Monday’s Open

Semiconductor Stocks Outlook: Memory Chip Shortage, AI Spending Debate, and What to Watch Before Monday’s Open

U.S. stock markets are shut for the weekend, leaving semiconductor stocks in a familiar year-end spotlight: investors are weighing bullish AI-driven demand against fresh supply-chain strain and renewed questions about how durable the “AI trade” really is. With the next regular session set for Monday, Dec. 29, chipmakers and chip-linked ETFs are likely to take their cues from Sunday night futures and any new headlines on AI infrastructure spending, memory pricing, and Big Tech capex. CME Group+1
28 December 2025
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AI Stocks in Focus: Nvidia’s Groq Deal, Year-End Rally Risks, and What Investors Should Watch Next

AI Stocks in Focus: Nvidia’s Groq Deal, Year-End Rally Risks, and What Investors Should Watch Next

Wall Street is shut for the weekend, but AI stocks are not taking a break in the headlines. With the S&P 500 hovering near record territory after a quiet, low-volume post-Christmas session, investors are heading into the final trading days of 2025 weighing two powerful—and conflicting—narratives: the continued buildout of AI infrastructure that keeps lifting chip and cloud leaders, and a growing drumbeat of skepticism about valuation, deal structures, and how the AI boom is being financed. Reuters+2Reuters+2
28 December 2025
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Nvidia Stock (NVDA) News: Groq Licensing Deal, Analyst Targets, and What to Watch Before Monday’s Open

Nvidia Stock (NVDA) News: Groq Licensing Deal, Analyst Targets, and What to Watch Before Monday’s Open

NVIDIA Corporation enters the final trading days of 2025 with Wall Street still focused on one big question: how the AI boom evolves from training to inference—and whether Nvidia can stay the default platform as specialized rivals multiply. With U.S. markets closed for the weekend, investors are recapping Friday’s holiday-thinned session and parsing the latest headlines tied to Nvidia’s newly disclosed relationship with inference-chip specialist Groq.
27 December 2025
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Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

The U.S. stock market is closed for the weekend, but the “data center stocks” trade isn’t taking a holiday. In the final stretch of 2025, investors are still pricing a simple reality: AI growth is increasingly constrained not by software ambition, but by the physical stack—chips, servers, networking, cooling, and, most critically, electricity.
27 December 2025
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Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Semiconductor stocks head into the final week of 2025 with a familiar mix of tailwinds and headline risk: AI-driven demand remains the sector’s dominant narrative, but supply-chain sensitivity is back in focus after a Taiwan earthquake prompted limited evacuations at Taiwan Semiconductor Manufacturing Co.. With U.S. stock exchanges closed for the weekend, investors are using the pause to re-price the next set of catalysts that will hit when trading resumes Monday. Reuters
27 December 2025
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Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

As of 4:20 a.m. ET in New York on Saturday, December 27, 2025, U.S. stock markets are closed for the weekend. New York Stock Exchange+1Palantir Technologies Inc. was last quoted around $188.71, down about 2.8% from the prior close—an eye-catching move for a stock that’s become one of the market’s most watched AI bellwethers.
27 December 2025
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Nvidia–Groq Deal Explained: The $20B AI Inference Licensing Pact, Talent Grab, and the Antitrust “Hackquisition” Playbook

Nvidia–Groq Deal Explained: The $20B AI Inference Licensing Pact, Talent Grab, and the Antitrust “Hackquisition” Playbook

Nvidia has struck a sweeping deal with AI chip startup Groq that—depending on which headline you saw first—was either the chip giant’s biggest acquisition ever, or something much more unusual: a “non-exclusive” technology licensing agreement paired with a migration of Groq’s top leadership and engineering talent into Nvidia.
26 December 2025
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