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NASDAQ:NVDA 25 December 2025 - 26 December 2025

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
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
Nebius Group N.V. (NASDAQ: NBIS) Stock Today: Holiday-Week Volatility, Microsoft & Meta AI Deals, Analyst Targets, and What Investors Should Watch Next

Nebius Group N.V. (NASDAQ: NBIS) Stock Today: Holiday-Week Volatility, Microsoft & Meta AI Deals, Analyst Targets, and What Investors Should Watch Next

In a thin, post-Christmas trading session on Wall Street, Nebius Group N.V. is under pressure even as the broader tech tape holds relatively steady. With major indexes hovering near record levels and year-end positioning in play, the market is rewarding “AI winners” selectively—and punishing anything that looks like dilution risk, heavy cash burn, or execution uncertainty. AP News
NVIDIA (NVDA) Stock Climbs on Groq Inference Deal as China H200 Exports, CES 2026, and Earnings Catalysts Line Up

NVIDIA (NVDA) Stock Climbs on Groq Inference Deal as China H200 Exports, CES 2026, and Earnings Catalysts Line Up

NVIDIA Corporation is trading higher in mid-day action as Wall Street digests a headline-grabbing AI inference agreement with Groq—an unusual “license + talent” structure that underscores how aggressively Nvidia is defending its position beyond AI training and into the next battlefield: inference at scale. Groq+1
AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

AI Bubble Fears Meet Record Highs: S&P 500 Near 7,000 as Big Tech’s AI Spending Surge Dominates December 26, 2025

Wall Street is closing out 2025 at record levels—and doing it while a louder debate simmers about whether artificial intelligence is building a durable foundation for the next decade of growth, or inflating the kind of expectations that tend to end in painful repricing.
NVIDIA (NVDA) Stock: Latest News, Analyst Forecasts, and Key Catalysts Ahead of the Dec. 26, 2025 Market Open

NVIDIA (NVDA) Stock: Latest News, Analyst Forecasts, and Key Catalysts Ahead of the Dec. 26, 2025 Market Open

NVIDIA Corporation heads into Friday, December 26, 2025—the first U.S. trading session after the Christmas Day market closure—with investors weighing two fast-moving storylines that could drive premarket sentiment: NVIDIA’s non-exclusive inference-technology licensing deal with AI chip startup Groq and a politically charged reopening of part of the China market for NVIDIA’s H200 accelerators.
25 December 2025
US Stock Market Open Dec. 26, 2025: Dow and S&P 500 at Record Highs, Fed-Cut Bets, and Nvidia’s Groq Deal in Focus

US Stock Market Open Dec. 26, 2025: Dow and S&P 500 at Record Highs, Fed-Cut Bets, and Nvidia’s Groq Deal in Focus

Wall Street reopens on Friday, December 26, 2025, after the market shut for Christmas Day and capped a holiday-shortened week with fresh record closes. The setup heading into the post-Christmas session is unusually “clean”: no big earnings slate, a light U.S. macro calendar, and a market that has been climbing on easing-rate expectations and a renewed bid for AI-linked mega-caps—all in thin liquidity that can magnify moves in either direction. Reuters
25 December 2025
NVIDIA (NVDA) Stock: Key News, Catalysts, Forecasts, and Risks to Watch Before the Market Opens on Dec. 26, 2025

NVIDIA (NVDA) Stock: Key News, Catalysts, Forecasts, and Risks to Watch Before the Market Opens on Dec. 26, 2025

NVIDIA Corporation heads into Friday’s Dec. 26, 2025 session with two narratives pulling at the stock at the same time: fresh, headline-driven momentum around inference and deal-making—plus a still-evolving policy story on China shipments—against a backdrop of investors debating how long the AI capex cycle can stay “bigger than expected.”
Technology Stocks Today (Dec. 25, 2025): Nvidia’s Groq Move, Apple’s China Signal, and the 2026 Tech Stock Forecast Wall Street Is Debating

Technology Stocks Today (Dec. 25, 2025): Nvidia’s Groq Move, Apple’s China Signal, and the 2026 Tech Stock Forecast Wall Street Is Debating

December 25, 2025 — U.S. equity markets are closed for Christmas Day, but the technology stock narrative isn’t taking a holiday. After a holiday-shortened Christmas Eve session pushed major indexes to fresh record closes, investors are using today’s quieter tape to do what they always do at year-end: sort the winners from the next wave, price in 2026 growth assumptions, and stress-test the “AI trade” against interest rates, regulation, and geopolitics. Reuters
Big Tech Stocks on December 25, 2025: Magnificent Seven News, AI Forecasts, and What Wall Street Is Watching for 2026

Big Tech Stocks on December 25, 2025: Magnificent Seven News, AI Forecasts, and What Wall Street Is Watching for 2026

After a holiday-shortened Christmas Eve session that ended with fresh record closes for the Dow and S&P 500—and extended a multi-day “Santa rally” streak—investors are heading into the final trading days of 2025 with one big question: can the Magnificent Seven keep carrying the tape in 2026, or does the AI trade finally have to prove its payoff? Reuters
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