AI Stocks Weekly Recap (Dec. 1–7, 2025): Nvidia–Synopsys Deal, C3.ai’s HHS Win, Micron’s AI Pivot and China’s GPU Frenzy
Nvidia announced a $2 billion stake in Synopsys on Dec. 1, sending Synopsys shares up 7% while Nvidia fell 2%. The Nasdaq rose 0.9% for the week as AI mega-caps lost market dominance and investors rotated into other sectors. Over half of investors surveyed see AI stocks as a possible bubble. A major Chinese GPU IPO and C3.ai’s new federal contract also drew attention.