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NVIDIA News 25 December 2025 - 29 December 2025

Nvidia stock closes higher on Groq licensing deal as Wall Street heads into year-end

Nvidia stock closes higher on Groq licensing deal as Wall Street heads into year-end

NEW YORK, December 28, 2025, 18:08 ET — Market closed. Nvidia (NVIDIA Corporation) shares last closed up 1.0% at $190.53 on Friday, outperforming a flat broader market after news of a licensing deal with AI chip startup Groq. Nasdaq+1 The move matters because it highlights Nvidia’s effort to defend its lead in artificial intelligence computing as more workloads shift toward “inference” — the step where trained AI models generate answers for users in real time — a segment where Nvidia faces intensifying competition. Reuters The announcement hit in thin, post-holiday trading, with investors also watching for a seasonal “Santa Claus
29 December 2025
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NVIDIA Stock (NVDA) Weekend Update: Vendor-Financing Scrutiny, Groq Inference Deal, and Analyst Targets Ahead of the Final 2025 Trading Days

NVIDIA Stock (NVDA) Weekend Update: Vendor-Financing Scrutiny, Groq Inference Deal, and Analyst Targets Ahead of the Final 2025 Trading Days

NEW YORK, Dec. 28, 2025, 5:09 p.m. ET — Market closed (Weekend). NVIDIA Corporation (NASDAQ: NVDA) heads into the final week of 2025 with shares hovering near $190, as investors weigh a fresh wave of debate over the plumbing behind the AI boom—alongside a notable inference-focused partnership with startup Groq and a still-bullish Wall Street target range. The Guardian+1 With U.S. stock exchanges shut on Sunday, the next actionable catalyst for traders is Monday’s regular session (Dec. 29)—and with year-end liquidity often thinner than usual, headlines can matter more than normal. Reuters+1 Where NVIDIA stock stands as markets reopen for
28 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

NEW YORK, Dec. 27, 2025, 12:22 p.m. ET — Market closed 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. (TSMC). 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 Where chip stocks left off: a quiet Friday, but semis held up Friday’s post-Christmas session was
27 December 2025
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NVIDIA (NVDA) Stock: After-Hours Price Holds Near $190 as Groq AI Inference Deal, China Export Policy, and Earnings Outlook Shape the Next Move

NVIDIA (NVDA) Stock: After-Hours Price Holds Near $190 as Groq AI Inference Deal, China Export Policy, and Earnings Outlook Shape the Next Move

As of 7:12 p.m. ET on Friday, December 26, 2025, NVIDIA Corporation (NASDAQ: NVDA) was trading around $190.53 in after-hours activity, with roughly 139.5 million shares traded during the day. Friday’s session unfolded in a quiet, post-holiday market that kept major U.S. indexes close to recent highs. The Dow slipped to 48,710.97, the S&P 500 to 6,929.94, and the Nasdaq Composite to 23,593.10, with overall exchange volume notably lighter than recent averages. Reuters For Nvidia stock investors, the late-week focus has narrowed to a familiar set of themes—AI infrastructure spending, export controls, and supply-chain strategy—but with new urgency after a
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. That distinction isn’t just semantics. It’s the whole story. Groq says it has entered into a non-exclusive licensing agreement for its AI inference technology with Nvidia, and that Groq founder Jonathan Ross and Groq President Sunny Madra, along with additional team members, will join Nvidia as part of the arrangement—while Groq continues
26 December 2025
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Nvidia stock NVDA climbs as Groq inference deal and China export shift shape the next trading week

Nvidia stock NVDA climbs as Groq inference deal and China export shift shape the next trading week

New York — As of Dec. 26, 2025, 4:10 p.m. ET, U.S. regular trading has just closed, and investors are shifting into a post‑close, weekend mindset with after-hours trading still active. NVIDIA Corporation shares (NASDAQ: NVDA) traded higher into the closing stretch of a typically thin, post‑Christmas session, helped by fresh headlines around AI inference strategy and renewed attention on U.S.–China chip policy. NVDA was last quoted around $190.62, up about $2.01 (roughly +1.07%) on the day, with an intraday range of $189.50 to $192.67 and volume around 122 million shares. Broadly, the market backdrop was close to flat: the
26 December 2025
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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

New York — Friday, December 26, 2025 (1:27 p.m. ET) NVIDIA Corporation (NASDAQ: NVDA) 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 As of the latest available quote during the U.S. trading session, NVDA is around $191.47, up about 1.5% on the day, after opening near $189.89 and trading roughly between $189.50 and $192.28. The market backdrop: post-holiday tape, light macro, stock-specific headlines driving moves
26 December 2025
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NVIDIA Stock (NVDA) Today: Groq Deal, China H200 Exports, Analyst Targets, and What to Watch Into the Close

NVIDIA Stock (NVDA) Today: Groq Deal, China H200 Exports, Analyst Targets, and What to Watch Into the Close

New York — Friday, December 26, 2025 (11:50 a.m. ET). U.S. stocks are trading in a typically quiet, post‑Christmas session as investors try to extend the traditional year‑end “Santa Claus rally,” with major indexes hovering near record territory in thin volume. Reuters Against that backdrop, NVIDIA Corporation (NASDAQ: NVDA) is outperforming many large-cap tech peers late this morning. As of the latest trade (11:39 a.m. ET), NVDA was at about $191.26, up roughly 1.4% on the day, after opening near $189.89 and trading in a tight range between roughly $189.50 and $192.28. Why NVIDIA stock is moving: a headline “deal,”
26 December 2025
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AI Stocks Today 26.12.2025: Nvidia Rallies on Groq Inference Deal as S&P 500 Hovers Near Records

AI Stocks Today 26.12.2025: Nvidia Rallies on Groq Inference Deal as S&P 500 Hovers Near Records

Updated: 26.12.2025 | 10:14 a.m. ET Wall Street’s AI trade is finishing 2025 with a familiar mix of momentum and scrutiny: megacap tech remains a key engine for index gains, but investors are increasingly demanding proof that massive AI spending will translate into sustainable margins and earnings growth. In thin post‑Christmas trading on Friday, U.S. stocks held near all‑time highs, with the S&P 500 touching an intraday record and edging closer to the 7,000 milestone—while Nvidia grabbed the spotlight after a licensing deal tied to one of the most important shifts in AI computing: the rise of inference. Reuters Market
26 December 2025
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NVIDIA Stock (NVDA) 26.12.2025: Groq Inference Licensing Deal, Analyst Targets, and What to Watch Before the Next Market Open

NVIDIA Stock (NVDA) 26.12.2025: Groq Inference Licensing Deal, Analyst Targets, and What to Watch Before the Next Market Open

NVIDIA Corporation (NASDAQ: NVDA) is in focus heading into the close of Friday, 26.12.2025, as investors digest a headline-grabbing AI inference technology licensing deal with Groq—and the market tries to extend a strong year-end run amid thin post-holiday liquidity. The twist: early reports framed the Groq news as a blockbuster acquisition, but Groq and multiple follow-up reports have emphasized a different structure—a non-exclusive licensing agreement plus key Groq executives joining NVIDIA, while Groq continues as an independent company. Groq Below is what matters most after today’s opening bell—and what to keep on your radar before the next U.S. market session
26 December 2025
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NVIDIA Stock (NVDA) Before the Dec. 26, 2025 Market Open: Groq Inference Deal, China H200 Export Reset, Earnings Outlook, and Analyst Targets

NVIDIA Stock (NVDA) Before the Dec. 26, 2025 Market Open: Groq Inference Deal, China H200 Export Reset, Earnings Outlook, and Analyst Targets

Ahead of the U.S. stock market open on Friday, December 26, 2025, NVIDIA Corporation (NASDAQ: NVDA) is back in focus after a holiday pause that left investors with fresh, market-moving headlines—but limited liquidity to price them in. U.S. equities were closed on Christmas Day (Dec. 25) and had an early close at 1:00 p.m. ET on Dec. 24. Major U.S. exchanges are scheduled to run a regular full trading day on Dec. 26, which often brings a “catch-up” effect as investors reprice news that broke while markets were shut. Nasdaq Below is what matters most for NVDA going into the
26 December 2025
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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 (NASDAQ: NVDA) 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. With the company’s next major public milestones—including CES 2026 in early January and a scheduled earnings date in late February—the setup is less about “one headline” and more about how multiple catalysts and risks are converging at once. Below is what to know before the
25 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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