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Technology News News 12 December 2025 - 15 December 2025

Oracle Stock (ORCL) News Today (Dec. 15, 2025): $50B AI Capex Shock, OpenAI Data Center Questions, and Wall Street Forecasts

Oracle Stock (ORCL) News Today (Dec. 15, 2025): $50B AI Capex Shock, OpenAI Data Center Questions, and Wall Street Forecasts

Dec. 15, 2025 — Oracle Corporation (NYSE: ORCL) is starting this week in a market mood that can best be described as “AI sobriety, with a side of whiplash.” Shares were trading around $190 on Monday after last week’s sharp selloff, as investors continue to digest two big storylines: Oracle’s surging AI/cloud backlog and the very real, very expensive infrastructure…
15 December 2025
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Micron Technology (MU) Stock News and Forecast — Dec. 15, 2025: Earnings Preview, AI Memory Crunch, and Wall Street Price Targets

Micron Technology (MU) Stock News and Forecast — Dec. 15, 2025: Earnings Preview, AI Memory Crunch, and Wall Street Price Targets

Micron Technology, Inc. (NASDAQ: MU) heads into mid-December with one big, market-moving catalyst: its fiscal first-quarter 2026 earnings report and conference call on Wednesday, Dec. 17, 2025. Micron Technology After an explosive 2025 run—Micron shares have gained more than 200% year-to-date in some tallies—investors are now trying to answer a more delicate question: Is MU still in the early innings…
15 December 2025
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AI Stocks in India Today (15.12.2025): Wipro, TCS, Infosys and Tata Elxsi in Focus as Agentic AI Moves from Hype to Deployment

AI Stocks in India Today (15.12.2025): Wipro, TCS, Infosys and Tata Elxsi in Focus as Agentic AI Moves from Hype to Deployment

India’s “AI stock” story on 15 December 2025 isn’t being driven by a single breakout product or one blockbuster quarterly result. Instead, it’s being shaped by a clear shift in what enterprises (and investors) now want from artificial intelligence: less experimentation, more deployment—and a growing emphasis on agentic AI (systems that can take action with minimal supervision) over chatbots and…
15 December 2025
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ASX AI Stocks Today (15 December 2025): NextDC, BrainChip, Appen and DroneShield in Focus as “AI Bubble” Fears Hit Tech

ASX AI Stocks Today (15 December 2025): NextDC, BrainChip, Appen and DroneShield in Focus as “AI Bubble” Fears Hit Tech

Sydney, 15 December 2025 — Australian AI-linked shares started the week in a risk-off mood, as the global “AI trade” wobbled again and investors questioned whether massive spending on chips, cloud and data centres is translating into clear near‑term returns. The S&P/ASX 200 finished down 0.7% at 8,635 after a weak lead from Wall Street. ABC While “AI bubble” talk…
15 December 2025
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NVIDIA Stock (NVDA) News Today: China H200 Export Shift, Blackwell Ramp, and Wall Street Forecasts (December 15, 2025)

NVIDIA Stock (NVDA) News Today: China H200 Export Shift, Blackwell Ramp, and Wall Street Forecasts (December 15, 2025)

December 15, 2025 — NVIDIA Corporation (NASDAQ: NVDA) is entering the new week with investors trying to price two realities at once: a still-blistering AI infrastructure buildout that keeps pushing NVIDIA’s data-center business to fresh records, and a renewed wave of “AI trade” volatility driven by geopolitics, regulation, and big-tech spending scrutiny. At the center of the current narrative is…
15 December 2025
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OpenAI Valuation Today (Dec. 14, 2025): The $500 Billion Benchmark, $600B Secondary Signals, and the New Money Questions Investors Are Asking

OpenAI Valuation Today (Dec. 14, 2025): The $500 Billion Benchmark, $600B Secondary Signals, and the New Money Questions Investors Are Asking

December 14, 2025 — OpenAI’s valuation has become one of the most closely watched numbers in global tech, not because the company is public (it isn’t), but because the private market is now treating “the ChatGPT maker” like a bellwether for the entire AI economy. The headline valuation most investors still anchor to is $500 billion, set by a blockbuster employee share…
14 December 2025
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Microsoft Stock (MSFT) News, Forecasts & Analysis for Dec. 14, 2025: AI Mega-Investments, Azure Momentum, and Wall Street’s $630–$650 Targets

Microsoft Stock (MSFT) News, Forecasts & Analysis for Dec. 14, 2025: AI Mega-Investments, Azure Momentum, and Wall Street’s $630–$650 Targets

Microsoft stock heads into the week of Dec. 15 near the $479 level as investors weigh record AI infrastructure spending against accelerating Azure demand, Copilot adoption, and a broadly bullish analyst outlook. Here’s the latest MSFT news, forecasts, and risks as of Dec. 14, 2025. Microsoft Corp. (NASDAQ: MSFT) is ending the weekend of Sunday, Dec. 14, 2025 in a…
14 December 2025
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Oracle Stock (ORCL) Outlook on Dec. 14, 2025: AI Spending Shock, OpenAI Data Center Delays, and Wall Street Forecasts

Oracle Stock (ORCL) Outlook on Dec. 14, 2025: AI Spending Shock, OpenAI Data Center Delays, and Wall Street Forecasts

Updated: Dec. 14, 2025 (14.12.2025) Oracle Corporation (NYSE: ORCL) is closing out a turbulent week after a sharp post-earnings selloff reframed the company’s high-stakes AI cloud narrative from “hypergrowth” to “show-me execution.” As of the latest available close, Oracle stock is at $189.97, down 4.56% from the prior session. The drop is not just about one quarter. It’s about whether…
14 December 2025
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AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

NEW YORK — Dec. 12, 2025 (6:00 p.m. ET) — A sharp pullback hit many of the U.S. stock market’s most closely watched AI stocks on Friday, as investors digested fresh concerns about profitability, margins, and the pace of payback from the biggest AI infrastructure buildout in modern tech. By the closing bell, the Nasdaq Composite fell 1.69%, the S&P 500 dropped 1.07%, and the Dow slipped 0.51%,…
13 December 2025
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Big Tech Stocks Today Dec. 12, 2025: Broadcom and Oracle Rekindle AI Bubble Jitters as Mega Caps Slide

Big Tech Stocks Today Dec. 12, 2025: Broadcom and Oracle Rekindle AI Bubble Jitters as Mega Caps Slide

As of about 12:30 p.m. ET on Friday, Dec. 12, 2025, big tech stocks are under pressure as Broadcom’s margin warning and Oracle’s OpenAI data-center delays reignite “AI bubble” debate, while Nvidia’s China chip demand story and fresh Apple/Google legal headlines shape sentiment. NEW YORK — Big tech is having a rough midday on the U.S. stock market, with investors rotating away from AI-linked hardware and mega-cap growth after a…
12 December 2025
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Broadcom Earnings: AVGO Forecasts $19.1B Revenue as AI Chip Demand Surges—But Margin Concerns Slam the Stock

Broadcom Earnings: AVGO Forecasts $19.1B Revenue as AI Chip Demand Surges—But Margin Concerns Slam the Stock

Broadcom beat Q4 estimates, lifted its dividend, and guided Q1 revenue to $19.1B as AI chip sales accelerate—yet investors sold off on margin and AI payback concerns. Dec. 12, 2025 — Broadcom’s latest earnings were supposed to be a clear win for the AI ​​infrastructure trade: record quarterly revenue, a stronger-than-expected outlook, and a fast-growing pipeline of custom AI chips…
12 December 2025
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Cisco (CSCO) Stock News Today (Dec. 12, 2025): Record-High Milestone, AI Networking Tailwinds, and Wall Street Forecasts

Cisco (CSCO) Stock News Today (Dec. 12, 2025): Record-High Milestone, AI Networking Tailwinds, and Wall Street Forecasts

Updated: December 12, 2025 Cisco Systems, Inc. (NASDAQ: CSCO) is back in the spotlight after a milestone many investors waited more than two decades to see: the networking giant finally surpassed its dot-com era peak—and then quickly reminded the market that even “steady” mega-caps can pull back after a hot run. Financial Times On Friday, CSCO shares were trading around…
12 December 2025
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Stock Market Today

  • ABM Industries Shares Seen Undervalued After Recent Price Slump
    January 25, 2026, 4:25 AM EST. ABM Industries' shares trade around $45.37, down 11.8% over the past year despite a 6.3% rise in the last 30 days. The facilities services provider, active in commercial, industrial and education sectors, faces investor scrutiny over contract stability. A two-stage discounted cash flow (DCF) analysis values ABM at $136.86 per share, suggesting the stock is undervalued by 66.8%. The DCF model, forecasting increasing free cash flows to equity up to $549.3 million by 2035, underpins this assessment. ABM's current price contrasts sharply with its intrinsic value, according to this cash flow-based metric. Investors weigh the firm's resilience against outsourcing and cost efficiency trends. Despite recent price weakness, ABM passes key undervaluation checks, presenting a notable value opportunity in the sector.
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