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Technology News News 21 December 2025 - 22 December 2025

AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

AI Stocks Today (Dec. 22, 2025, 5:01): Nvidia’s China Chip Pivot, Alphabet’s $4.75B Energy Deal, and Wall Street’s 2026 AI Forecasts

As of Dec. 22, 2025 (22.12.2025), the AI stocks story is being driven by three forces that investors can’t ignore: (1) geopolitics around high-end AI chips, (2) the escalating “power and data center” buildout, and (3) a fresh round of 2026 forecasts that are widening the gap between “AI winners” and “AI valuation risk.” This morning’s action is happening against a year-end backdrop where U.S. markets are entering a holiday-shortened week, and AI-linked tech remains a major swing factor for the broader indices. Reuters What’s moving AI stocks today: the 5 biggest themes investors are reacting to 1) Nvidia and
22 December 2025
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Hesai Group Stock (HSAI) News on Dec. 22, 2025: Meituan Drone Deal, Analyst Price Targets, and What Comes Next

Hesai Group Stock (HSAI) News on Dec. 22, 2025: Meituan Drone Deal, Analyst Price Targets, and What Comes Next

Hesai Group stock (NASDAQ: HSAI) started the week in the red on Monday, December 22, 2025, even as the company disclosed a headline-grabbing expansion beyond its core automotive LiDAR business: a strategic partnership with Meituan Drone that puts Hesai’s FTX solid-state LiDAR into Meituan’s newly launched M-Drone 4L platform. MarketBeat+1 The juxtaposition—strong product/news momentum vs. a down day for the shares—is exactly why HSAI has become such a magnet for “future-of-autonomy” investors. Today’s story isn’t just “stock down.” It’s about what the market is pricing in: rapid growth, manufacturing scale, geopolitical risk, and whether LiDAR demand keeps widening into drones,
22 December 2025
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AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

AI Stocks Today (Dec. 22, 2025, 1:43 p.m. ET): Nvidia’s China H200 Twist, Microsoft’s 2026 AI Outlook, Alphabet’s $4.75B Power Play and the New Risks Investors Are Watching

Updated: Monday, Dec. 22, 2025 — 1:43 p.m. ET The “AI trade” is back at the center of Wall Street’s conversation heading into a holiday-shortened week—driven by a mix of semiconductor headlines, cloud monetization forecasts, and an increasingly important constraint that has nothing to do with code: electricity. By late morning in New York, major U.S. indexes were higher, with technology and chip stocks extending a rebound that began late last week—helped by upbeat memory-chip guidance and softer inflation data. Investors are also looking ahead to key U.S. economic releases later this week, while trading volumes are expected to thin
22 December 2025
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Quantum Computing Inc (QUBT) Stock News Today: Why Shares Jumped on Dec. 22, 2025 — and What Analysts Forecast Next

Quantum Computing Inc (QUBT) Stock News Today: Why Shares Jumped on Dec. 22, 2025 — and What Analysts Forecast Next

Quantum Computing Inc. (Nasdaq: QUBT) is back in the spotlight on Monday, Dec. 22, 2025, after a sharp intraday rally that highlights both the promise—and the peril—of the public “pure-play quantum” trade. As of the latest available trade data Monday, QUBT was around $12.39, up roughly 13.8% on the day, after opening near $10.93 and trading between $10.86 and $12.54. Trading volume topped 17 million shares, underscoring how quickly sentiment can swing in this name. So what’s driving the move, what did the latest company filings actually say, and how are analysts framing the stock heading into 2026? What happened
22 December 2025
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Seagate Technology Holdings plc (STX) Stock: Nasdaq-100 Inclusion, Latest News, Analyst Forecasts, and What’s Next (Dec. 22, 2025)

Seagate Technology Holdings plc (STX) Stock: Nasdaq-100 Inclusion, Latest News, Analyst Forecasts, and What’s Next (Dec. 22, 2025)

Seagate Technology Holdings plc (NASDAQ: STX) is starting the holiday-shortened week in the spotlight as it officially joins the Nasdaq-100 Index ahead of Monday’s market open. Yet, despite the prestige boost and expected passive-fund demand, STX stock is sharply lower in Monday trading, a reminder that index events can bring volatility as well as visibility. Nasdaq As of the latest available trade update on Monday, December 22, 2025, Seagate shares trade around $281.84, down roughly 4.9% on the day (intraday range roughly $279.50–$302.40). Below is a full breakdown of the current news, forecasts, and analyst takes hitting the wires today
22 December 2025
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Palantir Stock (PLTR) News Today: Shares Jump on Dec. 22, 2025 as Navy ShipOS, Nvidia Partnership, and 2026 Forecasts Collide

Palantir Stock (PLTR) News Today: Shares Jump on Dec. 22, 2025 as Navy ShipOS, Nvidia Partnership, and 2026 Forecasts Collide

Palantir Technologies Inc. stock (ticker: PLTR) traded higher on Monday, December 22, 2025, as the AI-software heavyweight stayed in the spotlight for a familiar reason: investors are trying to balance powerful contract momentum and AI-adoption narratives against growing concerns about valuation—and, increasingly, political scrutiny in Europe. As of 14:27 UTC on Dec. 22, PLTR was up 4.18% at $193.38, after opening at $187.10. The session range was $186.73–$193.69 on volume of about 19.23 million shares at that time. That price left Palantir roughly 6.8% below its 52-week high of $207.52, underscoring how close the stock remains to the top of
22 December 2025
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AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

Updated: Dec. 22, 2025 — 10:22 a.m. ET (15:22 UTC) U.S. equities are starting the holiday-shortened week with a familiar engine: artificial intelligence. By mid-morning Monday, AI chip stocks and the broader tech complex were extending a rebound that picked up late last week, as investors balanced fresh catalysts (notably in semiconductors and cloud) against lingering concerns about valuations, export controls, and the “who actually earns the ROI?” question that keeps resurfacing whenever capex numbers climb. Reuters At the center of today’s tape is a single theme that keeps proving it can move multiple sectors at once: the AI supply
22 December 2025
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Amazon Stock News Today (AMZN): Shares Hold Near $227 as OpenAI Talks, AWS AI Chips, and 30‑Minute Delivery Tests Set Up 2026

Amazon Stock News Today (AMZN): Shares Hold Near $227 as OpenAI Talks, AWS AI Chips, and 30‑Minute Delivery Tests Set Up 2026

Amazon.com, Inc. (NASDAQ: AMZN) stock is trading around the $227 level on December 22, 2025, as investors weigh a fast-moving mix of AI/cloud catalysts, new delivery experiments, and big-ticket spending plans that could reshape Amazon’s growth narrative into 2026. After a year in which Amazon’s share performance has been described as roughly flat—especially compared with broader large-cap benchmarks—today’s debate is less about whether Amazon is still a high-quality business and more about what deserves credit (and what deserves scrutiny) in its next phase: AWS’ AI momentum, the economics of faster delivery, and the payback period on surging infrastructure investment. The
22 December 2025
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NVIDIA Stock News Today (Dec. 22, 2025): NVDA Rises on China H200 Shipment Plan, Analyst Targets, and the 2026 AI Outlook

NVIDIA Stock News Today (Dec. 22, 2025): NVDA Rises on China H200 Shipment Plan, Analyst Targets, and the 2026 AI Outlook

Updated: December 22, 2025 NVIDIA Corporation (NASDAQ: NVDA) is back in the spotlight at the start of Christmas week, with the stock moving higher as traders digest a major China-related catalyst and a fresh wave of “AI trade” optimism. The headline: Nvidia has told Chinese clients it aims to begin shipping its H200 AI chips to China before the Lunar New Year holiday in mid‑February 2026, according to people familiar with the matter. Reuters That development lands in a holiday-shortened market where tech sentiment has already improved after last week’s AI-linked rebound. U.S. index futures were higher early Monday, and
22 December 2025
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Quantum Computing Stocks Today (Dec. 22, 2025): Billionaires Trim Amazon as Rigetti’s 2026 Outlook Sharpens on Novera Orders

Quantum Computing Stocks Today (Dec. 22, 2025): Billionaires Trim Amazon as Rigetti’s 2026 Outlook Sharpens on Novera Orders

Quantum computing has spent years living in the “someday” corner of the market. As 2025 winds down, it’s suddenly behaving like a “right now” trade — with headlines tying together three forces that don’t usually move in lockstep: big-tech platforms like Amazon, pure-play quantum names like Rigetti, and a fresh wave of Wall Street coverage heading into 2026. The story taking shape on December 22, 2025 is less about one company and more about a fast-evolving playbook: investors looking for the next computing wave are mixing steady cash-flow giants (Amazon and Alphabet) with high-volatility specialists (Rigetti, IonQ, D-Wave). And the
22 December 2025
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AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

Monday, 22 December 2025 (22.12.2025) opens the holiday-shortened trading week with AI stocks back in the driver’s seat—but with the kind of “two steps forward, one geopolitical step sideways” energy that has defined much of 2025’s tech tape. Over the past few sessions, investors have rotated back into the AI trade after a bout of valuation angst, helped by a tech rebound and renewed confidence that enterprise and hyperscaler AI spending isn’t evaporating—it’s just getting more selective. Global markets reflected that shift: Asian shares climbed on the back of tech-led gains, while U.S. futures nudged higher early Monday as traders
22 December 2025
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Cloud Computing Stocks: December 21, 2025 News, Forecasts and 2026 Outlook for Amazon, Microsoft, Alphabet, and Oracle

Cloud Computing Stocks: December 21, 2025 News, Forecasts and 2026 Outlook for Amazon, Microsoft, Alphabet, and Oracle

Cloud computing stocks are closing out 2025 at the center of one of the market’s most consequential debates: how long Wall Street will keep funding the AI cloud buildout before demanding clearer returns. On December 21, 2025, the news flow across hyperscalers (AWS, Azure, Google Cloud, Oracle Cloud), cloud security, and enterprise software paints a sector that’s still expanding—but increasingly judged on capital discipline, financing structure, and monetization, not just revenue growth. Below is a detailed roundup of the latest headlines, forecasts, and analyst takes shaping cloud computing stocks right now, plus what investors are watching as 2026 approaches. What’s
21 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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