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Technology News News 12 December 2025 - 15 December 2025

NVIDIA Stock News Today (Dec. 15, 2025): NVDA Rebounds on Nemotron 3 Launch, H200 China Demand Signals, and Fresh Wall Street Forecasts

NVIDIA Stock News Today (Dec. 15, 2025): NVDA Rebounds on Nemotron 3 Launch, H200 China Demand Signals, and Fresh Wall Street Forecasts

NVIDIA Corporation (NASDAQ: NVDA) stock is in focus on Monday, December 15, 2025, as investors weigh a trio of high-impact developments: NVIDIA’s new Nemotron 3 open-model release, renewed attention on potential H200 AI chip shipments to China, and a wave of analyst commentary after a bruising AI-led selloff late last week. Reuters+2Reuters+2 In early U.S. trading, Nvidia shares were higher alongside a broader market that steadied ahead of a data-heavy week (jobs and inflation reports). The Associated Press noted Nvidia up about 1.5% in early trading as the market stabilized. AP News Below is what’s driving NVDA today, what Wall
15 December 2025
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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 spending required to deliver it. Reuters Oracle’s stock has become a bellwether for a broader question hanging over Big Tech into 2026: When does AI spending stop looking like a moonshot and start looking like a business? Reuters’ market commentary
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+1 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 of an “AI memory supercycle,” or are expectations so high that even good results could trigger a sell-the-news reaction? Investopedia As of the latest available quote in this briefing, MU is around $241.14, which implies a roughly 6.7% drop versus
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 content tools. That demand shift is playing out on Dalal Street at a time when the broader tape remains cautious. In early trade, benchmarks slipped amid foreign outflows, uncertainty around a US–India trade deal, and a record-low rupee, all of
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+1 While “AI bubble” talk dominated global headlines, the local story was more nuanced: the selloff didn’t hit every AI exposure equally. Australian data-centre and connectivity plays remained under pressure, a handful of high‑multiple software names stayed volatile, and at least one defence-tech stock with
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 a major policy pivot: the Trump administration’s decision to allow exports of NVIDIA’s H200 AI chips to China under a framework that includes a 25% fee on such sales—an announcement that has already triggered political backlash in Washington and complicated
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 sale this fall. Reuters But in the past few weeks—and especially in the last few days—fresh signals have started to widen the conversation from “What is OpenAI worth?” to a sharper, more consequential question: What does OpenAI need to become worth even more—and
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 familiar tug-of-war: the market is still rewarding the company’s leadership in cloud and AI—but it’s also increasingly sensitive to the cost of staying on top. With U.S. markets closed on Sunday, MSFT last traded around $478.53. StockAnalysis Microsoft’s 52-week range
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 Oracle’s massive, debt-supported AI infrastructure buildout can convert a record contracted backlog into durable revenue and cash flow—fast enough to justify a capex trajectory that’s now becoming the story investors talk about first. Below is a comprehensive, publication-ready roundup of
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%, with the Nasdaq marking its lowest close since Nov. 25, according to Reuters’ market wrap. Reuters At the center of the selloff: Broadcom and Oracle. Broadcom’s margin commentary reignited doubts about the economics of custom AI silicon, while Oracle’s AI-heavy cloud expansion and OpenAI-linked data-center
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 pair of closely watched signals: Broadcom’s earnings beat paired with a margin caution, and Oracle’s stumbles tied to its OpenAI infrastructure push. Those headlines have pushed the tech-heavy complex lower even as the broader market tries to hold onto its recent post‑Fed
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 and networking gear powering hyperscale data centers. Instead, the company’s shares fell sharply on Friday as Wall Street fixed on one uncomfortable detail— profitability may be getting squeezed as AI becomes a bigger piece of the business .Reuters+ 2Investopedia+ 2
12 December 2025
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Stock Market Today

Halma share price: Friday’s lift sets up what investors watch next week

Halma share price: Friday’s lift sets up what investors watch next week

7 February 2026
Halma shares closed up 0.7% at 3,548 pence on Friday, valuing the group at about £13.4 billion. The Bank of England held rates at 3.75% in a split vote, keeping rate-cut speculation in focus. Halma’s next trading update is set for March 12. The FTSE 100 ended the week up 0.6%, lifted by bank stocks.
Diageo share price slips into the weekend as investors eye Feb. 25 results

Diageo share price slips into the weekend as investors eye Feb. 25 results

7 February 2026
Diageo shares closed down 1.48% at 1,760 pence on Friday, trailing a 0.59% gain in the FTSE 100. An updated analyst consensus points to a 2.0% fall in first-half organic net sales ahead of interim results due Feb. 25. Trading volume was light, and the stock remains over 22% below its 52-week high.
National Grid share price: what to know before London reopens after BoE signal

National Grid share price: what to know before London reopens after BoE signal

7 February 2026
National Grid shares closed at 1,285 pence in London on Friday, up 0.23%. The Bank of England held rates at 3.75% after a close vote, signaling possible cuts if inflation falls. National Grid announced a wireless power transmission study with Space Solar and marked five years of IFA2 interconnector operations. Its U.S. ADR ended at $88.06, up $1.17.
BAE Systems share price rises into weekend — what to watch before Monday’s London open

BAE Systems share price rises into weekend — what to watch before Monday’s London open

7 February 2026
BAE Systems shares closed up 1.2% at 1,879 pence on Friday, tracking gains in European defence stocks. The company’s market value stands near £54.8 billion. Investors await BAE’s full-year results on Feb. 18 for updates on cash returns and orders. GXO Logistics renewed and expanded its contract to support BAE’s Type 26 frigate program in Scotland.
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