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Technology Trends 18 December 2025 - 23 December 2025

Rigetti Computing (RGTI) Stock News Today: Analysts’ 2026 Targets, Quantum Roadmap Milestones, and Why Shares Are Swinging

Rigetti Computing (RGTI) Stock News Today: Analysts’ 2026 Targets, Quantum Roadmap Milestones, and Why Shares Are Swinging

Rigetti Computing shares fell about 6% to $25.24 by early afternoon on December 23, with trading volume topping 20 million. The drop followed a surge in quantum-computing stocks linked to year-end portfolio moves and new Wall Street coverage. Analysts have shifted focus from Rigetti’s technology to questions about valuation as the company races to develop fault-tolerant hardware despite modest revenue.
D-Wave Quantum Inc. (QBTS) Stock Today: CES 2026 Catalyst, Analyst Price Targets, and 2026 Outlook (Dec. 23, 2025)

D-Wave Quantum Inc. (QBTS) Stock Today: CES 2026 Catalyst, Analyst Price Targets, and 2026 Outlook (Dec. 23, 2025)

D-Wave Quantum shares fell 6.5% to $30.09 by 11:37 a.m. ET Tuesday, reversing a 19.7% surge the previous session after announcing plans to showcase commercial quantum technology at CES 2026. Trading volume spiked, with shares swinging between $31.98 and $29.85. The company will present its annealing quantum tech and hybrid solvers at the January event in Las Vegas.
AI Stocks Today: Nvidia, Microsoft, Alphabet and China’s AI Surge Reshape the 2026 Playbook (Dec. 23, 2025)

AI Stocks Today: Nvidia, Microsoft, Alphabet and China’s AI Surge Reshape the 2026 Playbook (Dec. 23, 2025)

Nvidia is set to resume H200 AI chip shipments to China by mid-February 2026 after U.S. policy shifts, while AMD’s China-compliant accelerators draw interest from Chinese cloud firms. Alphabet agreed to buy data-center developer Intersect for $4.75 billion. ByteDance plans about $23 billion in AI infrastructure spending next year. Investors are rotating attention to Chinese AI stocks amid concerns over high U.S. valuations.
Rivian Stock (RIVN) News on Dec. 23, 2025: Autonomy+ and the R2 “Inflection Year” Thesis Push Shares Near a 52-Week High

Rivian Stock (RIVN) News on Dec. 23, 2025: Autonomy+ and the R2 “Inflection Year” Thesis Push Shares Near a 52-Week High

Rivian shares traded near $21.06 Tuesday, pulling back from a recent 52-week high of $22.68 after a surge driven by its Dec. 11 Autonomy & AI Day. The company announced its own self-driving chip and a new Autonomy+ driver-assist bundle, aiming for higher automation by 2026. Wall Street remains split, with Baird upgrading Rivian to Outperform and raising its price target to $25.
Apple Stock Price Today (AAPL): Italy Antitrust Fine, AI Forecasts, and What Could Move Apple Shares in 2026

Apple Stock Price Today (AAPL): Italy Antitrust Fine, AI Forecasts, and What Could Move Apple Shares in 2026

Italy’s antitrust authority fined Apple €98.6 million ($116 million) for allegedly imposing unfair privacy consent requirements on third-party app developers. Apple shares traded near $271 following the news, within a 52-week range of $169 to $289. The company said it will appeal the penalty. Investors are weighing regulatory risks in Europe against optimism for an AI-driven upgrade cycle in 2026.
Rivian (RIVN) Stock News Today: 52-Week High, Autonomy+ Rollout, and R2 Launch Hype Drive Fresh Upgrades (Dec. 22, 2025)

Rivian (RIVN) Stock News Today: 52-Week High, Autonomy+ Rollout, and R2 Launch Hype Drive Fresh Upgrades (Dec. 22, 2025)

Rivian shares hit a 52-week high of $22.68 on Dec. 22 before closing down 3.38%, with trading volume over 32 million shares. The move follows Rivian's unveiling of its in-house self-driving chip, Autonomy+, and a major software update expanding hands-free driving features. The company faces slowing EV demand after federal incentives ended and continues to post losses.
IonQ Stock (IONQ) Surges as Quantum Rebound Gathers Steam: Latest News, Analyst Forecasts, and Key Risks (Dec. 22, 2025)

IonQ Stock (IONQ) Surges as Quantum Rebound Gathers Steam: Latest News, Analyst Forecasts, and Key Risks (Dec. 22, 2025)

IonQ shares jumped 13.6% to $55.06 as of 17:20 UTC on Dec. 22, 2025, trading on heavy volume with no single news catalyst. The move followed new analyst coverage, including a Jefferies Buy rating and $100 target and a Wedbush Outperform at $60. Consensus targets remain widely dispersed, ranging from $30 to $100.
Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Data Center Stocks Week Ahead (Dec. 22–26, 2025): AI Mega-Deals, Power Bottlenecks, and Export-Control Risk in Focus

Oracle confirmed talks for an equity deal to fund its $10B Michigan AI data center are ongoing but exclude Blue Owl Capital, following reports of stalled negotiations that hit Oracle shares. Power supply remains a key constraint for data center growth, with new projections and regulations highlighting electricity as the main bottleneck. U.S. export controls and Chinese firms’ remote access to Nvidia GPUs are also under scrutiny.
Larry Page’s 2000 AI Prediction Is Google’s 2025 Reality as Gemini 3 Rolls Out — and Investors Take Notice

Larry Page’s 2000 AI Prediction Is Google’s 2025 Reality as Gemini 3 Rolls Out — and Investors Take Notice

A 2000 video of Google co-founder Larry Page describing an “ultimate search engine” as artificial intelligence resurfaced on December 21, echoing Google’s current AI push. Google now embeds its Gemini 3 AI across Search, the Gemini app, and enterprise tools, reporting 2 billion monthly users for AI Overviews and 650 million for the Gemini app. Investor interest in Alphabet has increased as the company pivots to AI-driven products.
Apple Stock (AAPL) News and Forecasts for Dec. 21, 2025: App Store Rule Shifts, AI Catalysts, and Wall Street Price Targets

Apple Stock (AAPL) News and Forecasts for Dec. 21, 2025: App Store Rule Shifts, AI Catalysts, and Wall Street Price Targets

Apple shares hovered near $273.67 on Dec. 21, 2025, below the 52-week high of $288.62. Apple confirmed it will allow alternative app stores and payment options in Japan to comply with new regulations. The company outlined reduced commissions and new fees for developers. Investors are watching regulatory changes and AI product updates into 2026.
Uber Stock (UBER) News and Forecasts for December 21, 2025: FTC Lawsuit, Robotaxi Rollout, and Analyst Price Targets

Uber Stock (UBER) News and Forecasts for December 21, 2025: FTC Lawsuit, Robotaxi Rollout, and Analyst Price Targets

Uber shares last traded at $79.31 as the company faces heightened legal risk from an expanded FTC and state lawsuit over Uber One subscription practices. The complaint alleges unauthorized charges and difficult cancellation, which Uber denies. The litigation has weighed on the stock, even as Uber pushes ahead with robotaxi launches and AI-driven expansion beyond ride-hailing.
Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

Cloud Computing Stocks Outlook Dec. 20, 2025: AI Data Center Boom Powers Microsoft, Amazon, Alphabet—and Tests Oracle

Data-center dealmaking in 2025 set a new record, with over 100 transactions totaling nearly $61 billion, according to S&P Global. Wall Street now estimates hyperscaler AI capital spending will reach $527 billion in 2026, per Goldman Sachs. Microsoft continues to face AI infrastructure shortages, projecting supply constraints through June 2026 despite ongoing expansion efforts.
Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)

Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)

Georgia regulators approved a $16.3 billion electricity generation expansion, with 80% of new capacity aimed at data centers. Federal officials pressed PJM to clarify rules for AI-driven large loads near power plants. Data center asset dealmaking set a record in 2025, while investors grew cautious over valuations and debt funding.
EV Stocks News Today (Dec. 20, 2025): Tesla Delivery Forecasts, Rivian’s AI Pivot, and Policy Shifts Reset the 2026 Outlook

EV Stocks News Today (Dec. 20, 2025): Tesla Delivery Forecasts, Rivian’s AI Pivot, and Policy Shifts Reset the 2026 Outlook

The Delaware Supreme Court restored Elon Musk’s 2018 Tesla pay package, now valued at $139 billion, easing a major governance overhang. U.S. EV sales are projected to fall 2.1% in 2025, with battery-electric share dropping to 7.8%. Fewer incentives and affordability gaps are shifting EV stock narratives away from straight-line adoption.
GlobalFoundries Stock (GFS) Today: Nasdaq-100 Exit, EU Funding Boost, GaN Partnerships, and What Analysts Forecast Next

GlobalFoundries Stock (GFS) Today: Nasdaq-100 Exit, EU Funding Boost, GaN Partnerships, and What Analysts Forecast Next

GlobalFoundries will be removed from the Nasdaq-100 before markets open December 22, prompting potential index-related trading shifts. The company last closed at $36.63, with a market cap near $20.35 billion. On December 11, the EU approved €495 million in German state aid for GlobalFoundries’ semiconductor facilities. The firm is also expanding power semiconductor and silicon photonics operations through new partnerships.
Pony AI Inc Stock (NASDAQ: PONY) News Today: Price Jumps on Dec. 19, 2025 as Robotaxi Break-Even, Fleet Expansion Plans, and Fresh Analyst Targets Shape the 2026 Outlook

Pony AI Inc Stock (NASDAQ: PONY) News Today: Price Jumps on Dec. 19, 2025 as Robotaxi Break-Even, Fleet Expansion Plans, and Fresh Analyst Targets Shape the 2026 Outlook

Pony AI (NASDAQ: PONY) jumped 12.3% to $16.01 by 16:34 UTC Friday, with volume at 3.79 million shares, following a $14.26 close the previous day. The move comes after Macquarie and Barclays initiated coverage this week and the company reported Q3 city-wide robotaxi breakeven in Guangzhou, 72% revenue growth, and a fleet of 961 vehicles. No single news catalyst was identified.
AMD Stock News Today (Dec. 19, 2025): China Meeting, Analyst Price Targets, and the 2026 Outlook for Advanced Micro Devices (NASDAQ: AMD)

AMD Stock News Today (Dec. 19, 2025): China Meeting, Analyst Price Targets, and the 2026 Outlook for Advanced Micro Devices (NASDAQ: AMD)

AMD shares rose nearly 5% to $211.10 Friday after CEO Lisa Su met with China’s commerce minister in Beijing, according to Reuters. The meeting followed a volatile week for AI-related stocks and renewed focus on U.S.-China chip policy. Investors responded to improved sentiment in the semiconductor sector and ongoing Wall Street forecasts for 2026.
19 December 2025
FuelCell Energy (FCEL) Stock Jumps After FY2025 Earnings: Data Center Pivot, Backlog, and What Forecasts Say on Dec. 19, 2025

FuelCell Energy (FCEL) Stock Jumps After FY2025 Earnings: Data Center Pivot, Backlog, and What Forecasts Say on Dec. 19, 2025

FuelCell Energy shares jumped 22% to $9.64 on Dec. 18 after reporting Q4 revenue of $55 million, up 12% year over year, and a narrowed quarterly loss. The company posted full-year revenue of $158.2 million, up 41%, and a backlog of $1.19 billion. FuelCell announced a strategic shift to focus on powering data centers amid rising AI-driven electricity demand. Trading volume surged above recent averages.
Apple Stock (AAPL) News and Forecast for Dec. 18, 2025: Japan App Store Shift, Wall Street Targets, and the 2026 AI Debate

Apple Stock (AAPL) News and Forecast for Dec. 18, 2025: Japan App Store Shift, Wall Street Targets, and the 2026 AI Debate

Apple shares fell 0.99% to $271.84 as of 14:17 UTC Thursday after Japan ordered Apple to allow alternative app stores on iPhones, cutting App Store fees for Japanese developers to as low as 5%. Morgan Stanley raised its price target to $315, citing optimism about Apple’s AI strategy and higher 2027 earnings estimates.
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