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Technology 26 December 2025 - 27 December 2025

Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

Data Center Stocks Today: Nvidia’s Groq Deal, AI Power Bottlenecks, and What Investors Need Before Monday’s Open

U.S. stock markets are closed for the weekend after major indexes ended Friday’s thin session slightly lower but near record highs. Data center stocks remain active, with Nvidia confirming a licensing deal for Groq’s AI inference technology and reports of developers turning to on-site turbines to address power constraints. Investors are watching year-end positioning ahead of Monday’s reopening.
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

Nvidia rose Friday after announcing a non-exclusive licensing deal with AI chipmaker Groq and hiring its founder and president. The Philadelphia Semiconductor Index closed up 0.05% at 7,207.6, while the VanEck Semiconductor ETF gained 0.46% to $365.86. Trading was quiet ahead of the weekend, with major U.S. indexes nearly flat. Investors are watching supply-chain risks after a Taiwan earthquake prompted limited evacuations at TSMC.
Coupang (CPNG) Stock Rebounds After Data Breach Update: Key News, Analyst Forecasts, and What to Watch Before Monday’s Open

Coupang (CPNG) Stock Rebounds After Data Breach Update: Key News, Analyst Forecasts, and What to Watch Before Monday’s Open

Coupang shares closed at $24.27 Friday, up 6.45%, after the company said a former employee was behind a South Korean data breach affecting about 3,000 accounts, with no evidence of data transfer. South Korean regulators said the incident remains under investigation and have not confirmed Coupang’s account. U.S. markets were closed Saturday; trading resumes Monday.
Warby Parker Stock (WRBY) Drops to $24.18 After Holiday-Thin Trade—Analyst Targets, AI Glasses Catalyst, and What to Watch Monday

Warby Parker Stock (WRBY) Drops to $24.18 After Holiday-Thin Trade—Analyst Targets, AI Glasses Catalyst, and What to Watch Monday

Warby Parker shares fell 8.2% to $24.18 Friday, dropping $2.16 in a session marked by light post-holiday trading. About 3.88 million shares changed hands, with no major company news reported. Consumer discretionary stocks lagged the S&P 500. The company’s recent collaboration with Google on AI-powered glasses remains its key strategic focus.
27 December 2025
Coinbase Data Breach Investigation Update: Former Support Agent Arrested in India, CEO Brian Armstrong Says

Coinbase Data Breach Investigation Update: Former Support Agent Arrested in India, CEO Brian Armstrong Says

Police in Hyderabad, India have arrested a former Coinbase customer service agent linked to a major data breach at the U.S. crypto exchange, CEO Brian Armstrong confirmed. The May 2025 incident involved overseas support staff allegedly bribed to access sensitive customer data, later used in scams. Coinbase has not disclosed the suspect’s identity or specific charges.
NYC Subway’s New ‘Modern Fare Gates’ Roll Out: AI Cameras, Blasting Alarms, and a Viral Broadway–Lafayette Incident

NYC Subway’s New ‘Modern Fare Gates’ Roll Out: AI Cameras, Blasting Alarms, and a Viral Broadway–Lafayette Incident

New Cubic-designed subway fare gates with cameras and AI detection began operating this week at Brooklyn’s Atlantic Avenue–Barclays Center station. Earlier pilot gates at Broadway–Lafayette and Third Avenue–138th Street drew complaints for loud alarms during suspected fare evasion. Debate over the new barriers comes as the MTA prepares to raise the base fare to $3.00 in January 2026.
27 December 2025
Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

Palantir (PLTR) Stock News Today: ShipOS Navy Deal, Nvidia AI Partnership, Analyst Targets—and What to Watch Before Monday’s Open

Palantir Technologies shares last traded near $188.71, down 2.8%, as U.S. markets closed for the weekend. The drop follows news of a $448 million U.S. Navy contract for Palantir’s ShipOS software. The S&P 500 remains about 1% below 7,000 amid thin year-end trading and focus on Federal Reserve policy.
ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

ASML’s U.S.-listed shares closed at $1,072.75, up 0.6%, with after-hours trading near $1,074 on Friday. The company reported Q3 net sales of €7.5 billion and forecast Q4 sales between €9.2 billion and €9.8 billion. ASML cited strong AI demand but warned that China export limits and supply risks are shaping customer orders. European shares last closed at €899.00 on Dec. 24 due to holiday schedules.
Society Pass Incorporated Stock (NASDAQ: SOPA) Surges 58% as New Analyst Targets Spotlight NusaTrip and AI Pivot — What Investors Should Watch Next

Society Pass Incorporated Stock (NASDAQ: SOPA) Surges 58% as New Analyst Targets Spotlight NusaTrip and AI Pivot — What Investors Should Watch Next

Society Pass (NASDAQ: SOPA) surged 58% Friday to close near $1.82, with tens of millions of shares traded—far exceeding its 6.1 million share count. The spike followed a bullish research note from Greenridge Global and came amid thin, post-holiday trading. Major indexes eased after a brief rally. SOPA heads into Monday’s open with heightened volatility and attention.
Coupang Stock (CPNG) Rebounds on Data-Breach Update—What Wall Street Is Watching Before Monday’s Session

Coupang Stock (CPNG) Rebounds on Data-Breach Update—What Wall Street Is Watching Before Monday’s Session

Coupang shares closed Friday at $24.27, up 6.45%, after the company said a recent cybersecurity breach in South Korea was less severe than feared. The company reported the perpetrator accessed 33 million accounts but retained limited data from about 3,000, with no payment or login data compromised. South Korean authorities said their investigation is ongoing. U.S. markets are closed until Monday.
27 December 2025
Lumentum Stock (LITE) Heads Into Year-End Stretch Near $391: AI Optics Momentum, Fresh Wall Street Targets, and What to Watch Next

Lumentum Stock (LITE) Heads Into Year-End Stretch Near $391: AI Optics Momentum, Fresh Wall Street Targets, and What to Watch Next

Lumentum Holdings shares closed at $390.77, down 1.3% Friday, as U.S. markets saw light post-holiday trading. The stock is up over 370% year-to-date, driven by strong demand for its optical components in AI data centers and a fiscal Q1 report showing $533.8 million in revenue and $1.10 non-GAAP EPS. Management guided Q2 revenue to $630–$670 million.
27 December 2025
Cisco Stock (CSCO) Outlook: AI Networking Tailwinds, Splunk Security Strategy, and What to Watch Before Monday’s Market Open

Cisco Stock (CSCO) Outlook: AI Networking Tailwinds, Splunk Security Strategy, and What to Watch Before Monday’s Market Open

Cisco Systems closed Friday at $78.16 after a quiet post-Christmas session, trading between $77.51 and $78.28. U.S. indexes ended slightly lower on thin volume, with the S&P 500 near record highs. Cisco’s Q1 2026 revenue rose 8% to $14.9 billion, driven by demand for AI infrastructure and security platforms. Investors await Fed minutes and potential AI headlines as trading resumes Monday.
27 December 2025
ServiceNow (NOW) Stock News & Forecast: Armis Cybersecurity Deal, Analyst Moves, and What to Watch Before Monday’s Session

ServiceNow (NOW) Stock News & Forecast: Armis Cybersecurity Deal, Analyst Moves, and What to Watch Before Monday’s Session

ServiceNow shares closed at $153.88, up 0.85% Friday, as U.S. markets ended a quiet post-holiday session. The company announced a $7.75 billion cash deal to acquire cybersecurity firm Armis, with closing expected in late 2026. The S&P 500 finished at 6,929.94, near record highs, in thin trading. Investors remain focused on ServiceNow’s AI and cybersecurity strategy amid valuation and deal risk concerns.
IBM Stock (NYSE: IBM) After the Close: Confluent Deal, AI Momentum, Analyst Targets, and What to Watch When Markets Reopen

IBM Stock (NYSE: IBM) After the Close: Confluent Deal, AI Momentum, Analyst Targets, and What to Watch When Markets Reopen

IBM shares closed Friday at $305.09, edging higher in thin post-holiday trading as U.S. indexes slipped. Investors remain focused on IBM’s $11 billion all-cash deal to acquire Confluent, announced this week. The company’s hybrid cloud and AI strategy continues to drive debate over its valuation heading into the year’s final sessions.
Oracle Stock (ORCL) Today: Shares Hold Near $198 After Holiday Trading as Wall Street Weighs AI Spending, OpenAI Exposure, and 2026 Outlook

Oracle Stock (ORCL) Today: Shares Hold Near $198 After Holiday Trading as Wall Street Weighs AI Spending, OpenAI Exposure, and 2026 Outlook

Oracle shares closed at $197.99 Friday, up 0.26% in light post-holiday trading as investors weighed concerns over the company’s rising AI-related capital spending and funding plans. The stock moved between $196.13 and $200.29 during the session. Oracle’s December 10 forecast missed analyst expectations and signaled $15 billion in additional fiscal 2026 capex, raising questions about cash flow and margins.
Broadcom Stock (AVGO) Today: After-Hours Check, AI Growth vs. Margin Worries, VMware Headlines, and Analyst Forecasts (Dec. 26, 2025)

Broadcom Stock (AVGO) Today: After-Hours Check, AI Growth vs. Margin Worries, VMware Headlines, and Analyst Forecasts (Dec. 26, 2025)

Broadcom shares closed near $352.13 Friday in New York, trading between $347.83 and $353.22 on volume of about 14.85 million. The company reported Q4 revenue of $18.015 billion, up 28% year over year, and forecast Q1 revenue of $19.1 billion. CEO Hock Tan said AI semiconductor revenue rose 74% in Q4 and expects it to double in Q1. Investors remain focused on whether rising AI sales will affect margins.
Apple Stock (AAPL) Update for Dec. 26, 2025: Shares Hover Near $273 After the Bell as China iPhone Data, Apple Watch Legal Win, and 2026 AI Forecasts Take Center Stage

Apple Stock (AAPL) Update for Dec. 26, 2025: Shares Hover Near $273 After the Bell as China iPhone Data, Apple Watch Legal Win, and 2026 AI Forecasts Take Center Stage

Apple shares closed at $273.40 Friday, down 0.16% in thin post-holiday trading, with a market cap near $3 trillion. Wall Street indexes ended slightly lower after a quiet session. Apple moved on news of a 128% jump in foreign phone shipments in China and a temporary legal win allowing continued Apple Watch imports.
26 December 2025
Palantir Stock PLTR Drops After Christmas Reopen as Investors Weigh Navy ShipOS Deal, Lofty Valuation and Analyst Targets

Palantir Stock PLTR Drops After Christmas Reopen as Investors Weigh Navy ShipOS Deal, Lofty Valuation and Analyst Targets

Palantir Technologies shares closed at $188.71, down 2.79% Friday, after fluctuating between $188.51 and $196.18 during a quiet post-Christmas session. The drop came as major U.S. indexes ended little changed on thin holiday volume. No single headline drove the move, though recent attention has focused on Palantir’s $448 million U.S. Navy ShipOS contract and its volatile trading in low-liquidity conditions.
26 December 2025
Micron Technology (MU) Stock Today: Post‑Christmas Trading Cools, but AI Memory Momentum—and New Price Targets—Stay in Focus

Micron Technology (MU) Stock Today: Post‑Christmas Trading Cools, but AI Memory Momentum—and New Price Targets—Stay in Focus

Micron Technology shares closed at $284.86, down $1.82, on light post-holiday trading Friday, with NYSE volume about one-third of normal. The company reported Q1 revenue of $13.64 billion and forecast Q2 revenue of $18.7 billion, with profit guidance nearly double Wall Street estimates, citing strong AI-driven memory demand and tight supply.
26 December 2025
Palantir (PLTR) Stock Today: Shares Slip in Thin Post‑Christmas Trading as Navy “ShipOS” Deal and AI Data‑Center Push Keep 2026 in Focus

Palantir (PLTR) Stock Today: Shares Slip in Thin Post‑Christmas Trading as Navy “ShipOS” Deal and AI Data‑Center Push Keep 2026 in Focus

Palantir Technologies shares fell 2.6% to $189.15 in thin post-holiday trading Thursday, with volume around 17.9 million. The stock, up over 150% year-to-date, has swung between $196.18 and $189.04 as investors weigh profit-taking, valuation concerns, and continued defense-related contracts.
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Stock Market Today

  • US Stocks Jump as Oil Price Increases Moderate
    March 31, 2026, 1:04 PM EDT. US stocks surged with the S&P 500 rising 1.6%, marking its best day since the conflict began. The Dow Jones Industrial Average gained 555 points, or 1.2%, while the Nasdaq composite climbed 2.1%. This recovery follows a recent dip where the S&P 500 fell more than 9% below its record high set earlier this year. The gains came as oil prices slowed their rapid increase, easing market concerns over input costs and inflation pressures. Investors seemed reassured by the moderation in energy prices, which can affect corporate earnings and consumer spending.
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