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Technology 25 December 2025 - 26 December 2025

Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

Applied Optoelectronics (AAOI) Stock Slumps in Midday Trading: 800G AI Data-Center Momentum, Analyst Targets, and Key Risks Ahead

Applied Optoelectronics (AAOI) shares fell about 7.9% to $37.75 by midday Friday in New York, after opening at $41.00 and hitting an intraday low near $37.65. Trading volume was heavy, with volatility fueled by high short interest—about 19.5% of float—and recent analyst notes. Broader U.S. indexes were little changed. The company recently announced its first major 800G transceiver order.
26 December 2025
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Warby Parker (WRBY) Stock Slides Nearly 6% in Thin Post‑Christmas Trading: Google AI Glasses Catalyst, Earnings Outlook, and Analyst Price Targets

Warby Parker (WRBY) Stock Slides Nearly 6% in Thin Post‑Christmas Trading: Google AI Glasses Catalyst, Earnings Outlook, and Analyst Price Targets

Warby Parker shares fell 5.8% to $24.79 by early afternoon Friday in New York, amid thin post-holiday trading. No major headlines drove the move; the stock remains volatile after spiking earlier this month on news of a planned AI smart glasses partnership with Google. Volume was elevated for a holiday session, with indexes near record highs.
26 December 2025
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Apple Stock Today: AAPL trades near $274 as China iPhone data, Apple Watch ruling, and new Wall Street targets shape the 2026 outlook

Apple Stock Today: AAPL trades near $274 as China iPhone data, Apple Watch ruling, and new Wall Street targets shape the 2026 outlook

Apple shares traded around $274.50 midday Friday, up 0.25%, after data showed foreign-branded phone shipments in China jumped 128% in November. U.S. markets remained open for a full session, with thin trading and major indexes near record highs. Apple’s market value held near $4 trillion. The S&P 500 hit an intraday record before easing.
26 December 2025
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AMD Stock (NASDAQ: AMD) Today: China AI-Chip Catalyst, OpenAI Deal, and Analyst Price Targets as Wall Street Trades Dec. 26

AMD Stock (NASDAQ: AMD) Today: China AI-Chip Catalyst, OpenAI Deal, and Analyst Price Targets as Wall Street Trades Dec. 26

AMD shares rose 0.3% to $215.68 midday Friday in thin post-holiday trading. Investors are weighing new momentum in AMD’s AI roadmap and China-compliant accelerators, alongside policy costs and updated Wall Street targets. CEO Lisa Su confirmed licenses to ship MI308 chips to China, with a 15% U.S. fee if exports proceed. The broader market and semiconductor sector are both slightly positive.
26 December 2025
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Broadcom Stock (AVGO) Holds Above $350 as Santa Rally Lifts Wall Street — AI Margins and VMware Risks Stay in Focus

Broadcom Stock (AVGO) Holds Above $350 as Santa Rally Lifts Wall Street — AI Margins and VMware Risks Stay in Focus

Broadcom shares traded around $352, up 0.6% late Friday morning in New York, amid thin post-Christmas volume. The stock’s moves follow Q4 revenue of $18.015 billion, up 28% year over year, and guidance for $19.1 billion in Q1 revenue, but management warned of gross-margin pressure from a heavier custom AI hardware mix. Major U.S. indexes hovered near record highs.
26 December 2025
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Micron (MU) Stock Today: AI Memory Boom Keeps Micron in Focus as Wall Street Trades Near Records (New York Time: Dec. 26, 2025)

Micron (MU) Stock Today: AI Memory Boom Keeps Micron in Focus as Wall Street Trades Near Records (New York Time: Dec. 26, 2025)

Micron Technology shares traded around $285 late Friday morning in New York, down slightly after reaching $294.63 earlier in the session. The stock remains in focus following record fiscal Q1 results and guidance projecting Q2 revenue of $18.7 billion and gross margins near 68%. Broader indexes hovered near record highs in thin, post-holiday trading.
26 December 2025
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NVIDIA Stock (NVDA) 26.12.2025: Groq Inference Licensing Deal, Analyst Targets, and What to Watch Before the Next Market Open

NVIDIA Stock (NVDA) 26.12.2025: Groq Inference Licensing Deal, Analyst Targets, and What to Watch Before the Next Market Open

NVIDIA shares traded near $189.89 early Friday after confirming a non-exclusive AI inference technology licensing deal with Groq. Groq remains independent, with key executives joining NVIDIA. Reports cite a potential $20 billion value for the arrangement, though terms remain undisclosed. Trading volumes were thin following the holiday.
26 December 2025
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Oracle Stock Heads for Worst Quarter Since 2001 as AI Spending Fears Collide With OpenAI, TikTok, and Hollywood Bets

Oracle Stock Heads for Worst Quarter Since 2001 as AI Spending Fears Collide With OpenAI, TikTok, and Hollywood Bets

Oracle shares have fallen about 30% this quarter, putting the stock on track for its steepest quarterly drop since 2001. Investors are concerned about the company’s ability to fund large AI data-center projects without straining its finances. Oracle reported fiscal Q2 revenue of $16.1 billion, up 14%, and a cloud backlog of $523 billion, up 438% year over year.
26 December 2025
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AMD Stock News and Forecasts for Dec. 26, 2025: China MI308 Signals, OpenAI Ramp, and Analyst Price Targets

AMD Stock News and Forecasts for Dec. 26, 2025: China MI308 Signals, OpenAI Ramp, and Analyst Price Targets

AMD shares traded near $215.04 on Dec. 26, 2025, little changed in thin post-holiday U.S. markets. DigiTimes reported AMD secured an Alibaba MI308 chip order, drawing attention amid China AI-chip headlines. No new company press releases or earnings updates were issued. Institutional filings showed continued high ownership by large asset managers.
26 December 2025
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Broadcom Stock (AVGO) News Today: AI Backlog, VMware, Dividend, and Analyst Forecasts for 2026 (Dec. 26, 2025)

Broadcom Stock (AVGO) News Today: AI Backlog, VMware, Dividend, and Analyst Forecasts for 2026 (Dec. 26, 2025)

Broadcom shares traded near $350 early Friday, down from early-December highs despite strong Q4 results and upbeat 2026 revenue guidance. The company reported $18.015 billion in Q4 revenue, up 28% year over year, but warned that rising AI chip sales could pressure gross margins. CEO Hock Tan cited a 74% jump in AI semiconductor revenue. Investors are weighing margin risks as AI demand reshapes the business.
26 December 2025
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NVIDIA (NVDA) Stock News Today: Groq Inference Deal, China H200 Export Path, HBM4 “Rubin” Supply Signals, and 2026 Analyst Forecasts (Dec. 26, 2025)

NVIDIA (NVDA) Stock News Today: Groq Inference Deal, China H200 Export Path, HBM4 “Rubin” Supply Signals, and 2026 Analyst Forecasts (Dec. 26, 2025)

NVIDIA shares traded near $188.61 on December 26 as the company announced a non-exclusive inference technology licensing deal with Groq, alongside key Groq executives joining NVIDIA. Memory suppliers are accelerating HBM4 production for NVIDIA’s next-gen AI chips. Uncertainty persists over U.S. export rules for advanced chips to China.
26 December 2025
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AppLovin (APP) Stock News and Forecast on Dec. 25, 2025: AI Ad-Tech Momentum, Rising Price Targets, and the 2026 Catalysts Analysts Are Watching

AppLovin (APP) Stock News and Forecast on Dec. 25, 2025: AI Ad-Tech Momentum, Rising Price Targets, and the 2026 Catalysts Analysts Are Watching

AppLovin shares closed at $727.50 on Dec. 24, near 52-week highs, with U.S. markets shut for Christmas. MarketBeat flagged new institutional buying, while Trefis set a bullish price target of $945 but noted high valuation risks. ChartMill highlighted a potential technical breakout. The stock has surged in 2025, outpacing peers and drawing debate over its premium.
25 December 2025
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International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

IBM shares traded near $304 on Dec. 25, with a market cap of about $284 billion and a consensus “Moderate Buy” rating, though average price targets now sit below the stock price. Institutional filings show mixed activity, with some firms cutting and others raising stakes. Analysts remain split on valuation, with some calling IBM “ultra expensive” and others seeing it as fairly valued. The next earnings report is scheduled for Jan. 28, 2026.
25 December 2025
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Cisco Systems (CSCO) News on Dec. 25, 2025: AI Networking Tailwinds, FY2026 Forecasts, and a Critical Email-Security Zero-Day

Cisco Systems (CSCO) News on Dec. 25, 2025: AI Networking Tailwinds, FY2026 Forecasts, and a Critical Email-Security Zero-Day

Cisco raised its FY2026 outlook on strong AI-driven networking demand, reporting solid Q1 results and increased hyperscaler orders. Meanwhile, a critical zero-day vulnerability, CVE-2025-20393, is being actively exploited against Cisco email security appliances, with U.S. agencies requiring urgent mitigation. Cisco became aware of the attack in early December, with incidents traced to a suspected Chinese threat actor.
25 December 2025
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Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology reported record fiscal Q1 2026 revenue of $13.6 billion, up 57% year over year, and issued guidance for Q2 that exceeded Wall Street expectations. The company raised fiscal 2026 capital spending to about $20 billion and said its entire 2026 supply of high-bandwidth memory is sold out. Analysts raised price targets, with Rosenblatt setting a $500 target. Micron shares surged following the December 17 earnings release.
25 December 2025
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Apple Stock (AAPL) News on Dec. 25, 2025: China iPhone Shipments Surge, AI “Siri 2.0” Bets Grow, and Wall Street’s 2026 Price Targets

Apple Stock (AAPL) News on Dec. 25, 2025: China iPhone Shipments Surge, AI “Siri 2.0” Bets Grow, and Wall Street’s 2026 Price Targets

Apple shares closed Dec. 24 at about $273.81, putting market value near $4.05 trillion. U.S. exchanges are shut for Christmas. New China data showed foreign-branded phone shipments, including iPhones, jumped 128% year-over-year in November, fueling debate over Apple’s demand outlook in its key market.
25 December 2025
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Microsoft Stock (MSFT) After the Bell on Dec. 25, 2025: Key News, Forecasts, and What to Watch Before the Dec. 26 Market Open

Microsoft Stock (MSFT) After the Bell on Dec. 25, 2025: Key News, Forecasts, and What to Watch Before the Dec. 26 Market Open

U.S. markets are closed Dec. 25 for Christmas, leaving Microsoft’s last close at $488.02 after a shortened Christmas Eve session. Volume was light at 5.86 million shares, with MSFT still below its 52-week high of $555.45. The Dow and S&P 500 ended Dec. 24 at record highs. Investors await Friday’s open amid thin holiday liquidity and focus on AI headlines.
25 December 2025
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Stock Market Today

  • ASX Midday Update: Real Estate Advances as Utilities Slip Amid Rising Oil Prices
    April 27, 2026, 11:14 PM EDT. ASX real estate stocks edged up 0.2% by midday Tuesday, buoyed by gains in Goodman Group and Scentre Group. Nearly all other sectors dropped, led by utilities, which fell over 3%. Origin Energy tumbled more than 5% after reporting a March quarter production decline to 164.5 petajoules from 167.1 petajoules the previous year. The market's sectoral divergence occurred against a backdrop of rising oil prices and ongoing US-Iran tensions, affecting investor sentiment.

Latest article

US Stock Market Today: S&P 500, Nasdaq Hit Records as After-Hours Trading Edges Higher

US Stock Market Today: S&P 500, Nasdaq Hit Records as After-Hours Trading Edges Higher

28 April 2026
The S&P 500 and Nasdaq closed at record highs Monday, while the Dow slipped 62.67 points to 49,168.04. After-hours, major U.S. indexes edged up less than 0.2%. Nvidia jumped 4% to a new high, topping $5 trillion in value, while Domino’s Pizza fell after forecasting weaker 2026 growth. Investors await Big Tech earnings and a Federal Reserve decision this week.
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