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Technology News 25 December 2025 - 26 December 2025

Palantir Stock (PLTR) Today: Price Moves, Navy ShipOS Catalyst, Nvidia Partnership, and What Investors Are Watching Into Year‑End

Palantir Stock (PLTR) Today: Price Moves, Navy ShipOS Catalyst, Nvidia Partnership, and What Investors Are Watching Into Year‑End

New York time check: It is 11:52 a.m. ET on Friday, December 26, 2025—and U.S. markets are open in a typically thin post‑holiday session. Palantir Technologies (ticker: PLTR) is once again in the spotlight as investors weigh two big narratives that have defined the stock’s outsized 2025 run: (1) accelerating demand for Palantir’s AI-enabled software platforms and (2) a rising list of government and critical‑infrastructure programs where Palantir is embedded in operational workflows. As of late morning trading, PLTR is around $191, down about 1%–1.5% on the day, after moving between roughly $189 and $196. MarketBeat Meanwhile, the broader tape
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

NEW YORK — It’s 11:51 a.m. ET on Friday, December 26, 2025, and U.S. markets are open for a full post‑Christmas trading session. Broadcom Inc. (NASDAQ: AVGO) is trading modestly higher in a market that’s flirting with fresh highs into year‑end. In thin holiday volume, the stock’s moves are being interpreted through two big lenses: (1) Broadcom’s surging AI semiconductor demand and massive backlog, and (2) investor scrutiny of profitability, especially after management flagged gross‑margin pressure tied to a richer mix of custom AI hardware. Reuters Broadcom stock price today (AVGO): where shares trade right now As of late morning
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)

As of 11:51 a.m. ET in New York on Friday, December 26, 2025, U.S. equities are grinding through a thin, post-Christmas session—and Micron Technology, Inc. (NASDAQ: MU) is again one of the most-watched names in semiconductors. Reuters Micron stock is trading around $285 late morning, slightly lower on the day after a volatile session that saw the shares push toward the mid-$290s intraday. The bigger story—and the reason MU keeps pulling headlines—isn’t today’s wiggle. It’s the market’s fast-growing belief that AI-driven demand for high-bandwidth memory (HBM) has shifted the memory cycle from “boom-and-bust” toward something that may stay tighter for
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 Corporation (NASDAQ: NVDA) is in focus heading into the close of Friday, 26.12.2025, as investors digest a headline-grabbing AI inference technology licensing deal with Groq—and the market tries to extend a strong year-end run amid thin post-holiday liquidity. The twist: early reports framed the Groq news as a blockbuster acquisition, but Groq and multiple follow-up reports have emphasized a different structure—a non-exclusive licensing agreement plus key Groq executives joining NVIDIA, while Groq continues as an independent company. Groq Below is what matters most after today’s opening bell—and what to keep on your radar before the next U.S. market session
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 (NYSE: ORCL) is closing out 2025 with the kind of volatility normally reserved for pure-play AI startups, not a 47-year-old enterprise software heavyweight. Shares are down about 30% so far this quarter, putting the stock on pace for its steepest quarterly decline since 2001, according to market reporting that tracked the move against Oracle’s early-2000s drawdowns. StockAnalysis The selloff has been fueled by a single, recurring question: Can Oracle finance—and execute—an AI data-center buildout big enough to meet demand without crushing its cash flow and balance sheet? That concern has only intensified as Oracle’s ambitions expand beyond the cloud.
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

Advanced Micro Devices, Inc. (NASDAQ: AMD) stock is ending 2025 with a familiar “two-clock” story: a near-term tug-of-war around China AI-chip approvals, and a longer-term bet that AMD’s 2026 rack-scale roadmap (and big-name customers) can translate into durable market share in AI infrastructure. As of Friday, Dec. 26, AMD shares were trading around $215.04 in U.S. trading, essentially flat on the day in a market session shaped by thin post-holiday liquidity. Below is a full roundup of the notable Dec. 26, 2025 news flow, plus the latest consensus forecasts and price targets, and the key catalysts investors are watching next.
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 Inc. (NASDAQ: AVGO) is heading into the final trading stretch of 2025 with investors trying to answer a deceptively simple question: is the recent pullback in Broadcom stock a normal “holiday hangover” after a huge run—or the market repricing what AI profits actually look like when the chips ship? As of early Friday, Dec. 26, Broadcom shares were trading around $350 in premarket activity, roughly flat-to-slightly higher on the session at the time of writing. That price level matters because it sits well below the early-December highs and reflects a sharp change in sentiment after Broadcom’s latest earnings: the
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)

December 26, 2025 — NVIDIA Corporation (NASDAQ: NVDA) is trading around $188.61 in holiday-thinned U.S. markets, with investors juggling a familiar late-year mix: blockbuster AI demand, geopolitics, and a new headline that goes straight to the heart of the next AI battleground—inference (running AI models in real time). What makes today unusual is how many separate storylines—deal-making, export policy, supply-chain memory, and analyst targets—are colliding around the same core question: Can NVIDIA keep compounding AI infrastructure dominance as the market shifts from “build the model” to “serve the model”? NVDA stock today: why NVIDIA is in focus on Dec. 26
26 December 2025
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BitMine Immersion Technologies (BMNR) Stock: What to Know Before the U.S. Market Opens on Dec. 26, 2025

BitMine Immersion Technologies (BMNR) Stock: What to Know Before the U.S. Market Opens on Dec. 26, 2025

BitMine Immersion Technologies, Inc. (NYSE American: BMNR) is heading into the post‑Christmas trading session with one dominating narrative: it’s being priced and traded as a high‑beta public‑market proxy for Ethereum—and the company’s latest disclosures show it has now crossed 4 million ETH in holdings. U.S. markets were closed on Thursday, Dec. 25 (Christmas Day), and the last session before the holiday was Wednesday, Dec. 24, which ended early at 1:00 p.m. ET. BMNR closed that session at $29.35. StockAnalysis Below is what matters most for investors watching BMNR ahead of the Friday, Dec. 26, 2025 open (9:30 a.m. ET /
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

December 25, 2025 — AppLovin Corporation (NASDAQ: APP) enters the final stretch of 2025 with a familiar theme: a high-growth advertising engine powered by its Axon AI stack, increasingly aggressive analyst price targets, and a debate over whether the stock’s premium valuation is justified by its cash-flow profile and expansion runway. With U.S. markets closed for Christmas Day, the most widely cited reference point across data providers and analyst dashboards is AppLovin’s most recent close of $727.50 (Dec. 24). Investing Below is a consolidated view of today’s (Dec. 25, 2025) news flow, the latest forecasts, and the most important recent
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

Dec. 25, 2025 — International Business Machines Corporation is ending 2025 with two narratives colliding in plain sight: a legacy tech giant that has regained market attention through AI, hybrid cloud and dealmaking—and a stock price that many screens now flag as “expensive,” even as Wall Street continues to debate how much upside IBM can still unlock. On a day when U.S. markets are closed for the holiday, today’s IBM-related coverage is less about new product launches and more about positioning: institutional filings hitting the tape, valuation frameworks disagreeing, and investors looking ahead to the next set of catalysts—most notably
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

As of December 25, 2025, Cisco Systems, Inc. (NASDAQ: CSCO) is entering the year-end stretch with two storylines moving in opposite directions: stronger AI-driven networking demand that helped lift its FY2026 outlook, and a high-severity security crisis involving an actively exploited zero-day impacting Cisco email security appliances. On the business side, Cisco has been positioning itself as a “picks-and-shovels” provider for the AI era—selling the networking, optics, routing, and edge platforms that hyperscalers and enterprises need to move and secure rising volumes of AI traffic. The company’s Q1 FY2026 results (quarter ended Oct. 25, 2025) showed solid growth and accelerating
25 December 2025
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
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