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Technology News 16 December 2025 - 18 December 2025

Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Technology (NASDAQ: MU) delivered a blockbuster earnings update on December 17, 2025, posting record fiscal first-quarter results and issuing a second-quarter sales outlook that far exceeded Wall Street expectations—an emphatic signal that the AI buildout is translating into real demand for memory and storage, not just market hype. Micron Technology+1 The Boise, Idaho–based chipmaker said momentum is being powered by accelerating AI-related demand and pricing strength, particularly in data-center-oriented memory products. Investors responded quickly: Micron shares rose about 4% in extended trading, according to Reuters. Reuters Micron’s fiscal Q1 2026 results: record revenue, stronger margins, and standout cash generation
18 December 2025
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US Stock Market Today (Dec. 17, 2025): S&P 500 and Nasdaq Sink as AI-Funding Jitters Hit Tech; Oil Rally Lifts Energy

US Stock Market Today (Dec. 17, 2025): S&P 500 and Nasdaq Sink as AI-Funding Jitters Hit Tech; Oil Rally Lifts Energy

Updated: December 17, 2025, 4:40 PM EST Wall Street ended sharply lower Wednesday as the market’s leadership trade—artificial intelligence—took another hit, dragging big tech, chips, and cloud-linked names down to their weakest levels in weeks. The selling pressure pushed the S&P 500 down 1.2% to 6,721.43, while the Nasdaq Composite slid 1.8% to 22,693.32. The Dow Jones Industrial Average fell 228 points (0.5%) to 47,885.97. Reuters+1 The headline theme was familiar, but the triggers kept piling up: a fresh funding setback tied to Oracle’s data-center buildout, new reporting on Alphabet’s effort to loosen Nvidia’s grip on AI software, and an ongoing debate over whether the
17 December 2025
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QUALCOMM (QCOM) Stock News Today (Dec. 17, 2025): Alphawave Deal Nears Closing, Snapdragon 8 Gen 5 Momentum, and Wall Street Price Targets

QUALCOMM (QCOM) Stock News Today (Dec. 17, 2025): Alphawave Deal Nears Closing, Snapdragon 8 Gen 5 Momentum, and Wall Street Price Targets

QUALCOMM Incorporated (NASDAQ: QCOM) is back in the spotlight on December 17, 2025, as investors weigh a fresh wave of deal-related updates, smartphone chipset momentum, and a busy set of analyst forecasts heading into 2026. In late-afternoon trading, QCOM stock was at $172.65, down 1.97% on the session, after moving between $172.48 and $177.48. Below is a complete round-up of the most relevant Qualcomm stock news, forecasts, and analyst commentary circulating today—plus what investors are watching next. What’s moving Qualcomm stock on December 17, 2025? 1) Alphawave acquisition: UK court approval puts closing days away One of the biggest near-term
17 December 2025
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Dell Technologies (DELL) Stock Today: Price Hikes, AI Server Momentum, and a Reported Dataloop Deal Shape the Outlook (Dec. 17, 2025)

Dell Technologies (DELL) Stock Today: Price Hikes, AI Server Momentum, and a Reported Dataloop Deal Shape the Outlook (Dec. 17, 2025)

Dell Technologies Inc. stock (NYSE: DELL) is back in the spotlight on Wednesday, December 17, 2025, as investors weigh a fresh set of catalysts tied to the AI infrastructure boom—and its real-world side effects across PCs, components, and margins. After rising in the prior session, DELL shares traded lower today, with the move unfolding alongside two headline drivers: Dell’s commercial PC price increases that take effect today amid tightening memory supply, and a report that Dell is buying Israeli AI data-infrastructure startup Dataloop in an all-cash deal. Business Insider+1 At the same time, the longer-term narrative remains dominated by Dell’s
17 December 2025
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Western Digital (WDC) Stock News Today: Morgan Stanley Raises Target to $228 as AI Data-Storage Cycle Stays in Focus (Dec. 17, 2025)

Western Digital (WDC) Stock News Today: Morgan Stanley Raises Target to $228 as AI Data-Storage Cycle Stays in Focus (Dec. 17, 2025)

Western Digital Corporation (NASDAQ: WDC) is back in the spotlight on Wednesday, December 17, 2025, as fresh analyst commentary collides with a volatile tape for tech and AI-infrastructure names. Shares pulled back sharply in the latest session—after a powerful multi-month run—yet several research notes published today continue to frame Western Digital as a key beneficiary of AI-driven data growth, with improving pricing visibility, rising drive capacities, and an increasingly shareholder-friendly capital return plan. Nasdaq+3Investing.com+3Investing.com+3 Below is what’s driving the conversation around Western Digital stock right now, what analysts are forecasting, and what investors are watching next. Western Digital stock price
17 December 2025
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Cisco Systems, Inc. (CSCO) Stock on Dec. 17, 2025: Morgan Stanley Raises Target to $91 as AI Momentum Meets a New Zero-Day Test

Cisco Systems, Inc. (CSCO) Stock on Dec. 17, 2025: Morgan Stanley Raises Target to $91 as AI Momentum Meets a New Zero-Day Test

Cisco Systems, Inc. (NASDAQ: CSCO) is ending 2025 with a rare mix of tailwinds and headlines that matter to investors: a high-profile analyst target increase, a “25-year comeback” narrative after breaking above dot-com-era levels, and a fast-moving cybersecurity story involving an actively exploited, unpatched zero-day affecting certain email-security appliances. As of Dec. 17, 2025 (latest available trading update), CSCO shares were $76.21, down about $1.34 on the day (roughly -1.7%), after trading between $76.13 and $78.15. Below is a detailed, publication-ready roundup of today’s news (17.12.2025) plus the freshest forecasts and analyses investors are using to frame Cisco stock right
17 December 2025
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Oracle Stock Today (ORCL): Blue Owl Funding Snag Puts $10B Michigan AI Data Center in Spotlight — News, Forecasts, and Analyst Outlook (Dec. 17, 2025)

Oracle Stock Today (ORCL): Blue Owl Funding Snag Puts $10B Michigan AI Data Center in Spotlight — News, Forecasts, and Analyst Outlook (Dec. 17, 2025)

Dec. 17, 2025 — Oracle Corporation (NYSE: ORCL) is back in the market’s crosshairs after fresh reporting raised questions about financing for a marquee AI data center project tied to OpenAI. Shares were down about 3.8% at $181.45 in mid-session trading on Wednesday, after an intraday low near $180.93. The move extends a volatile stretch for Oracle stock following a week of intense debate around two competing narratives: Below is a full round-up of the current Oracle stock news, forecasts, and analyses circulating on Dec. 17, 2025, plus what investors are watching next. Today’s Oracle stock headlines at a glance
17 December 2025
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Broadcom Stock (AVGO) Today: Shares Steady After Sharp Selloff as Wall Street Backs 2026 AI Growth Despite Margin Pressure (Dec. 17, 2025)

Broadcom Stock (AVGO) Today: Shares Steady After Sharp Selloff as Wall Street Backs 2026 AI Growth Despite Margin Pressure (Dec. 17, 2025)

Broadcom Inc. (NASDAQ: AVGO) is back in the center of the AI trade on Wednesday, December 17, 2025—not because demand suddenly disappeared, but because investors are debating something more nuanced: how profitable Broadcom’s AI boom will be as the product mix shifts toward lower‑margin systems and custom processors. After a steep post‑earnings slide that marked Broadcom’s worst three‑day drop since March 2020, the stock is attempting to stabilize. Several major analyst notes and market reports published today frame the move as a classic “growth vs. margins” tug‑of‑war—one that could define AVGO’s path into fiscal 2026. Barron’s+1 Broadcom stock price today:
17 December 2025
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Intel Stock News and Forecast (Dec. 17, 2025): INTC in Focus on SambaNova Deal Talk, High‑NA EUV Milestone, and Analyst Price Targets

Intel Stock News and Forecast (Dec. 17, 2025): INTC in Focus on SambaNova Deal Talk, High‑NA EUV Milestone, and Analyst Price Targets

Intel Corporation (NASDAQ: INTC) is entering the end of 2025 with its stock back in the spotlight—caught between big “future Intel” catalysts (AI acquisitions and bleeding-edge chipmaking milestones) and the “present Intel” questions investors never really stop asking (execution risk, governance, and the economics of rebuilding a manufacturing giant). As of Wednesday, December 17, 2025, Intel shares are trading in the high-$37 range after closing around $37.31 on Dec. 16, with recent trading showing a $36.92–$37.96 daily range. Yahoo Finance+1 Below is a detailed round-up of the current Intel stock news, forecasts, and analyst takeaways circulating on Dec. 17, 2025,
17 December 2025
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Amazon Stock (AMZN) News Today: OpenAI $10 Billion Talks Lift Shares as Analysts Refocus on AWS, Trainium, and 2026 Outlook

Amazon Stock (AMZN) News Today: OpenAI $10 Billion Talks Lift Shares as Analysts Refocus on AWS, Trainium, and 2026 Outlook

Amazon.com, Inc. (NASDAQ: AMZN) is back in the center of the AI-and-cloud investing narrative on Wednesday, December 17, 2025, after a Reuters report said the company is in talks to invest about $10 billion in ChatGPT-maker OpenAI—a potential deal that could value OpenAI at more than $500 billion. Reuters The headline hit a market already obsessed with who will supply the “picks and shovels” of generative AI: cloud capacity, power, and chips. In premarket trading, Amazon shares rose about 1.4% to roughly $225.68, according to a Refinitiv/Reuters market note. TradingView Below is what’s driving AMZN today, what the OpenAI angle
17 December 2025
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Palantir Stock After Hours Today (Dec. 16, 2025): PLTR Climbs on Accenture Partnership, Tech Force Buzz, and Bullish Analyst Notes — What to Know Before the Open

Palantir Stock After Hours Today (Dec. 16, 2025): PLTR Climbs on Accenture Partnership, Tech Force Buzz, and Bullish Analyst Notes — What to Know Before the Open

Palantir Technologies Inc. (NASDAQ: PLTR) finished Tuesday’s regular session higher and then traded slightly lower in early extended hours, as investors digested a dense mix of enterprise-AI partnership news, fresh analyst commentary, and government-AI headlines. Where PLTR stands after the bell (Tuesday, Dec. 16, 2025): Palantir shares closed at $187.75 (+2.46%) and were indicated around $187.23 in extended trading shortly after the close. MarketBeat That combination — a strong close and a modest after-hours drift — is consistent with a stock that’s still attracting buyers on “AI platform” momentum, while also wrestling with valuation and the constant question of whether
16 December 2025
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Lumentum Stock (NASDAQ: LITE) Today: BofA Raises Price Target to $375 as AI Data Centers Tighten Laser Supply

Lumentum Stock (NASDAQ: LITE) Today: BofA Raises Price Target to $375 as AI Data Centers Tighten Laser Supply

December 16, 2025 — Lumentum Holdings Inc. (NASDAQ: LITE) is back in the market spotlight on Tuesday, not because the story changed, but because the intensity did: Wall Street is recalibrating how quickly AI data-center networking is moving from “nice-to-have” to “can’t-run-without.” Yet the stock itself is reminding investors that momentum stocks don’t levitate in straight lines. As of the latest available quote in Tuesday’s session, Lumentum shares traded around $314.66, down about 6% on the day, after opening near $334.75 and swinging between roughly $309 and $338. The company’s market capitalization sat near $23.2 billion, with a 52-week range
16 December 2025
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Stock Market Today

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

7 February 2026
Apple closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. The S&P 500 jumped 1.97% and the Nasdaq rose 2.18% as chipmakers rallied, while Amazon fell 5.6% on higher capex guidance. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13. Apple’s next dividend is $0.26 per share, payable Feb. 12.
Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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