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Technology News 13 December 2025 - 14 December 2025

Nvidia Stock (NVDA) News Today: China H200 Export Deal, Blackwell/Rubin Outlook, and 2026 Price Targets (Dec. 14, 2025)

Nvidia Stock (NVDA) News Today: China H200 Export Deal, Blackwell/Rubin Outlook, and 2026 Price Targets (Dec. 14, 2025)

Nvidia stock is navigating a fresh China export opening for its H200 AI chips, renewed “AI spend” jitters, and big 2026 expectations for Blackwell and Rubin. Here’s what changed, what Wall Street is forecasting, and what to watch next. Updated: Sunday, December 14, 2025 Nvidia (NASDAQ: NVDA) heads into the final full trading weeks of 2025 at the center of a high-stakes policy shift and a market mood swing that’s testing the broader AI trade. While the U.S. market is closed today, the stock’s most recent close (Friday, Dec. 12) sits near $175, after a sharp down day that reflects
14 December 2025
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Lumentum (LITE) Stock: Latest News, Forecasts, and Analyst Targets as AI Optics Volatility Spikes (Dec. 14, 2025)

Lumentum (LITE) Stock: Latest News, Forecasts, and Analyst Targets as AI Optics Volatility Spikes (Dec. 14, 2025)

Lumentum Holdings (NASDAQ: LITE) stock saw sharp volatility into Dec. 14, 2025. Here’s what’s driving the move, what analysts forecast next, and key AI optics catalysts to watch. Updated: Sunday, December 14, 2025 — U.S. markets are closed today, but Lumentum Holdings Inc. (NASDAQ: LITE) is in focus after a dramatic late-week swing that underscored both the stock’s AI-infrastructure upside narrative and its valuation-driven volatility. On the most recent trading day (Friday, Dec. 12), Lumentum last traded around $324.35, down 12.83% (about -$47.74) versus the prior close, after trading as low as $319.29 and as high as $365.88. Reuters data
14 December 2025
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Micron Technology (MU) Stock News and Forecast for Dec. 14, 2025: Earnings Countdown, AI Memory Shortage, and Wall Street’s New Price Targets

Micron Technology (MU) Stock News and Forecast for Dec. 14, 2025: Earnings Countdown, AI Memory Shortage, and Wall Street’s New Price Targets

Micron Technology, Inc. (NASDAQ: MU) heads into the week of its next earnings report with a rare mix of tailwinds and pressure: an AI-driven memory crunch that’s pushing prices higher, and a market that has recently started questioning whether “AI trade” valuations are getting stretched. As of the most recent U.S. close (Friday, Dec. 12, 2025), Micron shares finished at $241.14, down 6.70% on the day after trading as high as the mid-$250s earlier in the session. StockAnalysis That pullback matters because expectations are elevated: several analysts have been raising targets into the print, while options markets are signaling the
14 December 2025
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Alphabet Class C Stock (GOOG) News and Forecasts: AI Overviews, Cloud Capex, and Antitrust Risks (Dec. 14, 2025)

Alphabet Class C Stock (GOOG) News and Forecasts: AI Overviews, Cloud Capex, and Antitrust Risks (Dec. 14, 2025)

Alphabet’s GOOG shares are hovering near record levels as Google’s AI search and cloud momentum collide with rising capex and intensifying EU/U.S. antitrust pressure. Published: December 14, 2025 Alphabet Inc.’s Class C shares (NASDAQ: GOOG)—the non-voting version of “Google stock”—head into mid-December with investors balancing two powerful forces: accelerating AI-driven product rollout and cloud demand on one side, and a widening set of regulatory and legal risks on the other. GOOG last traded around $310 with a market value near $2.94 trillion, and has recently printed a fresh 52-week high in the low-$313 area. Below is a detailed roundup of
14 December 2025
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IonQ (IONQ) Stock Outlook: This Week’s News, Analyst Targets, and What to Watch Next Week (Updated Dec. 14, 2025)

IonQ (IONQ) Stock Outlook: This Week’s News, Analyst Targets, and What to Watch Next Week (Updated Dec. 14, 2025)

Updated: December 14, 2025 IonQ, Inc. (NYSE: IONQ) heads into the week of Dec. 15–19, 2025 with the kind of setup traders love and long-term investors fear: big expectations, big narratives, and big price swings. The quantum-computing pure play just finished a volatile week with multiple “headline catalysts” landing almost back-to-back—an EU quantum-communications rollout, fresh analyst coverage calling quantum “the next big compute revolution,” and a cluster of insider filings that inevitably get over-interpreted in a momentum tape. Here’s what actually happened this week (Dec. 8–12), what the latest coverage and forecasts say, and the concrete catalysts likely to matter
14 December 2025
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Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Dec. 14, 2025 — U.S. semiconductor and chip stocks head into the new week with a familiar combination of tailwinds and landmines: booming AI infrastructure demand on one side, and valuation sensitivity, China policy turbulence, and margin questions on the other. The past seven days delivered a reminder that the “AI trade” can turn quickly. A sharp late-week pullback — led by heavyweight chip names — left investors reassessing how much perfection is already priced into the sector and how quickly the next leg of AI monetization can show up in earnings. Reuters+2Reuters+2 Below is a detailed roundup of the most important
14 December 2025
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Cloud Computing US Stocks Week Ahead: AWS, Microsoft Azure, Oracle, ServiceNow and IBM After a Volatile Dec. 8–14, 2025

Cloud Computing US Stocks Week Ahead: AWS, Microsoft Azure, Oracle, ServiceNow and IBM After a Volatile Dec. 8–14, 2025

Updated: December 14, 2025 Cloud computing stocks head into the week of Dec. 15, 2025 with investor attention split between two powerful forces: accelerating AI-driven demand for cloud infrastructure and growing market skepticism about the cost, timing, and margins of that buildout. The past week (Dec. 8–14) delivered a clear message for U.S.-listed cloud names: it’s no longer enough to show strong “AI exposure.” Markets increasingly want proof of profitable growth, durable demand signals, and disciplined capital spending, especially after Oracle’s outlook and spending plans rattled confidence and Broadcom’s margin commentary reignited “AI bubble” fears across technology. Reuters+2Reuters+2 At the same time, headlines underscored how quickly the
14 December 2025
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MercadoLibre Stock (NASDAQ: MELI) Weekly Update and Week-Ahead Outlook: Humanoid Robots Deal, $750M Notes, and Key Levels to Watch (Updated Dec. 12, 2025)

MercadoLibre Stock (NASDAQ: MELI) Weekly Update and Week-Ahead Outlook: Humanoid Robots Deal, $750M Notes, and Key Levels to Watch (Updated Dec. 12, 2025)

Updated: December 12, 2025 (U.S. market close)Meta description: MercadoLibre (MELI) ended the week near $2,016 after a volatile stretch that included a 5% midweek drop, a new humanoid-robot warehouse pilot, and a $750 million bond deal. Here’s what moved the stock this week and what investors are watching next week. MercadoLibre, Inc. (NASDAQ: MELI) closed Friday, Dec. 12, 2025 at $2,015.89, finishing a choppy week that featured a sharp selloff on Wednesday and a rebound attempt into the close. StockAnalysis The headline catalyst in the final days of the week wasn’t earnings—it was automation and capital markets. MercadoLibre announced a
14 December 2025
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QUALCOMM Incorporated (QCOM) Stock This Week: Ventana RISC‑V Deal, New Snapdragon Chips, and Governance Update — Week Ahead Outlook (Updated Dec. 12, 2025)

QUALCOMM Incorporated (QCOM) Stock This Week: Ventana RISC‑V Deal, New Snapdragon Chips, and Governance Update — Week Ahead Outlook (Updated Dec. 12, 2025)

Qualcomm (NASDAQ: QCOM) closed Friday, December 12, 2025, at $178.29, ending the week modestly higher despite a sharp late‑week pullback across semiconductor and AI-related names. MarketWatch+1 The last several days delivered a dense run of Qualcomm-specific headlines—a CPU talent/technology acquisition, an India edge‑AI security collaboration, new Snapdragon platform launches, and a governance/bylaws update—all arriving as the broader market wrestled with valuation concerns in AI infrastructure and a notable selloff in chips to end the week. AP News+4Data Center Dynamics+4NDTV Profit+4 Below is a detailed recap of what moved QCOM this week, what analysts are forecasting, and what to watch in
13 December 2025
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Alphabet (GOOG) Stock Outlook: Google Class C Shares Face Fresh EU Antitrust Risk as AI Momentum Builds — Week Ahead (Updated Dec. 12, 2025)

Alphabet (GOOG) Stock Outlook: Google Class C Shares Face Fresh EU Antitrust Risk as AI Momentum Builds — Week Ahead (Updated Dec. 12, 2025)

Updated: Friday, December 12, 2025 (U.S. market close)Meta description: Alphabet’s Class C shares (NASDAQ: GOOG) ended a volatile week near $310 as EU antitrust scrutiny and Russia-linked legal headlines collided with bullish AI catalysts tied to Gemini 3. Here’s what moved Google stock this week, what analysts forecast next, and the key catalysts to watch into next week. GOOG stock today: where Alphabet Class C shares finished the week Alphabet Inc. Class C stock (GOOG) closed Friday at $310.52, after trading in a wide intraday range of roughly $306.96 to $316.14, leaving shares below their recent highs but still near
13 December 2025
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Bloom Energy (BE) Stock This Week: Oracle-Linked AI Data Center Jitters Trigger a Sharp Drop — What to Watch Next Week (Updated Dec. 13, 2025)

Bloom Energy (BE) Stock This Week: Oracle-Linked AI Data Center Jitters Trigger a Sharp Drop — What to Watch Next Week (Updated Dec. 13, 2025)

Bloom Energy (NYSE: BE) slid hard this week as AI infrastructure sentiment wobbled around Oracle and OpenAI data center headlines. Here’s what moved the stock, what analysts forecast, and the key catalysts for the week ahead. Updated: Saturday, December 13, 2025 (U.S. markets closed; prices reflect Friday’s session and the latest available quote). MarketBeat Bloom Energy Corporation (NYSE: BE) spent 2025 becoming one of the market’s most volatile ways to play the collision of AI, electricity scarcity, and “behind-the-meter” onsite power. This week, that volatility showed up in neon: BE sank sharply as investors reassessed the near-term pace (and funding)
13 December 2025
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Big Tech Stocks Sink as AI Payoff Fears Hit Broadcom and Oracle; Nvidia’s China Signal Adds a Twist (Dec. 12, 2025)

Big Tech Stocks Sink as AI Payoff Fears Hit Broadcom and Oracle; Nvidia’s China Signal Adds a Twist (Dec. 12, 2025)

Big Tech stocks slid on Dec. 12, 2025 as Broadcom and Oracle reignited “AI bubble” worries, pushing chip leaders lower while investors refocus on margins, capex, and cash flow. NEW YORK (Updated Dec. 12, 2025, 6:00 p.m. ET) — Big Tech stocks ended the week under pressure Friday as a renewed “AI payoff” debate rippled through the market, dragging down semiconductors and the broader Nasdaq. The Nasdaq Composite fell 1.69% to 23,195.17, while the S&P 500 dropped 1.07% to 6,827.41 and the Dow Jones Industrial Average slipped 0.51% to 48,458.05. Reuters At the center of today’s selloff: Broadcom’s margin warning, Oracle’s AI-infrastructure spending concerns, and a wider investor
13 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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