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Technology News 25 December 2025 - 26 December 2025

Western Digital (WDC) Stock Today: AI Storage Demand, Nasdaq-100 Inclusion, and What Investors Should Watch Next

Western Digital (WDC) Stock Today: AI Storage Demand, Nasdaq-100 Inclusion, and What Investors Should Watch Next

Western Digital shares rose 0.99% to $181.33 as of 3:24 p.m. ET Friday, trading higher in a thin, post-Christmas session. The stock moved between $178.04 and $183.77 on volume of 2.11 million shares. U.S. markets remained open, with major indexes little changed and trading near record highs. Investors cite AI-driven demand for storage as a key driver behind Western Digital’s 2025 performance.
26 December 2025
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Intel Stock Today (NASDAQ: INTC): Nvidia’s 18A Signal, U.S. Stake Tailwinds, and What to Watch Into the Next Session

Intel Stock Today (NASDAQ: INTC): Nvidia’s 18A Signal, U.S. Stake Tailwinds, and What to Watch Into the Next Session

Intel shares traded at $36.21, up 0.19% Friday afternoon in New York, after Reuters reported Nvidia tested but did not proceed with Intel’s 18A chip process. U.S. indexes hovered near record highs in thin, post-Christmas trading. The S&P 500 was flat, while the Nasdaq-100 and semiconductor ETF SOXX edged higher.
26 December 2025
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IREN Limited Stock (NASDAQ: IREN) Today: Price Action, Microsoft AI Deal, Analyst Forecasts, and What to Watch Into the Close

IREN Limited Stock (NASDAQ: IREN) Today: Price Action, Microsoft AI Deal, Analyst Forecasts, and What to Watch Into the Close

IREN Limited shares traded around $41.16 midday Friday in New York, swinging between $39.53 and $42.80 on heavy volume in thin post-holiday markets. The moves follow news of IREN’s $9.7 billion, five-year AI cloud contract with Microsoft and a $5.8 billion GPU equipment deal with Dell. Rollout will occur in phases through 2026 at IREN’s Childress, Texas campus. Broader indexes remained calm.
26 December 2025
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CoreWeave (CRWV) Stock Today: What Investors Need to Know as Holiday Trading Meets Mega‑Deals, Debt, and AI Demand

CoreWeave (CRWV) Stock Today: What Investors Need to Know as Holiday Trading Meets Mega‑Deals, Debt, and AI Demand

CoreWeave (NASDAQ: CRWV) traded near $76.87, down 2.5% midday Friday in New York, with about 10.2 million shares changing hands. The stock moved sharply in thin post-holiday trading as the company’s limited float amplified volatility. Broader U.S. markets were flat to slightly higher. CoreWeave remains in focus after announcing major AI infrastructure deals with Meta, OpenAI, and Nvidia.
26 December 2025
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Oracle Stock (ORCL) Today: Shares Trade Near $199 as Wall Street Weighs $50B AI Capex, OpenAI Buildout, and 2026 Outlook

Oracle Stock (ORCL) Today: Shares Trade Near $199 as Wall Street Weighs $50B AI Capex, OpenAI Buildout, and 2026 Outlook

NEW YORK — As of 12:46 p.m. ET on Friday, December 26, 2025, Oracle Corporation (NYSE: ORCL) is trading during regular U.S. market hours, with investors navigating a post-holiday session where liquidity can be thinner and headline sensitivity higher than usual. Oracle stock price today: ORCL steadies while the broader market is roughly flat Oracle shares are changing hands at about $199, up modestly versus the prior close and moving within an intraday range of roughly $196 to $200 (with midday volume in the millions of shares). The broader tape is close to flat in midday trading—an important backdrop because
26 December 2025
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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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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

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 (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

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

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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Stock Market Today

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

8 February 2026
Intel shares rose 4.9% to $50.59 Friday, tracking a 5.7% jump in the PHLX semiconductor index as investors bet on AI-driven data-center spending. Reuters reported Intel and AMD warned Chinese customers of tighter server CPU supply, pushing Intel’s China prices up over 10%. Intel expects supply to improve in Q2. After the bell, Reuters said Intel plans to invest about $100 million in AI chip startup SambaNova Systems.
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