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Technology News 16 December 2025 - 18 December 2025

Micron Stock (MU) Jumps on Blowout Forecast: AI Memory Shortage, HBM Sold Out for 2026, and What Wall Street Expects Next

Micron Stock (MU) Jumps on Blowout Forecast: AI Memory Shortage, HBM Sold Out for 2026, and What Wall Street Expects Next

Micron Technology, Inc. (NASDAQ: MU) is back at the center of the AI trade on December 18, 2025, after delivering record fiscal Q1 results and issuing a second-quarter outlook that dramatically exceeded Wall Street expectations—sparking a sharp rally in Micron stock and lifting sentiment across semiconductors. MarketWatch+2Barron’s+2 The key takeaway behind today’s headlines is simple but powerful: memory is becoming one of the main bottlenecks in the AI buildout. Micron says demand—especially for high-bandwidth memory (HBM) used in AI accelerators—remains so tight that the company has already completed price-and-volume agreements for its entire calendar 2026 HBM supply, including next-generation HBM4.
Snap Stock (SNAP) News and Forecast for Dec. 18, 2025: Shares Hold Near $7.50 as Snapchat Launches Quick Cut and Analysts Stay Cautious

Snap Stock (SNAP) News and Forecast for Dec. 18, 2025: Shares Hold Near $7.50 as Snapchat Launches Quick Cut and Analysts Stay Cautious

Snap Inc. (NYSE: SNAP) is starting December 18, 2025 with its stock hovering around the mid-$7 range after a second straight day of gains—an eye-catching move because it came on a broadly negative session for U.S. equities. On Wednesday (Dec. 17), SNAP closed at $7.50, up 1.76%, while the Nasdaq Composite slid 1.81%. MarketWatch Today’s setup for Snap investors is a familiar mix of “green shoots” and “here be dragons”: new in-app creator tools designed to drive engagement, steady progress in subscriptions and performance ads, and continued Wall Street skepticism reflected in mostly “Hold” ratings—even as many price targets sit
18 December 2025
Accenture Beats Q1 Revenue Forecast as AI Bookings Hit $2.2 Billion; Standalone AI Reporting to End

Accenture Beats Q1 Revenue Forecast as AI Bookings Hit $2.2 Billion; Standalone AI Reporting to End

NEW YORK, Dec. 18, 2025 — Accenture’s latest earnings report offered a clear message to investors tracking the consulting giant’s pivot to artificial intelligence: AI-fueled demand is landing bigger deals and lifting revenue, but the company is also preparing the market for a new reality where “AI work” is no longer a separate category. Accenture reported first-quarter fiscal 2026 revenue of $18.74 billion, topping analyst expectations and landing at the top end of management’s guidance range for the quarter ended Nov. 30, 2025. The beat was supported by strong new bookings—a forward-looking indicator for future revenue—and accelerating advanced AI activity.
Globalstar (GSAT) Stock News Today (Dec. 18, 2025): Insider Sale Sparks Pullback as Band n53 and XCOM RAN Momentum Builds

Globalstar (GSAT) Stock News Today (Dec. 18, 2025): Insider Sale Sparks Pullback as Band n53 and XCOM RAN Momentum Builds

Globalstar, Inc. (NASDAQ: GSAT) is having one of those “welcome to modern markets” weeks: a red-hot rally meets a sharp pullback, and investors are left sorting signal from noise. As of December 18, 2025, GSAT most recently traded around $56.91, after a steep ~10.6% drop in the prior session—an abrupt reversal after a powerful multi-month run. StockAnalysis The catalyst lighting up headlines today isn’t a disastrous earnings miss or a broken satellite. It’s a mix of (1) insider-sale optics and (2) fresh evidence that Globalstar’s licensed spectrum strategy—especially Band n53 and its XCOM RAN private 5G platform—may be moving from
18 December 2025
Nasdaq Today: Futures Rise Ahead of CPI as Micron Lifts Tech After AI-Led Selloff (Dec. 18, 2025)

Nasdaq Today: Futures Rise Ahead of CPI as Micron Lifts Tech After AI-Led Selloff (Dec. 18, 2025)

As of 5:45 a.m. EST on Thursday, December 18, 2025, the Nasdaq is trying to stabilize in premarket trading after a sharp, AI-driven tech slide in the prior session—while investors brace for a high-stakes U.S. inflation report that could reset rate expectations heading into year-end. Early indicators point to a tentative rebound: Nasdaq 100 futures were up about 190 points (+0.8%) around 5:10 a.m. ET, supported by a surge in Micron Technology after upbeat guidance, even as broader sentiment remains sensitive to the “big questions” hanging over AI spending, tech balance sheets, and the path of interest rates. Investing.com Nasdaq
Global Stock Market Today: AI-Led Tech Jitters Hit Asia, Europe Turns Cautious Before Central Banks, Micron Lifts U.S. Futures (Dec. 18, 2025)

Global Stock Market Today: AI-Led Tech Jitters Hit Asia, Europe Turns Cautious Before Central Banks, Micron Lifts U.S. Futures (Dec. 18, 2025)

Updated: 5:00 AM EST (10:00 GMT), Thursday, December 18, 2025 Global equities are starting December 18 on an uneasy footing, with investors reassessing the durability of the AI-fueled rally just as a dense run of central bank decisions and a closely watched U.S. inflation report approach. Overnight, a tech-heavy retreat in the U.S. reverberated across Asia, while early European trading stayed muted with rate decisions due from the Bank of England and the European Central Bank (among others). In U.S. premarket trading, Micron’s strong outlook is helping stabilize sentiment, but markets remain tightly focused on inflation data and policy signals
18 December 2025
Australia Stock Market Today (18 December 2025): ASX 200 slips as tech and uranium sink, Austal lands $1.03bn defence contract

Australia Stock Market Today (18 December 2025): ASX 200 slips as tech and uranium sink, Austal lands $1.03bn defence contract

SYDNEY, Thursday 18 December 2025 — Australian shares drifted lower for a fourth straight session as global “AI valuation” jitters again hit technology names, while a sharp sell-off in uranium stocks dragged on broader sentiment. The S&P/ASX 200 (ASX 200) spent most of the day in mild retreat — down about 0.1% to 0.3% — before stabilising into the afternoon. Even with the pullback, local losses were modest relative to the overnight slide on Wall Street, where tech weakness again dominated. Analysts point out Australia’s market structure — heavy in banks and miners, light in mega-cap tech — continues to
18 December 2025
Shopify Stock (SHOP) After Hours: Analysts Lift Targets as Shares Stabilize After Dec. 17 Tech Sell-Off — What to Watch Before the Dec. 18 Open

Shopify Stock (SHOP) After Hours: Analysts Lift Targets as Shares Stabilize After Dec. 17 Tech Sell-Off — What to Watch Before the Dec. 18 Open

Shopify Inc. shares finished Wednesday, December 17, 2025, lower in regular trading before nudging higher after the closing bell, as Wall Street weighed a broad tech pullback against a fresh round of upbeat analyst commentary and new commerce-partner headlines. In U.S. regular trading, Shopify (SHOP) closed at $161.73, down 0.86%. MarketBeatIn late extended trading, SHOP was modestly higher around $162.40 (+0.41%). Google Below is what moved the stock today, what analysts are forecasting now, and what investors may want on their radar before the U.S. market opens Thursday, December 18, 2025. What happened to Shopify stock today A volatile session
18 December 2025
The Role of Starlink in Scientific Research: How SpaceX’s Satellite Internet Is Transforming Field Science, Earth Observation, and Space Missions—While Challenging Astronomy

The Role of Starlink in Scientific Research: How SpaceX’s Satellite Internet Is Transforming Field Science, Earth Observation, and Space Missions—While Challenging Astronomy

Starlink—the low Earth orbit (LEO) satellite internet network built by SpaceX—was designed to solve a commercial problem: fast, low-latency connectivity anywhere on Earth. But as the constellation has scaled into the thousands of satellites and millions of users, it has quietly become something else, too: a new layer of scientific infrastructure. For researchers, Starlink is increasingly the difference between collecting data and acting on data—in real time, from places that used to be disconnected by default. From volcanic and seismic monitoring in Yellowstone, to university research vessels at sea, to Antarctic field camps, Starlink’s bandwidth and latency are changing how science is done
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
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
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
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
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
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
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
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:
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,
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
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
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Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

7 February 2026
U.S. space and defense stocks rose Friday, with sector ETFs gaining up to 4.8% and Lockheed Martin up 2.4%. Investors are awaiting a Pentagon list that could restrict buybacks and dividends at underperforming contractors under a Trump executive order. Companies named would have 15 days to submit remediation plans. Lockheed’s board approved a $3.45 per share dividend for Q1 2026.
Ucore Rare Metals stock price jumps as ‘Project Vault’ keeps rare earths on traders’ screens

Ucore Rare Metals stock price jumps as ‘Project Vault’ keeps rare earths on traders’ screens

7 February 2026
Ucore Rare Metals shares jumped 14.7% to C$7.97 on Toronto’s TSX Venture Exchange Friday, rebounding after a steep drop as investors responded to U.S. critical-minerals policy moves. The U.S. Export-Import Bank described Project Vault as a $10 billion public-private stockpiling plan. Neodymium prices climbed 1.27% to 997,500 yuan a tonne on Feb. 6. Investors await details on Project Vault’s purchasing plans next week.
Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
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