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Wall Street Analysis News 24 December 2025 - 27 December 2025

Marvell Technology Stock (NASDAQ: MRVL) Today: AI Data-Center Demand, Wall Street Targets, and What Investors Should Watch Before Monday’s Open

Marvell Technology Stock (NASDAQ: MRVL) Today: AI Data-Center Demand, Wall Street Targets, and What Investors Should Watch Before Monday’s Open

NEW YORK, December 27, 2025, 3:47 p.m. ET — Market closed Marvell Technology, Inc. (NASDAQ: MRVL) heads into the final trading days of 2025 with investors still weighing a familiar but high-stakes question: can Marvell keep converting the AI data-center buildout into durable revenue growth—without getting squeezed by bigger rivals and fast-changing hyperscaler roadmaps? With U.S. stock markets closed for the weekend, MRVL’s next real price discovery won’t arrive until Monday’s session. The shares last finished at $86.34, down 0.17% on Friday, after trading between roughly the mid-$85s and low-$87s. MarketBeat MRVL stock: where it left off before the weekend
Merck (MRK) Stock Update: FDA Fast-Track Vouchers, TrumpRx Pricing Deal, and Analyst Targets as Wall Street Heads Into New Year Week

Merck (MRK) Stock Update: FDA Fast-Track Vouchers, TrumpRx Pricing Deal, and Analyst Targets as Wall Street Heads Into New Year Week

As of 10:40 p.m. ET in New York on Friday, Dec. 26, 2025, U.S. markets have wrapped up the post-Christmas session and are heading into a weekend — leaving investors to digest a fresh cluster of headline catalysts around Merck & Co., Inc. (NYSE: MRK) before the next opening bell. Merck shares finished the regular session around $106.78, after trading in a $106.03 to $107.05 range on the day — with thin holiday-week liquidity still shaping tape action across the market. StockAnalysis What happened in the broader market — and why it matters for MRK Friday’s trading was muted, with
Mastercard (MA) Stock Update: Post‑Christmas Trading, $14B Buyback Tailwind, Swipe‑Fee Risks, and What Wall Street Expects Next

Mastercard (MA) Stock Update: Post‑Christmas Trading, $14B Buyback Tailwind, Swipe‑Fee Risks, and What Wall Street Expects Next

New York — Friday, December 26, 2025, 3:33 p.m. ET. U.S. stocks are back from the Christmas holiday in light trading, with investors digesting year-end positioning, fresh consumer-spending signals, and the usual “Santa Claus rally” seasonal chatter. AP News+1 In that backdrop, Mastercard Incorporated (NYSE: MA) is trading close to flat late in the session—steady, but with plenty of headlines (and risks) under the surface. As of 3:33 p.m. ET, Mastercard stock is at about $579.63, essentially unchanged on the day, with an intraday range roughly $578.40–$581.00 on subdued volume. The broader market is also muted: SPY is slightly lower,
ServiceNow (NYSE: NOW) Stock News Today: Armis Acquisition, 5-for-1 Stock Split Aftermath, and Wall Street Forecasts as Markets Trade Near Record Highs

ServiceNow (NYSE: NOW) Stock News Today: Armis Acquisition, 5-for-1 Stock Split Aftermath, and Wall Street Forecasts as Markets Trade Near Record Highs

New York — Friday, December 26, 2025, 3:01 p.m. ET. U.S. equities are moving cautiously in a thin, post-Christmas trading session, with major indexes hovering near record territory and volume still muted. Reuters described Friday’s tape as largely “catching its breath” after a strong run into the holiday, with the Dow, S&P 500 and Nasdaq moving only slightly as traders weigh year-end positioning more than fresh catalysts. Reuters+1 Against that backdrop, ServiceNow, Inc. (NYSE: NOW) is back on investors’ radar for a different reason: not a quarterly print, but a big-ticket cybersecurity acquisition just days after the company completed a
Salesforce (CRM) Stock Today: AI “Agentforce” Momentum, New Deals, and What Wall Street Expects Next

Salesforce (CRM) Stock Today: AI “Agentforce” Momentum, New Deals, and What Wall Street Expects Next

NEW YORK — Friday, December 26, 2025 (3:02 p.m. ET). U.S. stocks are trading in an unusually quiet, post‑Christmas session, with major indexes barely moving as many institutions wind down for year‑end. AP News In that thin tape, Salesforce, Inc. (NYSE: CRM) is edging higher, reflecting a market that’s still debating whether Salesforce’s AI push is becoming a durable revenue engine—or simply table stakes for a mature software leader. Importantly for traders and investors: U.S. exchanges are open for a full regular session today (Dec. 26) (after the planned early close on Dec. 24), so CRM’s price action is happening
AI Stocks Today: Nvidia’s Groq Inference Bet, Broadcom’s Margin Debate, and What Wall Street Is Watching Next

AI Stocks Today: Nvidia’s Groq Inference Bet, Broadcom’s Margin Debate, and What Wall Street Is Watching Next

New York — Friday, December 26, 2025 (1:34 p.m. ET). U.S. markets are open right now, with the New York Stock Exchange’s core session running from 9:30 a.m. to 4:00 p.m. ET. New York Stock Exchange For AI-focused investors, this post‑Christmas Friday is shaping up like a classic year‑end setup: thin liquidity, big headlines in megacap tech and semis, and a market still trying to price the next phase of the AI cycle—inference, custom silicon, and data‑center infrastructure—without tripping over valuation and policy risks. Reuters+1 The broader market backdrop: record highs, year-end momentum, and a closer look at AI spending
Firefly Aerospace (NASDAQ: FLY) Stock: Why Shares Are Sliding in Today’s Post-Christmas Session, Key Catalysts, and Wall Street Forecasts

Firefly Aerospace (NASDAQ: FLY) Stock: Why Shares Are Sliding in Today’s Post-Christmas Session, Key Catalysts, and Wall Street Forecasts

As of 12:17 p.m. ET in New York on Friday, December 26, 2025, U.S. markets are in a regular trading session (core hours 9:30 a.m. to 4:00 p.m. ET). New York Stock Exchange In that context, Firefly Aerospace Inc. (NASDAQ: FLY) is having a rough day. The stock is trading around $24.15, down roughly 11% from the prior close, after opening near $27 and swinging between roughly $23.72 and $27.43 intraday. Meanwhile, the broader market is comparatively calm: SPY is slightly lower and QQQ is essentially flat midday, while aerospace/defense ETFs are down modestly—making Firefly’s move stand out as more
Micron (MU) Stock Today: AI Memory Demand, Record Guidance, and Fresh Wall Street Targets Drive a Volatile Post‑Christmas Session

Micron (MU) Stock Today: AI Memory Demand, Record Guidance, and Fresh Wall Street Targets Drive a Volatile Post‑Christmas Session

10:42 a.m. ET in New York on Friday, December 26, 2025 Micron Technology, Inc. (NASDAQ: MU) is trading in the spotlight again today—caught at the intersection of a roaring AI infrastructure buildout, rising memory prices, and a surge of bullish analyst revisions after the company’s latest results and guidance. At 10:42 a.m. ET, Micron shares were around $285.37, down roughly 0.46% on the day, after swinging between $284.62 and $294.63 in intraday trading. That kind of move is not unusual for Micron—memory stocks are famously “high beta” even in calm markets—but it matters more today because the broader tape is
Oracle Stock (ORCL) Preview for the Dec. 26, 2025 Market Open: Latest News, Earnings Takeaways, Wall Street Forecasts, and Key Risks

Oracle Stock (ORCL) Preview for the Dec. 26, 2025 Market Open: Latest News, Earnings Takeaways, Wall Street Forecasts, and Key Risks

U.S. equity markets are coming off a holiday-shortened week: exchanges closed for Christmas Day (Thursday, Dec. 25) after an early close on Wednesday, Dec. 24, and are scheduled to run a full session on Friday, Dec. 26. NASDAQ Trader For Oracle Corporation (NYSE: ORCL), that matters because the stock has been one of 2025’s most headline-sensitive large-cap tech names—whipsawed by optimism around AI-driven cloud demand, and anxiety over the cost (and financing) of building the capacity to deliver it. Below is what investors should know heading into the Dec. 26 open—covering the newest catalysts, recent financial results, analyst forecasts, and
Amphenol (APH) Stock Before the Dec. 26, 2025 Market Open: Latest News, Earnings Outlook, Mega-Deal Watch, Dividend, and Wall Street Targets

Amphenol (APH) Stock Before the Dec. 26, 2025 Market Open: Latest News, Earnings Outlook, Mega-Deal Watch, Dividend, and Wall Street Targets

Amphenol Corporation (NYSE: APH) heads into the Friday, December 26, 2025 U.S. market open with investors focused on a familiar mix: AI/data-center demand, record operating performance, and an M&A pipeline that could reshape the company’s scale—alongside the very real questions that come with funding and integrating big deals. APH last traded around $137.94 in the holiday-shortened week, after markets closed early on Dec. 24 and were shut on Dec. 25. New York Stock Exchange Below is what matters most before the opening bell (core U.S. trading begins at 9:30 a.m. ET). New York Stock Exchange 1) Market setup: Dec. 26
Meta Stock After Hours Today (Dec. 25, 2025): WhatsApp AI Antitrust Order, Wall Street Forecasts, and What to Watch Before Friday’s Open

Meta Stock After Hours Today (Dec. 25, 2025): WhatsApp AI Antitrust Order, Wall Street Forecasts, and What to Watch Before Friday’s Open

Date: December 25, 2025 (U.S. Christmas holiday)Company: Meta Platforms, Inc. (NASDAQ: META) Meta stock doesn’t have a “closing bell” print today — because U.S. stock markets are closed for Christmas Day. The next full trading session is Friday, Dec. 26, 2025, which means investors are heading into tomorrow’s open with one fresh catalyst breaking while the tape was dark: an Italian antitrust order tied to WhatsApp and rival AI chatbots. Nasdaq Below is what META investors should know after the last available after-hours update — and what’s most likely to matter when the market reopens Friday morning. Meta stock price
Salesforce (CRM) Stock News Today: Agentforce Momentum, AI Reliability Questions, and Updated Wall Street Forecasts (Dec. 24, 2025)

Salesforce (CRM) Stock News Today: Agentforce Momentum, AI Reliability Questions, and Updated Wall Street Forecasts (Dec. 24, 2025)

Salesforce, Inc. (NYSE: CRM) stock is closing out 2025 with two narratives battling for investor attention: accelerating traction in its Agentforce and Data 360 products, and a growing industry debate about how reliably large language models (LLMs) can “run the business” without guardrails. On December 24, 2025, Salesforce shares traded around $266 and were modestly higher on the day, but the stock remains down roughly ~21% year-to-date after a volatile year that saw the shares swing from a 52-week high of $367.09 (Jan. 28, 2025) to a 52-week low of $221.96 (Nov. 21, 2025). FinanceCharts+1 Below is what’s driving the
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Blackstone (BX) stock price rebounds after Sabre deal as jobs, CPI loom next week

Blackstone (BX) stock price rebounds after Sabre deal as jobs, CPI loom next week

7 February 2026
New York, February 6, 2026, 21:13 EST — Market closed. Blackstone Inc. (BX) shares closed up 2.25% at $129.69 on Friday, after a sharp drop the day before and a bruising week for the sector. The stock was last at $129.65 in late after-hours trading. (StockAnalysis) The swing matters because Blackstone sits in the crosshairs of a wider rethink of private-market managers. Investors have been quick to punish anything tied to leverage, credit risk and tech exposure, then just as quick to buy back when rates and risk appetite settle. That push-pull has been driven in part by an AI-linked
Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

7 February 2026
Verizon shares fell 1.7% to $46.31 Friday, ending a seven-session rally and closing about 2.7% below Thursday’s one-year high. The dip follows news that consumer chief Sowmyanarayan Sampath will step down, with Alfonso Villanueva named interim head. Verizon has climbed 16% since January 29 amid strong subscriber growth and a $25 billion buyback plan.
Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

7 February 2026
Cisco shares rose 3% to $84.82 Friday, nearing $85 ahead of fiscal Q2 results due Feb. 11. UBS maintained a Buy rating and $90 target, citing strong product order growth and data-center demand. Investors are watching AI-related spending and U.S. economic data that could affect rates. Peers Fortinet, CrowdStrike, and Palo Alto Networks also gained.
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