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Wall Street Analysis News 14 December 2025 - 17 December 2025

Broadcom (AVGO) Stock News Today, Dec. 17, 2025: AI Margin Concerns, Wall Street Price Targets, and the Next Catalysts

Broadcom (AVGO) Stock News Today, Dec. 17, 2025: AI Margin Concerns, Wall Street Price Targets, and the Next Catalysts

Broadcom Inc. (NASDAQ: AVGO) is back in the spotlight on Wednesday, December 17, 2025, as investors digest a whiplash combination of surging AI-driven demand and a very unglamorous reality: not all AI revenue is equally profitable. After a sharp post-earnings selloff last week, Broadcom shares are trying to stabilize. The stock traded around $341 in early Wednesday trading, according to the latest available quote data. So what’s moving AVGO now? Three themes dominate today’s coverage and commentary: Below is what matters most for Broadcom stock right now—the news, the forecasts, and the analysis shaping AVGO on Dec. 17, 2025. Broadcom
17 December 2025
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Amphenol Stock (NYSE: APH) on December 16, 2025: Dividend Date, AI Rotation Shock, and Fresh Wall Street Forecasts

Amphenol Stock (NYSE: APH) on December 16, 2025: Dividend Date, AI Rotation Shock, and Fresh Wall Street Forecasts

Amphenol Corporation (NYSE: APH) is back in the spotlight on Tuesday, December 16, 2025, as investors weigh a mix of near-term volatility, an important dividend timing milestone, and a longer-term growth story tied to data centers, defense, and high-speed interconnect demand. After a sharp sector pullback late last week, Amphenol stock is trading around the $129 level in afternoon U.S. trading on Dec. 16, reflecting a market that is simultaneously impressed by the company’s growth and cautious about valuation across “AI-adjacent” hardware and electronics names. StockAnalysis+2MarketBeat+2 Below is a full, up-to-date rundown of the news, forecasts, and market analysis available
16 December 2025
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Strategy Inc (MSTR) Stock News Today: $980M Bitcoin Buy, Nasdaq 100 Stay, MSCI Index Risk, and Wall Street Forecasts (Dec. 16, 2025)

Strategy Inc (MSTR) Stock News Today: $980M Bitcoin Buy, Nasdaq 100 Stay, MSCI Index Risk, and Wall Street Forecasts (Dec. 16, 2025)

Strategy Inc (NASDAQ: MSTR) is back in the spotlight on December 16, 2025—and not just because the stock is bouncing. The company, formerly known as MicroStrategy, remains the market’s most watched “Bitcoin treasury” equity, meaning its share price often moves like a leveraged proxy for Bitcoin rather than a traditional software stock. Reuters As of the latest trade time on Tuesday, MSTR was at about $170.01, up roughly 4.9% on the day, after touching an intraday low near $161.37. Bitcoin, meanwhile, was trading around $87,744, up modestly from the prior close—an important detail because Bitcoin’s direction remains the single biggest
16 December 2025
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Ford Stock (NYSE: F) Today: $19.5B EV Write-Down, Hybrid Pivot, Recall Headline, and Wall Street Forecasts (Dec. 16, 2025)

Ford Stock (NYSE: F) Today: $19.5B EV Write-Down, Hybrid Pivot, Recall Headline, and Wall Street Forecasts (Dec. 16, 2025)

Ford Motor Company stock is in the spotlight on December 16, 2025, as investors digest two very different headline streams: a major strategic reset in electric vehicles (EVs) tied to a $19.5 billion charge, and a new U.S. vehicle recall flagged by regulators. Add in fresh guidance, a new battery-energy-storage push, and a looming earnings date—and you’ve got the kind of day that turns “Ford stock” into a trending search term. Below is what’s driving Ford stock (F) right now, what management is signaling about 2026 and beyond, and how analysts are positioning their Ford stock forecast. Ford stock price
16 December 2025
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IREN Limited Stock (NASDAQ: IREN) Drops on Dec. 15, 2025 as Wall Street Weighs Microsoft AI Deal Upside vs. Capex and Dilution Risks

IREN Limited Stock (NASDAQ: IREN) Drops on Dec. 15, 2025 as Wall Street Weighs Microsoft AI Deal Upside vs. Capex and Dilution Risks

Dec. 15, 2025 — IREN Limited stock (NASDAQ: IREN) slid sharply in Monday trading, extending a volatile stretch that has turned the once-quiet Bitcoin miner into one of 2025’s loudest “AI infrastructure” tickers. Shares were recently around $36.22, down about 9.7% on the day after swinging between $40.63 and $35.59 with heavy volume. The pullback is landing right in the middle of an unusually busy news cycle for IREN: a high-profile Microsoft GPU cloud contract, a multi‑billion-dollar refinancing and equity placement, and a growing debate about whether the market is underestimating (or overestimating) just how expensive it is to build
15 December 2025
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Uber Stock (UBER) Today: FTC Complaint, Robotaxi Expansion in Dubai and Abu Dhabi, EV Incentive Shift, and Wall Street Forecasts (Dec. 15, 2025)

Uber Stock (UBER) Today: FTC Complaint, Robotaxi Expansion in Dubai and Abu Dhabi, EV Incentive Shift, and Wall Street Forecasts (Dec. 15, 2025)

Uber Technologies, Inc. (NYSE: UBER) stock is back in the spotlight on December 15, 2025, as investors balance a fresh U.S. regulatory headline with a steady drumbeat of autonomous-vehicle (AV) launches and a shifting strategy on electric-vehicle (EV) incentives. As of the latest available trade data, Uber shares are around $82.73, down about 2.8% on the day, with an intraday range of roughly $81.46 to $85.62. Below is a full, publication-ready roundup of the most current news, forecasts, and stock analysis relevant to Uber on 15.12.2025, and what it could mean for UBER stock into year-end and early 2026. What’s
15 December 2025
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Applied Digital Corporation Stock (APLD) Slides on Dec. 15, 2025: Why Shares Are Falling, What the SEC Filing Means, and Where Wall Street Forecasts Point Next

Applied Digital Corporation Stock (APLD) Slides on Dec. 15, 2025: Why Shares Are Falling, What the SEC Filing Means, and Where Wall Street Forecasts Point Next

Applied Digital Corporation stock (NASDAQ: APLD) sank sharply on Monday, December 15, 2025, extending a choppy stretch for one of the market’s most volatile AI-infrastructure plays. Shares traded around $24, down roughly 13% on the day, after swinging between about $23.75 and $28.30 with over 38 million shares changing hands. The move is drawing attention because APLD has been a poster child for the “AI data center buildout” theme—benefiting from big lease headlines and investor enthusiasm about power-hungry AI workloads—yet it’s also the kind of stock that can drop hard when sentiment cools or when investors start demanding receipts instead
15 December 2025
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Bloom Energy Stock (BE) on 15 Dec 2025: Latest News, Earnings Outlook, and Wall Street Forecasts After a Volatile AI-Power Selloff

Bloom Energy Stock (BE) on 15 Dec 2025: Latest News, Earnings Outlook, and Wall Street Forecasts After a Volatile AI-Power Selloff

Updated: December 15, 2025 Bloom Energy Corporation (NYSE: BE) is ending 2025 as one of the market’s most talked-about “AI infrastructure power” stocks—after a year of dramatic gains and a sharp late-year reality check. On Dec. 15, 2025, Bloom Energy shares traded around $94–$95 after a turbulent stretch that saw investors rotate out of high-flying AI-adjacent names and reprice expectations for data-center spending. This is the central tension for BE stock right now: Bloom’s business momentum has been improving—with record quarterly revenue and stronger margins—yet the stock’s valuation and storyline are heavily tied to AI data-center buildouts that can change
15 December 2025
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Qualcomm (QCOM) Stock News Today: Alphawave Deal Countdown, Fresh Buyback Update, and Wall Street’s $190+ Forecasts (Dec. 15, 2025)

Qualcomm (QCOM) Stock News Today: Alphawave Deal Countdown, Fresh Buyback Update, and Wall Street’s $190+ Forecasts (Dec. 15, 2025)

Qualcomm Incorporated (NASDAQ: QCOM) is back in the spotlight on December 15, 2025, as investors weigh a busy mix of deal-related disclosures, a new buyback update, and an increasingly “AI-era” roadmap that stretches beyond phones into PCs, automotive—and now deeper into data center connectivity and CPU architecture. As of 16:47 UTC on Monday, QCOM traded at $177.68, down 0.34% on the day, after opening at $180.00 and moving between $176.40 and $180.31 intraday. Below is a detailed, publication-ready breakdown of the latest Qualcomm stock news, today’s key filings, and what analysts are forecasting next—all as the market digests developments dated
15 December 2025
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Marvell Technology (MRVL) Stock News Today (Dec. 15, 2025): AI Data Center Outlook, Celestial AI Deal, and Updated Wall Street Forecasts

Marvell Technology (MRVL) Stock News Today (Dec. 15, 2025): AI Data Center Outlook, Celestial AI Deal, and Updated Wall Street Forecasts

Marvell Technology, Inc. (NASDAQ: MRVL) is back in focus on December 15, 2025, as investors weigh a powerful AI-driven growth narrative against a noisy—but market-moving—debate about hyperscaler custom-chip relationships. After an early-December surge tied to upbeat results and an AI acquisition, MRVL has also faced sharp pullbacks on reports and analyst commentary questioning the durability of certain customer programs. The result: a stock that’s trading more like a “theme proxy” for next‑gen data-center infrastructure than a steady semiconductor compounder—at least in the short term. MRVL stock price today: Marvell trades around $84 amid elevated volatility As of 16:35:58 UTC on
15 December 2025
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Marvell Technology Stock (MRVL) News, Forecasts and Analysis for Dec. 14, 2025: Celestial AI Deal, Hyperscaler Rumors, and Wall Street Price Targets

Marvell Technology Stock (MRVL) News, Forecasts and Analysis for Dec. 14, 2025: Celestial AI Deal, Hyperscaler Rumors, and Wall Street Price Targets

(SEO): Marvell Technology (NASDAQ: MRVL) stock has been volatile after record Q3 FY2026 results, the $3.25B Celestial AI acquisition, and reports involving Microsoft and Amazon custom-chip programs. Here’s the latest news, analyst forecasts, and what investors are watching next (as of Dec. 14, 2025). MarketBeat+3Marvell Technology, Inc.+3Reuters+3 Marvell Technology, Inc. (NASDAQ: MRVL) is ending the week in the spotlight—and not just because the semiconductor sector has been choppy. The stock closed Dec. 12 at about $84.43, down ~5.6% on the day after a sharp, rumor-driven swing earlier in the week, then moved modestly in after-hours trading. Investing.com+1 Behind the volatility
14 December 2025
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NVIDIA Stock (NVDA) News Today: China H200 Export Shift, AI Spending Jitters, and Wall Street Forecasts (Dec. 14, 2025)

NVIDIA Stock (NVDA) News Today: China H200 Export Shift, AI Spending Jitters, and Wall Street Forecasts (Dec. 14, 2025)

NVIDIA Corporation (NASDAQ: NVDA) heads into the new trading week at the center of a fast-moving intersection of geopolitics, AI infrastructure spending, and investor sentiment. After a sharp pullback in the broader “AI hardware” trade late last week, Nvidia is now being re-priced against two competing narratives: a still-booming demand cycle for its data-center GPUs, and a growing debate over how sustainable the AI capex boom will be into 2026. Reuters+1 Below is what’s driving Nvidia stock on Sunday, December 14, 2025, including the latest headlines, key risks, analyst forecasts, and what investors are watching next. NVDA stock price check:
14 December 2025
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Stock Market Today

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

7 February 2026
Singapore, February 7, 2026, 15:11 SGT — Market closed. Shares of Singapore’s Keppel Ltd (SGX:BN4) ended Friday at S$11.64, up 0.17%, with the market shut for the weekend and traders eyeing whether the post-results bid carries into Monday. A filing showed Keppel bought back 151,400 shares on Feb. 6 at prices between S$11.38 and S$11.55, spending about S$1.74 million including costs. (ShareInvestor) The stock had surged 6.1% on Thursday to close at S$11.62 after Keppel reported higher FY2025 earnings and laid out a larger distribution, sending the counter to its highest level in more than 12 years. That move did
ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

7 February 2026
ST Engineering shares fell 1.9% to S$9.71 Friday, outpacing the Singapore market’s 0.8% drop amid a tech-led selloff. The company signed a deal with Shield AI at the Singapore Airshow to integrate autonomy software into its unmanned platforms and unveiled a small drone capable of carrying explosives. About 6.9 million shares traded as investors await full-year results on Feb. 27.
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