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Wall Street News 12 December 2025 - 14 December 2025

Super Micro Computer (SMCI) Stock News Today: Fresh Blackwell Server Catalyst, Wall Street Forecasts, and What Investors Are Watching (Dec. 14, 2025)

Super Micro Computer (SMCI) Stock News Today: Fresh Blackwell Server Catalyst, Wall Street Forecasts, and What Investors Are Watching (Dec. 14, 2025)

Super Micro Computer, Inc. (NASDAQ: SMCI) heads into the weekend under renewed pressure after a sharp Friday selloff, even as the company continues to roll out new NVIDIA Blackwell–based AI infrastructure products aimed at hyperscale “AI factory” deployments. As of the last U.S. market close (Friday, December 12, 2025), SMCI shares ended at $32.33, down 4.97% on the day and extending the stock’s losing streak to four sessions. MarketWatch Below is a detailed, publication-ready breakdown of the latest SMCI stock news, forecasts, and analysis as of December 14, 2025, including what’s driving sentiment, the most important company catalysts, and the
Oracle Stock (ORCL) News Today: AI Spending Shock, OpenAI Data Center Debate, and Wall Street Forecasts (Dec. 14, 2025)

Oracle Stock (ORCL) News Today: AI Spending Shock, OpenAI Data Center Debate, and Wall Street Forecasts (Dec. 14, 2025)

Oracle stock (NYSE: ORCL) has turned volatile after earnings, a $15B AI capex step-up, and OpenAI-linked data center headlines. Here’s the latest news, analyst forecasts, and what investors are watching on Dec. 14, 2025. Dateline: Sunday, December 14, 2025 Oracle Corporation stock is ending the week at the center of a market-wide debate: how quickly “AI infrastructure” spending turns into durable profits—and how much balance-sheet risk investors should accept while waiting. As of the latest available trading update (markets are closed Sunday), Oracle (NYSE: ORCL) is around $189.97, down about $9.06 (~4.6%) from the prior close, following heavy volume and
Goldman Sachs Stock (GS) Forecast and Outlook for 2026: M&A Rebound, AI Efficiency Push, and Wall Street Price Targets (Dec. 14, 2025)

Goldman Sachs Stock (GS) Forecast and Outlook for 2026: M&A Rebound, AI Efficiency Push, and Wall Street Price Targets (Dec. 14, 2025)

Goldman Sachs (NYSE: GS) is hovering near recent highs after a strong 2025 run. Here’s the latest news, forecasts, and analyst targets as of Dec. 14, 2025. Goldman Sachs stock is heading into mid-December in a familiar place for 2025: near the top of the market’s leaderboard, but with investors debating how much upside is still left after a powerful rally. As of the latest available trade/quote, The Goldman Sachs Group, Inc. (NYSE: GS) is around $888 after a sharp down day in the most recent session. StockAnalysis On Dec. 11, the stock printed an intraday high around $919, underscoring
Oracle Stock (ORCL) Outlook on Dec. 14, 2025: AI Spending Shock, OpenAI Data Center Delays, and Wall Street Forecasts

Oracle Stock (ORCL) Outlook on Dec. 14, 2025: AI Spending Shock, OpenAI Data Center Delays, and Wall Street Forecasts

Updated: Dec. 14, 2025 (14.12.2025) Oracle Corporation (NYSE: ORCL) is closing out a turbulent week after a sharp post-earnings selloff reframed the company’s high-stakes AI cloud narrative from “hypergrowth” to “show-me execution.” As of the latest available close, Oracle stock is at $189.97, down 4.56% from the prior session. The drop is not just about one quarter. It’s about whether Oracle’s massive, debt-supported AI infrastructure buildout can convert a record contracted backlog into durable revenue and cash flow—fast enough to justify a capex trajectory that’s now becoming the story investors talk about first. Below is a comprehensive, publication-ready roundup of
Big Bank Stocks Week Ahead: JPMorgan, Bank of America, Citi, Wells Fargo and Wall Street Giants Brace for Data-Driven Volatility (Updated Dec. 14, 2025)

Big Bank Stocks Week Ahead: JPMorgan, Bank of America, Citi, Wells Fargo and Wall Street Giants Brace for Data-Driven Volatility (Updated Dec. 14, 2025)

Updated Sunday, December 14, 2025 — U.S. big bank and financial-giant stocks head into the new week with momentum from a post‑Fed rally, but with a fresh set of catalysts that could quickly reset expectations: a delayed U.S. jobs report, key inflation data, and year‑end positioning that often amplifies moves in rate‑sensitive sectors. Reuters+1 From JPMorgan Chase (JPM) and Bank of America (BAC) to Citigroup (C), Wells Fargo (WFC), Goldman Sachs (GS), BlackRock (BLK), and the payments giants, investors are weighing a familiar question in a new rate regime: will easing monetary policy compress bank margins faster than it revives
Boeing Stock (BA) Weekly Outlook: FAA MAX 10 Review, Spirit Deal, and Wall Street Forecasts for the Week Ahead (Updated Dec. 12, 2025)

Boeing Stock (BA) Weekly Outlook: FAA MAX 10 Review, Spirit Deal, and Wall Street Forecasts for the Week Ahead (Updated Dec. 12, 2025)

Updated today: December 12, 2025 — Boeing stock (NYSE: BA) ended Friday’s session at $204.38, up about 1.8% on the day, as investors weighed a fresh FAA certification headline against a busy week of operational and defense-program developments. Yahoo Finance+1 For Boeing, the market’s focus remains consistent: can the company keep stabilizing quality, clear certification milestones on the 737 MAX 7 and MAX 10, and convert a strong order environment into sustained cash generation? This week delivered several new data points—some encouraging, some still unresolved. Below is a detailed recap of what moved Boeing stock this week, what Wall Street
Goldman Sachs (GS) Stock This Week: M&A Momentum, Analyst Target Hikes, and What to Watch Next Week (Updated Dec. 12, 2025)

Goldman Sachs (GS) Stock This Week: M&A Momentum, Analyst Target Hikes, and What to Watch Next Week (Updated Dec. 12, 2025)

Updated: December 12, 2025 Goldman Sachs Group, Inc. (NYSE: GS) ended the week on a volatile note, but the bigger picture for investors remains clear: Wall Street’s deal-and-capital-markets comeback narrative is still driving the tape into year-end, and Goldman sits near the center of it. After pushing to fresh highs midweek, GS shares slipped with the broader market on Friday. Still, the stock closed at $887.96 on Dec. 12, leaving it up about 2.45% for the week (Dec. 8–12) based on Monday-to-Friday closes. Yahoo Finance+1 Below is what moved Goldman Sachs stock this week, what the latest headlines and analyst
Stock Market Today (Dec. 12, 2025): Global Stocks Split as AI-Fueled Tech Slumps Hit Wall Street, While Asia Rallies and Europe Fades

Stock Market Today (Dec. 12, 2025): Global Stocks Split as AI-Fueled Tech Slumps Hit Wall Street, While Asia Rallies and Europe Fades

Global stock markets ended Friday, December 12, 2025 with a familiar late-year mix of optimism and nerves: relief that the U.S. Federal Reserve has shifted toward easier policy, and renewed anxiety that parts of the AI trade may be running ahead of profits. Overnight, Asian equities climbed—led by Japan’s record-setting rally—while Europe opened firmer but ultimately slipped as tech-linked jitters spread. In the U.S., major indexes fell sharply from recent records as investors reacted to new warnings about margins and spending in the AI ecosystem, alongside a rebound in Treasury yields. Reuters+1 Market snapshot: where major indexes finished on Dec. 12
Dow Jones Today (Dec. 12, 2025, 3:30 PM ET): Dow Pulls Back From Record High as AI-Linked Tech Selloff Pressures Wall Street

Dow Jones Today (Dec. 12, 2025, 3:30 PM ET): Dow Pulls Back From Record High as AI-Linked Tech Selloff Pressures Wall Street

As of mid-afternoon Friday (Dec. 12, 2025, around 3:30 p.m. ET), the Dow Jones Industrial Average (DJIA) is down about 0.4%–0.5% near 48,487, after briefly setting a fresh intraday record earlier in the session. Investing.com+1 The story of “Dow Jones today” is less about an economic shock—and more about a sharp rotation away from high-flying AI and tech stocks, just one day after record closes, with Treasury yields rising and investors bracing for a crucial week of delayed U.S. economic data. Reuters+2Reuters+2 Dow Jones live update at 3:30 PM ET Here’s where major markets stand in late-afternoon trade: The Dow’s day range has been wide: roughly 48,334 to 48,887, with the index opening near 48,715 before
PepsiCo Stock (NASDAQ: PEP) News Today: Elliott Deal, Price Cuts, and the 2026 Forecast Wall Street Is Watching (Dec. 12, 2025)

PepsiCo Stock (NASDAQ: PEP) News Today: Elliott Deal, Price Cuts, and the 2026 Forecast Wall Street Is Watching (Dec. 12, 2025)

PepsiCo, Inc. (NASDAQ: PEP) is back in the spotlight on Friday, December 12, 2025, as investors digest a fast-moving mix of headlines: an Elliott-backed operating reset, a plan to cut roughly 20% of U.S. SKUs, and a newly detailed preliminary 2026 outlook that puts growth acceleration and margin expansion front and center. PepsiCo+2Financial Times+2 PEP traded around $149.55 on Friday, up modestly on the day, with an intraday range of roughly $148.71 to $150.32. PepsiCo stock price check: where PEP stands on Dec. 12, 2025 On Dec. 12, PepsiCo shares traded near the $149 level—roughly mid-range versus the past year’s
Citigroup Stock (NYSE: C) Today: JPMorgan Upgrade Sparks Fresh Optimism for 2026 as Citi’s Turnaround Hits Key Milestones

Citigroup Stock (NYSE: C) Today: JPMorgan Upgrade Sparks Fresh Optimism for 2026 as Citi’s Turnaround Hits Key Milestones

Citigroup Inc. (NYSE: C) is back in the spotlight on December 12, 2025 , after a major Wall Street upgrade added momentum to a stock that has already posted a standout run this year. Citi shares traded around $111.91 in the latest session (up slightly on the day), near fresh highs after a string of gains. The immediate catalyst is JPMorgan’s upgrade to “Overweight” —a notable vote of confidence in CEO Jane Fraser’s multi-year overhaul. But the bigger story for investors is whether 2026 becomes the year Citi’s improving fundamentals finally closes the valuation gap with rivals. Below is a
Boeing Stock (NYSE: BA) News Today: FAA MAX 10 Review, Spirit AeroSystems Deal, and Wall Street Forecasts (12.12.2025)

Boeing Stock (NYSE: BA) News Today: FAA MAX 10 Review, Spirit AeroSystems Deal, and Wall Street Forecasts (12.12.2025)

Boeing stock (NYSE: BA) is back in the spotlight on December 12, 2025, as investors weigh a fresh regulatory update tied to the 737 MAX 10, the company’s evolving certification timeline for MAX variants, and a growing body of 2026 cash-flow and production turnaround commentary from both management and Wall Street. As of 15:17 UTC on Friday, Dec. 12, Boeing shares traded at $202.94, up about 1.1% from the prior close. Below is a complete, publication-ready breakdown of the most current Boeing stock news, analyst forecasts, and market-moving themes available as of 12.12.2025. What’s moving Boeing stock on 12.12.2025 FAA
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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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