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NVIDIA Corp
(NQ:
NVDA
)
190.53
+1.92 (+1.02%)
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Updated: 4:00 PM EST, Dec 26, 2025
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Betting on the 'Santa Squeeze': Unusual Options Activity Surges as 2025 Draws to a Close
December 25, 2025
As the sun sets on 2025, the U.S. stock market is not entering the quiet holiday lull typical of decades past. Instead, a massive surge in "unusual options activity" is signaling a high-stakes...
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MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The 2026 AI Pivot: Wall Street Braces for the 'Validation Phase' of the Magnificent Seven
December 25, 2025
As the sun sets on 2025, the financial world is no longer asking if Artificial Intelligence is a bubble, but rather how much of the global economy it can successfully digest. On this Christmas Day,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The $1 Trillion Inflection: How Agentic AI is Set to Supercharge Cloud Giants in 2026
December 25, 2025
As 2025 draws to a close, the financial world is bracing for a historic milestone in the technology sector. For the first time, the global cloud computing market is projected to surpass the $1 trillion...
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MarketMinute
Topics
Artificial Intelligence
Economy
The High-Stakes Gamble: Can Intel’s Foundry Resurgence Finally Dent TSMC’s Dominance in 2026?
December 25, 2025
As 2025 draws to a close, the global semiconductor landscape stands at a precarious crossroads. Intel Corp. (NASDAQ: INTC), once the undisputed king of silicon, is currently navigating the final stages...
Via
MarketMinute
Topics
Artificial Intelligence
World Trade
The Memory Wall Crumbles: How Micron’s HBM Boom Redefined the AI Landscape in 2025
December 25, 2025
As the curtain closes on 2025, the semiconductor industry is reflecting on a year defined not just by the chips that process data, but by the memory that feeds them. Micron Technology (NASDAQ: MU) has...
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MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
The Inference War: Nvidia’s $20 Billion Strategic Strike on Groq Signals a New Era for AI Hardware
December 25, 2025
In a move that has sent shockwaves through Silicon Valley and global financial markets, NVIDIA (NASDAQ: NVDA) confirmed on December 24, 2025, a landmark $20 billion non-exclusive licensing agreement...
Via
MarketMinute
Topics
Artificial Intelligence
The Federal Reserve’s "Hawkish" Christmas Surprise: Why the Third Cut Rattled Markets and What It Means for 2026
December 25, 2025
As the holiday lights twinkle across Wall Street this December 25, 2025, investors are unwrapping a complex gift from the Federal Reserve. Earlier this month, the Federal Open Market Committee (FOMC)...
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MarketMinute
Topics
Artificial Intelligence
Economy
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Ambarella CFO Trims Stake as Edge AI Specialist Navigates Premium Valuation and Strategic Pivot
December 25, 2025
As the calendar turns toward the end of 2025, Ambarella Inc. (NASDAQ: AMBA) finds itself at a critical juncture, balancing its successful transformation into an "Edge AI" powerhouse with the scrutiny...
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MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The Mid-Cap Renaissance: Why Analysts Project a 35% Surge for the 'Goldilocks' Sector in 2026
December 25, 2025
As the curtain closes on 2025, the financial landscape is witnessing a seismic shift in investor sentiment. For years, the market’s story was written by a handful of tech titans, but as of December 25,...
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MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Intel at the Crossroads: Nvidia’s 18A Rebuff and the Rise of the ‘National Strategic Asset’
December 25, 2025
As the sun sets on 2025, Intel Corporation (NASDAQ:INTC) finds itself in a state of precarious transformation, caught between the technical promise of its next-generation manufacturing and the harsh...
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MarketMinute
Topics
Artificial Intelligence
Economy
Amazon’s Dual Engines: How AWS and Zoox are Architecting the 2026 Growth Narrative
December 25, 2025
As the final week of 2025 unfolds, Amazon.com, Inc. (NASDAQ: AMZN) finds itself at a pivotal crossroads, transitioning from a year of intensive infrastructure investment to a 2026 narrative defined by...
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MarketMinute
Topics
Artificial Intelligence
Economy
The AI Supercycle: Microsoft’s Azure Poised to Lead as Big Tech Capex Projections Surge for 2026
December 25, 2025
As of December 25, 2025, the global technology landscape has officially entered what analysts are calling the "Industrial AI Era." The initial wave of experimentation that defined the early 2020s has...
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MarketMinute
Topics
Artificial Intelligence
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Nvidia Consolidates AI Supremacy with $20 Billion Groq Licensing Deal Ahead of CES 2026
December 25, 2025
In a move that has sent shockwaves through Silicon Valley and Wall Street alike, Nvidia (NASDAQ: NVDA) announced a landmark $20 billion licensing agreement and strategic "acqui-hire" of AI chip...
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MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
The Federal Reserve’s 'Hawkish Cut': Why the December Pivot Left Markets on Edge for 2026
December 25, 2025
As the holiday season settles over Wall Street, the financial world is still vibrating from the Federal Reserve’s final act of 2025. In its December 10 meeting, the Federal Open Market Committee (FOMC)...
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MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Could January Spark the Next Big Rally in AI Stocks?
↗
December 25, 2025
AI stocks can shrug off their recent weakness and start soaring from next month, thanks to a few simple reasons.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Wall Street’s Christmas Miracle: Dow and S&P 500 Hit Record Highs as AI Boom and Fed Pivots Fuel 2026 Optimism
December 25, 2025
As the world pauses for the Christmas holiday, investors in the United States are celebrating a historic milestone in the financial markets. On the final full trading day before the break, both the Dow...
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MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The Great December Divergence: Tech Titans Cash Out While Energy Insiders Double Down
December 25, 2025
As the final bells of 2025 ring across Wall Street, a stark divide has emerged between the actions of corporate boardrooms and the optimism of retail investors. Recent SEC Form 4 filings from late...
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MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
The Autonomous Ascent: Agentic AI and Fed Dovishness Drive the 2025 Santa Claus Rally
December 25, 2025
As the final trading days of 2025 unfold, the traditional "Santa Claus Rally" has returned to Wall Street with a vengeance, but the playbook has been fundamentally rewritten. On Christmas Eve, the S&P...
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MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The Dangerous Consensus: Why Gold, Silver, and Equities are Defying Gravity in Late 2025
December 25, 2025
As the final trading days of 2025 draw to a close, the global financial markets find themselves in the grip of a phenomenon that has left traditional economists baffled and portfolio managers on edge....
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Wall Street Braces for a High-Wire Act: 2026 Outlook Forecasts AI Boom Clashing with Labor Fragility
December 25, 2025
As 2025 draws to a close, a rare consensus has emerged among the titans of high finance: 2026 will be a year of "precarious prosperity." While 15 of the world's most influential investment banks are...
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MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
The Great SaaS Reset: UBS Trims ServiceNow Target as AI Enthusiasm Meets Enterprise Reality
December 25, 2025
The golden era of "growth at any cost" in the cloud software sector is facing its most rigorous stress test yet. As 2025 draws to a close, UBS Group has delivered a sobering reality check to one of the...
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MarketMinute
Topics
Artificial Intelligence
The Disruption Trap: Why TCW’s Exit from Adobe Marks a Turning Point for Growth Investing
December 25, 2025
In a move that has sent ripples through the technology sector, the TCW Concentrated Large Cap Growth Fund has officially completed its exit from Adobe (NASDAQ: ADBE), ending a nearly decade-long...
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MarketMinute
Topics
Artificial Intelligence
Lawsuit
The Nervous System of AI: A Deep Dive into Marvell Technology’s (MRVL) Strategic Pivot and the Celestial AI Acquisition
December 25, 2025
Date: December 25, 2025 Introduction As the calendar turns to the final days of 2025, the semiconductor landscape has crystallized into a hierarchy defined by artificial intelligence (AI)...
Via
PredictStreet
Topics
Artificial Intelligence
The Memory Backbone: How Micron Technology Captured the AI Supercycle
December 25, 2025
By [Your Name], Senior Financial CorrespondentDecember 25, 2025 Introduction As we close out 2025, the global technology landscape has been irrevocably altered by the generative AI revolution. While...
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PredictStreet
Topics
Artificial Intelligence
Earnings
Economy
The Hawkish Pivot: Fed Delivers Third Rate Cut Amid Market Record Highs and Economic Uncertainty
December 25, 2025
The Federal Reserve concluded its final meeting of 2025 on December 10 with a decision that left Wall Street both relieved and on edge. By implementing a 25-basis-point reduction, bringing the federal...
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MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Evaluating NVIDIA Against Peers In Semiconductors & Semiconductor Equipment Industry
↗
December 25, 2025
Via
Benzinga
The Oracle Ascendant: AI Factories, The $523 Billion Backlog, and the Ellison Empire
December 25, 2025
Date: December 25, 2025 Introduction As 2025 draws to a close, Oracle Corporation (NYSE: ORCL) stands at a historic crossroads, shedding its reputation as a legacy software provider to emerge as the...
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The Bedrock of the Intelligence Age: A Deep Dive into Taiwan Semiconductor (TSM)
December 25, 2025
As the world marks the end of 2025, the global economy has entered a new epoch defined by Artificial Intelligence (AI). At the epicenter of this transformation is one company that has become more than...
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ETFs
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Broadcom’s AI and VMware Revolution: A 2025 Deep Dive into the Infrastructure Giant
December 25, 2025
Today’s Date: December 25, 2025 Introduction As we close out 2025, few companies have reshaped the technology landscape as profoundly as Broadcom Inc. (NASDAQ: AVGO). Once viewed as a quiet,...
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The Architecture of Intelligence: A Deep Dive into Meta Platforms and the Llama Revolution (2025)
December 25, 2025
As of December 25, 2025, Meta Platforms, Inc. (NASDAQ: META) stands as the undisputed titan of the "Open Intelligence" movement. Once defined primarily by social networking, the company has spent the...
Via
PredictStreet
Topics
Artificial Intelligence
Economy
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