nvidia, amd and google Updates

Nvidia made a significant move in the AI inference space on December 26, 2025, by entering a non-exclusive licensing deal with AI chip startup Groq. This strategic partnership also saw Nvidia hiring Groq's founder Jonathan Ross, President Sunny Madra, and other key executives and engineers. This development aims to bolster Nvidia's competitive edge against rivals like AMD in the growing AI inference market. Following this news, Nvidia's stock saw a modest rise of about 1% to $190 per share. Alphabet Inc. is actively expanding its AI footprint through acquisitions and collaborations. The company agreed to acquire Intersect AI, a startup specializing in enterprise AI solutions, with the deal expected to close in the third quarter of 2024. Separately, Alphabet also plans to acquire Intersect, a startup focused on AI software for the semiconductor industry, a deal anticipated to close in the first quarter of 2024. Additionally, Google is collaborating with Warby Parker to launch AI-powered smart glasses in 2026, which will utilize Google's Android XR platform and Gemini AI. Palantir Technologies Inc. demonstrated strong performance in 2025, with its stock soaring over 30%. The company's Artificial Intelligence Platform (AIP) is a primary growth driver, contributing to triple-digit commercial growth in the U.S. Palantir reported a 63% year-over-year revenue increase and raised its sales guidance, with profitability now in sight. CrowdStrike Holdings Inc. also showed robust growth, raising its fourth-quarter revenue forecast to $1.29 billion to $1.30 billion, driven by AI features across its Falcon platform. The company's annual recurring revenue reached a record $4.92 billion. Other companies are also making strides in the AI sector. Ai-Media Technologies Limited, for instance, saw its stock price grow by 47.86% over three months due to advancements in AI-driven services like Lexi, an automatic captioning tool. Society Pass Incorporated's stock surged by 64.35% on December 26, 2025, fueled by an ambitious merger and acquisition strategy and extensive AI investment plans across Southeast Asia, Europe, and North America. Meanwhile, the Sentism AI token experienced a significant crash of almost 84% in December 2025, falling from $0.5133 to $0.06902, attributed to a poorly executed Binance Alpha airdrop and amplified by leverage trading.

Key Takeaways

• Nvidia entered a non-exclusive licensing deal with AI chip startup Groq on December 26, 2025, and hired Groq's founder Jonathan Ross and other executives to strengthen its AI inference capabilities.
• Nvidia's stock rose about 1% to $190 per share after the Groq deal announcement.
• Alphabet Inc. agreed to acquire Intersect AI for enterprise solutions (expected Q3 2024) and Intersect for AI software in semiconductors (expected Q1 2024).
• Google is collaborating with Warby Parker to launch AI-powered smart glasses in 2026, utilizing Android XR and Gemini AI.
• Palantir Technologies Inc. stock soared over 30% in 2025, driven by its Artificial Intelligence Platform (AIP) and a 63% year-over-year revenue increase.
• CrowdStrike Holdings Inc. raised its Q4 revenue forecast to $1.29 billion-$1.30 billion, citing AI features on its Falcon platform, and reported a record annual recurring revenue (ARR) of $4.92 billion.
• Ai-Media Technologies Limited's stock grew 47.86% over three months due to strategic advancements in AI, including its Lexi automatic captioning tool.
• Society Pass Incorporated's stock surged 64.35% on December 26, 2025, driven by M&A and AI investment plans across multiple regions.
• The Sentism AI token crashed almost 84% in December 2025, from $0.5133 to $0.06902, due to a poorly executed Binance Alpha airdrop and amplified by leverage trading.
• Bank of America analyst Vivek Arya identified six "under-the-radar" small- and mid-cap stocks as hidden AI opportunities beyond large companies like Nvidia and Broadcom.

Nvidia makes big move in AI inference with Groq deal

Nvidia made a non-exclusive licensing deal with AI chip startup Groq on December 26, 2025. Nvidia also hired Groq's founder Jonathan Ross and President Sunny Madra, along with other executives and engineers. This move focuses on AI inference, a growing area where Nvidia faces competition from rivals like AMD. Broadcom also reported strong first-quarter revenue of about $19.1 billion, but expects gross margins to fall due to more AI revenue. Wall Street is watching these developments as the market considers the next phase of AI technology.

Nvidia boosts AI inference with Groq deal and new hires

On December 26, 2025, Nvidia announced a non-exclusive licensing deal for inference chip technology with Groq. Nvidia also hired Groq's founder Jonathan Ross and other executives, though Groq will continue operating independently under new CEO Simon Edwards. This move strengthens Nvidia's position in AI inference, a competitive area where AMD and other startups are also active. Analysts like Stacy Rasgon noted potential antitrust risks with such talent and tech deals. Nvidia's stock rose about 1% to $190 per share after the news, as the market closed a quiet post-Christmas session.

Warby Parker stock falls after holiday trading

Warby Parker Inc. stock (WRBY) dropped 8.2% to $24.18 on Friday, December 27, 2025, during a quiet post-Christmas trading session. This decline happened without specific company news, likely due to profit-taking and low trading volume. The company recently announced a collaboration with Google to develop AI-powered smart glasses, expected to launch in 2026. These glasses will use Google's Android XR platform and Gemini AI. Analysts have an average price target of $26.75 for WRBY, with some like Piper Sandler's Anna Andreeva setting a target of $32.

CrowdStrike stock rises on strong AI-driven outlook

CrowdStrike Holdings Inc. (CRWD) stock was around $481.19 on December 27, 2025, up about 0.8%. The company raised its fourth-quarter revenue forecast to $1.29 billion to $1.30 billion, exceeding analyst expectations. This growth is driven by AI features across its Falcon platform. CrowdStrike also increased its full-year revenue outlook to $4.80 billion to $4.81 billion and reported third-quarter revenue growth of 22% to $1.23 billion. The company ended the quarter with a record annual recurring revenue (ARR) of $4.92 billion. Analysts view CrowdStrike's focus on AI Detection and Response and platform consolidation as key to its continued success.

Alphabet to acquire Intersect AI for enterprise solutions

Alphabet Inc. (GOOGL) has agreed to acquire Intersect AI, a startup specializing in enterprise AI solutions, for an undisclosed amount. This acquisition aims to boost Alphabet's AI capabilities and expand its presence in the business market. Intersect AI's technology helps companies use AI for data analysis, customer service, and automation. The deal is expected to close in the third quarter of 2024. Analysts like BNP Paribas Exane see this as a smart move for Alphabet to strengthen its AI footprint and maintain its competitive edge.

Alphabet buys Intersect to boost AI in semiconductors

Alphabet Inc. (GOOGL) has agreed to acquire Intersect, a startup that creates AI software for the semiconductor industry. Founded in 2019 by former Google employees, Intersect has raised $50 million and its technology is used by major chipmakers like Intel and Nvidia. This deal, expected to close in the first quarter of 2024, will help Alphabet expand its AI capabilities and compete with rivals. Analysts like BNP Paribas Exane view this acquisition as a logical step for Alphabet, which has also launched its Bard AI chatbot and plans a new AI research center in London.

Ai-Media stock shows growth potential in AI services

Ai-Media Technologies Limited (AIM) stock is trading at A$0.76 on December 27, 2025, showing a modest increase of 0.66%. The company, with a market cap of A$158.5 million, has seen a 47.86% price growth over three months due to its strategic advancements in AI. Ai-Media offers AI-driven services like Lexi, an automatic captioning tool, serving educational and corporate sectors in Australia, New Zealand, and North America. Meyka AI rates AIM.AX with a "HOLD" recommendation and forecasts its price to reach A$0.85 in one year, with further long-term growth expected.

Palantir stock soars over 30 percent in 2025

Palantir Technologies Inc. (PLTR) stock has performed exceptionally well, soaring over 30% in 2025. The company's Artificial Intelligence Platform (AIP) is a major driver, leading to triple-digit commercial growth in the U.S. Palantir also reported a remarkable 63% year-over-year increase in revenue and has raised its sales guidance. With profitability now in sight, analysts predict further gains for Palantir in 2026, highlighting its strong position in the AI and defense sectors.

Sentism AI token crashes after airdrop and leverage

The Sentism AI token crashed by almost 84% in December 2025, falling from $0.5133 to $0.06902. This rapid decline was triggered by a poorly executed Binance Alpha airdrop, which flooded the market with 320 SENTIS tokens to users holding 240 Alpha Points. Additionally, leverage trading on Aster DEX, offering up to 4x leverage, amplified losses and led to liquidations during the sell-off. The crash highlights the need for structured airdrop models like vesting and lockups, and for educating users about the risks of leverage in volatile crypto markets.

Bank of America names 6 hidden AI stock opportunities

Bank of America analyst Vivek Arya suggests investors look beyond large companies like Nvidia and Broadcom for the next phase of the AI boom. He identifies six "under-the-radar" small- and mid-cap stocks that are crucial for the upcoming $1 trillion chip surge. These companies specialize in areas like AI-specific memory, advanced packaging, and specialized analog chips. Arya believes these less obvious players offer significant growth potential for investors seeking to capitalize on the AI market in 2026.

Society Pass stock surges on M&A and AI plans

Society Pass Incorporated (SOPA) stock surged by 64.35% on December 26, 2025, driven by strong market optimism. The company announced an ambitious merger and acquisition strategy and plans for extensive AI-driven investments in software and telecommunications across Southeast Asia, Europe, and North America. Despite current negative margins and a net income of -$5.1 million as of September 2025, analysts like Greenridge and Ascendiant Capital Markets see potential. Ascendiant raised its price target, citing significant undervaluation and the company's strategic roadmap in AI and upcoming IPOs.

AI drives global energy shift and clean investment

The CNBC New Energy Finance Forum, held during Abu Dhabi Finance Week, brought together top business leaders and investors on December 26, 2025. Discussions focused on the multi-trillion-dollar shift happening in the global energy landscape. Experts explored how to meet the rapidly increasing energy demand, which is largely driven by cutting-edge AI technologies. The forum also highlighted significant investment opportunities available in clean energy solutions that will power the future.

Palantir stock holds steady amid AI optimism

Palantir stock (PLTR) held steady near $194 on December 27, 2025, during thin holiday trading, supported by ongoing AI optimism. While the S&P 500 eased, Palantir's fundamentals show improvement, with 2024 revenue growing 28.8% and a net margin of 28.1%. The company also expanded its free cash flow and maintains low debt. Despite a high valuation, the story relies on strong AI demand and the adoption of its platforms like AIP, Gotham, and Foundry. Analysts have mixed ratings, with a median price target of $162.50, and the next earnings report is due on February 2, 2026.

Sources

• 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 Deal, Big Tech Capex Signals, and What to Watch Before Monday’s Open
• Warby Parker Stock (WRBY) Drops to $24.18 After Holiday-Thin Trade—Analyst Targets, AI Glasses Catalyst, and What to Watch Monday
• CrowdStrike (CRWD) Stock News: AI Tailwinds, AWS Wins, Insider Sales, and Analyst Forecasts as Wall Street Heads Into the Next Session
• Analysts see Intersect buy as logical move for Alphabet’s (GOOGL) AI footprint
• Analysts See Intersect Buy as Logical Move for Alphabet’s (GOOGL) AI Footprint
• Ai-Media Technologies Limited Stock Before Open (27 Dec 2025): Anticipating Growth in AI Services
• 2 AI Defense Stocks Soar 30%+ in 2025, Poised for More in 2026
• Sentism AI Token Crash: Lessons for Surviving Crypto Volatility
• 6 under-the-radar stocks to play the AI boom in 2026: BofA
• SOPA Stock Rockets with M&A and AI Investment Strategy
• The Future of Energy in an AI world | CNBC New Energy Finance Forum
• PLTR Stock Today, December 27: AI Optimism Meets Thin Holiday Trade