nvidia, tesla and amazon Updates

On December 15, 2025, AI stocks saw a choppy rebound, with Nvidia rising 1.1% and Tesla jumping 4.5%, despite broader market volatility and investor concerns about the high spending on AI infrastructure versus actual profits. Bridgewater's Greg Jensen warned of a "dangerous" phase in the AI market. Nvidia is evaluating increased H200 AI chip production for China, following President Donald Trump's approval for exports with a 25% fee, and also introduced its new Nemotron 3 open-source AI models. Microsoft faces significant challenges, with its stock trading around $477.90. Wolfe Research lowered its price target to $625 from $675. The company is embroiled in a major UK lawsuit, facing a 2.1 billion pound (approximately $2.81 billion) claim for allegedly overcharging 59,000 British organizations for Windows Server on rival cloud platforms. Regulators in Britain, Europe, and the United States are actively investigating cloud licensing practices. Investment continues in specialized AI sectors. BrainChip secured $25 million to accelerate the development and sales of its neuromorphic AI technology, including Akida 2 and Akida GenAI, aiming for the neuromorphic computing market projected to exceed $20 billion by 2030. Conversational AI startup PolyAI raised $86 million in Series D funding, co-led by Amazon, Tiger Global, and others, to enhance its Agent Studio platform, bringing its total funding to over $200 million. Meanwhile, AI infrastructure companies like Broadcom and Oracle experienced declines. Broadcom shares dropped 5.59% to $339.81 due to investor worries about lower profit margins from its AI systems, despite projecting Q1 revenue of $19.1 billion. Oracle lost nearly half its value since its September peak, with venture capitalist Tomasz Tunguz highlighting high capital expenditure to revenue ratios for such firms. Tesla's US deliveries in November 2025 hit a four-year low due to the end of federal tax credits, prompting aggressive incentives like 0% financing. Despite this, its market share grew from 43.1% to 56.7% amidst a 41% drop in overall US EV sales. Analysts are debating if AI ambitions are overshadowing core auto business challenges, with Morgan Stanley downgrading Tesla but raising its price target to $425. In India, Wipro leads AI advancements, expanding its partnership with Google Cloud to implement Gemini Enterprise internally and forging a three-year strategic partnership with Microsoft for industry-specific AI solutions using Azure and Copilot. Wipro licensed over 50,000 Microsoft Copilot seats and is training more than 25,000 employees. Finally, OpenAI received Yahoo Finance's 11th annual Company of the Year award for 2025, acknowledging its significant influence on the AI market narrative throughout the year.

Key Takeaways

• Microsoft faces a 2.1 billion pound ($2.81 billion) UK lawsuit for allegedly overcharging 59,000 British organizations for Windows Server on rival cloud platforms, with regulators also investigating cloud licensing practices.
• Nvidia's stock rose 1.1% on December 15, 2025, as the company evaluates increasing H200 AI chip production for China and introduced its new Nemotron 3 open-source AI models.
• Tesla's US deliveries in November 2025 reached a four-year low, but its market share grew to 56.7% amid aggressive incentives and a debate among analysts regarding its AI valuation versus core auto business challenges.
• Broadcom's shares dropped 5.59% due to concerns over lower profit margins from its AI systems, despite projecting Q1 revenue of $19.1 billion and expecting AI chip sales to double to $8.2 billion this quarter.
• Oracle lost nearly half its value since its September peak, reflecting investor worries about financing the massive AI boom and high capital expenditure to revenue ratios for AI infrastructure companies.
• BrainChip secured $25 million in funding to accelerate the development and sales of its neuromorphic AI technology, Akida 2 and Akida GenAI, targeting a market projected to exceed $20 billion by 2030.
• Conversational AI startup PolyAI raised $86 million in Series D funding, co-led by Amazon, Tiger Global, and others, bringing its total funding to over $200 million for its Agent Studio platform.
• Wipro expanded its partnership with Google Cloud to implement Gemini Enterprise and formed a three-year strategic partnership with Microsoft to build industry-specific AI solutions using Azure and Copilot, licensing over 50,000 Copilot seats.
• OpenAI was named Yahoo Finance's Company of the Year 2025, recognized for its significant influence on the AI market narrative and investor sentiment throughout the year.
• Investor sentiment remains cautious, with concerns about high spending on AI infrastructure versus actual profits, and some believing "Magnificent 7" AI stocks, including Nvidia, may have peaked.

Microsoft Stock Faces UK Lawsuit and Analyst Target Cuts

Microsoft stock traded around $477.90 on December 15, 2025. Wolfe Research lowered its price target to $625 from $675 but kept an Outperform rating. The company faces a major UK lawsuit claiming it overcharged 59,000 British organizations for Windows Server on rival cloud platforms. This lawsuit involves a 2.1 billion pound claim, about $2.81 billion. Regulators in Britain, Europe, and the United States are also looking into cloud licensing practices.

AI Stocks Rebound Amid Volatility and Bubble Concerns

On December 15, 2025, AI stocks showed a choppy rebound after last week's declines, with Nvidia rising 1.1% and Tesla jumping 4.5%. Oracle and Broadcom, however, slipped. Investors are concerned about the high spending on AI infrastructure versus actual profits, with Bridgewater's Greg Jensen warning of a "dangerous" phase. Nvidia is evaluating increased H200 AI chip production for China, following President Donald Trump's approval for exports with a 25% fee. The company also introduced its new Nemotron 3 open-source AI models.

Investor Bets on Cheap FTSE 100 Stocks Over AI Bubble

An investor believes the "Magnificent 7" AI stocks, including Nvidia, likely peaked on October 29 due to high spending and disappointing cash flows. Instead, this investor is focusing on undervalued FTSE 100 stocks for long-term growth. Diageo, known for brands like Guinness and Don Julio, is seen as a compelling growth story due to its global appeal and adaptation to premiumization. BP also shows potential, with strong Q3 refining results and 12 new discoveries in 2025, including Bumerangue in Brazil. The investor seeks quality companies with solid dividends and steady wealth compounding.

BrainChip Raises $25 Million for Edge AI Development

BrainChip secured $25 million to speed up the development and sales of its neuromorphic AI technology, including Akida 2 and Akida GenAI. This funding will help the company expand its product offerings in the neuromorphic computing market, which experts predict will exceed $20 billion by 2030. CEO Sean Hehir stated the investment will advance Akida 2 chip and Akida GenAI model development. BrainChip plans to offer chip and module products for real-time, low-power, on-device AI without needing cloud support. The company will showcase its AKD1500 chip for rugged AI and AI-powered cybersecurity at CES.

PolyAI Secures $86 Million for Conversational AI Growth

Conversational AI startup PolyAI raised $86 million in Series D funding to enhance its Agent Studio platform. CEO Said Mrkšić highlighted the system's ability to understand customer and AI agent interactions in real time. Tiger Global, Khosla Ventures, Elad Gil, Drawbridge, and Amazon co-led the funding round. PolyAI has now raised over $200 million and serves more than 100 enterprise customers, including FanDuel and Lowe's. Retailers increasingly use conversational AI for shopping, with many consumers using it for discounts and product comparisons. However, Mrkšić noted that AI still lacks human empathy and faces security risks.

Wipro Leads Indian AI Stocks with Major Partnerships

On December 15, 2025, Indian AI stocks focused on deploying "agentic AI" solutions rather than just hype. Wipro led the news by expanding its partnership with Google Cloud, implementing Gemini Enterprise across its internal operations. Wipro also announced a three-year strategic partnership with Microsoft to build industry-specific AI solutions using Azure and Copilot. The company licensed over 50,000 Microsoft Copilot seats and is training more than 25,000 employees. Despite these positive AI developments, the broader Indian market saw Nifty 50 and Sensex slip, with the rupee hitting a record low against the US dollar.

Tesla US Sales Drop Sparks AI Valuation Debate

Tesla's US deliveries in November 2025 hit a four-year low due to the end of federal tax credits, yet its stock closed higher. To boost sales, Tesla launched aggressive incentives, including 0% financing and zero-down Model Y leases. While overall US EV sales fell by over 41%, Tesla's market share grew from 43.1% to 56.7%. Analysts have mixed views, with some questioning if AI ambitions are overshadowing challenges in the core auto business. Morgan Stanley downgraded Tesla but raised its price target to $425, while Deutsche Bank maintained a "Buy" rating with a $470 target. Investors await Q1 2026 earnings to assess the impact of discounting on margins.

AI Infrastructure Stocks Broadcom Oracle Continue Decline

Shares of AI infrastructure companies like Broadcom, CoreWeave, and Oracle continued to fall on Monday, extending last week's losses. Investors are worried about how the massive AI boom will be financed, despite strong demand for compute power. Oracle has lost nearly half its value since its peak in September. Broadcom expects its AI chip sales to double to $8.2 billion this quarter, but its CFO warned of lower gross margins for some AI chip systems. Broadcom shares fell 5.6% on Monday, while Oracle dropped 2.7%. Venture capitalist Tomasz Tunguz highlighted high capital expenditure to revenue ratios for Oracle and CoreWeave.

Broadcom Stock Falls on AI Margin Concerns

On December 15, 2025, Broadcom shares dropped 5.59% to $339.81 as investors worried about lower profit margins from its AI systems. The company's projected first-quarter revenue of $19.1 billion beat expectations, but management forecast a 100-basis-point decline in gross margin. This news caused Broadcom's stock to continue its slide from Friday. The S&P 500 and Nasdaq Composite also saw slight declines. Intense competition from rivals like Qualcomm, which launched a new AI accelerator, and Nvidia is expected to keep Broadcom's stock volatile.

OpenAI Named Company of the Year 2025

OpenAI, trading as OPAI.PVT, received Yahoo Finance's 11th annual Company of the Year award for 2025. The company significantly influenced the AI market narrative throughout the year. Its major announcements often caused stock prices to rise, while cautionary statements led to market dips. OpenAI's impact on investor sentiment solidified its position as a dominant force in the AI trade.

Sources

• Microsoft Stock (MSFT) Today: Fresh Analyst Targets, UK Cloud Lawsuit Risk, and AI Catalysts Investors Are Watching on Dec. 15, 2025
• AI Stocks Today: Nvidia, Oracle, Broadcom and Tesla Set the Tone as Wall Street Digests “AI Bubble” Fears (Dec. 15, 2025)
• If the AI bubble bursts, will cheap FTSE 100 stocks shine?
• BrainChip secures $25M to push neuromorphic AI into real-world edge devices
• PolyAI Raises $86 Million to Bolster Conversational AI Platform
• AI Stocks in India Today (15.12.2025): Wipro, TCS, Infosys and Tata Elxsi in Focus as Agentic AI Moves from Hype to Deployment
• Tesla's US Sales Slump Raises Questions Over AI-Driven Valuation
• AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide
• Stock Market Today, Dec. 15: Broadcom Slides After AI Margin Concerns Weigh on Stock
• Why OpenAI dominated the AI trade in 2025