12-26
AI stocks split as infrastructure spenders diverge from cash-generating hardware and software firms
By late 2025, investors began to separate AI companies that generate strong cash flows from those pouring capital into infrastructure with uncertain returns. Asset-heavy spending by Big Tech on data centers and GPUs contrasts with suppliers like Nvidia and Broadcom that collect the revenue. Market strategists warn that high valuations, debt-funded AI build-outs, and unproven startups could tighten profit margins and force sharper differentiation among AI players.
NVDAON
NVDAON+0.08%
12-26
12-25
Nvidia to acquire AI chip startup Groq for $20 billion cash, its largest deal to date
Nvidia has agreed to acquire artificial intelligence chip maker Groq in a $20 billion all-cash transaction, marking the biggest acquisition in the company's history. The deal, which follows Groq's $750 million fundraise at a $6.9 billion valuation three months earlier, excludes the Groq Cloud division. Nvidia will fund the purchase from its $60.6 billion reserves of cash and short‑term investments, significantly expanding its AI hardware capabilities.
12-25
12-24
Italy's competition authority AGCM orders Meta to halt WhatsApp rules excluding AI chatbots on December 24, 2025
On December 24, 2025, Italy's competition authority AGCM said it issued an interim order directing Meta to suspend a WhatsApp policy that bars rival general‑purpose AI chatbots from the platform. The watchdog warns the conduct could threaten competition in Italy, and Meta also faces a parallel EU antitrust probe triggered after the company's October policy announcement.
12-24