Markets have found support from tech sector this week, marking a shift from the first half of December when that sector was largely missing in action.[2]

AI-driven tech stocks rebounded amid Fed's December 2025 rate cut to 3.50-3.75%, but Nasdaq dropped 12% with speculative AI pure-plays down 30–50%.

Adobe and tech stocks like Salesforce trade at cheap levels due to AI threats, but Salesforce shows AI momentum via Agentforce and price increases.

Micron reported blowout Q1 earnings, doubling expected profits due to rising memory chip prices amid AI demand.[2]

AI worries dragged Wall Street tech stocks lower, with Asian shares following suit on December 18.[9][10]

Tech stocks fueled a market rebound ahead of CPI data and rate decisions.[8]

Tech markets are reacting to the intensifying AI race, with investor focus on OpenAI’s imminent GPT-5.2 release and Google’s strong showing with Gemini 3, though no major earnings reports or significant stock moves were reported in the past 24 hours.

Nvidia shares rose over 3% in after-hours trading following a new analyst report highlighting strong demand for its next-generation Blackwell AI chips and expanding data center deployments.

The Nasdaq Composite gained 1.8% today, led by AI and semiconductor stocks, as investors reacted positively to strong cloud and AI infrastructure spending forecasts for 2026.

Nvidia shares rose over 3% in after-hours trading following a report that its next-generation Blackwell GPUs are seeing stronger-than-expected demand from major cloud providers and AI startups.