By Shan Ahmed Khan
Publication Date: 2025-12-22 09:45:00
Monday, 22 December 2025 (22.12.2025) opens the holiday-shortened trading week with AI stocks back in the driver’s seat—but with the kind of “two steps forward, one geopolitical step sideways” energy that has defined much of 2025’s tech tape.
Over the past few sessions, investors have rotated back into the AI trade after a bout of valuation angst, helped by a tech rebound and renewed confidence that enterprise and hyperscaler AI spending isn’t evaporating—it’s just getting more selective. Global markets reflected that shift: Asian shares climbed on the back of tech-led gains, while U.S. futures nudged higher early Monday as traders positioned into the final full week of the year. [1]
The fresh AI-stock narrative for today is being shaped by four headline themes:
- Nvidia and U.S.–China export policy (a potential revenue unlock wrapped in political risk)
- Micron and the AI memory squeeze (high-bandwidth memory is becoming a strategic chokepoint)
- Broadcom and the “profitability of AI infrastructure” debate (backlog strength vs. margin pressure)
- Oracle’s surprise lift from a TikTok joint venture (plus ongoing scrutiny of massive AI capex)
Below is what’s making news—and why it matters if you’re tracking AI stocks today.
Nvidia stock: H200 sales to China move from theory to process
Nvidia’s AI-chip dominance has always been a story about demand. In late 2025, it’s also a story about permission.
U.S. officials have launched an inter-agency review that…
