By Marcin Frąckiewicz
Publication Date: 2025-12-17 23:58:00
NEW YORK – As of 6:00 p.m. EST, U.S. “AI trading” is coming to a close on Wednesday with a clear split: Mega-cap leaders in AI infrastructure and chips fell sharply at the close, while memory maker Micron Technologies rose in extended trading after offering an upbeat outlook directly tied to AI data center demand. (1)
The session’s message to investors was blunt: Wall Street is still willing to pay for visible AI demand, but it is becoming less tolerant of funding uncertainty, “circular” investment stories and increasing competitive pressures around the software and silicon stack that powers generative AI. (2)
US stock market close: AI stocks drag the Nasdaq down
By the closing bell (4 p.m. ET), the Nasdaq Composite fell 1.81% to 22,693.32, while the S&P 500 fell 1.16% to 6,721.43 and the Dow Jones Industrial Average slipped 0.47% to 47,885.97. (3)
The technology sector was broadly weaker, with the Philadelphia Semiconductor Index falling about 4% on the day – an outsized move that underlines…
