AI stocks today (December 25, 2025): Nvidia’s Groq deal, Meta’s WhatsApp trial and 2026 AI spending forecasts are moving markets

The US markets are closed for Christmas, but the discussion about AI shares is anything but calm. After the Dow Jones and S&P 500 hit record highs in a shortened Christmas Eve session, investors are looking ahead to the final stretch of 2025 and the first weeks of 2026 with one question at the forefront: Is AI trading going up again – or will the bill for all that infrastructure spending finally come due? ⁽¹⁾

On December 25th, three storylines dominate the “AI stocks” landscape:

1. Nvidia’s new step in conclusion via a licensing and talent agreement with AI chip startup Groq. ⁽²⁾
2. A new regulatory hotspot for meta after Italy’s antitrust regulator ordered a halt to WhatsApp terms that could lock out rival AI chatbots. ⁽³⁾
3. Wall Street’s outlook for 2026which increasingly depends on whether corporate profits can keep pace with the scale – and financing structures – of AI expansion. ⁽⁴⁾

Below, find out what’s making headlines today, what analysts are predicting for 2026, and how…