By Khadija Saeed
Publication Date: 2025-12-27 17:31:00
NEW YORK, Dec. 27, 2025, 12:11 p.m. ET — Market closed (U.S. exchanges shut for the weekend)
Wall Street is heading into the final full trading stretch of 2025 with artificial intelligence stocks still setting the tone across chips, cloud, and software—and with fresh headlines underscoring a key theme for 2026: AI is shifting from training to inference, and the capital required to power that transition keeps climbing.
Friday’s post‑Christmas session ended close to all‑time highs on light volume, with the major indexes fractionally lower but still up on the week—an environment that often amplifies stock‑specific news, especially for megacap AI leaders. In a Reuters market report, Carson Group chief market strategist Ryan Detrick framed the quiet pullback as “catching our breath” after a strong run, while pointing investors to the seasonally watched “Santa Claus rally” window that stretches into early January. [1]
Against that backdrop, Nvidia (NVDA) dominated the AI tape once again—this time not with a new GPU, but with a deal structure that highlights how the AI arms race is increasingly fought with talent, IP licensing, and supply-chain control.
Nvidia and Groq: a licensing-and-talent move that puts AI inference in the spotlight
Reuters reported that Nvidia agreed to a “non-exclusive” license to Groq’s technology and is hiring key Groq leaders, including founder Jonathan Ross and Groq President Sunny Madra, as Nvidia looks to strengthen its…
