NVIDIA Stock (NVDA) News: Groq Inference Deal, Analyst Targets, and What to Watch Before the Next Market Open

NVIDIA Stock (NVDA) News: Groq Inference Deal, Analyst Targets, and What to Watch Before the Next Market Open

By Khadija Saeed
Publication Date: 2025-12-27 14:53:00

NEW YORK, Dec. 27, 2025, 9:41 a.m. ET — Market closed (weekend)

NVIDIA Corporation (NASDAQ: NVDA) heads into the final trading days of 2025 with investors digesting a high-profile AI “inference” move involving Groq, fresh Wall Street target updates, and unusually heavy options activity that points to elevated near-term positioning.

With U.S. stock exchanges closed for the weekend, NVDA shares are coming off Friday’s regular-session close at $190.53, up 1.02% on the day. [1] A small after-hours dip was indicated late Friday, with $190.06 shown after the close on some quote services. [2]

Friday’s tape also reflected holiday-thinned liquidity: one market recap pegged Nvidia’s share volume at about 136.8 million, below its three-month average. [3]

The headline driver: Nvidia and Groq — a licensing-and-talent deal, not a full acquisition

The most market-moving Nvidia development being discussed into the weekend is a non-exclusive licensing agreement with AI chip startup Groq, paired with the hiring of key Groq leadership.

According to Groq’s own announcement, the deal includes a non-exclusive license for Groq’s inference technology, and Groq says its founder Jonathan Ross and president Sunny Madra, along with other team members, will join Nvidia to help scale the licensed technology. Groq also said it will continue to operate as an independent company, with Simon Edwards stepping into the CEO role. [4]

A Reuters report (republished by MarketScreener) added context…