By Khadija Saeed
Publication Date: 2025-12-28 22:25:00
NEW YORK, Dec. 28, 2025, 5:09 p.m. ET — Market closed (Weekend).
NVIDIA Corporation (NASDAQ: NVDA) heads into the final week of 2025 with shares hovering near $190, as investors weigh a fresh wave of debate over the plumbing behind the AI boom—alongside a notable inference-focused partnership with startup Groq and a still-bullish Wall Street target range. [1]
With U.S. stock exchanges shut on Sunday, the next actionable catalyst for traders is Monday’s regular session (Dec. 29)—and with year-end liquidity often thinner than usual, headlines can matter more than normal. [2]
Where NVIDIA stock stands as markets reopen for the final stretch of 2025
NVDA last closed at about $190.53 (up roughly 1% on the session), putting the stock back in the spotlight as a bellwether for “AI trade” sentiment during the market’s year-end “Santa Claus rally” window. [3]
The broader market backdrop remains supportive on paper: Reuters noted that the “Santa Claus rally” period runs through Jan. 5, and traders have been looking for an upbeat finish to a strong year for major indexes—especially tech. [4]
But this weekend’s NVDA conversation isn’t just about momentum. It’s about how sustainable the AI spending cycle is—and how much risk sits in the financing structures powering it.
1) “Vendor financing” and SPV scrutiny is back in focus—again
A long-form report from The Guardian on Sunday revived investor unease around the circularity of some AI infrastructure deals,…