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AI Stocks Today (US Market): Amazon–OpenAI Talks, Oracle’s Data-Center Shock, and the New Threat to Nvidia’s CUDA Edge (Dec. 17, 2025)

Summary by ts2.tech
AI stocks are back in the center of the U.S. stock market conversation on Wednesday, December 17, 2025—but with a very different tone than the “everything goes up” phase earlier in the year. Today’s trade is being shaped by three big forces: capital intensity (who can afford to build the compute), platform power (who controls the cloud + chips stack), and software lock-in (who owns the developer workflow).  Investopedia+2Reuters+2 That mix is sh…
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ts2.tech broke the news in on Wednesday, December 17, 2025.
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