ServiceNow Inc. is reportedly in advanced negotiations to acquire the cybersecurity startup Armis, with the deal potentially valued at up to $7 billion, marking ServiceNow's largest acquisition to date.

Glenn Hubbard has raised concerns regarding the Federal Reserve's potential interest rate cuts, highlighting risks from tariffs, uncertain economic data, and a mature credit cycle as the Fed looks ahead to 2026. Additionally, discussions around the competition between open-source AI ecosystems and closed models are gaining traction, with insights from industry leaders like Lisa Su and Sam Palmisano.

Tech giants are investing heavily in AI infrastructure, with AMD's Lisa Su and former IBM CEO Sam Palmisano highlighting a critical choice between open source and proprietary AI models that could define the future of computing. This shift reflects a broader industry trend towards more collaborative and accessible AI development frameworks.

Apollo Global Management has taken a bearish stance on technology firms by placing bets against the loans of several software makers deemed vulnerable to artificial intelligence, according to a report by the Financial Times.

Stocks experienced a significant decline as technology companies linked to artificial intelligence faced a sell-off, according to Bloomberg Television's coverage on December 12, 2025. The report featured insights from various financial experts, including Mona Mahajan from Edward Jones and Priscilla Sims Brown from Amalgamated Financial.

Moore Threads Technology Co. experienced a remarkable 425% increase on its first day of trading, marking China's most successful initial public offering since 2019. This surge reflects a growing investor enthusiasm for advancements in China's AI chip sector, despite underlying technological challenges that could impede long-term growth.

Intel Corp. is reportedly in advanced negotiations to acquire SambaNova Systems Inc., an artificial intelligence chip startup, for approximately $1.6 billion, including debt. This acquisition reflects Intel's strategic move to enhance its position in the AI chip market.

Broadcom's shares have significantly declined following a disappointing sales outlook that failed to meet investor expectations, mirroring a similar trend seen with Oracle's recent struggles in the AI sector. This downturn comes despite Broadcom reporting record revenue growth, highlighting investor concerns about future profitability.

The UK economy faces potential contraction as growth declines ahead of Chancellor Rachel Reeves' tax-raising budget, prompting discussions on the role of the tech sector in economic recovery. British Business Bank CEO Louis Taylor emphasized the strength of fintech and AI in the UK during a conversation with Bloomberg's Ed Ludlow and Caroline Hyde.