Dec 29 The AI acquisition spree continues with Nvidia and Softbank

$KLAC $HSBC

Author

Mukund Mohan
December 29, 2025

Market

“Nvidia $NVDA ( ▼ 0.47% ) acquired Groq for $20B and Softbank $SFTBY ( ▲ 0.59% ) acquired $DBRG ( ▲ 0.33% ) for $4B on the move towards AI” 😊 😋

Markets were mostly quite on end of year holidays

The end-of-year acquisition spree from various companies including Nvidia, Softbank and Google are all aimed at gearing up more AI investment and consolidation in 2026. The great plays include $DDOG ( ▲ 2.59% ) and $NBIS ( ▲ 7.98% ) from my perspective.

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KLA Tencor deep dive and earnings review

The semiconductor stock is among the big AI winners

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Video of the day

Today’s video is on KLA Corp $KLAC ( ▲ 3.15% ) , the semiconductor chip equipment company.

Deep dive of the day

HSBC deep dive and earnings review $HSBC – Investment Literacy Coach

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