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These Recent AI Updates Are Long-Term Tailwinds for AI Infrastructure Stocks

OpenAI announced a new AI image model, driving more demand for AI compute.

By Jose Najarro – Dec 18, 2025 at 5:00AM EST

In today's video, I discuss recent updates affecting Nvidia (NVDA 1.53%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

*Stock prices used were the after-market prices of December 16, 2025. The video was published on December 16, 2025.

Read Next

About the Author

Jose Najarro
Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.
TMFJoseNajarro
X@_JoseNajarro

Jose Najarro has positions in Alphabet, CoreWeave, Meta Platforms, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool has positions in and recommends Accenture Plc, Alphabet, Meta Platforms, Microsoft, Nvidia, and Palantir Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Nvidia Stock Quote
Nvidia
NASDAQ: NVDA
$183.18
(-1.53%)-$2.85
Microsoft Stock Quote
Microsoft
NASDAQ: MSFT
$401.93
(-0.73%)-$2.95
Alphabet Stock Quote
Alphabet
NASDAQ: GOOGL
$303.57
(-1.66%)-$5.13
Meta Platforms Stock Quote
Meta Platforms
NASDAQ: META
$638.18
(-2.55%)-$16.68
Accenture Plc Stock Quote
Accenture Plc
NYSE: ACN
$195.94
(-2.75%)-$5.54
Alphabet Stock Quote
Alphabet
NASDAQ: GOOG
$303.23
(-1.68%)-$5.19
Palantir Technologies Stock Quote
Palantir Technologies
NASDAQ: PLTR
$153.50
(+1.25%)+$1.90
CoreWeave Stock Quote
CoreWeave
NASDAQ: CRWV
$79.86
(-2.56%)-$2.10

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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