Today: 2 March 2026

Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Applied Materials (AMAT) Stock Outlook Before the December 1, 2025 Open: AI Boom, China Curbs and Fresh Forecasts

Applied Materials (AMAT) Stock Outlook Before the December 1, 2025 Open: AI Boom, China Curbs and Fresh Forecasts

Applied Materials closed Friday near $252, just below its all-time high, after a UBS upgrade and strong institutional buying. The company reported record fiscal 2025 revenue of $28.37 billion, but faces U.S. export curbs on China expected to cut $600 million from 2026 sales. Wall Street’s average price target remains below current levels.
Dell Technologies (DELL) Stock: Pre‑Market Outlook for December 1, 2025 After AI Server Boom and Memory-Cost Jitters

Dell Technologies (DELL) Stock: Pre‑Market Outlook for December 1, 2025 After AI Server Boom and Memory-Cost Jitters

Dell closed at $133.35 on Nov. 28, capping a volatile month down over 20% from its early November high. Fiscal Q3 revenue reached $27.0 billion, missing consensus by a narrow margin, while adjusted EPS beat estimates at $2.59. AI server orders totaled $12.3 billion for the quarter, with year-to-date orders near $30 billion and a backlog of $18 billion.
30 November 2025
ServiceNow (NOW) Stock Outlook Before the December 1, 2025 Open: Q3 Beat, AI Push, Veza Deal Talk and Split Catalysts

ServiceNow (NOW) Stock Outlook Before the December 1, 2025 Open: Q3 Beat, AI Push, Veza Deal Talk and Split Catalysts

ServiceNow closed Friday at $812.41, up 1.2%, with a market cap over $170 billion, but remains 33% below its 52-week high. The stock has underperformed the Nasdaq, down 24% year-to-date, and trades at a trailing P/E near 90. Q3 results showed 22% revenue growth and a 14% EPS beat. The company is reportedly in advanced talks to acquire Veza for over $1 billion.
Home Depot (HD) Stock Outlook Before the December 1, 2025 Open: Zacks “Strong Sell,” Holiday Tailwinds and a New Legal Probe

Home Depot (HD) Stock Outlook Before the December 1, 2025 Open: Zacks “Strong Sell,” Holiday Tailwinds and a New Legal Probe

Home Depot closed Friday at $356.92, down about 15% over 12 months, with shares trading below key moving averages after cutting guidance and missing Q3 earnings estimates. A major research firm issued a “Strong Sell” call, while most analysts still predict double-digit upside. The company faces a new investor lawsuit probe and launches holiday promotions after record Black Friday spending.
30 November 2025
Deere & Company Stock Outlook Before the December 1, 2025 Open: Earnings Shock, Tariff Hit and Fresh Analyst Price Targets

Deere & Company Stock Outlook Before the December 1, 2025 Open: Earnings Shock, Tariff Hit and Fresh Analyst Price Targets

Deere shares closed at $464.49 on November 28, down 1.14% for the day and about 13% below their 52-week high, after the company warned of a larger $1.2 billion tariff hit and weaker 2026 profit outlook. Q4 net sales rose 11% to $12.4 billion, but net income fell 14% to $1.07 billion. The stock has dropped below its 200-day EMA, signaling a medium-term downtrend.
Uber Stock (UBER) Before the Bell on December 1, 2025: Late‑November Rally, Robotaxi Momentum and Wall Street Targets

Uber Stock (UBER) Before the Bell on December 1, 2025: Late‑November Rally, Robotaxi Momentum and Wall Street Targets

Uber shares closed at $87.54 on Friday, up 2.2%, with volume at 9 million, about half the daily average. The stock is up over 21% year-over-year and 4% for the week, but down 9% for the month. Institutional filings show continued buying, with Mackenzie Financial and West Family Investments both increasing stakes in late November. Market cap stands near $182 billion.
30 November 2025
Coherent Corp (COHR) Stock: AI-Fueled Rally Faces Tough Questions Ahead of December 1, 2025 Market Open

Coherent Corp (COHR) Stock: AI-Fueled Rally Faces Tough Questions Ahead of December 1, 2025 Market Open

Coherent Corp. closed at $164.26 on November 28, up 22% for the week and near its 52-week high after strong Q1 FY26 earnings and surging AI data-center demand. The stock’s trailing P/E stands near 217, with $6 billion in revenue and a market cap of $25.8 billion. Technical signals show COHR trading far above key moving averages and posting high volatility.
SoFi Technologies (SOFI) Stock: News, Forecasts and What to Watch Before the Market Opens on December 1, 2025

SoFi Technologies (SOFI) Stock: News, Forecasts and What to Watch Before the Market Opens on December 1, 2025

SoFi shares closed at $29.72 on Friday, November 28, 2025, up 4.3% for the day and capping an 18% weekly gain. The rally follows record Q3 results, with adjusted net revenue of about $950 million and GAAP net income of $139 million. Market cap reached $35.8 billion, doubling over 12 months. Analysts are watching the $30 level as trading resumes Monday.
30 November 2025
UnitedHealth Group (UNH) Stock Outlook Before December 1, 2025: Can Bulls Look Past DOJ Risk and Medicare Pressures?

UnitedHealth Group (UNH) Stock Outlook Before December 1, 2025: Can Bulls Look Past DOJ Risk and Medicare Pressures?

UnitedHealth closed Friday at $329.77, down 47% from its 52-week high and about 34–35% lower year to date. The stock remains roughly 40% above its recent low, with after-hours trading at $329.50. Regulatory probes and lawsuits continue to weigh on sentiment despite a Q3 earnings beat and a 2.7% forward dividend yield. Institutional holders control about 88% of shares, with recent filings showing mixed activity.
30 November 2025
Salesforce (CRM) Stock: What to Watch Before the December 1, 2025 Open as AI Fears, Holiday Data and Q3 Earnings Collide

Salesforce (CRM) Stock: What to Watch Before the December 1, 2025 Open as AI Fears, Holiday Data and Q3 Earnings Collide

Salesforce closed Friday at $230.54, near its 52-week low and down about 30% over the past year. The company reports earnings December 3, following record Black Friday online sales it helped track. Salesforce data showed U.S. online Black Friday spending hit $11.8 billion, up 9.1% from 2024, with AI tools influencing $14.2 billion globally. Average selling prices rose 7% while order volumes fell 1%.
Qualcomm (QCOM) Stock Outlook Before December 1, 2025 Market Open: AI Catalysts, Alphawave Deal and Analyst Forecasts

Qualcomm (QCOM) Stock Outlook Before December 1, 2025 Market Open: AI Catalysts, Alphawave Deal and Analyst Forecasts

Qualcomm shares closed Friday, Nov. 28, at $168.09, up 1.8% but still 20% below their 52-week high. Q4 revenue rose 10–14% to $11.27 billion, with non-GAAP EPS at $3.00, beating estimates despite a GAAP loss from a tax charge. The company closed its $2.4 billion Alphawave AI deal and opened an AI center in Riyadh. Most analysts rate the stock a “Buy,” but technical signals are mixed heading into December.
30 November 2025
Carvana (CVNA) Stock: Analyst Upgrades, Insider Moves and What to Watch Before the December 1, 2025 Open

Carvana (CVNA) Stock: Analyst Upgrades, Insider Moves and What to Watch Before the December 1, 2025 Open

Carvana shares closed at $374.50 on Friday, November 28, up 4.8% and near a 52-week high of $413. The stock has gained about 17% since its late-October earnings report and over 60% year to date. Wall Street issued new research notes and valuation calls over the weekend, with Wedbush upgrading Carvana and raising its price target to $400. Trading resumes Monday amid heightened attention and momentum.
30 November 2025
Bloom Energy (BE) Stock Outlook Before December 1, 2025 Open: AI Data Center Hype, Insider Selling and Bubble Fears

Bloom Energy (BE) Stock Outlook Before December 1, 2025 Open: AI Data Center Hype, Insider Selling and Bubble Fears

Bloom Energy closed Friday at $109.54, up 8.3% on the day and nearly 300–400% year-to-date, with a market cap near $25 billion. The stock’s surge follows a $5 billion partnership with Brookfield for AI-focused data centers and an agreement with Oracle. Trading volume Friday reached 7 million shares, below average. Bloom’s 52-week range spans $15.15 to $147.86.
30 November 2025
Palo Alto Networks (PANW) Stock: Pre‑Market Outlook for December 1, 2025 After Quantum‑Safe Deals, AI Growth and Mixed Ratings

Palo Alto Networks (PANW) Stock: Pre‑Market Outlook for December 1, 2025 After Quantum‑Safe Deals, AI Growth and Mixed Ratings

Palo Alto Networks closed Friday at $190.13, up 2.6%, but remains 17% below its 52-week high after a volatile November. Shares fell 7–8% after its Q1 earnings beat, as investors focused on risks from planned $25 billion and $3.35 billion acquisitions of CyberArk and Chronosphere. Year-to-date, PANW is up just 1.9%, trailing the Dow’s 11.5% gain.
IREN Limited (NASDAQ: IREN) Pre‑Market Preview for December 1, 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Rising Risks?

IREN Limited (NASDAQ: IREN) Pre‑Market Preview for December 1, 2025: Can Microsoft’s $9.7B AI Cloud Deal Offset Rising Risks?

IREN Limited closed Friday at $47.81, down 1.3%, with nearly $953 million in turnover and a 9% intraday swing. The stock is up 387% year-to-date but fell 21% in November. Market cap stands near $13.7 billion. Technical models project a volatile Monday, with an expected trading range between $44.74 and $50.88.
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