Today: 15 May 2026

Khadija Saeed

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

AppLovin (APP) Stock on December 4, 2025: AI Adtech Rocket Powers Higher While SEC Probe and Rich Valuation Loom

AppLovin (APP) Stock on December 4, 2025: AI Adtech Rocket Powers Higher While SEC Probe and Rich Valuation Loom

AppLovin shares traded near $675–$682 midday Thursday, up 3%, extending a rally from $624 on Dec. 1. Q3 revenue rose 68% year over year to $1.41 billion, with net income of $836 million and an 82% adjusted EBITDA margin. Bank of America reiterated a Buy rating with an $860 target after AXON adoption surged. The company faces an SEC probe into data practices and ongoing short-seller pressure.
4 December 2025
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Bank of America (BAC) Stock Today: Crypto Pivot, FIFA Deal and 2026 Outlook – December 4, 2025

Bank of America (BAC) Stock Today: Crypto Pivot, FIFA Deal and 2026 Outlook – December 4, 2025

Bank of America shares traded near $54.60 late Thursday morning, just below a 52-week high, after announcing crypto allocations for wealth clients starting January 2026. Market cap stands near $400 billion, with the stock up almost 20% year-to-date. The bank’s trailing 12-month net income is about $28 billion. Consensus EPS estimates for 2026 have risen to $4.35.
4 December 2025
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Visa Stock (V) in December 2025: Earnings Beat, AI PayLater Card and Swipe‑Fee Deal Shape the 2026 Outlook

Visa Stock (V) in December 2025: Earnings Beat, AI PayLater Card and Swipe‑Fee Deal Shape the 2026 Outlook

Visa shares traded near $327 on December 4, 2025, following a strong fiscal Q4 earnings beat and news of a swipe-fee settlement moving forward. The company launched Vietnam’s first AI-powered PayLater card with Circle and Pismo. Visa’s trailing annual revenue reached $40 billion, up 11% year-on-year. Market capitalization stands at about $640 billion.
4 December 2025
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Applied Materials (AMAT) Stock Outlook – December 4, 2025: TD Cowen Lifts Target to $315 as AI Boom and India Deal Drive New Highs

Applied Materials (AMAT) Stock Outlook – December 4, 2025: TD Cowen Lifts Target to $315 as AI Boom and India Deal Drive New Highs

Applied Materials shares closed near record highs around $269 after a 62% rally in 2025, fueled by AI chip demand and strong earnings. TD Cowen on December 4 raised its price target to $315, calling AMAT its “best idea for 2026.” The company also secured a $540 million contract to modernize India’s state-run chip fab in Mohali. U.S. export controls continue to restrict AMAT’s sales to China.
4 December 2025
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IREN Limited (NASDAQ: IREN) on December 4, 2025: $3.6 Billion AI Capital Raise, Microsoft Megadeal and High‑Risk Stock Forecast

IREN Limited (NASDAQ: IREN) on December 4, 2025: $3.6 Billion AI Capital Raise, Microsoft Megadeal and High‑Risk Stock Forecast

IREN Limited closed at $43.43 on December 4, down 1% and far below its November peak near $77, but still up sharply from April’s $5 low. The company raised over $3.6 billion this week through convertible notes and a share offering. Hedge fund Two Seas Capital boosted its stake by 46% in Q2, while CEO Daniel Roberts sold 1 million shares in September. Institutional investors now hold just over 41% of the stock.
4 December 2025
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Boeing Stock (BA) Today: Spirit AeroSystems Deal, 777X Delay and 2026 Cash-Flow Forecast

Boeing Stock (BA) Today: Spirit AeroSystems Deal, 777X Delay and 2026 Cash-Flow Forecast

Boeing shares fell about 3% on December 3 after the FTC approved its $4.7 billion Spirit AeroSystems acquisition with conditions, including mandatory divestitures and oversight. Airbus will take over Spirit sites in North Carolina and Belfast, while Malaysia’s plant goes to CTRM. Boeing stock traded near $202–203 on December 4, down 1–1.5% for the day, and up about 15–20% year-to-date.
4 December 2025
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CrowdStrike (CRWD) Stock: Earnings Beat, AI Mega-Deals and Fresh Price Targets — Latest News & Forecasts as of December 4, 2025

CrowdStrike (CRWD) Stock: Earnings Beat, AI Mega-Deals and Fresh Price Targets — Latest News & Forecasts as of December 4, 2025

CrowdStrike shares traded near record highs Thursday after reporting Q3 FY2026 revenue of $1.23 billion, up 22% year over year and ahead of estimates. Non-GAAP EPS reached $0.96, beating forecasts, while the company raised full-year revenue guidance to $4.80–$4.81 billion. Net loss widened to $34 million. Analysts cited strong demand and record new annual recurring revenue.
4 December 2025
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Salesforce (CRM) Stock Today: Q3 FY26 Earnings Beat, AI ARR Soars, Guidance Raised

Salesforce (CRM) Stock Today: Q3 FY26 Earnings Beat, AI ARR Soars, Guidance Raised

Salesforce shares rose 1.7% to $238.72 on December 4 after reporting Q3 revenue of $10.3 billion, up 9% year over year, and adjusted EPS of $3.25, beating estimates. Management raised full-year guidance, citing surging demand for AI products Agentforce and Data 360, which together reached nearly $1.4 billion in annual recurring revenue, up 114% from a year ago.
4 December 2025
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UnitedHealth Group (UNH) Stock Surges as Wall Street Backs 2026 Turnaround – Price, Outlook and Key Risks

UnitedHealth Group (UNH) Stock Surges as Wall Street Backs 2026 Turnaround – Price, Outlook and Key Risks

UnitedHealth closed at $339.71 on December 3, up 4.7% after management raised guidance and analysts upgraded price targets. The stock has rebounded about 45% from its lows but remains 45% below its 52-week high. The board approved a $2.21 quarterly dividend, payable December 16. Wolfe Research lifted its price target to $375, citing margin recovery and earnings growth.
4 December 2025
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Snowflake (SNOW) Stock on December 4, 2025: Q3 FY26 Earnings Beat, AI Milestone and What Wall Street Expects Next

Snowflake (SNOW) Stock on December 4, 2025: Q3 FY26 Earnings Beat, AI Milestone and What Wall Street Expects Next

Snowflake shares fell about 8–9% in early trading to $240–$242 after Q3 FY26 results, despite beating estimates with $1.21 billion revenue and $0.35 adjusted EPS. The company raised full-year guidance but issued a cautious Q4 outlook, slowing product-revenue growth to 27%. AI revenue hit a $100 million run-rate. Stock remains up over 70% year-to-date.
4 December 2025
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Robinhood Stock (HOOD) Jumps on Crypto Rebound: Latest News, Earnings Beat and 2026 Forecast – 4 December 2025

Robinhood Stock (HOOD) Jumps on Crypto Rebound: Latest News, Earnings Beat and 2026 Forecast – 4 December 2025

Robinhood shares rose about 6% Thursday to $133–134, pushing its market value near $120 billion after a surge in crypto trading. The stock remains roughly 13–18% below its October record but is still up over 300% from April lows. Crypto trading now drives more than 30% of Robinhood’s transaction revenue, rising over 300% last quarter. Robinhood joined the S&P 500 in September.
4 December 2025
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Oracle Stock (ORCL) in December 2025: AI Cloud Supercycle Meets Debt Jitters Ahead of Q2 FY26 Earnings

Oracle Stock (ORCL) in December 2025: AI Cloud Supercycle Meets Debt Jitters Ahead of Q2 FY26 Earnings

Oracle shares closed at $207.73 on December 3, down roughly 35–40% from a September peak above $320 after an AI-driven rally. Fiscal Q1 2026 results showed $14.9 billion in revenue, with cloud revenue up 28% and remaining performance obligations surging to $455 billion. Oracle reports fiscal Q2 earnings on December 10.
4 December 2025
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Intel Stock Near 52‑Week High as Apple Chip Rumors, Malaysia Expansion and NEX Pivot Redefine the 2025 Story

Intel Stock Near 52‑Week High as Apple Chip Rumors, Malaysia Expansion and NEX Pivot Redefine the 2025 Story

Intel shares traded at $43.76 early Thursday, just below a 52-week high of $44.02, after news of a possible Apple foundry deal and a $208 million Malaysia investment. The company will keep its networking unit in-house. Q3 results beat forecasts, but Q4 guidance signals slower growth. Analyst price targets remain below current levels, with most ratings at “Hold” or “Reduce.”
4 December 2025
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Micron Technology (MU) Stock Outlook: Crucial Exit, $9.6B Japan HBM Bet and AI Supercycle – December 4, 2025

Micron Technology (MU) Stock Outlook: Crucial Exit, $9.6B Japan HBM Bet and AI Supercycle – December 4, 2025

Micron Technology shares fell over 2% to $234 after announcing it will shut its Crucial consumer memory brand by February 2026 to focus on AI and data-center demand. The stock remains up about 178% year to date. Fiscal 2025 revenue hit $37.38 billion, up 49%, with non-GAAP EPS at $8.29. Micron plans to invest $9.6 billion in a new high-bandwidth memory plant in Japan.
4 December 2025
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Stock Market Today

  • Cotton Futures Retreat Amid Lower Export Sales and Stronger Dollar
    May 14, 2026, 8:35 PM EDT. Cotton futures declined Thursday, with front month contracts dropping 175 to 287 points, pressured by a stronger US dollar index rising 0.352 to 98.775. The USDA reported a marketing year low in cotton export sales at 47,699 running bales (RB) during the week ending May 7, down 27.47% from the previous year, led by sales to Vietnam and Indonesia. Shipments also hit an eight-week low at 290,293 RB. The Cotlook A Index, a benchmark for cotton prices, fell 150 points to 97.65 cents per pound. ICE certified cotton stocks increased by 1,066 bales to 186,444. Despite a meeting between U.S. and Chinese presidents, no new cotton purchase agreements were disclosed, contributing to bearish pressure on cotton prices.

Latest articles

US Stock Market Today After Hours: Why the Dow Reclaimed 50,000 as AI Stocks Drove Wall Street Higher

US Stock Market Today After Hours: Why the Dow Reclaimed 50,000 as AI Stocks Drove Wall Street Higher

15 May 2026
The Dow closed above 50,000 for the first time Thursday, rising 370 points as AI-driven gains lifted U.S. stocks to record highs. Cisco surged after raising its revenue outlook and announcing $9 billion in AI infrastructure orders, while Nvidia jumped 4.4% on U.S. approval to sell chips to China. Cerebras Systems soared 68% in its market debut. Not all chipmakers advanced, with Qualcomm, Intel, Sandisk, and Micron falling sharply.
Xanadu Quantum Technologies Stock Gets Its First Public Earnings Test—and Losses Still Rule

Xanadu Quantum Technologies Stock Gets Its First Public Earnings Test—and Losses Still Rule

15 May 2026
Xanadu Quantum Technologies reported first-quarter revenue of $2.8 million, up from $0.7 million a year earlier, but net loss widened to $20.6 million. Shares rose 1.9% to $15.13 in late U.S. trading before falling over 3% after hours. The company ended March with $272.5 million in cash and plans a $300 million at-the-market facility. Xanadu began trading on Nasdaq and TSX under XNDU on March 27.
Sidus Space Stock Jumps After Q1 Revenue Rises 51%, But Losses Still Loom

Sidus Space Stock Jumps After Q1 Revenue Rises 51%, But Losses Still Loom

15 May 2026
Sidus Space reported first-quarter revenue of $359,000, up 51% from a year earlier, and a net loss of $5.2 million, narrowing from $6.4 million. Shares rose about 12% after results. Cash stood at $27.3 million at March 31, down from $43.2 million at year-end. The company raised $58.5 million in a direct share offering after the quarter closed.
Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

15 May 2026
Alphabet Class A shares fell 0.4% to $401.07 on Thursday, pausing after a record run even as the S&P 500 and Nasdaq hit new highs. Investors weighed Google’s AI and cloud gains against persistent interest-rate concerns, with profit-taking outweighing news of a new robotics partnership with Fanuc. Alphabet’s market value stood near $4.86 trillion. Google Services revenue rose 16% last quarter, while Google Cloud jumped 63%.
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