Today: 2 May 2026

Apple Stock (AAPL) News Today: Epic Games App Store Ruling, Analyst Price Targets, and the 2026 Outlook (Dec. 12, 2025)

Apple Stock (AAPL) News Today: Epic Games App Store Ruling, Analyst Price Targets, and the 2026 Outlook (Dec. 12, 2025)

Apple shares traded at $278.03 Thursday and edged lower to $277.10 in early Friday action after a U.S. appeals court upheld an injunction forcing Apple to loosen some App Store rules. The court reversed a ban on commissions for external purchases, sending the case back to set a “reasonable” fee. Apple’s market cap stands near $4.11 trillion. Investors weighed the ruling alongside new forecasts for iPhone 17 demand and AI strategy.
12 December 2025
Medical Properties Trust (MPW) Stock News on Dec. 12, 2025: Dividend Hike, $150M Buyback, Analyst Targets, and What Investors Are Watching

Medical Properties Trust (MPW) Stock News on Dec. 12, 2025: Dividend Hike, $150M Buyback, Analyst Targets, and What Investors Are Watching

Medical Properties Trust shares fell from $5.51 to $5.13 after the stock went ex-dividend on Dec. 11, 2025, and traded near $5.16 premarket Friday. The company raised its quarterly dividend to $0.09 per share and approved a $150 million share repurchase plan. CEO Edward Aldag cited improving cash flow and rent collections. Elevated leverage and tenant risks remain concerns.
12 December 2025
Microsoft Stock (MSFT) Today: GPT-5.2 Copilot Rollout, New Legal Headwinds, and Wall Street Targets — Dec. 12, 2025

Microsoft Stock (MSFT) Today: GPT-5.2 Copilot Rollout, New Legal Headwinds, and Wall Street Targets — Dec. 12, 2025

Microsoft closed at $483.47 Thursday and traded at $481.58 pre-market Friday as it rolled out GPT-5.2 to Microsoft 365 Copilot and Copilot Studio. The company faces a £2.1 billion UK lawsuit over cloud licensing and ongoing scrutiny of its AI practices. Analyst targets average $628. Market cap stands at $3.59 trillion.
Carnival Corporation & plc Stock (CCL) Jumps Ahead of Q4 Earnings: Dec. 12, 2025 News, Analyst Forecasts, and What Investors Are Watching

Carnival Corporation & plc Stock (CCL) Jumps Ahead of Q4 Earnings: Dec. 12, 2025 News, Analyst Forecasts, and What Investors Are Watching

Carnival shares jumped to $27.84 on Dec. 12, 2025, ahead of next week’s quarterly results and fiscal 2026 guidance. The stock rallied after the Federal Reserve cut rates to 3.50%–3.75% on Dec. 10, easing pressure on debt-heavy travel firms. Carnival’s Q4 earnings call is set for Dec. 19, with analysts expecting EPS of $0.24 on $6.38 billion revenue.
Broadcom (AVGO) Stock Slides After Q4 Earnings: $73B AI Backlog, Margin Outlook, Dividend Hike, and Analyst Price Targets (Dec. 12, 2025)

Broadcom (AVGO) Stock Slides After Q4 Earnings: $73B AI Backlog, Margin Outlook, Dividend Hike, and Analyst Price Targets (Dec. 12, 2025)

Broadcom shares fell 1.5% to $406.37 by 12:44 UTC after the company warned of lower profit margins despite strong fiscal Q4 results and a bullish revenue outlook. The company expects first-quarter gross margin to drop about 100 basis points as AI-related sales grow. Revenue for Q4 rose 28% to $18.015 billion. The margin warning pressured tech stocks across the broader market.
Oracle Stock (ORCL) Volatility Spikes After Earnings: AI Capex Surge, Debt Questions, and Updated Analyst Forecasts on Dec. 12, 2025

Oracle Stock (ORCL) Volatility Spikes After Earnings: AI Capex Surge, Debt Questions, and Updated Analyst Forecasts on Dec. 12, 2025

Oracle shares fell sharply after the company’s fiscal Q2 forecast missed Wall Street estimates and management signaled a major increase in AI and data-center spending. The stock drop came despite 14% revenue growth and a 68% jump in cloud infrastructure sales. Investors reacted to concerns over cash flow pressure and uncertainty about the timing of returns on the new investments.
Tesla Stock News, Forecasts & Analyst Outlook (TSLA) — What to Know on December 12, 2025

Tesla Stock News, Forecasts & Analyst Outlook (TSLA) — What to Know on December 12, 2025

Tesla shares traded near $447 Friday, down about 1%, after Reuters reported U.S. November sales fell 23% year-over-year to 39,800 vehicles, the lowest since January 2022. The drop follows the expiration of a $7,500 federal EV tax credit and increased promotions on lower-priced models. Investors remain split as demand weakens but interest in Tesla’s autonomy efforts persists.
12 December 2025
NVIDIA Stock News Today (Dec. 12, 2025): NVDA Holds Near $181 as AI “Bubble” Fears Collide With Blackwell Growth Forecasts

NVIDIA Stock News Today (Dec. 12, 2025): NVDA Holds Near $181 as AI “Bubble” Fears Collide With Blackwell Growth Forecasts

NVIDIA shares fell 1.6% to $180.93 midday Dec. 12 as Broadcom’s margin warning and Oracle’s cloud outlook fueled concerns over AI infrastructure profitability. Renewed U.S.–China export scrutiny and signs of investor rotation out of mega-cap tech added pressure. NVIDIA remains a focal point in debates over the pace and returns of AI spending.
12 December 2025
Disney Stock (DIS) News, Forecasts and Analysis: OpenAI Sora Deal, Google Copyright Clash, and What’s Next for Shares (Dec. 12, 2025)

Disney Stock (DIS) News, Forecasts and Analysis: OpenAI Sora Deal, Google Copyright Clash, and What’s Next for Shares (Dec. 12, 2025)

Disney shares rose 2.4% to $111.46 after the company announced a $1 billion investment in OpenAI and a three-year deal to license over 200 characters for AI-generated videos. Disney also sent Google a cease-and-desist letter alleging copyright infringement by its generative AI tools. The OpenAI agreement excludes talent likenesses and awaits final approval.
Dollar Tree (DLTR) Stock News Today: Shares Near 52-Week High as Earnings Beat, Guidance Rises, and Wall Street Splits on the 2026 Outlook

Dollar Tree (DLTR) Stock News Today: Shares Near 52-Week High as Earnings Beat, Guidance Rises, and Wall Street Splits on the 2026 Outlook

Dollar Tree shares closed at $129.97 on Dec. 11, up 4.61%, after posting its highest level in over a year. The stock has gained about 15% since Dec. 3, following strong Q3 results, raised 2025 guidance, and the completed sale of Family Dollar. Net sales rose 9.4% to $4.7 billion, with same-store sales up 4.2%. Management cited higher average ticket and a shift to a multi-price strategy.
Katapult Holdings (KPLT) Stock Surges on Aaron’s–CCF All-Stock Deal: Latest News, Forecasts, and Analyst Views (Dec. 12, 2025)

Katapult Holdings (KPLT) Stock Surges on Aaron’s–CCF All-Stock Deal: Latest News, Forecasts, and Analyst Views (Dec. 12, 2025)

Katapult Holdings announced a definitive all-stock merger with The Aaron's Company and CCF Holdings, aiming to form a larger omni-channel platform for non-prime consumers. After closing, expected in the first half of 2026, Katapult shareholders will own 6% of the combined company. The new entity will keep the Katapult name and Nasdaq ticker, with headquarters in Atlanta. Aaron's CEO Cory Miller will lead the merged company.
12 December 2025
SNDL Stock Jumps on Marijuana Rescheduling Headlines: Latest News (Dec. 12, 2025), Forecasts, and What Investors Are Watching

SNDL Stock Jumps on Marijuana Rescheduling Headlines: Latest News (Dec. 12, 2025), Forecasts, and What Investors Are Watching

SNDL Inc. shares rose sharply Friday after reports that the Trump administration may seek to reclassify marijuana as a Schedule III drug. The Washington Post and Reuters said no final decision has been made, but the move could ease research restrictions and improve industry economics. SNDL was among the top cannabis gainers in premarket trading.
12 December 2025
Newmont Corporation (NEM) Stock Near $100 as Gold Holds a 7‑Week High: Latest News, Analyst Forecasts, and What to Watch Next (Dec. 12, 2025)

Newmont Corporation (NEM) Stock Near $100 as Gold Holds a 7‑Week High: Latest News, Analyst Forecasts, and What to Watch Next (Dec. 12, 2025)

Newmont shares hovered near $99.42 Friday after a sharp rally, as gold traded at a seven-week high around $4,286 an ounce. Analyst targets for Newmont now range widely, with recent upgrades from UBS and Macquarie but a downgrade from BNP Paribas Exane to Neutral. Consensus price targets cluster in the low to mid $100s. Silver prices remain just below record highs.
12 December 2025
Arm Holdings Stock News Today (NASDAQ: ARM): Analysts Reaffirm Bull Case as Shares Slip Below Key Support — Forecasts, Valuation, and What to Watch

Arm Holdings Stock News Today (NASDAQ: ARM): Analysts Reaffirm Bull Case as Shares Slip Below Key Support — Forecasts, Valuation, and What to Watch

Arm Holdings shares closed at $136.14 on Dec. 11, down 3.8%, and traded near $135 in pre-market action Dec. 12, falling below the 200-day moving average. The drop follows Oracle’s disappointing results, which reignited concerns about the AI sector. William Blair reiterated an “Outperform” rating on Arm, citing long-term growth drivers despite recent volatility. Arm’s market cap stands near $144 billion.
12 December 2025
Luminar Technologies (LAZR) Stock News Today: Forbearance Deadline Nears as Restructuring, Volvo Fallout, and Takeover Talk Drive Volatility (Dec. 12, 2025)

Luminar Technologies (LAZR) Stock News Today: Forbearance Deadline Nears as Restructuring, Volvo Fallout, and Takeover Talk Drive Volatility (Dec. 12, 2025)

Luminar Technologies extended forbearance agreements with creditors until at least Dec. 14 after missing interest payments on first- and second-lien notes. The company is considering strategic alternatives, including asset sales or restructuring, and has hired outside advisors. LAZR closed at $0.966 on Dec. 11, up 10.6%, amid heightened volatility.
12 December 2025
Canopy Growth Corporation Stock (CGC) Jumps on Trump Marijuana Rescheduling Report — News, Forecasts, and What Investors Are Watching (Dec. 12, 2025)

Canopy Growth Corporation Stock (CGC) Jumps on Trump Marijuana Rescheduling Report — News, Forecasts, and What Investors Are Watching (Dec. 12, 2025)

Canopy Growth shares jumped about 21% in premarket trading Friday after reports said President Trump is expected to direct federal agencies to reclassify marijuana as a Schedule III drug. The move, first reported by the Washington Post and cited by Reuters, triggered a surge across US-listed cannabis stocks. No final decision has been made, according to a White House official.
Robinhood Markets (HOOD) Stock News, Forecasts and Analysis for Dec. 12, 2025

Robinhood Markets (HOOD) Stock News, Forecasts and Analysis for Dec. 12, 2025

Robinhood shares fell about 9% to $123 on Friday, Dec. 12, after November operating data showed sharp declines in equity, options, and crypto trading volumes from October. Net deposits rose to $7.1 billion and event contract trading jumped 20% month-over-month. Funded customer accounts dropped by 130,000, partly due to escheatment. Total platform assets stood at $325 billion, down 5% from October.
12 December 2025
Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom shares fell about 5% premarket on December 12 despite record Q4 revenue of $18.015 billion and above-consensus guidance, as the company warned gross margins will decline due to a rising share of AI sales. The stock last traded near $406.37. Broadcom forecast Q1 revenue of $19.1 billion, with AI semiconductor sales expected to double year-over-year.
Rivian Stock (RIVN) Slides After Autonomy & AI Day: New In‑House Chip, Autonomy+ Pricing, and Wall Street Forecasts on Dec. 12, 2025

Rivian Stock (RIVN) Slides After Autonomy & AI Day: New In‑House Chip, Autonomy+ Pricing, and Wall Street Forecasts on Dec. 12, 2025

Rivian shares fell about 6% to $16.43 after unveiling a custom autonomy chip and a LiDAR-backed driver-assistance system at its Autonomy & AI Day. The company announced a $2,500 Autonomy+ package, available in early 2026. Investors reacted to concerns over costs and execution despite the new technology push.

Stock Market Today

  • Truist Financial Raises Amgen Price Target Slightly to $327 with Hold Rating
    May 2, 2026, 8:31 AM EDT. Truist Financial modestly increased its price target for Amgen (NASDAQ:AMGN) to $327 from $325, maintaining a "hold" rating on the biotech giant, reflecting a slight downside potential of 0.43% from the latest close. Other analysts showed mixed views: Goldman Sachs upgraded Amgen to "buy" and raised its target to $425, while Deutsche Bank and Barclays assigned "hold" and "equal weight" ratings with targets around $295-$350. Amgen's recent quarterly earnings impressed with EPS of $5.15 surpassing estimates, and revenue growth of 5.8%. The company expects FY 2026 EPS between 21.7 and 23.1. With a market cap of $177.24 billion and a stable PE ratio of 23.07, Amgen's consensus remains "hold" with an average target near $358, underscoring cautious optimism amid sector challenges.

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Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

2 May 2026
The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

2 May 2026
Seagate shares rose 7.9% and Sandisk jumped 8.3% Friday, while Western Digital slipped 0.6%. Sandisk reported Q3 revenue up 251% to $5.95 billion and signed $42 billion in long-term supply deals. Western Digital’s Q3 revenue climbed 45% to $3.34 billion, topping analyst estimates. Seagate forecast Q4 revenue of $3.45 billion, citing AI-driven demand.
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