Today: 29 April 2026

Nvidia Stock Today: NVDA Edges Higher as Export Hopes, New AI Servers and Fresh Price Targets Shape 2026 Outlook (December 4, 2025)

Nvidia Stock Today: NVDA Edges Higher as Export Hopes, New AI Servers and Fresh Price Targets Shape 2026 Outlook (December 4, 2025)

Nvidia shares rose about 1.6% to $182.60 in late trading December 4, 2025, following news that U.S. lawmakers dropped the GAIN AI Act from defense legislation. The stock remains roughly 15–20% below its autumn high of $212. Market capitalization stands near $4.4 trillion. President Trump met with CEO Jensen Huang in Washington to discuss AI chip export controls.
US Stock Market Today, December 4, 2025: Wall Street Stalls Near Record Highs as Fed Rate-Cut Bets Build

US Stock Market Today, December 4, 2025: Wall Street Stalls Near Record Highs as Fed Rate-Cut Bets Build

The S&P 500 hovered just below record highs Thursday, ending nearly flat around 6,850 as investors digested strong jobless claims data and rising Treasury yields. The Dow slipped 0.06%, while the Nasdaq rose 0.05%. Small-cap Russell 2000 outperformed, gaining up to 1%. The 10-year Treasury yield climbed above 4.1%.
Danaher (DHR) Stock on December 4, 2025: Analyst Upgrades, Q3 Beat and Governance Probes Shape the 2026 Outlook

Danaher (DHR) Stock on December 4, 2025: Analyst Upgrades, Q3 Beat and Governance Probes Shape the 2026 Outlook

Danaher shares traded at $227–$229 Thursday, rebounding over 30% from April’s low but still 11–12% below the 52-week high. The company faces board governance probes as Morgan Stanley upgrades the stock and new institutional buyers emerge. Danaher forecasts mid-single-digit revenue growth and margin expansion for 2026. Q3 2025 saw 3% core revenue growth and $2 billion in share buybacks.
Hims & Hers (HIMS) Stock Jumps on Canada Launch and YourBio Deal: Latest News, Forecasts and Analysis for December 4, 2025

Hims & Hers (HIMS) Stock Jumps on Canada Launch and YourBio Deal: Latest News, Forecasts and Analysis for December 4, 2025

Hims & Hers shares jumped about 8% Thursday to $40.19 after announcing a Canada launch, backed by its Livewell acquisition. The company also agreed to buy YourBio Health and recently launched a diagnostics platform with Quest Diagnostics. Market cap stands near $12.8 billion. Short interest remains high, with 67.6 million shares sold short, or about 36% of the float.
Adobe Inc. (ADBE) Stock on December 4, 2025: AI Jitters, New Deals and Q4 Earnings Hopes – Is the Selloff Overdone?

Adobe Inc. (ADBE) Stock on December 4, 2025: AI Jitters, New Deals and Q4 Earnings Hopes – Is the Selloff Overdone?

Adobe shares traded near $328 on December 4, giving the company a market value of about $137–138 billion. The stock is down over 50% from its pandemic peak and has returned roughly –37% over the past year. Citigroup cut its price target to $366 and maintained a neutral rating, while analyst targets now range from the high-$200s to about $590. Forward P/E ratios have dropped to around 14–15x, well below recent averages.
Vertiv (VRT) Stock on December 4, 2025: AI Data Center Deals, Big Money Flows and Fresh Wall Street Targets

Vertiv (VRT) Stock on December 4, 2025: AI Data Center Deals, Big Money Flows and Fresh Wall Street Targets

Vertiv shares traded near $182–183 late December 4, 2025, up 2% and close to record highs after new partnerships and a $1 billion acquisition. Market capitalization stands at $68.5 billion, with a trailing P/E near 68x. Invesco raised its stake by 20.9% in Q2, while DigitalBridge trimmed holdings by 16%. Institutional investors control about 90% of Vertiv shares.
4 December 2025
ServiceNow (NOW) Stock Today: Veza Deal, 5‑for‑1 Split and AI Growth Shape the December 4, 2025 Outlook

ServiceNow (NOW) Stock Today: Veza Deal, 5‑for‑1 Split and AI Growth Shape the December 4, 2025 Outlook

ServiceNow closed at $834.02 on December 4, up 0.13%, about 30% below its 2025 high. The company announced a 5-for-1 stock split and a deal to acquire identity-security firm Veza. Shares remain 23% above April lows amid debate over its high valuation after a volatile year. Market cap stands near $171.5 billion with a trailing P/E around 100.
UPS Stock News Today (December 4, 2025): High Dividend, Legal Turbulence and Turnaround Bets for United Parcel Service

UPS Stock News Today (December 4, 2025): High Dividend, Legal Turbulence and Turnaround Bets for United Parcel Service

UPS shares fell about 3% intraday to $95.33 on December 4, 2025, despite a nearly 7% dividend yield and recent technical strength above the 200-day moving average. The stock remains well below most fair-value estimates as legal risks mount from a November cargo jet crash and Amazon’s delivery gains pressure UPS’s outlook.
Lam Research (LRCX) Stock Today: AI Tailwinds, Analyst Upgrades and Valuation Warnings – Full December 4, 2025 Update

Lam Research (LRCX) Stock Today: AI Tailwinds, Analyst Upgrades and Valuation Warnings – Full December 4, 2025 Update

Lam Research shares traded near $156.80 Thursday, just below a 52-week high of $167.15, after surging 120% year-to-date. The company reported Q1 revenue of $5.32 billion and non-GAAP EPS of $1.26, both above estimates. Gross margin reached 50.4%. System revenue was led by foundry and AI data-center demand, with about 60% from foundry/logic.
4 December 2025
Amphenol (APH) Stock Today: AI Data Center Winner Faces Rich Valuation – December 4, 2025 Update

Amphenol (APH) Stock Today: AI Data Center Winner Faces Rich Valuation – December 4, 2025 Update

Amphenol shares traded near $140 on December 4, 2025, up about 90% over the past year, with a market cap of $170 billion. The company reported record Q3 sales of $6.2 billion, a 53% year-on-year increase, and raised its quarterly dividend by 52% to $0.25 per share. Full-year 2025 revenue is forecast at up to $22.76 billion, with adjusted EPS up as much as 74% from 2024.
4 December 2025
Credo Technology Group (CRDO) Stock on 4 December 2025: Blowout AI Earnings, Rich Valuation and 2026 Outlook

Credo Technology Group (CRDO) Stock on 4 December 2025: Blowout AI Earnings, Rich Valuation and 2026 Outlook

Credo Technology shares traded near $183 late December 4, 2025, valuing the company at $32.5 billion after a fiscal Q2 2026 earnings beat and raised guidance. Revenue for the quarter surged 272% year-over-year to $268 million, with net income at $82.6 million versus a loss last year. The stock is up about 180% year-to-date, hitting a 52-week high above $213 earlier this week.
Qualcomm (QCOM) Stock on December 4, 2025: AI Momentum, Dividend Record Date and 2026 Forecasts

Qualcomm (QCOM) Stock on December 4, 2025: AI Momentum, Dividend Record Date and 2026 Forecasts

Qualcomm shares traded around $174.40 intraday on December 4, 2025, valuing the company near $187 billion. Wall Street raised fiscal 2026 and 2027 earnings estimates, citing confidence in Snapdragon platforms and AI-driven devices. Year-to-date total return stands at about 15–16%, outpacing the broader market but trailing top AI stocks. The stock remains below its late October high of $205.95.
GE Vernova (GEV) Stock on December 4, 2025: Romania Wind Deal, R&D Surge and Investor Day Risks

GE Vernova (GEV) Stock on December 4, 2025: Romania Wind Deal, R&D Surge and Investor Day Risks

GE Vernova shares closed near $635 on December 4, 2025, up about 5–6% intraday, with market cap approaching $163 billion and over 2.4 million shares traded. The stock has gained roughly 75–85% year to date. New wind turbine contracts in Romania and Taiwan expanded its renewables backlog. Investor focus is turning to the company’s December 9 Investor Day.
FuelCell Energy (FCEL) Stock on December 4, 2025: Earnings Date Set, EXIM Loan, and AI Data Center Pivot Shape the 2026 Outlook

FuelCell Energy (FCEL) Stock on December 4, 2025: Earnings Date Set, EXIM Loan, and AI Data Center Pivot Shape the 2026 Outlook

FuelCell Energy shares climbed as high as $7.93 intraday on December 4, extending a rally that pushed the stock above its 200-day moving average. The company confirmed it will release fourth-quarter and full-year 2025 results before market open on December 18. Wall Street maintains a high-risk “hold” rating. Fresh financing was secured for a major South Korean project.
4 December 2025
Pattern Group Stock (NASDAQ: PTRN) Tanks After Bear Cave Short Report — Latest Price, News and 2026 Forecasts

Pattern Group Stock (NASDAQ: PTRN) Tanks After Bear Cave Short Report — Latest Price, News and 2026 Forecasts

Pattern Group shares fell about 13% to $13–14 on Thursday after short-selling newsletter The Bear Cave published a report questioning its business model and reliance on Amazon. The drop pushed PTRN below its September IPO price and followed recent record revenue announcements. Volatility remains high, with technical indicators turning bearish. Pattern continues to report net losses despite $2.29 billion in annual revenue.
4 December 2025
EQB Inc. (TSX: EQB) Soars on PC Financial Deal as 2025 Earnings Disappoint – Full Stock Analysis for December 4, 2025

EQB Inc. (TSX: EQB) Soars on PC Financial Deal as 2025 Earnings Disappoint – Full Stock Analysis for December 4, 2025

EQB Inc. shares jumped 12.5% to C$97.71 after announcing a deal to acquire PC Financial from Loblaw, its biggest intraday gain in over a year. The transaction includes President’s Choice Bank, insurance units, and the PC Mastercard portfolio, adding $5.8 billion in assets and nearly a million new customers. EQB will also become the exclusive financial partner for the PC Optimum loyalty program.
4 December 2025

Stock Market Today

  • Robinhood Misses Q1 CY2026 Revenue Estimates, Shares Fall
    April 28, 2026, 8:19 PM EDT. Robinhood Inc (NASDAQ:HOOD) reported Q1 CY2026 revenues of $1.07 billion, missing analyst estimates of $1.13 billion, though up 15.1% year-over-year. Earnings per share matched forecasts at $0.38. Adjusted EBITDA fell short at $534 million versus $582 million expected. Operating margins dipped to 38.5% from 39.9% a year ago. The company showcased strong cash flow with $2.02 billion free cash flow, reversing a prior quarter loss. Funded customers rose 1.6 million to 27.4 million, underpinning user growth. CEO Vlad Tenev highlighted ongoing product innovation amid the 'Great Wealth Transfer.' Despite the earnings miss, analysts foresee 16.9% revenue growth next year, signaling confidence in Robinhood's retail finance platform amid decelerating but sustained expansion.

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AST SpaceMobile Stock’s May 11 Moment: FCC Win Meets BlueBird 7 Reality

AST SpaceMobile Stock’s May 11 Moment: FCC Win Meets BlueBird 7 Reality

29 April 2026
AST SpaceMobile will hold its first-quarter update call on May 11 after winning FCC approval to deploy a 248-satellite constellation for direct-to-device service. Shares fell 6.8% Tuesday, following the loss of its BlueBird 7 satellite in a failed launch. The company expects insurance to cover the loss and is targeting 45 satellites in orbit by end-2026. Investors are watching launch progress and commercial service timing.
OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

29 April 2026
Oracle shares fell 4% and CoreWeave dropped 5.9% Tuesday after a Wall Street Journal report said OpenAI missed recent revenue and user targets. Nvidia, AMD, and Arm Holdings also declined, with the iShares Semiconductor ETF down 3.7%. OpenAI denied internal divisions and said its AI coding product Codex reached 4 million users. Oracle’s credit default swaps hit a two-week high amid concern over its $300 billion cloud deal with OpenAI.
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