Today: 28 April 2026

Microchip Technology (MCHP) Soars on Raised Guidance and New Power‑Saving Chip: What Investors Need to Know Today

Microchip Technology (MCHP) Soars on Raised Guidance and New Power‑Saving Chip: What Investors Need to Know Today

Microchip Technology shares surged over 12% to around $63.70 on December 3, 2025, after the company raised its Q3 FY2026 guidance to the top end of previous estimates. The company now expects net sales near $1.15 billion and non-GAAP EPS of $0.40. CEO Steve Sanghi cited stronger bookings and progress on a recovery plan. Trading volume topped 15 million shares by mid-afternoon.
3 December 2025
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How to Spot a Market Bubble Before It Bursts in 2025: From AI Stocks to Housing and IPO Mania

How to Spot a Market Bubble Before It Bursts in 2025: From AI Stocks to Housing and IPO Mania

Anthropic is reportedly preparing for an IPO at a valuation above $300 billion as central bankers warn of inflated asset prices. Bank of America’s latest survey shows fund managers view AI overvaluation as the top market risk. Housing forecasts in the U.S. range from a 50% crash to mild corrections. The Economist argues traditional valuation metrics fail to time bubbles, urging focus on search trends and fund manager behavior.
3 December 2025
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Costco Stock (COST) on December 3, 2025: Tariff Lawsuit, AA Credit Rating and 2026 Forecasts

Costco Stock (COST) on December 3, 2025: Tariff Lawsuit, AA Credit Rating and 2026 Forecasts

Costco shares traded near $922 on December 3, about 14% below their 52-week high, with a market cap over $400 billion and a P/E ratio of 50. The company has sued the U.S. government in the Court of International Trade over Trump-era tariffs, arguing the administration exceeded its legal authority. Membership fees and sales continue to grow at double-digit rates.
3 December 2025
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Texas Instruments (TXN) Surges Toward $182 as Big Investors, Rich Dividend and $60B Fab Bet Drive December Rally

Texas Instruments (TXN) Surges Toward $182 as Big Investors, Rich Dividend and $60B Fab Bet Drive December Rally

Texas Instruments shares jumped nearly 4% to around $182 by mid-afternoon Wednesday, extending a two-week rally that has lifted the stock more than 13%. Recent filings show major funds including Norges Bank and Invesco increasing stakes, with institutions now holding about 85% of the float. Q3 revenue rose 14.2% to $4.74 billion, but Q4 guidance missed expectations. TXN remains below its 52-week high of $221.69.
3 December 2025
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Ondas Holdings (ONDS) Stock Soars on Border‑Drone Megadeal: December 3, 2025 News, Targets and 2025–2026 Forecasts

Ondas Holdings (ONDS) Stock Soars on Border‑Drone Megadeal: December 3, 2025 News, Targets and 2025–2026 Forecasts

Ondas Holdings shares rose 7–8% to $8.60–$8.70 Wednesday afternoon after winning a major government contract to deploy thousands of autonomous drones for border protection. Trading volume topped 92 million shares, with the stock swinging between $7.46 and $8.39. Ondas’ 12-month return stands near 700–800%. Q3 revenue surged 582% year-on-year to $10.1 million.
3 December 2025
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Gold Holds Above $4,200 as Fed Rate Cut Bets Surge; Silver Hits Record High Near $59 on Supply Squeeze

Gold Holds Above $4,200 as Fed Rate Cut Bets Surge; Silver Hits Record High Near $59 on Supply Squeeze

Silver hit a record $58.98 an ounce Wednesday, up over 100% in 2025, as investors bet on a U.S. Federal Reserve rate cut next week. Gold traded above $4,200, near its all-time high, with futures settling around $4,230 in New York. CME FedWatch shows a 90% chance of a rate cut at the December 9–10 meeting. Copper also set a new record in London trading.
3 December 2025
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Vanguard’s Grim 10‑Year Forecast Puts the 4% Retirement Rule at Risk — What Retirees Should Do Now

Vanguard’s Grim 10‑Year Forecast Puts the 4% Retirement Rule at Risk — What Retirees Should Do Now

Vanguard projects U.S. stocks will return 2.8%–4.8% annually over the next decade, below expected bond returns of 4.3%–5.3%. A MarketWatch column warns that a prolonged period of low stock returns could threaten retirees relying on the 4% withdrawal rule. About 11,400 Americans turn 65 each day in 2025, the peak of the baby-boomer retirement wave.
3 December 2025
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McDonald’s (MCD) Stock on December 3, 2025: Price Surge, Insider Sales, Holiday Promotions and Wall Street Forecasts

McDonald’s (MCD) Stock on December 3, 2025: Price Surge, Insider Sales, Holiday Promotions and Wall Street Forecasts

McDonald’s shares rose 2.6% to about $308.48 on December 3, 2025, with intraday trading volume near 2.5 million. EVP Manuel Steijaert sold roughly $2 million in stock after exercising options, while Invesco Ltd. and 1832 Asset Management L.P. reported recent reductions in their holdings. Holiday promotions and analyst forecasts also drew investor attention.
3 December 2025
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Vertiv (VRT) Stock on December 3, 2025: AI Cooling Leader, S&P 500 Speculation and Fresh Wall Street Forecasts

Vertiv (VRT) Stock on December 3, 2025: AI Cooling Leader, S&P 500 Speculation and Fresh Wall Street Forecasts

Vertiv Holdings shares traded near $179.16 in late trading December 3, down about 1% but close to record highs after a 60% six-month surge. The stock has nearly tripled since 2023, outpacing the tech sector. Vertiv trades at a trailing P/E in the high 60s, with forward estimates near 43. Zacks named Vertiv “Bull of the Day” and reiterated a Strong Buy rating.
3 December 2025
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Astera Labs (ALAB) Stock Rebounds After NVLink Fusion Shock: December 3, 2025 News, Forecasts and AI Outlook

Astera Labs (ALAB) Stock Rebounds After NVLink Fusion Shock: December 3, 2025 News, Forecasts and AI Outlook

Astera Labs shares rebounded 6% to $151 Wednesday after plunging 13% the previous day on concerns Amazon’s new AI partnership with NVIDIA could threaten Astera’s role in AWS hardware. The drop followed news that Amazon will use NVIDIA’s NVLink Fusion in next-gen Trainium 4 accelerators. Analysts and management said Astera’s components remain relevant, easing investor fears.
3 December 2025
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NASA’s Psyche Spacecraft Locks Onto Interstellar Comet 3I/ATLAS as Global Planetary‑Defense Drill Begins

NASA’s Psyche Spacecraft Locks Onto Interstellar Comet 3I/ATLAS as Global Planetary‑Defense Drill Begins

NASA said its Psyche spacecraft captured detailed images of interstellar comet 3I/ATLAS in September from 33 million miles away, refining its trajectory. The comet, discovered in July 2025, is erupting “ice volcanoes” and emitting unique radio signals. Mars-orbiting probes have narrowed its path by a factor of ten. A UN-backed planetary-defense exercise now includes 3I/ATLAS.
3 December 2025
Tsunami Seen From Space: NASA’s SWOT Satellite Captures 2025 Kamchatka Megaquake in Unprecedented Detail

Tsunami Seen From Space: NASA’s SWOT Satellite Captures 2025 Kamchatka Megaquake in Unprecedented Detail

A magnitude 8.8 earthquake struck off Russia’s Kamchatka Peninsula on July 29, 2025, generating a Pacific-wide tsunami. For the first time, NASA and CNES’s SWOT satellite captured high-resolution images of the tsunami wavefield from space. The data, published in The Seismic Record, revealed complex wave patterns that challenge previous tsunami models. Most affected coastlines saw wave heights under 1 meter.
3 December 2025
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Nvidia CEO Jensen Huang on Joe Rogan: AI Jobs, National Security and Trump Export‑Control Talks

Nvidia CEO Jensen Huang on Joe Rogan: AI Jobs, National Security and Trump Export‑Control Talks

Nvidia CEO Jensen Huang appeared on The Joe Rogan Experience and met with President Donald Trump on December 3, 2025, discussing AI, export controls, and national security. Huang told Rogan that the risks of AI remain unclear and praised Trump’s focus on U.S. technology and manufacturing. Nvidia’s internal push to automate tasks with AI drew fresh analysis. Rogan’s podcast topped Spotify and Apple charts.
3 December 2025
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JPMorgan Chase (JPM) Stock Today: Near Record Highs, Q3 2025 Earnings Beat and 2026 Analyst Forecasts (3 December 2025)

JPMorgan Chase (JPM) Stock Today: Near Record Highs, Q3 2025 Earnings Beat and 2026 Analyst Forecasts (3 December 2025)

JPMorgan Chase closed at $311.41 on December 3, 2025, near its all-time high of $320.41 set in November. The stock has gained about 27–28% over the past year and trades at a market cap near $850–860 billion. Institutional filings show mixed activity, with some firms adding and others trimming positions. The bank’s price-to-tangible book ratio stands around 3.0–3.1x.
3 December 2025
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Lumentum (LITE) Stock: AI Infrastructure Darling or Overpriced Risk? Latest News, Price Targets and Forecasts as of December 3, 2025

Lumentum (LITE) Stock: AI Infrastructure Darling or Overpriced Risk? Latest News, Price Targets and Forecasts as of December 3, 2025

Lumentum Holdings shares traded near $302 on December 3, 2025, up about 249% year to date and just below recent highs. The company reported fiscal Q1 revenue of $533.8 million, up 58% from a year earlier, and raised guidance for Q2. Intraday price swings of 5–10% have become common, with analysts split on the stock’s valuation and risk. Market cap stands near $21 billion.
3 December 2025
Caterpillar (CAT) Stock Today: AI Power Boom, Patent Lawsuits and $700+ Price Targets – What Investors Need to Know (Dec 3, 2025)

Caterpillar (CAT) Stock Today: AI Power Boom, Patent Lawsuits and $700+ Price Targets – What Investors Need to Know (Dec 3, 2025)

Caterpillar shares traded near $591 late on December 3, just below their record high of $596.21, after gaining about 60% year-to-date. Truist Securities raised its price target to $729, citing a $40 billion backlog and strong demand for power generation equipment. BofA maintained a $650 target, highlighting Caterpillar’s leading role in supplying backup power for data centers.
3 December 2025
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Amphenol Corporation (APH) Stock on December 3, 2025: AI Datacenter Deals, Insider Sales and Wall Street Forecasts

Amphenol Corporation (APH) Stock on December 3, 2025: AI Datacenter Deals, Insider Sales and Wall Street Forecasts

Amphenol shares traded at $139–140 on December 3, 2025, valuing the company near $171 billion after a 102% year-to-date total return. Q3 sales jumped 53% to $6.2 billion, with diluted EPS up 102% year over year, driven by AI datacenter demand and acquisitions. The stock trades at a trailing P/E of about 52, well above industry averages. Analysts describe the valuation as “stretched.”
3 December 2025
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Applied Materials (AMAT) Stock Hits Record Highs on AI Chip Boom – Latest News, Analyst Targets and Forecasts as of December 3, 2025

Applied Materials (AMAT) Stock Hits Record Highs on AI Chip Boom – Latest News, Analyst Targets and Forecasts as of December 3, 2025

Applied Materials shares hit a record near $267 on December 3, up over 60% in 2025 as investors bet on AI chip demand. The stock closed at $265.33 on December 2, with a market cap around $211 billion. Analysts rate AMAT a “Moderate Buy,” but the average 12-month price target sits below current levels. Institutional ownership stands at about 80.5%.
3 December 2025
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Stock Market Today

  • iShares U.S. Infrastructure ETF (IFRA) Sees $220.6M Inflow, Hits 5.8% Weekly Unit Gain
    April 28, 2026, 11:36 AM EDT. The iShares U.S. Infrastructure ETF (IFRA) recorded a significant inflow of approximately $220.6 million, marking a 5.8% increase in outstanding units week over week, from 62.5 million to 66.1 million units. This inflow suggests strong investor demand, which typically leads to the ETF manager purchasing more underlying assets. IFRA's latest share price stands at $60.83, near its 52-week high of $61.49 and well above its 52-week low of $44.34. Analysts also watch the 200-day moving average, a common technical indicator, to gauge price trends and momentum. Such inflows can impact the prices of individual infrastructure holdings within the ETF, reflecting broader market interest in U.S. infrastructure assets.

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Classover Stock Jumps as BlackRock 8% Filing and TIME EdTech Ranking Put KIDZ Back in Focus

Classover Stock Jumps as BlackRock 8% Filing and TIME EdTech Ranking Put KIDZ Back in Focus

28 April 2026
Classover Holdings shares jumped Tuesday after BlackRock disclosed an 8% Class B stake and the company reported ranking 122nd on TIME and Statista’s 2026 U.S. edtech list. KIDZ traded at $1.08 late morning, up from $0.97 Monday, with volume at 32.54 million shares. BlackRock reported ownership of 87,463 Class B shares in a Schedule 13G filing. Classover posted 2025 service revenue of $3.37 million and a net loss of $7.04 million.
American Tower Raises 2026 Outlook: Why AMT Stock Is Moving Today

American Tower Raises 2026 Outlook: Why AMT Stock Is Moving Today

28 April 2026
American Tower raised its 2026 forecast after first-quarter revenue rose 6.8% to $2.74 billion and net income jumped 76.2% to $879 million, both topping estimates. The company now expects up to $10.74 billion in property revenue for the year, citing strong demand for towers and data centers. Shares climbed 1.9% in morning trading. The outlook includes a $107 million boost from foreign exchange gains.
Why Celestica Stock Is Falling Even After a Big AI Outlook Raise

Why Celestica Stock Is Falling Even After a Big AI Outlook Raise

28 April 2026
Celestica raised its 2026 revenue forecast to $19.0 billion after first-quarter sales jumped 53% to $4.05 billion. Shares fell 15% in New York despite 76% growth in its cloud and connectivity unit and higher profit guidance. The company also expanded its credit facility to $1.75 billion.
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