AI Technology News 3 December 2025

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

Lam Research Corporation (NASDAQ: LRCX) remains one of the most closely watched names in the semiconductor equipment space, as investors weigh a record AI‑driven upcycle against increasingly stretched valuations and fresh caution from some fundamental models. After closing at $159.75

4 December 2025

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

Updated: December 4, 2025 – Not investment advice Credo Technology Group Holding Ltd (NASDAQ: CRDO) is one of the most talked‑about AI infrastructure stocks going into year‑end 2025. After a huge fiscal Q2 2026 earnings beat and aggressive guidance, the

4 December 2025

AI Technology · Earnings Reports · Financial Outlook · Investment Analysis · NASDAQ:CRDO · Stock Market

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

Published: December 4, 2025 – informational market commentary, not investment advice. Key Takeaways Where AppLovin Stock Trades Today As of early afternoon on December 4, 2025, AppLovin shares trade around $670–$685, with one real‑time feed showing about $675 per share

4 December 2025

Adtech Industry · AI Technology · Investment Insights · NASDAQ:APP · SEC Investigation · Stock Analysis

Bristol Myers Squibb (BMY) Stock Today: Cobenfy Trial Twist, AI Drug Discovery Milestone and $6.7 Billion Lawsuit Shape the 2026 Outlook

As of December 4, 2025, Bristol Myers Squibb Company (NYSE: BMY) is back on the radar of growth, value and dividend investors. After a sharp rally this week driven by fresh news on its Alzheimer’s drug Cobenfy, an AI-enabled drug

4 December 2025

AI Technology · Investment Analysis · Legal News · NYSE:BMY · Pharmaceuticals · Stock Market

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

Updated: December 4, 2025 – Not investment advice; for information and education only. Oracle stock today: deep pullback after an AI-fueled surge Oracle Corporation (NYSE: ORCL) is back in the market spotlight as investors weigh a historic artificial-intelligence cloud backlog

4 December 2025

AI Technology · Cloud Computing · Earnings Reports · Financial Forecasts · NYSE:ORCL · Stock Analysis

Mastercard Stock (MA) Today: AI Payments, Analyst Price Targets and 2026 Outlook – December 3, 2025

Published: December 3, 2025 – Information only, not investment advice. Mastercard stock on 3 December 2025: price and market snapshot As of the close on December 3, 2025, Mastercard Incorporated (NYSE: MA) is trading around $553.73 per share, modestly higher

3 December 2025

AI Technology · Financial Forecasts · Investment Analysis · NYSE:MA · Payment Solutions · Stock Market

Bloom Energy (BE) Stock on December 3, 2025: Price, Forecast, and AI Data Center Boom Risks

Updated: December 3, 2025 — Informational article, not investment advice. Bloom Energy Corporation (NYSE: BE) has turned into one of 2025’s most explosive AI‑infrastructure trades. After a year of breathtaking gains fueled by artificial intelligence data‑center demand, the stock is

3 December 2025

AI Technology · Energy Sector · Financial Forecasts · Investment Analysis · NYSE:BE · Stock Market

GitLab (GTLB) Stock on December 3, 2025: 14% Post‑Earnings Selloff, Analyst Target Cuts and AI‑Driven Growth Story

GitLab Inc. (NASDAQ: GTLB) shares are under heavy pressure on December 3, 2025, as investors digest the company’s latest quarterly results, cautious guidance, and a wave of fresh analyst reactions. After reporting fiscal Q3 2026 (quarter ended October 31, 2025)

3 December 2025

AI Technology · Analyst Ratings · Earnings Reports · Investment Strategies · NASDAQ:GTLB · Stock Market

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

As of December 3, 2025, Lumentum Holdings Inc. (NASDAQ: LITE) sits near the center of the AI infrastructure trade. The optical and photonics specialist has turned into one of 2025’s most explosive winners, with the stock up roughly 250% year

3 December 2025

AI Technology · Financial News · Investment Insights · Market Forecasts · NASDAQ:LITE · Stock Analysis

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

Amphenol Corporation (NYSE: APH) remains one of the standout performers in large-cap technology hardware as of December 3, 2025, powered by the AI datacenter boom, aggressive M&A and strong institutional demand – but also carrying a valuation that many analysts

3 December 2025

AI Technology · Company Analysis · Insider Trading · Investment Forecasts · NYSE:APH · Stock Market

Credo Technology Group (CRDO) Stock Soars on Record AI Earnings: Latest News, Analyst Forecasts & Outlook as of December 3, 2025

Credo Technology Group Holding Ltd (NASDAQ: CRDO) has become one of 2025’s standout AI infrastructure plays. After a blowout fiscal Q2 2026 report and a wave of analyst upgrades, the stock is trading around $183 per share on December 3,

3 December 2025

AI Technology · Analyst Forecasts · Earnings Reports · Investment News · NASDAQ:CRDO · Stock Market

Pure Storage (PSTG) Stock Plunges After Q3 Earnings: What December’s Sell-Off Means for the AI Storage Leader

As of December 3, 2025, Pure Storage, Inc. (NYSE: PSTG) has gone from AI darling to one of the day’s biggest losers on Wall Street. After reporting strong third-quarter fiscal 2026 results, the all-flash data storage specialist saw its stock

3 December 2025

AI Technology · Earnings Reports · Investment Analysis · NYSE:PSTG · Stock Market · Tech Industry

AI Technology News 3 December 2025 - 4 December 2025