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AI Technology News 7 December 2025 - 9 December 2025

Nvidia Stock Surges as U.S. Eases China AI Chip Ban: What NVDA Investors Need to Know on December 9, 2025

Nvidia Stock Surges as U.S. Eases China AI Chip Ban: What NVDA Investors Need to Know on December 9, 2025

December 9, 2025 Nvidia Corporation (NASDAQ: NVDA) is back at the center of the AI and geopolitics vortex. On December 9, President Donald Trump said his administration will allow Nvidia to sell its powerful H200 AI chips to “approved” customers in China and other countries, with the U.S. government taking a 25% cut of sales—a sharp reversal from prior export…
9 December 2025
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Hewlett Packard Enterprise (HPE) Stock Today: Q4 2025 Earnings, AI Factories and 2026 Outlook for Investors

Hewlett Packard Enterprise (HPE) Stock Today: Q4 2025 Earnings, AI Factories and 2026 Outlook for Investors

December 8, 2025 – Market overview and analysis, not investment advice. HPE stock at a glance on 8 December 2025 Hewlett Packard Enterprise Company (NYSE: HPE) shares are trading around $24 per share in today’s session, after a volatile few days following the company’s fiscal Q4 2025 earnings release. Real‑time data shows HPE changing hands at about $23.99, with an…
8 December 2025
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Lumentum Holdings (LITE) Stock Forecast: AI Data Center Star Faces Valuation Jitters After 300% 2025 Rally

Lumentum Holdings (LITE) Stock Forecast: AI Data Center Star Faces Valuation Jitters After 300% 2025 Rally

Dateline: December 8, 2025 Lumentum Holdings Inc. (NASDAQ: LITE) has turned from a niche optical components maker into one of the stock market’s loudest AI-infrastructure stories in 2025. As of the afternoon of December 8, 2025, Lumentum shares trade around the mid‑$340s, near their all‑time highs, giving the company a market cap of roughly $24 billion and a trailing P/E…
8 December 2025
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Lam Research (LRCX) Stock Rises on Morgan Stanley Upgrade: What Today’s AI-Driven Rally Means for 2026–2027

Lam Research (LRCX) Stock Rises on Morgan Stanley Upgrade: What Today’s AI-Driven Rally Means for 2026–2027

Published: December 8, 2025 Lam Research Corporation (NASDAQ: LRCX) climbed again on Monday as Wall Street leaned further into the AI chip boom and analysts refreshed their forecasts for the wafer-fab equipment leader. Morgan Stanley’s latest price-target hike, a cluster of fresh institutional ownership disclosures, and new growth-stock rankings all dropped today, giving investors a dense batch of signals to…
8 December 2025
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Bloom Energy (BE) Stock on December 8, 2025: AI Data Center Powerhouse or Overheated Trade?

Bloom Energy (BE) Stock on December 8, 2025: AI Data Center Powerhouse or Overheated Trade?

Bloom Energy Corporation (NYSE: BE) has turned into one of 2025’s loudest stock stories. The fuel‑cell maker riding the AI data‑center boom has delivered a life‑changing move for early believers, with the share price up around 1,100% over the past 12 months and several hundred percent year‑to‑date. Benzinga As of U.S. trading on Monday, December 8, 2025, Bloom Energy stock…
8 December 2025
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Semiconductor Stocks Today: AI Boom Lifts Chipmakers as Memory Shortage Deepens (Dec. 8, 2025)

Semiconductor Stocks Today: AI Boom Lifts Chipmakers as Memory Shortage Deepens (Dec. 8, 2025)

Semiconductor stocks extended their powerful 2025 rally on Monday as investors doubled down on the artificial‑intelligence (AI) build‑out, even while fresh data pointed to a worsening global shortage of memory chips and ongoing geopolitical pressure on the supply chain. Market snapshot: chip stocks keep outrunning the broader market The PHLX Semiconductor Index (SOX) climbed about 0.96% to 7,364.6 in Monday trading, hovering near record…
8 December 2025
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Adobe Stock (ADBE) on December 8, 2025: AI Strategy, Buybacks and the Semrush Deal Ahead of Q4 Earnings

Adobe Stock (ADBE) on December 8, 2025: AI Strategy, Buybacks and the Semrush Deal Ahead of Q4 Earnings

Adobe Inc. (NASDAQ: ADBE) heads into one of its most closely watched weeks in years. With fiscal Q4 and full‑year 2025 results due after the close on Wednesday, December 10, investors are weighing a powerful mix of forces: a deep push into generative AI, a $1.9 billion bet on Semrush, heavy share buybacks and a share price that is still…
8 December 2025
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Broadcom (AVGO) Stock Today: AI Bets, Fed Cut Hopes and Q4 Earnings – What to Know Before the Market Opens on December 8, 2025

Broadcom (AVGO) Stock Today: AI Bets, Fed Cut Hopes and Q4 Earnings – What to Know Before the Market Opens on December 8, 2025

(you can reuse this):Broadcom stock (AVGO) is trading near record highs ahead of a pivotal week featuring a key Fed rate decision and Q4 2025 earnings. Here’s the latest pre‑market move, AI growth story, analyst forecasts, valuation risks and catalysts to watch on December 8, 2025. 1. Broadcom stock pre‑market snapshot on December 8, 2025 As of around 8:00 a.m.…
8 December 2025
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Bajaj Finance Share Price Today: AI Voice Bots, Q2 FY26 Results and Broker Targets – Is the Stock Still a Buy at ₹1,030?

Bajaj Finance Share Price Today: AI Voice Bots, Q2 FY26 Results and Broker Targets – Is the Stock Still a Buy at ₹1,030?

Published: 8 December 2025 Bajaj Finance Limited (BFL), one of India’s most closely watched non‑banking financial companies (NBFCs), is back in the spotlight as its share price cools off slightly while the company doubles down on an aggressive artificial intelligence (AI) strategy. On 8 December 2025, Bajaj Finance share price is trading around ₹1,028–1,030, down about 1.9% intraday, giving the…
8 December 2025
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AppLovin (APP) Stock: AI Growth, SEC Probe and What to Know Before the Market Opens on December 8, 2025

AppLovin (APP) Stock: AI Growth, SEC Probe and What to Know Before the Market Opens on December 8, 2025

Last updated: December 7, 2025 – for the U.S. market open on Monday, December 8, 2025. 1. Where AppLovin stock stands heading into Monday’s open AppLovin Corporation (NASDAQ: APP) goes into the new week as one of 2025’s standout AI and ad‑tech winners — and one of its riskiest. As of Friday, December 5, AppLovin closed at $691.94, up 1.19%…
7 December 2025
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Semiconductor Stocks Weekly Recap (Dec 1–7, 2025): AI Mega-Deals, New Chip Laws and a Near-4% Sector Surge

Semiconductor Stocks Weekly Recap (Dec 1–7, 2025): AI Mega-Deals, New Chip Laws and a Near-4% Sector Surge

Semiconductor stocks quietly extended their dominance this week. While the broader U.S. market posted modest gains, chipmakers rallied on the back of blockbuster AI infrastructure deals, fresh forecasts calling for nearly $1 trillion in annual chip sales, and a new wave of U.S. legislation aimed at tightening advanced chip exports to China. Semiconductor Industry Association Sector Snapshot: Chip Stocks Outrun…
7 December 2025
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Lam Research (LRCX) Stock Outlook: AI Chip Boom, Analyst Targets and 2026 Forecasts as of December 7, 2025

Lam Research (LRCX) Stock Outlook: AI Chip Boom, Analyst Targets and 2026 Forecasts as of December 7, 2025

Lam Research Corp. (NASDAQ: LRCX) sits at the heart of the AI and memory semiconductor build‑out, and Wall Street is watching it closely. After a strong fiscal Q1 2026, fresh guidance and a series of bullish research notes, the stock is now trading just below its recent highs while analysts debate whether the AI payoff is fully priced in. Lam…
7 December 2025
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Stock Market Today

  • Waste Management (WM) Stock Assessment Highlights Undervaluation Amid Recent Gains
    January 24, 2026, 1:56 AM EST. Waste Management (WM) shares have gained momentum, with a recent price near $229.23 and positive returns over multiple time frames. The one-year total shareholder return stands at 11.08%, with a five-year return soaring 122.78%. Analysts estimate a fair value around $248.32, suggesting the stock is roughly 7.7% undervalued. Key growth drivers include strategic investments in sustainability and the integration of WM Healthcare Solutions, projected to generate $250 million in annual synergies by 2027. The stock's price-to-earnings ratio of 36x is above the industry average but below some peers, raising questions on risk versus comfort in its premium valuation. Investors should weigh these positives against risks from increased leverage and regulatory factors before deciding.
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