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AI Technology News 2 December 2025 - 3 December 2025

Pure Storage (PSTG) Stock Soars, Then Stumbles: Q3 2026 Earnings, AI Growth Story and 2026 Forecast on December 2, 2025

Pure Storage (PSTG) Stock Soars, Then Stumbles: Q3 2026 Earnings, AI Growth Story and 2026 Forecast on December 2, 2025

Pure Storage, Inc. (NYSE: PSTG) just delivered one of the most closely watched earnings reports in the AI infrastructure space — and the market’s reaction on December 2, 2025 was a full-on roller coaster. The flash‑storage specialist reported double‑digit revenue growth, rising subscription metrics and higher guidance for fiscal 2026, but also weaker GAAP profitability, softer cash flow and an…
3 December 2025
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Constellation Energy (CEG) Stock on December 2, 2025: AI Powerhouse, Nuclear Restart and What It Means for Investors

Constellation Energy (CEG) Stock on December 2, 2025: AI Powerhouse, Nuclear Restart and What It Means for Investors

Constellation Energy Corporation (NASDAQ: CEG) has gone from “boring utility” to one of Wall Street’s most closely watched AI infrastructure plays in 2025. With a fresh $1 billion federal loan to restart the Three Mile Island Unit 1 reactor (now the Crane Clean Energy Center), deep power-purchase deals with Microsoft and Meta, and a stock that has surged more than…
2 December 2025
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Super Micro Computer (SMCI) Stock in December 2025: Can the AI Server Star Rebound After a Brutal Sell‑Off?

Super Micro Computer (SMCI) Stock in December 2025: Can the AI Server Star Rebound After a Brutal Sell‑Off?

Updated: December 2, 2025 Key Takeaways SMCI Stock Today: Price, Valuation and Volatility As of the close on December 2, 2025, Super Micro Computer, Inc. (Supermicro, ticker SMCI) trades around $32.9 per share, with an intraday range near $32.57–$34.33. The stock’s 52‑week range is roughly $25.71–$66.44, putting today’s quote closer to the low end. At this level, the company carries…
2 December 2025
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Lam Research (LRCX) Jumps on Morgan Stanley Upgrade: Is the AI Wafer-Equipment Rally Running Hot or Just Getting Started?

Lam Research (LRCX) Jumps on Morgan Stanley Upgrade: Is the AI Wafer-Equipment Rally Running Hot or Just Getting Started?

As of Tuesday, December 2, 2025, Lam Research Corporation (NASDAQ: LRCX) is back in the market spotlight. The semiconductor equipment maker’s stock climbed to around $157–$158 per share in afternoon trading, up roughly 2% on the day after Morgan Stanley raised its price target from $137 to $158 while keeping an “Equal-Weight” rating. GuruFocus That move caps a spectacular year:…
2 December 2025
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Vertiv Stock (VRT) in December 2025: AI Data Center Deals, Q3 Beat and Fresh Wall Street Targets

Vertiv Stock (VRT) in December 2025: AI Data Center Deals, Q3 Beat and Fresh Wall Street Targets

Vertiv Holdings Co (NYSE: VRT) has become one of Wall Street’s favorite “picks-and-shovels” plays on the AI data center boom – and the news flow around the stock has been intense going into December 2, 2025. As of late trading on December 2, 2025, Vertiv shares change hands around $183, giving the company a market capitalization of roughly $68.5 billion.…
2 December 2025
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Coherent Corp (COHR) Stock Soars 62% YTD: Latest News, Analyst Forecasts and AI-Fueled Outlook as of December 2, 2025

Coherent Corp (COHR) Stock Soars 62% YTD: Latest News, Analyst Forecasts and AI-Fueled Outlook as of December 2, 2025

Published: December 2, 2025 — For informational purposes only; not investment advice. Coherent Corp Stock Today: Price Snapshot and Momentum Coherent Corp (NYSE: COHR), a leading photonics and materials company, continues to ride one of the strongest rallies in the semiconductor-and-optics space in 2025. Coherent operates across three main segments — Networking, Materials and Lasers — with the Networking segment…
2 December 2025
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Nvidia Stock (NVDA) on December 2, 2025: Price Action, New AI Deals and 2026–2030 Stock Forecasts

Nvidia Stock (NVDA) on December 2, 2025: Price Action, New AI Deals and 2026–2030 Stock Forecasts

Nvidia’s stock remains at the center of the AI trade as of Tuesday, December 2, 2025. After another blowout earnings report and a fresh $2 billion strategic bet on Synopsys, the chipmaker is still posting eye‑watering growth — even as investors debate whether its $4+ trillion valuation leaves more upside or sets up an AI bubble risk.  NVIDIA Newsroom Below…
2 December 2025
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Credo Technology (CRDO) Stock Rockets to Record Highs on AI-Fueled Earnings Beat and Aggressive Price Target Hikes

Credo Technology (CRDO) Stock Rockets to Record Highs on AI-Fueled Earnings Beat and Aggressive Price Target Hikes

On December 2, 2025, Credo Technology Group Holding Ltd (NASDAQ: CRDO) became one of the most talked‑about AI stocks on Wall Street. After delivering a spectacular fiscal Q2 2026 earnings beat and issuing eye‑popping guidance, CRDO shares spiked to fresh record highs as analysts rushed to lift their price targets into the $220–$250 range. Nasdaq Below is a full breakdown…
2 December 2025
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Oracle Stock Outlook December 2, 2025: AI Cloud Superstar or Overleveraged Risk Play Ahead of Q2 FY26 Earnings?

Oracle Stock Outlook December 2, 2025: AI Cloud Superstar or Overleveraged Risk Play Ahead of Q2 FY26 Earnings?

Oracle Corporation (NYSE: ORCL) sits right in the crosshairs of the AI infrastructure boom — and the AI bubble debate. On December 2, 2025, the stock is trading around $201 per share, down sharply from its September peak near the mid‑$300s after a bruising November, but still up a little over 20% year‑to‑date. The Big Spring Herald At the same…
2 December 2025
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AppLovin (APP) Stock Jumps Above $620 as AI Adtech Boom Meets Regulatory Risk – Latest News, Forecasts and Analysis (December 2, 2025)

AppLovin (APP) Stock Jumps Above $620 as AI Adtech Boom Meets Regulatory Risk – Latest News, Forecasts and Analysis (December 2, 2025)

AppLovin Corporation (NASDAQ: APP) is back in the spotlight. On December 2, 2025, the AI‑driven advertising platform’s stock pushed higher again, trading around $623.59, up roughly 4% on the day and extending an already explosive run in 2025. Smartkarma At the same time, the company is juggling regulatory probes, insider selling, and a stretched valuation, even as Wall Street price…
2 December 2025
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Micron Technology (MU) Stock on December 2, 2025: AI Memory Supercycle, $300–$338 Targets and the $9.6B Japan Bet

Micron Technology (MU) Stock on December 2, 2025: AI Memory Supercycle, $300–$338 Targets and the $9.6B Japan Bet

(SEO):Micron Technology (NASDAQ: MU) stock is riding an AI-fueled memory supercycle, with Wall Street targets up to $338, a new $9.6B HBM fab in Japan, and key earnings on December 17, 2025. Here’s what investors need to know today. Key Takeaways Micron Stock Today: Price, Performance and Valuation As of early trading on December 2, 2025, Micron Technology, Inc. (NASDAQ:…
2 December 2025
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Amazon (AMZN) Stock on December 2, 2025: AI Mega‑Deals, Fee Cuts and 30‑Minute Delivery Fuel a Fresh Bull Case

Amazon (AMZN) Stock on December 2, 2025: AI Mega‑Deals, Fee Cuts and 30‑Minute Delivery Fuel a Fresh Bull Case

Amazon.com, Inc. (NASDAQ: AMZN) is quietly back in the spotlight. On December 2, 2025, Amazon stock trades around $233.88, up about 0.3% on the day, with a market capitalization near $2.5 trillion. That leaves shares roughly 10% below their 52‑week high of $258.60, despite a powerful run in profits and a growing AI narrative around AWS. StockAnalysis At the same…
2 December 2025
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Stock Market Today

  • Subex Shareholders Face 74% Loss Over Three Years as Stock Plummets 15% This Week
    January 23, 2026, 10:09 PM EST. Subex Limited (NSE:SUBEXLTD) shares have fallen 15% this week, intensifying a three-year decline of 74%, marking severe losses for shareholders. The stock has also dropped 53% over the past year and 30% in the last quarter, shedding ₹909 million in market value over seven days. The company remains unprofitable with annual revenue shrinking 1.3% over three years, reflecting weak business fundamentals and disappointing top-line growth. Investors face ongoing challenges as Subex underperforms the broader market, which gained about 5% last year. Analysts warn of significant risks, highlighting two key warning signs for the telecom software provider. Caution is advised before investment, given the sustained revenue decline and lack of profitability.
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