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AI Technology News 5 December 2025 - 6 December 2025

Applied Digital (APLD) Stock News Today: Can $16 Billion in AI Leases Support a 300% Rally?

Applied Digital (APLD) Stock News Today: Can $16 Billion in AI Leases Support a 300% Rally?

Published: December 6, 2025 Applied Digital Corporation (NASDAQ: APLD) has become one of 2025’s most talked‑about AI infrastructure stocks. The share price has exploded as the company signed multi‑billion‑dollar AI data‑center leases and lined up massive project financing — but it’s also burning cash and loading up on debt to get there. Here’s a detailed look at the latest Applied Digital stock news, forecasts and analysis as of December 6, 2025, and what it could mean for investors watching APLD. APLD Stock Snapshot: Price, Performance and Volatility Applied Digital closed on December 5, 2025 at $31.22 per share, with after‑hours
6 December 2025
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Broadcom (AVGO) Stock Outlook: AI Deals, VMware Cloud Wins and Wall Street Targets Ahead of December 11 Earnings

Broadcom (AVGO) Stock Outlook: AI Deals, VMware Cloud Wins and Wall Street Targets Ahead of December 11 Earnings

Broadcom Inc. (NASDAQ: AVGO) heads into its next earnings report as one of the market’s flagship artificial‑intelligence infrastructure plays, with its share price hovering just below record highs and expectations running very hot. As of the latest close, AVGO trades around $390 per share, up about 2.4% on the day and more than 7% over the past month, outpacing both the S&P 500 and the broader tech sector. Finviz Wall Street is crowding into the story; price targets are being raised almost daily, and new enterprise software wins are reinforcing Broadcom’s pivot from “just a chip vendor” to a full
6 December 2025
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Palantir (PLTR) Stock Forecast: Nvidia Deal, Rodeo AI and ICE Furor on December 6, 2025

Palantir (PLTR) Stock Forecast: Nvidia Deal, Rodeo AI and ICE Furor on December 6, 2025

Palantir Technologies (NASDAQ: PLTR) is ending the week as one of the most hotly debated AI stocks on Wall Street. The share price is hovering around $181.76, up about 2% on the day and sitting not far below its recent 52‑week high of $207.52, giving the data analytics and AI specialist a market capitalization of roughly $430 billion. MarketBeat After a year of explosive revenue growth, blockbuster government and commercial wins, and a deepening partnership with Nvidia, the company now faces a new wave of bullish forecasts, skeptical analyst targets, and political blowback from a controversial immigration contract. Below is
6 December 2025
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Nvidia Stock (NVDA) Today: Price, Latest AI Chip News, and 2026–2030 Forecasts – December 6, 2025

Nvidia Stock (NVDA) Today: Price, Latest AI Chip News, and 2026–2030 Forecasts – December 6, 2025

Nvidia stock has become the gravitational center of the AI boom. With a market value above $4 trillion and an order book running into the hundreds of billions of dollars, NVDA now influences not just the semiconductor sector, but the entire equity market. At the same time, fresh export–control drama, a surging Chinese “Nvidia clone,” and persistent “AI bubble” worries are forcing investors to ask: is Nvidia stock still a buy at these levels? Below is a deep dive into Nvidia’s latest stock price, news, risks, and Wall Street forecasts as of December 6, 2025. Nvidia stock price and valuation
6 December 2025
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Baidu (BIDU) Stock Today: AI Chips, Layoffs and a JPMorgan Upgrade – What December 2025 Really Changes for Investors

Baidu (BIDU) Stock Today: AI Chips, Layoffs and a JPMorgan Upgrade – What December 2025 Really Changes for Investors

Published: December 6, 2025 Baidu, Inc. (NASDAQ: BIDU) has had a whiplash few weeks. The Chinese search and AI giant has reported its steepest revenue drop on record, announced large‑scale layoffs, unveiled its new ERNIE 5.0 model, and watched the stock first slump almost 10% in Hong Kong—then rip higher after Wall Street upgrades and fresh AI chip news. Reuters+2GuruFocus+2 At the same time, analysts have been busily lifting price targets, and Baidu’s in‑house AI chip unit, Kunlunxin, is now preparing a Hong Kong IPO at a near‑$3 billion valuation. Reuters+1 Here’s a deep dive into where Baidu stock stands
6 December 2025
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ServiceNow (NOW) Stock: 5‑for‑1 Split, AI Deals and 2026 Forecasts After a 2025 Pullback

ServiceNow (NOW) Stock: 5‑for‑1 Split, AI Deals and 2026 Forecasts After a 2025 Pullback

ServiceNow, Inc. (NYSE: NOW) just wrapped up one of its most important weeks of 2025. Shareholders have officially approved a 5‑for‑1 stock split, the company is pushing deeper into AI and security with the planned acquisition of Veza, and Wall Street’s 12‑month price targets still sit well above the current share price. Business Wire+1 As of the close on Friday, 5 December 2025, ServiceNow stock finished at $854.36, up about 1.9% on the day, and tacked on another gain in after‑hours trading after the split vote. StockAnalysis+1 The rally capped six consecutive up days, but the stock remains roughly 29%
6 December 2025
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Vistra Corp (VST) Stock: AI Data Center Darling or Overheated Utility? Latest News, Forecasts and Analysis as of December 6, 2025

Vistra Corp (VST) Stock: AI Data Center Darling or Overheated Utility? Latest News, Forecasts and Analysis as of December 6, 2025

Vistra stock now: from boring utility to AI-era high flier Vistra Corp (NYSE: VST) has quietly become one of the most dramatic winners of the artificial intelligence boom. As of the close on December 5, 2025, Vistra stock finished at $167.17, down about 5% on the day and roughly 24% below its 52‑week high of $219.82 reached on September 22.StockAnalysis+1 Even after this pullback, the multi‑year performance is extraordinary: That kind of run has pushed Vistra from a once‑overlooked Texas power producer to the center of three intersecting themes: But with the stock down sharply in recent weeks and valuations
6 December 2025
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Broadcom (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings

Broadcom (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings

Broadcom (AVGO) Stock in December 2025: AI Chip Boom, VMware Cloud Push and What to Expect From Q4 Earnings Broadcom Inc. (NASDAQ: AVGO) heads into its fiscal fourth‑quarter earnings report on Thursday, December 11, 2025, with its share price hovering near record territory and expectations for artificial intelligence (AI) revenue set sky‑high. As of Friday’s close, Broadcom stock traded around $390.24 per share, giving the company a market capitalization near $1.8 trillion and putting it among the most valuable chip and infrastructure software companies on the planet. Investing.com In the last month alone, AVGO has outpaced the broader tech sector,
6 December 2025
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Marvell Technology (MRVL) Soars on Record AI Data Center Growth: Latest Stock News, Analyst Targets and 2026–2027 Forecast

Marvell Technology (MRVL) Soars on Record AI Data Center Growth: Latest Stock News, Analyst Targets and 2026–2027 Forecast

Published: December 6, 2025 Marvell Technology, Inc. (NASDAQ: MRVL) has just had one of its busiest—and most important—weeks of 2025. As of the latest trade, the semiconductor designer’s shares sit around $98.91, up roughly 12% over the week and hovering just below the psychologically important $100 level. The stock now trades in the upper half of its 52‑week range of about $47 to $127, reflecting a sharp rebound from its late‑summer correction. Benzinga The move follows a record third quarter of fiscal 2026, a multi‑billion‑dollar AI acquisition, and a wave of analyst upgrades and price‑target hikes that are reshaping how
6 December 2025
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Reddit (RDDT) Stock Jumps on AI Licensing and Q3 Earnings Momentum – Is There Still Upside After a 97% Rally?

Reddit (RDDT) Stock Jumps on AI Licensing and Q3 Earnings Momentum – Is There Still Upside After a 97% Rally?

Reddit, Inc. (NYSE: RDDT) extended its powerful run on 5 December 2025, with shares climbing again as investors digested fresh AI news, product changes, and a stream of upbeat analyst commentary. As of Friday’s close, Reddit stock traded around $234.11, up roughly 5% on the day, giving the company a market capitalization of about $43 billion and a lofty price-to-earnings (P/E) ratio near 123. Over the last six months, the stock has surged about 97%, dramatically outperforming the broader tech sector.Nasdaq At the same time, new filings show large institutional investors trimming positions and insiders locking in gains, even as
6 December 2025
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Nvidia vs TSMC Stock (NVDA vs TSM): December 2025 Outlook and 2026 AI Chip Forecast

Nvidia vs TSMC Stock (NVDA vs TSM): December 2025 Outlook and 2026 AI Chip Forecast

Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) have become the twin pillars of the AI hardware boom. One designs the world’s most sought‑after AI chips; the other manufactures those chips – and many rivals’ – on the most advanced production lines on Earth. Over the past three years, Nvidia’s share price has surged more than 900%, while TSMC is up roughly 250%.Watcher Guru With both now worth more than a trillion dollars and central to the AI “supercycle,” investors are asking a simple but tricky question: Between Nvidia (NVDA) and TSMC (TSM), which stock looks more attractive right now? Below is
5 December 2025
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Oracle vs Amazon Stock: Which AI Cloud Giant Looks Better Positioned for 2026?

Oracle vs Amazon Stock: Which AI Cloud Giant Looks Better Positioned for 2026?

Oracle (NYSE: ORCL) and Amazon (NASDAQ: AMZN) spent 2025 riding the same powerful wave — artificial intelligence and cloud computing — but their share prices and narratives diverged sharply. As investors look ahead to 2026, the “Oracle vs Amazon stock” question is really about choosing between a high-octane AI infrastructure surge (Oracle) and a diversified tech-and-retail powerhouse (Amazon). As of the close on December 5, 2025, Oracle trades around $216 per share, while Amazon changes hands near $230. Below is a deep dive into the latest news, forecasts, valuations and key catalysts driving both stocks — and what that might mean for different types
5 December 2025
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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