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AI Technology News 2 December 2025 - 3 December 2025

Eaton (ETN) Stock Outlook on December 2, 2025: Boyd Thermal Deal, AI Data Centers and Analyst Targets

Eaton (ETN) Stock Outlook on December 2, 2025: Boyd Thermal Deal, AI Data Centers and Analyst Targets

Eaton Corporation plc (NYSE: ETN), the Irish‑domiciled intelligent power management giant, sits at the center of some of the biggest themes in markets right now: AI data centers, grid bottlenecks, electrification, and infrastructure spending. Yet the stock has been drifting lower since midsummer, even as earnings, margins and backlog hit record levels. On Tuesday, December 2, 2025, Eaton shares closed at about $333, down roughly 1.9% on the day and trading more than 16% below their 52‑week high near $400, on above‑average volume. MarketWatch+1 Over the last year, the shares are down around 11%, lagging both the S&P 500 and
3 December 2025
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KLA Corporation (KLAC) Stock Soars on AI Chip Boom as Wall Street Lifts Price Targets – Latest News & Forecasts for December 2, 2025

KLA Corporation (KLAC) Stock Soars on AI Chip Boom as Wall Street Lifts Price Targets – Latest News & Forecasts for December 2, 2025

Published: December 2, 2025 KLA Corporation’s stock continues to ride the artificial intelligence (AI) semiconductor wave, adding another strong session on December 2, 2025, as analysts lift price targets and new research highlights its central role in the AI infrastructure build‑out. Below is a roundup of all the key news, forecasts and analyses around KLA stock as of December 2, 2025, plus what it could mean for investors watching KLAC. KLA Stock Today: KLAC Near Record Highs On December 2, 2025, KLA Corporation (NASDAQ: KLAC) closed at $1,189.86, up about 2.8% on the day, with an intraday high of $1,197.78
3 December 2025
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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 eye‑watering valuation, leaving traders sharply divided. PR Newswire+2Quiver Quantitative+2 Below is a deep dive into the latest news, forecasts and analysis as of December 2, 2025, aimed at readers following PSTG on Google News and Discover. Key Takeaways for PSTG
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 60% this year, investors are asking the obvious question: Is Constellation Energy stock still a buy after its huge run, or are expectations getting ahead of reality? This article rounds up the latest news, forecasts, and analysis as of December
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 a market capitalization of about $19.6 billion and trades at a trailing P/E of ~26.6x. Google November was painful: a MarketWatch review of major tech names shows Supermicro as the worst‑performing tech stock in November 2025, down about 36.8% for
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+1 That move caps a spectacular year: various data providers show Lam up well over 100% year-to-date, with MarketScreener estimating a gain of about 119% and Finviz/StockStory noting a roughly 116% rise and a share price near its 52-week high around $167.MarketScreener+1 At the same time, short interest
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. The stock has traded between $53.60 and $202.45 over the past 52 weeks and currently carries a forward-looking P/E of about 68 and a PEG ratio near 1.46, underscoring how richly investors are willing to pay for its AI growth
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 (optical transceivers and related components) contributing the largest share of revenue. Coherent Inc+1 These businesses position COHR at the intersection of several secular trends: AI data centers, co‑packaged optics, silicon carbide for EVs, and advanced industrial laser processing. What’s New
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+2Finviz+2 Below is a news-style roundup of the key Nvidia (NVDA) developments, forecasts and analyses as of December 2, 2025, based on major financial news outlets, company filings and analyst data. Nvidia stock price today: still elevated, but off its peak At midday on
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+1 Below is a full breakdown of today’s news, forecasts, and analyses around Credo Technology stock, and what it might mean for investors following the AI connectivity boom. Earnings shock: record Q2 FY2026 results Credo’s fiscal second quarter of 2026 (three months ended November 1, 2025)
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 time, Oracle has just set the date for its next earnings report, Wall Street is publishing some of the most bullish price targets in large‑cap tech, and credit markets are flashing loud warnings about the company’s AI‑driven debt load. StockAnalysis+4Oracle
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+1 At the same time, the company is juggling regulatory probes, insider selling, and a stretched valuation, even as Wall Street price targets remain broadly bullish and new institutional investors continue to pile in. Below is a deep dive into today’s news, the latest forecasts, and the key debates around AppLovin stock as of December 2, 2025. AppLovin Stock Today: Price, Performance and
2 December 2025
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Stock Market Today

Glencore share price steadies after Rio Tinto walks away — what to watch next week

Glencore share price steadies after Rio Tinto walks away — what to watch next week

7 February 2026
Glencore shares closed up 0.6% at 478.1 pence Friday, rebounding after a 7% drop following the collapse of merger talks with Rio Tinto. The company is expected to announce the sale of its Kazzinc stake soon and has signed a non-binding agreement with Orion for a potential $9 billion deal in the DRC. Investors await Glencore’s full-year results on Feb. 18 for further guidance.
RELX share price slides again as AI fears linger, results next week in focus

RELX share price slides again as AI fears linger, results next week in focus

7 February 2026
RELX closed down 4.6% at 2,145 pence in London on Friday, capping a volatile week ahead of its Feb. 12 full-year results. The company bought back 465,361 shares even as selling continued amid investor concerns over AI risks and pricing power. Peers Wolters Kluwer and Thomson Reuters also faced pressure. Markets await RELX’s outlook for 2026 trading.
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