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AI Trends News 1 December 2025 - 2 December 2025

Dell Technologies Stock Jumps on $6.25 Billion Dell Family Gift and AI Server Boom – Latest News, Forecasts and Analysis (December 2, 2025)

Dell Technologies Stock Jumps on $6.25 Billion Dell Family Gift and AI Server Boom – Latest News, Forecasts and Analysis (December 2, 2025)

Dell Technologies Inc. (NYSE: DELL) is back in the spotlight on December 2, 2025, as markets cheer both a historic $6.25 billion philanthropic pledge by founder Michael Dell and his wife Susan and the company’s fast‑growing AI server business. Dell Technologies stock today: price, move and trading signals As of Tuesday, December 2, 2025, Dell Technologies stock is trading around $135.55, up roughly 2.6% on the day. Intraday, shares have traded between about $132 and $138, with volume approaching 4 million shares, indicating elevated investor interest compared with recent sessions. Options data show that “whale” traders have been unusually active
2 December 2025
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Applied Materials (AMAT) Stock Hits New Highs as Wall Street Lifts Targets on AI Boom – December 2, 2025 Outlook

Applied Materials (AMAT) Stock Hits New Highs as Wall Street Lifts Targets on AI Boom – December 2, 2025 Outlook

Applied Materials, Inc. (NASDAQ: AMAT) continues to ride the AI infrastructure wave, with the stock pushing to fresh 52‑week highs around $259–$261 on December 2, 2025. That’s roughly a 41% gain over the past year, with a new high near $261.71 and a 52‑week range of about $123.74–$261.71. Investing.com+1 At the same time, analysts are busily lifting price targets, new institutional money is flowing into the name, and the company is digesting export controls and layoffs that could shave hundreds of millions off 2026 revenue. Reuters+2Reuters+2 This article pulls together the latest news, forecasts, and expert analyses as of December
2 December 2025
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Analog Devices (ADI) Stock on December 2, 2025: Near Record Highs After Q4 Earnings Beat, AI Tailwinds and Fresh Analyst Upgrades

Analog Devices (ADI) Stock on December 2, 2025: Near Record Highs After Q4 Earnings Beat, AI Tailwinds and Fresh Analyst Upgrades

Published: December 2, 2025 Analog Devices, Inc. (NASDAQ: ADI) stock is trading just below record highs on December 2, 2025, as Wall Street digests a strong fourth-quarter earnings beat, an upbeat 2026 outlook and growing exposure to artificial intelligence (AI), industrial automation and automotive electronics. At the same time, the share price now embeds a premium valuation, prompting investors to weigh rich multiples against powerful secular growth drivers. ADI stock today: price, performance and 52‑week range As of early afternoon on December 2, 2025, Analog Devices shares trade around $267.93, up slightly on the day and only a fraction below
2 December 2025
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Sandisk Corporation (SNDK) Stock on December 2, 2025: S&P 500 Debut, AI Memory Boom and Valuation Risks

Sandisk Corporation (SNDK) Stock on December 2, 2025: S&P 500 Debut, AI Memory Boom and Valuation Risks

Sandisk Corporation (NASDAQ: SNDK) has gone from a freshly spun‑off flash business to one of 2025’s hottest AI infrastructure plays. After its February relisting following a split from Western Digital and its formal addition to the S&P 500 on November 28, the stock is now a core talking point across Wall Street, retail trading forums, and institutional research desks alike. Sandisk+2CRN+2 As of the morning of December 2, 2025, Sandisk shares are trading a little above $210, with pre‑market quotes around $211 following a prior close of $210.17. MarketWatch+1 The stock’s 52‑week range of roughly $28 to $285 underlines just
2 December 2025
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Compass Group PLC Stock Outlook, December 2025: Analyst Upgrades, AI Tailwinds and a Tempting Pullback

Compass Group PLC Stock Outlook, December 2025: Analyst Upgrades, AI Tailwinds and a Tempting Pullback

Updated 2 December 2025 – Not investment advice. For information only. Compass Group share price today: quality business, bruised chart Compass Group PLC (LSE: CPG), the world’s largest contract caterer, is ending November/starting December in a slightly paradoxical place: fundamentals are strong, but the share price looks tired. RBC Capital points out that the stock has underperformed the FTSE 100 by roughly 30 percentage points year‑to‑date, even though Compass continues to post robust earnings and cash generation. Investing.com This disconnect between operations and share price is exactly what’s attracting fresh analyst interest. FY25 results: double‑digit profit growth and strong cash
2 December 2025
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Amphenol (APH) Stock Outlook December 2025: AI Datacenter Boom Meets Stretch Valuation

Amphenol (APH) Stock Outlook December 2025: AI Datacenter Boom Meets Stretch Valuation

Published: December 1, 2025 Amphenol Corporation (NYSE: APH) has quietly become one of 2025’s standout large-cap technology winners. The maker of connectors, cables and sensors is now trading around $139–141 per share, with a real-time quote near $139.46 as of December 1, 2025, 17:39 UTC. StockAnalysis That’s roughly a 100% gain year-to-date from about $69 at the start of the year, and close to its 52‑week high near $144, far above its 52‑week low around $56. MarketBeat+1 Behind that rally are blowout earnings, AI-driven demand for high-speed interconnects, and an aggressive acquisition strategy — but also a valuation that has
1 December 2025
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Qualcomm (QCOM) Stock Outlook 2025–2026: AI Pivot, UK Lawsuit and What the Latest Earnings Mean for Investors

Qualcomm (QCOM) Stock Outlook 2025–2026: AI Pivot, UK Lawsuit and What the Latest Earnings Mean for Investors

Updated December 1, 2025 – For informational purposes only, not investment advice. Qualcomm stock today: price, valuation and recent performance Qualcomm Incorporated (NASDAQ: QCOM) is trading around $167.8 per share as of the U.S. session on December 1, 2025, down a fraction on the day after hitting an intraday high just under $168 and a low near $165.5. At this level: From a performance standpoint, Qualcomm’s stock is: On valuation: For income‑focused investors, Qualcomm remains a well‑established dividend name: Qualcomm has also been actively repurchasing stock. A recent regulatory announcement in London showed the company buying back roughly 1.8 million
1 December 2025
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Bloom Energy Stock (BE) in December 2025: AI Data Center Power Play or Bubble Waiting to Burst?

Bloom Energy Stock (BE) in December 2025: AI Data Center Power Play or Bubble Waiting to Burst?

Updated: December 1, 2025 – Educational analysis, not investment advice. Bloom Energy Corporation (NYSE: BE) is starting December 2025 as one of the wildest stories in the intersection of artificial intelligence and clean energy. After a year of breathtaking gains, the stock is now at the center of a heated debate: is Bloom Energy a long-term AI infrastructure winner, or a momentum bubble fueled by hype? This article pulls together the latest news, forecasts and analyses around December 1, 2025, and explains what they may mean for investors watching Bloom Energy stock. 1. Bloom Energy stock today: price, valuation and
1 December 2025
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Dominion Energy Stock Forecast 2025–2026: AI Data Centers, Offshore Wind and Rate Hikes Push NYSE:D to New Highs

Dominion Energy Stock Forecast 2025–2026: AI Data Centers, Offshore Wind and Rate Hikes Push NYSE:D to New Highs

Published: December 1, 2025 – This article is for informational purposes only and does not constitute investment advice. Dominion Energy stock (NYSE: D) has quietly turned into one of 2025’s more interesting utility stories. A year ago it was still viewed as a “problem child” after asset sales, a dividend reset and offshore wind uncertainty. Today, the shares are trading around $62, near a fresh 52‑week high, up roughly 15% in 2025 as investors warm to its AI‑driven data center growth and cleaner balance sheet. MarketBeat+1 At the same time, the stock now sits in a valuation gray zone: Wall Street targets imply only
1 December 2025
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SanDisk Corporation (SNDK) Stock: S&P 500 Debut, AI Memory Shortage and 2026 Outlook

SanDisk Corporation (SNDK) Stock: S&P 500 Debut, AI Memory Shortage and 2026 Outlook

SanDisk Corporation (NASDAQ: SNDK) has gone from a freshly spun‑off flash business to one of 2025’s most talked‑about AI memory plays. After a six‑fold rally since its February listing and a late‑November promotion into the S&P 500, the big question on December 1, 2025 is simple: Is SanDisk stock now priced for perfection, or is there still room to run as AI-driven demand for NAND flash explodes? Below is a detailed, news‑driven look at SanDisk’s stock, earnings, analyst forecasts and the industry backdrop as of December 1, 2025. Quick snapshot: SanDisk stock today As of the latest available close (November
1 December 2025
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Micron Technology (MU) Stock Outlook December 2025: AI Memory Supercycle, $9.6B Japan Bet and Street‑High $338 Target

Micron Technology (MU) Stock Outlook December 2025: AI Memory Supercycle, $9.6B Japan Bet and Street‑High $338 Target

Key takeaways Micron stock today: price, valuation and momentum As of the morning of December 1, 2025, Micron Technology stock trades around $236.50 on the Nasdaq, close to the top of its 52‑week range of roughly $61.54 to $260.58. That prices the company at about $266 billion in market value and implies a trailing P/E ratio of ~31 based on the last 12 months of earnings. Google Despite that big re‑rating, Micron still shows up on screens as both a growth and value story: Earlier in October, Barchart noted that MU was already up about 127% year‑to‑date, far outpacing the
1 December 2025
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Broadcom (AVGO) Stock on December 1, 2025: AI Boom, New Wall Street Targets and 2026 Outlook

Broadcom (AVGO) Stock on December 1, 2025: AI Boom, New Wall Street Targets and 2026 Outlook

Broadcom Inc. (NASDAQ: AVGO) is finishing 2025 on the front foot. As of December 1, 2025, the stock is trading around $403, essentially at its 52‑week high of about $403 and up roughly 150% over the past 12 months, giving the company a market capitalization near $1.9 trillion. MarketBeat+1 The rally is being driven by Broadcom’s role at the heart of the artificial intelligence infrastructure boom — especially its deepening partnership with Alphabet’s Google on custom Tensor Processing Units (TPUs) — and by a fresh wave of bullish analyst calls and institutional positioning released today, December 1. Benzinga+1 Below is
1 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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