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Artificial Intelligence News 3 December 2025

Micron Shuts Down Crucial Consumer RAM and SSDs as AI Chip Demand Explodes

Micron Shuts Down Crucial Consumer RAM and SSDs as AI Chip Demand Explodes

Micron Technology is abandoning nearly three decades of selling Crucial‑branded RAM and SSDs to everyday PC users so it can funnel more memory into high‑margin AI data centers, deepening a global memory chip crunch and reshaping the PC DIY market. Axios+2Reuters+2 On December 3, 2025, Micron formally announced it will exit its Crucial consumer business, halting sales of Crucial‑branded memory and storage at retailers and e‑tailers worldwide by February 2026. Shipments will continue through the end of Micron’s fiscal Q2, and the company says it will honor warranties and support existing products. Micron Technology+1 The move comes as AI data centers swallow unprecedented amounts of DRAM
Meta Poaches Apple Design Chief Alan Dye in High‑Stakes Race for AI Hardware and ‘Liquid Glass’ Future

Meta Poaches Apple Design Chief Alan Dye in High‑Stakes Race for AI Hardware and ‘Liquid Glass’ Future

Published December 3, 2025 Meta Platforms has hired Alan Dye, Apple’s longtime head of human interface design, in one of the most significant talent moves in Silicon Valley’s escalating battle over AI‑powered consumer devices. Dye will join Meta as chief design officer on December 31, 2025, overseeing design across hardware, software and AI experiences. Reuters+1 Apple has confirmed the departure and is promoting veteran designer Stephen Lemay to lead its human interface design team, underscoring a generational shift inside the company’s famed design group. Reuters+1 Who Is Alan Dye – and Why He Matters So Much Alan Dye is not a household name, but if
Salesforce Stock Jumps as Q3 2026 Earnings Beat and AI Agentforce Fuels Raised 2026 Outlook

Salesforce Stock Jumps as Q3 2026 Earnings Beat and AI Agentforce Fuels Raised 2026 Outlook

Salesforce’s latest earnings report turned a nervy year for CRM investors into a genuine “AI is working” moment on 3 December 2025, as the cloud giant delivered record third‑quarter fiscal 2026 results, raised its full‑year outlook and credited its Agentforce and Data 360 AI platforms for the momentum. Salesforce Investor Relations+1 According to reports from CNBC and Bloomberg, Salesforce’s revenue guidance for the current quarter and fiscal year came in ahead of Wall Street expectations, a sign that customers are finally buying into the company’s AI tools at scale. LinkedIn+2Bloomberg+2 Salesforce Q3 2026 Earnings: By the Numbers For the quarter ended 31
Western Digital (WDC) Stock in December 2025: AI Storage Leader, ESOP Dilution Jitters and $200 Price Targets Explained

Western Digital (WDC) Stock in December 2025: AI Storage Leader, ESOP Dilution Jitters and $200 Price Targets Explained

Updated: December 3, 2025 – Informational only, not investment advice. Western Digital at a Glance Today Western Digital Corporation (NASDAQ: WDC) has turned into one of 2025’s standout AI infrastructure stocks. After an enormous run earlier in the year, the shares are now trading in the mid‑$150s on December 3, 2025, down a few percent intraday as part of a broader pullback in big tech and AI names. Intraday data from ChartMill shows WDC around $155, off roughly 3–4% with a noticeable “gap down” open. ChartMill Different data providers put Western Digital’s year‑to‑date gain anywhere between roughly 160% and almost
December 2025 Stock Market Outlook: Fed Cut Bets, AI Jitters and Fresh Opportunities for Investors

December 2025 Stock Market Outlook: Fed Cut Bets, AI Jitters and Fresh Opportunities for Investors

Published: December 3, 2025 U.S. stocks moved higher on Wednesday, December 3, as softer economic data and falling bond yields reinforced expectations that the Federal Reserve is on the verge of another interest‑rate cut at its final meeting of 2025. The Dow Jones Industrial Average traded just under 48,000, up about 1%, while the S&P 500 added roughly 0.4% and the Nasdaq gained around 0.3%.Reuters+1 Small‑cap stocks did even better, extending a recent rebound that has coincided with the market’s renewed focus on rate cuts.Reuters+1 At the same time, investors are wrestling with two big questions that will define the December
Vertiv (VRT) Stock on December 3, 2025: AI Cooling Leader, S&P 500 Speculation and Fresh Wall Street Forecasts

Vertiv (VRT) Stock on December 3, 2025: AI Cooling Leader, S&P 500 Speculation and Fresh Wall Street Forecasts

Ticker: NYSE: VRT · Date: December 3, 2025 Vertiv Holdings Co, the data‑center power and cooling specialist sitting at the heart of the AI boom, remains one of the most closely watched AI infrastructure stocks going into 2026. As of late trading on December 3, 2025, Vertiv stock changes hands around $179.16, down about 1% on the day but still hovering near recent highs after a powerful multi‑year run. Over just the last six months, Vertiv shares have climbed roughly 60%, far outpacing the broader tech sector. Nasdaq In 2023 the stock more than tripled, making it one of the
Nvidia CEO Jensen Huang on Joe Rogan: AI Jobs, National Security and Trump Export‑Control Talks

Nvidia CEO Jensen Huang on Joe Rogan: AI Jobs, National Security and Trump Export‑Control Talks

Published December 3, 2025 On a single news‑packed day, Nvidia CEO Jensen Huang managed to dominate the technology, business and political conversation. A new episode of The Joe Rogan Experience featuring Huang dropped, Axios published excerpts in back‑to‑back stories, Washington reported that U.S. President Donald Trump met with the Nvidia chief to talk export controls, and fresh analysis continued to surface about Huang’s internal push to “automate every task” with AI at Nvidia. TechRadar+3Axios+3Axios+3 Taken together, December 3, 2025 offers the clearest snapshot yet of how one of the most powerful figures in AI sees the future of work, national security and Big
Caterpillar (CAT) Stock Today: AI Power Boom, Patent Lawsuits and $700+ Price Targets – What Investors Need to Know (Dec 3, 2025)

Caterpillar (CAT) Stock Today: AI Power Boom, Patent Lawsuits and $700+ Price Targets – What Investors Need to Know (Dec 3, 2025)

Market snapshot: CAT hovers just below record highs Caterpillar Inc. (NYSE: CAT) continues to be one of Wall Street’s standout industrial names in 2025. By late trading on December 3, 2025, CAT shares were around $591, up roughly 1–2% on the day, after touching an intraday high just above $593. Key price context: In other words, investors are paying a premium price for a cyclical industrial that is now deeply tied to the AI/data‑center and infrastructure build‑out story. 1. Fresh headlines on December 3, 2025 1.1 Truist lifts the ceiling: Buy rating with a $729 target This morning, Truist Securities
Applied Materials (AMAT) Stock Hits Record Highs on AI Chip Boom – Latest News, Analyst Targets and Forecasts as of December 3, 2025

Applied Materials (AMAT) Stock Hits Record Highs on AI Chip Boom – Latest News, Analyst Targets and Forecasts as of December 3, 2025

Applied Materials, Inc. (NASDAQ: AMAT) is trading around all‑time highs in early December 2025 as investors pile into “picks and shovels” plays on the artificial intelligence (AI) chip boom. The stock has surged more than 60% year to date and briefly touched a record level near $267 per share, even as new U.S. export controls on China and rich valuations spark warnings of a potential pullback. Investing.com Nigeria+1 Below is a detailed, Google‑News‑friendly rundown of today’s news, forecasts and analyses on AMAT stock as of December 3, 2025. Key facts about AMAT stock on December 3, 2025 Why AMAT is
Nebius Group N.V. (NBIS) Stock: 2025 AI Moonshot, Microsoft and Meta Mega-Deals, and 2026 Forecast as of December 3, 2025

Nebius Group N.V. (NBIS) Stock: 2025 AI Moonshot, Microsoft and Meta Mega-Deals, and 2026 Forecast as of December 3, 2025

Updated: December 3, 2025 – Information only, not financial advice. Nebius at a Glance: From Yandex Spin-Off to AI “Neocloud” Powerhouse Nebius Group N.V. (NASDAQ: NBIS) is a Dutch technology company headquartered in Amsterdam that provides AI-focused cloud infrastructure — high-performance GPUs, storage, and software tools for training and deploying AI models. It also owns autonomous driving venture Avride and edtech platform TripleTen, plus equity stakes in Toloka and ClickHouse. Wikipedia+1 Nebius emerged from the restructuring of Russian tech giant Yandex N.V. After selling its Russian assets in 2024, the remaining international businesses were rebranded as Nebius Group, which resumed
Bristol-Myers Squibb (BMY) Stock Surges on Cobenfy Trial Twist and AI Milestone: Full Outlook as of December 3, 2025

Bristol-Myers Squibb (BMY) Stock Surges on Cobenfy Trial Twist and AI Milestone: Full Outlook as of December 3, 2025

Bristol-Myers Squibb Company (NYSE: BMY) is back in the spotlight. On December 3, 2025, the pharma giant’s share price jumped more than 6% intraday to around $51.32, extending a multi‑day rebound driven by a mix of clinical trial news, AI‑driven R&D milestones, and fresh analyst calls. StockAnalysis At the same time, investors are weighing sizable legal risks and an approaching patent cliff — making BMY one of the more eventful large‑cap healthcare stocks to watch into 2026. Below is a comprehensive, SEO‑friendly rundown of today’s Bristol-Myers Squibb stock news, forecasts, and analysis as of December 3, 2025. BMY Stock Price
AppLovin (APP) Stock Jumps on AI Adtech Momentum Despite SEC Probe – Latest News & Forecasts as of December 3, 2025

AppLovin (APP) Stock Jumps on AI Adtech Momentum Despite SEC Probe – Latest News & Forecasts as of December 3, 2025

AppLovin Corporation (NASDAQ: APP) is back in rally mode. As of Wednesday, December 3, 2025, the stock is trading in the mid‑$660s, up roughly 1–2% on the day and near recent highs after a powerful rebound from its October pullback.StockAnalysis Fueled by explosive growth in its AI‑driven Axon 2.0 advertising engine and fresh bullish analyst calls, APP is one of 2025’s standout tech winners — but the story is complicated by an ongoing SEC probe into its data‑collection practices and heavy insider selling. Below is a detailed look at today’s key news, forecasts, and analysis around AppLovin stock, curated from
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Stock Market Today

Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

7 February 2026
Verizon shares fell 1.7% to $46.31 Friday, ending a seven-session rally and closing about 2.7% below Thursday’s one-year high. The dip follows news that consumer chief Sowmyanarayan Sampath will step down, with Alfonso Villanueva named interim head. Verizon has climbed 16% since January 29 amid strong subscriber growth and a $25 billion buyback plan.
Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

7 February 2026
Cisco shares rose 3% to $84.82 Friday, nearing $85 ahead of fiscal Q2 results due Feb. 11. UBS maintained a Buy rating and $90 target, citing strong product order growth and data-center demand. Investors are watching AI-related spending and U.S. economic data that could affect rates. Peers Fortinet, CrowdStrike, and Palo Alto Networks also gained.
Coherent stock whiplash: COHR jumps after earnings drop — what to watch next week

Coherent stock whiplash: COHR jumps after earnings drop — what to watch next week

7 February 2026
Coherent Corp shares jumped 8.8% to $227.68 Friday, rebounding after a two-day slide following its quarterly results. The company reported December-quarter revenue of $1.69 billion and non-GAAP earnings of $1.29 a share, with datacenter and communications driving 72% of sales. Barclays, Stifel, and JPMorgan raised price targets to $235–$245. FMR LLC disclosed a 15% stake as of Dec. 31.
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