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Artificial Intelligence News 2 December 2025 - 3 December 2025

Microsoft Stock, AI Bubble Fears and GigaCloud’s GCT Breakout: Fresh AI Market Analysis for December 3, 2025

Microsoft Stock, AI Bubble Fears and GigaCloud’s GCT Breakout: Fresh AI Market Analysis for December 3, 2025

Disclaimer: This article is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Key Takeaways for December 3, 2025 1. Microsoft at the Center of the AI Bubble Debate Quotas Cut as AI Adoption Slows at the Edges On December 3, 2025, Reuters reported that multiple Microsoft divisions have lowered sales growth targets for certain AI products after many salespeople missed their quotas in the fiscal year that ended in June. Reuters According to the report: This is the first major headline of December that suggests Microsoft might
3 December 2025
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Nvidia Stock Today (December 3, 2025): Alphabet’s AI Chip Challenge, Synopsys Deal and Wall Street’s Next Move for NVDA

Nvidia Stock Today (December 3, 2025): Alphabet’s AI Chip Challenge, Synopsys Deal and Wall Street’s Next Move for NVDA

Nvidia stock (ticker: NVDA) is trading around the $181–182 level on Wednesday, December 3, 2025, edging higher after a volatile few weeks that saw a double‑digit November pullback but left the shares still up roughly mid‑30% for the year.StockAnalysis+2CoinCentral+2 With a market capitalization of about $4.4 trillion, trailing 12‑month revenue near $187 billion, net income around $99 billion, and a trailing P/E near 45, Nvidia remains the financial powerhouse at the heart of the AI infrastructure boom.StockAnalysis+2NVIDIA Newsroom+2 At the same time, fresh headlines about Alphabet’s in‑house AI chips, a $2 billion Nvidia investment in Synopsys, and an unfinalized $100 billion OpenAI deal are reshaping the near‑term narrative around the stock.Nasdaq+4Synopsys
3 December 2025
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Microsoft Stock (MSFT) on December 3, 2025: AI Quota Shock, New Dividend, and Wall Street’s $630 Price Target

Microsoft Stock (MSFT) on December 3, 2025: AI Quota Shock, New Dividend, and Wall Street’s $630 Price Target

Microsoft stock is trading just under record highs on December 3, 2025, even as new headlines about lowered AI sales quotas and massive infrastructure spending remind investors that the AI boom is not a straight line up. At the same time, the company has just declared another cash dividend and still carries one of the strongest “buy” consensuses on Wall Street, with 12‑month price targets clustering around $620–$635 per share. TipRanks+3MarketBeat+3StockAnalysis+3 Below is a detailed look at what’s moving Microsoft (NASDAQ: MSFT) today, what the latest earnings and AI spending tell us, and how analysts are valuing the stock heading into 2026. Microsoft Stock
3 December 2025
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POET Technologies (NASDAQ: POET) Stock on December 3, 2025: Cash-Rich AI Optics Play Faces Sharp Volatility After Q3 Earnings

POET Technologies (NASDAQ: POET) Stock on December 3, 2025: Cash-Rich AI Optics Play Faces Sharp Volatility After Q3 Earnings

POET stock price today: where things stand on 3 December 2025 As of the U.S. midday session on December 3, 2025, POET Technologies Inc. (NASDAQ: POET) is trading around $4.68 per share, up roughly 1–2% on the day from a previous close near $4.61. That price values the photonics and AI-connectivity specialist at about $600 million in market capitalization, depending on the data provider. Stock Titan+1 The stock has been on a violent ride. Over the past 52 weeks, POET shares have swung between $3.09 and $9.41, highlighting the name’s high volatility and speculative profile. Public+1 Price history over the
3 December 2025
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Fintech Innovation on December 3, 2025: AI Marketplaces, Stablecoins, QR Payments and New Rules Redefine Finance

Fintech Innovation on December 3, 2025: AI Marketplaces, Stablecoins, QR Payments and New Rules Redefine Finance

On December 3, 2025, the global fintech landscape is moving on several fronts at once: AI is being baked into core infrastructure, stablecoins and QR codes are turning cross‑border payments into real‑time experiences, regulators are tightening cybersecurity and data rules, and investors are still writing big checks for niche specialists from home equity to prediction markets. Here’s a deep dive into today’s key fintech headlines and what they reveal about where financial innovation is headed next. 1. AI Becomes Plumbing, Not Hype, in Bank–Fintech Partnerships One of today’s most telling launches comes from the embedded finance world. Treasury Prime, a
3 December 2025
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Experian PLC (LON: EXPN) Stock on 3 December 2025: Share Price, AI Cybersecurity Push, Buybacks and 2026 Forecasts

Experian PLC (LON: EXPN) Stock on 3 December 2025: Share Price, AI Cybersecurity Push, Buybacks and 2026 Forecasts

Experian PLC’s share price is drifting near the lower half of its 2025 range even as the company posts record first‑half results, ramps up AI‑driven products and continues an active share buyback programme. Analysts still see double‑digit upside over the next 12 months, but technical models have turned cautious and competitive pressure from FICO’s new direct‑licensing model looms over the medium term. Experian+2MarketBeat+2 Experian share price today (3 December 2025) On Wednesday 3 December 2025, Experian shares trade around 3,280–3,300p on the London Stock Exchange. The Financial Times’ live quote shows 3,284p, down about 0.7% intraday, leaving the stock roughly
3 December 2025
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RELX PLC Stock Near 52‑Week Low: Is the AI‑Data Giant Now a 2026 Buy?

RELX PLC Stock Near 52‑Week Low: Is the AI‑Data Giant Now a 2026 Buy?

London, 3 December 2025 — RELX PLC (LON: REL, NYSE: RELX), the data and analytics heavyweight behind brands like LexisNexis and Elsevier, is trading near its 52‑week low even as the company reports strong growth from its AI‑driven products and recurring‑revenue platforms. On the London Stock Exchange, RELX shares recently closed just under 3,000p, after touching a new 52‑week low around 2,976p, far below this year’s peak of 4,205p. London Stock Exchange+2Hargreaves Lansdown+2 In New York, the ADR trades around $39–40, also near the bottom of its 12‑month range. TS2 Tech Despite that slump, RELX is still delivering mid‑single‑digit to
3 December 2025
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London Stock Exchange Group (LSEG) Share Price on 3 December 2025: Heavy Buybacks, AI Push and 2026 Stock Forecast

London Stock Exchange Group (LSEG) Share Price on 3 December 2025: Heavy Buybacks, AI Push and 2026 Stock Forecast

As of the morning of 3 December 2025, London Stock Exchange Group plc (LON:LSEG) sits in that awkward place investors both love and hate: a high‑quality franchise buying back stock aggressively, yet trading uncomfortably close to its 52‑week low. Below is a structured rundown of the latest share price action, buyback news, earnings trends, AI and blockchain strategy, analyst forecasts and key risks as they stand today. LSEG share price update on 3 December 2025 London Stock Exchange Group shares were trading around 8,680 pence in early dealings on Wednesday, slightly below Tuesday’s close of 8,744p, implying an intraday move
3 December 2025
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HSBC Holdings Plc Stock on 3 December 2025: New Chair, Softer BoE Capital Rules and AI Push Shape the 2026 Story

HSBC Holdings Plc Stock on 3 December 2025: New Chair, Softer BoE Capital Rules and AI Push Shape the 2026 Story

HSBC Holdings Plc stock remains close to its 52‑week highs on 3 December 2025, as investors digest a busy mix of news: a surprise decision to confirm Brendan Nelson as permanent Group Chair, looser capital rules from the Bank of England, progress on the Hang Seng Bank takeover, and a fresh AI partnership with French start‑up Mistral. Add in strong underlying earnings and mid‑teens return-on-equity guidance, and HSBC has become one of the most closely watched large‑cap financials heading into 2026. Financial Times+1 HSBC share price today: still hugging 52‑week highs On 3 December 2025, HSBC Holdings traded at around:
3 December 2025
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Brookfield Corporation (BN) Stock: Fresh News, AI and Energy Transition Bets, and Wall Street Forecasts as of December 2, 2025

Brookfield Corporation (BN) Stock: Fresh News, AI and Energy Transition Bets, and Wall Street Forecasts as of December 2, 2025

TORONTO / NEW YORK — As of the close on 2 December 2025, Brookfield Corporation (NYSE: BN, TSX: BN) remains one of the most closely watched global alternative asset managers, sitting at the intersection of infrastructure, energy transition, AI data centers and retirement savings. On Tuesday, Brookfield’s own investor site showed BN at about US$46.46 on the NYSE (up 0.17% on the day) and C$65.01 on the TSX (up 0.22%), leaving the group valued at well over US$100 billion in market capitalization. Brookfield Corporation+1 Below is a detailed look at what changed around December 2, 2025, including institutional buying, balance-sheet
3 December 2025
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Forbes 30 Under 30 Class of 2026: Gen Z’s $3.8 Billion AI Revolution From Jalen Hurts to Ella Langley

Forbes 30 Under 30 Class of 2026: Gen Z’s $3.8 Billion AI Revolution From Jalen Hurts to Ella Langley

On December 2, 2025, Forbes unveiled its 15th annual 30 Under 30 list, the Class of 2026—a 600‑person snapshot of how Gen Z is reshaping money, culture and technology in real time. Across 20 industries, this year’s honorees collectively command $3.8 billion in backing and roughly 200 million social followers, underscoring just how much economic and cultural power has shifted to people who haven’t yet turned 30. The Economic Times+1 From AI founders building billion‑dollar companies to superstar athletes like Coco Gauff and Jalen Hurts, and country artists with deep Alabama ties such as Ella Langley, the 2026 list highlights
3 December 2025
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CrowdStrike (CRWD) Tops Q3 2026 Earnings, Lifts Outlook on AI Demand as Valuation Debate Intensifies

CrowdStrike (CRWD) Tops Q3 2026 Earnings, Lifts Outlook on AI Demand as Valuation Debate Intensifies

CrowdStrike’s latest earnings report has turned December 2, 2025 into a pivotal day for one of the market’s flagship AI‑cybersecurity stocks. After the closing bell, the company reported fiscal third‑quarter 2026 results that edged past Wall Street expectations, raised its full‑year outlook, and showcased record demand for its Falcon platform — all while investors and analysts wrestle with whether the stock’s rich valuation leaves more upside or looming downside. Q3 2026: Revenue, Earnings and ARR Beat Expectations For the quarter ended October 31, 2025, CrowdStrike reported: On a GAAP basis, CrowdStrike is still losing money: On an adjusted (non‑GAAP) basis,
2 December 2025
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Stock Market Today

Kenvue stock price holds near $18 as Kimberly-Clark deal math tightens — what to watch next week

Kenvue stock price holds near $18 as Kimberly-Clark deal math tightens — what to watch next week

7 February 2026
Kenvue shares closed Friday at $18.13, up 0.33%, with about 63.5 million shares traded. The Kimberly-Clark offer values Kenvue at roughly $18.76 per share, leaving a deal spread of about 3%. Both companies’ shareholders approved the merger, which is expected to close in the second half of 2026 pending regulatory approvals. Kenvue’s dividend record date is Feb. 11, with earnings due Feb. 17.
IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

7 February 2026
IREN shares closed up 5.1% at $41.83 Friday after reporting a $155.4 million quarterly loss and $184.7 million in revenue. The company announced $3.6 billion in GPU financing for its Microsoft contract, with $2.8 billion in cash as of Jan. 31. Bitcoin mining revenue fell, while AI cloud services rose. Traders await bitcoin’s weekend move and Monday’s market reaction.
Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

7 February 2026
Cadence Bank shares have been delisted following Huntington Bancshares’ takeover, with each Cadence share converted into 2.475 Huntington shares. Huntington closed Friday at $19.27 and named Senthil Kumar as chief risk officer ahead of new regulatory requirements. The merger leaves Cadence as a brand under Huntington, with customer account conversions planned for mid-2026. Huntington executives will address investors at a UBS conference on Tuesday.
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