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Artificial Intelligence News 7 December 2025

‘Godfather of AI’ Geoffrey Hinton: Why Computer Science Degrees Still Matter in the Age of AI and “Vibe Coding”

‘Godfather of AI’ Geoffrey Hinton: Why Computer Science Degrees Still Matter in the Age of AI and “Vibe Coding”

Geoffrey Hinton, Nobel laureate known as the “Godfather of AI,” told Business Insider on December 7 that students should not abandon computer science degrees despite AI’s ability to write code. Hinton said CS involves crucial skills like math and systems thinking that remain valuable even as AI automates routine programming. He warned mid-level coding jobs may disappear but stressed the fundamentals are future-proof.
Scale AI in December 2025: Pentagon Setback, Meta Superintelligence Bet and IPO Watch

Scale AI in December 2025: Pentagon Setback, Meta Superintelligence Bet and IPO Watch

Enabled Intelligence, a US startup with a majority-autistic workforce, won a $708 million Pentagon contract for geospatial AI data labeling on December 6, beating Scale AI. The loss follows reports of investor revaluations, customer departures, and updated pre-IPO valuations for Scale AI. Founder Alexandr Wang has reemerged in the media after a $14 billion deal with Meta. Competitors are raising new funding rounds amid the shift.
Anduril Industries Bets Big on Japan and AI-Driven Warfare as Drone Glitches Test Its ‘Fail Fast’ Strategy (December 2025 Update)

Anduril Industries Bets Big on Japan and AI-Driven Warfare as Drone Glitches Test Its ‘Fail Fast’ Strategy (December 2025 Update)

Anduril Industries announced plans between December 5–7, 2025, to expand into Japan with investments ranging from hundreds of millions to billions of dollars in local manufacturing. The move came as the company faced scrutiny over drone crashes and software failures, and drew new attention from investors, policymakers, and defense analysts. CEO Chris Brose appeared at the Reagan National Defense Forum during the same period.
Perplexity AI in the Spotlight: NYT Lawsuit, Cristiano Ronaldo Investment and New Security Tech – Everything That Happened From 5–7 December 2025

Perplexity AI in the Spotlight: NYT Lawsuit, Cristiano Ronaldo Investment and New Security Tech – Everything That Happened From 5–7 December 2025

The New York Times sued Perplexity AI on Dec. 5, alleging copyright violations for using Times articles to train its AI. The same day, the Chicago Tribune filed a similar lawsuit. Perplexity also announced an investment from Cristiano Ronaldo, launched new browser security features, and expanded free premium bundles in India.
Twilio (TWLO) Stock on December 7, 2025: Q3 Earnings Beat, AI Platform Strategy and Fresh Forecasts

Twilio (TWLO) Stock on December 7, 2025: Q3 Earnings Beat, AI Platform Strategy and Fresh Forecasts

As of December 7, 2025, Twilio Inc. (NYSE: TWLO) sits at the center of two powerful narratives: a hard‑won profitability turnaround and a bold attempt to become the AI‑era “customer engagement layer” for global brands. At the same time, new data today on institutional moves, insider selling and valuation models is giving investors plenty to digest. Twilio Stock Today: Price, Valuation and Trend Twilio shares last closed at about $127.32 (December 5, 2025), giving the company a market cap just under $19.5 billion. The stock trades on a trailing P/E near 300 and a forward P/E around 24–25, reflecting a
xAI’s Grok 4.20 Stuns in Live Trading as Privacy Firestorm Erupts – What the Latest xAI News Means (Dec 5–7, 2025)

xAI’s Grok 4.20 Stuns in Live Trading as Privacy Firestorm Erupts – What the Latest xAI News Means (Dec 5–7, 2025)

xAI’s Grok 4.20 was the only major AI model to finish Alpha Arena’s real-money trading competition in profit, turning $10,000 into about $14,700. The company also faced investigations over privacy and doxxing, while a viral story claimed Grok “saved” a man’s life. xAI held a 24-hour hackathon to showcase new capabilities between December 5 and 7.
OpenAI in ‘Code Red’: GPT‑5.2, a $4.6 Billion Australia Bet and an Ads Backlash – Inside a Pivotal 72 Hours (5–7 December 2025)

OpenAI in ‘Code Red’: GPT‑5.2, a $4.6 Billion Australia Bet and an Ads Backlash – Inside a Pivotal 72 Hours (5–7 December 2025)

OpenAI accelerated the launch of GPT-5.2 to December 9 after Google released Gemini 3, following a “code red” order from CEO Sam Altman. Internal tests reportedly show GPT-5.2 outperforming Gemini 3, but no public benchmarks have been released. User complaints and slowing ChatGPT growth fueled the move. Wall Street scrutiny and ad-related backlash added pressure.
Anthropic News Roundup: IPO Prep, $1B Claude Code Milestone and New AI Risks (Dec 5–7, 2025)

Anthropic News Roundup: IPO Prep, $1B Claude Code Milestone and New AI Risks (Dec 5–7, 2025)

Anthropic disclosed its Claude Code AI assistant reached a $1 billion annualized revenue run rate six months after launch. The company’s private valuation jumped to around $350 billion following new investments from Microsoft and Nvidia. Anthropic is reportedly preparing for a possible 2026 IPO and has hired counsel to explore a listing. Internal revenue targets for 2026 range from $20–26 billion.
Databricks News December 5–7, 2025: $134 Billion Valuation Talks, New AI Products and Cloud Partnerships

Databricks News December 5–7, 2025: $134 Billion Valuation Talks, New AI Products and Cloud Partnerships

Databricks is in advanced talks to raise $5 billion at a $134 billion valuation, according to multiple reports. The company expects 2025 revenue of $4.1 billion and over 50% annual growth, but gross margins have slipped to 74% amid heavy AI product use. The rumored valuation is more than 30 times revenue, far above industry peers.
MongoDB (MDB) Stock Outlook: Q3 Earnings Shock, New CEO, AI Push and Wall Street Forecasts as of December 7, 2025

MongoDB (MDB) Stock Outlook: Q3 Earnings Shock, New CEO, AI Push and Wall Street Forecasts as of December 7, 2025

MongoDB, Inc. (NASDAQ: MDB) heads into the second week of December 2025 riding a powerful post‑earnings rally, a fresh CEO appointment and a louder-than-ever artificial intelligence (AI) narrative. At around $410 per share as of the latest close, MongoDB trades just below its 52‑week high near $419 and carries a market capitalization of roughly $33 billion. iO Charts Below is a deep dive into the latest news, earnings, AI strategy, leadership transition and analyst forecasts that are shaping the MDB stock story right now. MongoDB (MDB) stock today: price, valuation and performance A premium valuation Multiple data providers show MongoDB
Accenture (ACN) Stock Today: AI Deals, Big-Name Buyers and 2026 Price Targets – December 7, 2025

Accenture (ACN) Stock Today: AI Deals, Big-Name Buyers and 2026 Price Targets – December 7, 2025

Accenture shares closed at $266.59 on December 5, down 25% from their 52-week high, with a market cap near $165 billion and a trailing P/E of 22. Institutional investors now control about 75% of the float after recent buying. AI-related revenue has tripled to $2.7 billion, with bookings near $5.9 billion. The next earnings report is set for December 18.
Lumen Technologies (LUMN) Stock on December 7, 2025: AI Bet, Debt Reset and What the Latest News Means for Investors

Lumen Technologies (LUMN) Stock on December 7, 2025: AI Bet, Debt Reset and What the Latest News Means for Investors

Lumen Technologies shares opened at $8.27 on December 7, 2025, with a market cap near $8.5 billion after a 65% rally year-to-date. Norges Bank disclosed a new 1.07% stake, while First Trust Advisors slightly reduced its holdings but remains a top shareholder. The stock has swung between $3.01 and $11.95 over the past year, amid volatile trading and heavy institutional activity.
Okta (OKTA) Stock on December 7, 2025: Earnings Beat, AI Identity Push and What Wall Street Expects Next

Okta (OKTA) Stock on December 7, 2025: Earnings Beat, AI Identity Push and What Wall Street Expects Next

Okta reported Q3 FY 2026 revenue of $742 million, up 12% year over year, with non-GAAP EPS of $0.82, beating estimates. Shares closed at $85.89 on December 5, about 33% below the 52-week high. The company raised guidance for Q4, projecting up to $750 million in revenue. Analysts remain split, with price targets ranging from $75 to $140.
BlackBerry Stock (BB) on December 7, 2025: Price, QNX EV Deal, Analyst Forecasts and AI-Powered Outlook

BlackBerry Stock (BB) on December 7, 2025: Price, QNX EV Deal, Analyst Forecasts and AI-Powered Outlook

BlackBerry shares closed at $4.32–$4.34 on December 5, up 1.6% for the day and 9% for the week, with market cap near $2.6 billion. Q2 FY2026 results showed $129.6 million in revenue, a GAAP net income of $13.3 million, and a second consecutive profitable quarter. Trading volume averaged 8.5 million shares daily. Next earnings are due December 18.
GE HealthCare Technologies Inc (GEHC): AI Imaging Surge, Intelerad Deal and 2026 Stock Forecasts – Latest News as of December 7, 2025

GE HealthCare Technologies Inc (GEHC): AI Imaging Surge, Intelerad Deal and 2026 Stock Forecasts – Latest News as of December 7, 2025

GE HealthCare is acquiring Intelerad for $2.3 billion and launching new NVIDIA-powered MRI and CT platforms, including the Signa One system, at RSNA 2025. The company reported stronger-than-expected Q3 earnings, raised its 2025 profit outlook, and saw institutional investors maintain high ownership. Shares closed near $85.46, valuing the firm at $39 billion.
Cisco Stock (CSCO) Outlook for December 2025: AI Orders, Splunk Synergies and Wall Street’s Latest Price Targets

Cisco Stock (CSCO) Outlook for December 2025: AI Orders, Splunk Synergies and Wall Street’s Latest Price Targets

Cisco Systems closed at $77.97 on December 5, 2025, near its dot-com-era highs, with a market cap just over $300 billion. Q1 fiscal 2026 revenue rose 8% to $14.9 billion, driven by AI demand and the Splunk acquisition. The stock’s valuation is above its long-term average, with analysts split on whether shares are modestly undervalued or at risk of downside. Insiders have been net sellers in recent months.
Microsoft Supercharges Azure Networking and Edge: Zone‑Redundant NAT Gateway, 400G ExpressRoute and AI‑Powered IoT at the Edge

Microsoft Supercharges Azure Networking and Edge: Zone‑Redundant NAT Gateway, 400G ExpressRoute and AI‑Powered IoT at the Edge

Microsoft has rebuilt its Azure network backbone, now spanning over 60 AI regions and 500,000 miles of fiber, tripling WAN capacity to 18 Pbps since FY24. The new StandardV2 NAT Gateway, in public preview, offers zone-redundant outbound connectivity and up to 100 Gbps throughput. Azure also announced 400G ExpressRoute Direct ports for 2026 and a threefold faster VPN Gateway.
Best Big Tech Stocks to Buy Now: 7 AI Giants Poised for 2026 Growth (December 7, 2025)

Best Big Tech Stocks to Buy Now: 7 AI Giants Poised for 2026 Growth (December 7, 2025)

The Magnificent Seven tech firms posted 27.7% earnings growth in Q1 2025, far outpacing the S&P 500, but their share prices have lagged as investors question AI, regulation, and valuations. Global AI infrastructure spending is projected to hit $3–4 trillion by 2030, with Microsoft, Amazon, Meta, and Alphabet set to spend $350 billion in 2025. Nvidia and some peers reached record highs, while Tesla shares remain below previous peaks.
Salesforce (CRM) Stock Rebounds on AI Momentum: Is the ‘Dog of the Dow’ Now a 2026 Comeback Play?

Salesforce (CRM) Stock Rebounds on AI Momentum: Is the ‘Dog of the Dow’ Now a 2026 Comeback Play?

Salesforce stock closed at $260.57 on December 5, up 5% for the day and 13% for the week after reporting record Q3 FY26 results and raising guidance. Despite the rally, shares remain down nearly 30% for 2025, making it one of the Dow’s worst performers. Q3 revenue hit $10.3 billion, up 9% year over year. The company now forecasts full-year FY26 revenue of $41.45–$41.55 billion.
Global Bull Stock Market 2025: Fed Cut Bets, AI Leaders and 2026 Forecasts (Updated December 7, 2025)

Global Bull Stock Market 2025: Fed Cut Bets, AI Leaders and 2026 Forecasts (Updated December 7, 2025)

The S&P 500 closed near 6,870 on December 5, just below its record, marking a four-day winning streak and a 16% gain for 2025 so far. The Nasdaq is up over 20% year-to-date. Global stocks also hover near records, with the MSCI All Country World Index posting its strongest weekly rise since May. Gains remain concentrated in a handful of large U.S. tech companies.
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Stock Market Today

KKR stock rebounds 4% after earnings shock; what investors watch before Monday’s open

KKR stock rebounds 4% after earnings shock; what investors watch before Monday’s open

8 February 2026
KKR shares jumped 4.06% to $103.20 Friday, rebounding from a steep drop the day before as trading volume surged. The firm disclosed a $1.4 billion deal to acquire Arctos and set an April 21 vote on governance changes, including a shift to one-vote-per-share by the end of 2026. Investors remain focused on KKR’s software exposure and loan leverage after an AI-driven selloff hit the sector.
Take-Two stock snaps back Friday — the next dates TTWO traders are watching

Take-Two stock snaps back Friday — the next dates TTWO traders are watching

8 February 2026
Take-Two Interactive shares closed up 1.22% at $195.59 Friday, trading between $189.45 and $198.07 on 3.1 million shares. The company reaffirmed Grand Theft Auto VI’s Nov. 19, 2026 release and raised its fiscal 2026 net bookings outlook to as much as $6.7 billion. The Dow closed above 50,000 for the first time.
Gold.com (GOLD) stock jumps nearly 10% as Tether deal and earnings reshape the week ahead

Gold.com (GOLD) stock jumps nearly 10% as Tether deal and earnings reshape the week ahead

8 February 2026
Gold.com, Inc. shares jumped 9.9% to $55.32 Friday after the company announced a $150 million share sale to Tether at an 11.9% discount, with $125 million closing first and the rest pending regulatory approval. Trading volume more than doubled the average. Gold.com posted Q2 revenue of $6.48 billion and net income of $11.6 million, and completed its Monex acquisition in January.
ASML stock price jumps as AI spending race returns; jobs data and dividend dates ahead

ASML stock price jumps as AI spending race returns; jobs data and dividend dates ahead

8 February 2026
ASML’s U.S.-listed shares jumped 4.6% to $1,413 on Friday, tracking a 5.7% rally in chip stocks after Amazon and Alphabet signaled higher AI infrastructure spending. Peers Applied Materials, Lam Research, and KLA each gained over 6%. ASML’s interim dividend goes ex-dividend Feb. 9 in Amsterdam and Feb. 10 in New York, with payment set for Feb. 18. U.S. jobs and inflation data are due next week.
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