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Artificial Intelligence News 4 December 2025 - 5 December 2025

Nvidia Stock (NVDA) Rallies on AI Lab Deal and Export-Rule Win: Fresh News, Forecasts and 2025 Outlook

Nvidia Stock (NVDA) Rallies on AI Lab Deal and Export-Rule Win: Fresh News, Forecasts and 2025 Outlook

As of Friday, December 5, 2025, Nvidia Corporation (NASDAQ: NVDA) is trading around $183 per share, giving the AI-chip giant a market capitalization of roughly $4.5 trillion and leaving it firmly at the center of global markets, AI infrastructure spending, and regulatory debates. MarketBeat Today’s trading action comes on the back of two big catalysts: At the same time, Wall Street is digesting Nvidia’s record Q3 FY 2026 results, powerful revenue guidance, and increasingly loud questions about whether we’re in an AI bubble — or just at the start of a multi‑year AI “supercycle.” NVIDIA Newsroom+2Reuters+2 Below is a detailed,
5 December 2025
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Bloom Energy Stock Soars on AI Power Boom: Can BE Keep Climbing After a 300%+ 2025 Rally?

Bloom Energy Stock Soars on AI Power Boom: Can BE Keep Climbing After a 300%+ 2025 Rally?

Bloom Energy Corporation (NYSE: BE) has turned into one of 2025’s wildest energy stories. The solid‑oxide fuel cell maker, once a niche clean-tech name, is now a central character in the race to power artificial intelligence data centers. As of 5 December 2025, Bloom Energy stock is trading around the high‑$110s and is up roughly 300–350% year to date, vastly outpacing the broader market.MarketBeat+1 Analysts, hedge funds, pensions and retail traders are all trying to answer the same question: is this the beginning of a long AI‑power supercycle, or has BE stock simply run too far, too fast? Below is
5 December 2025
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SentinelOne (NYSE: S) Stock After Q3 Earnings: Double‑Digit Growth, CFO Exit and AWS AI Push Shape 2026 Outlook

SentinelOne (NYSE: S) Stock After Q3 Earnings: Double‑Digit Growth, CFO Exit and AWS AI Push Shape 2026 Outlook

SentinelOne, Inc. (NYSE: S) has just delivered a busy week: strong third‑quarter results, softer‑than‑expected guidance, a surprise CFO departure and a fresh wave of AI‑focused integrations with Amazon Web Services. As of December 5, 2025, the cybersecurity stock sits in the crosshairs of two powerful forces: improving profitability and mounting investor caution. On December 4, shares closed at $16.97, up a fraction on the day, but the Q3 report and outlook knocked the stock more than 8% lower in after‑hours and pre‑market trading, to roughly the mid‑$15 range.ChartMill+1 According to data tracked by Reuters and Zacks, SentinelOne shares are down
5 December 2025
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Oracle Stock on December 5, 2025: AI Cloud Boom, Default Fears and Earnings Countdown for ORCL

Oracle Stock on December 5, 2025: AI Cloud Boom, Default Fears and Earnings Countdown for ORCL

Oracle stock today: price, performance and volatility Oracle Corporation (NYSE: ORCL) enters Friday, December 5, 2025 trading around $214 per share, after closing at $214.32 on Thursday, up about 3.2% on heavy volume as analysts lifted price targets and reiterated bullish ratings. MarketBeat Despite the recent rebound, the stock remains well below its 52‑week high of about $345.72, and above its low near $118.86, putting it roughly 40–45% below its peak while still far above 2024 levels. MarketBeat+1 Even after a steep sell‑off into late November, ORCL is still estimated to be around 25–30% higher year to date, reflecting the
5 December 2025
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OpenAI News Today, December 5, 2025: Australia AI Megacampus, Neptune.ai Deal, LSEG Tie‑Up and More

OpenAI News Today, December 5, 2025: Australia AI Megacampus, Neptune.ai Deal, LSEG Tie‑Up and More

Published: December 5, 2025 OpenAI’s Friday news cycle is packed: a multibillion‑dollar AI campus in Australia, a new acquisition to sharpen its model‑training stack, a major Wall Street data partnership, and fresh deals in travel and chip supply. At the same time, the company is facing outages, lawsuits, an unflattering AI‑safety “report card,” and growing pressure from Google’s Gemini. This overview brings together the most important OpenAI‑related stories from December 5, 2025, and the surrounding days, with context on what they mean for the company, its customers, and the broader AI race. Today’s OpenAI headlines at a glance Let’s unpack each
5 December 2025
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AI News Today, December 5, 2025: Gemini 3 Deep Think, Anthropic’s Agentic AI, and Fresh Security Warnings

AI News Today, December 5, 2025: Gemini 3 Deep Think, Anthropic’s Agentic AI, and Fresh Security Warnings

On Friday, December 5, 2025, artificial intelligence news is dominated by three big themes: more powerful reasoning models, billion‑dollar “agentic AI” bets in the enterprise, and mounting concern over AI security and governance. From Google’s new Gemini 3 Deep Think mode to Anthropic’s $200 million “agentic AI” deal with Snowflake, and new guidance from security agencies on how not to use AI in critical infrastructure, today’s headlines show an industry that’s both accelerating and learning to hit the brakes. Below is a roundup of the most notable AI stories published or updated on December 5, 2025, curated and explained for readers of Google News
5 December 2025
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DocuSign (DOCU) Stock After Q3 2026 Earnings: AI Pivot Deepens as Shares Slide – December 5, 2025

DocuSign (DOCU) Stock After Q3 2026 Earnings: AI Pivot Deepens as Shares Slide – December 5, 2025

Updated: December 5, 2025 – suitable for Google News & Discover DocuSign, Inc. (NASDAQ: DOCU) is back in the spotlight after reporting fiscal Q3 2026 results on December 4 that beat Wall Street expectations on both revenue and earnings, while reiterating its strategic shift from pure e‑signature to an AI‑driven Intelligent Agreement Management (IAM) platform. Yet the stock is trading well below its 2025 highs as investors weigh modest single‑digit growth against strong profitability and an ambitious AI roadmap. DocuSign Investors+224/7 Wall St.+2 As of early trading on December 5, 2025, DocuSign shares change hands around $71 per share, leaving
5 December 2025
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‘China’s Nvidia’ Moore Threads Soars Over 400% in Shanghai Debut After $1.1 Billion IPO, Supercharging Beijing’s AI Chip Ambitions

‘China’s Nvidia’ Moore Threads Soars Over 400% in Shanghai Debut After $1.1 Billion IPO, Supercharging Beijing’s AI Chip Ambitions

Shanghai / Beijing – December 5, 2025 – Chinese GPU designer Moore Threads made one of the most dramatic stock market debuts in recent memory on Friday, as its shares surged more than fourfold on the Shanghai Stock Exchange’s STAR Market after a roughly 8 billion yuan ($1.1–$1.13 billion) initial public offering.The Outpost+2Moneycontrol+2 The Beijing-based firm, frequently dubbed “China’s Nvidia”, opened around 650 yuan per share versus an IPO price of 114.28 yuan and traded near 600 yuan in early sessions – a gain of roughly 400–500% that at one point marked the biggest first‑day jump for a Chinese IPO
5 December 2025
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Salesforce Stock Pops as Q3 2026 Earnings, AI Deals and AstraZeneca Partnership Lift Guidance — But Investor AI Skepticism Lingers

Salesforce Stock Pops as Q3 2026 Earnings, AI Deals and AstraZeneca Partnership Lift Guidance — But Investor AI Skepticism Lingers

Salesforce (NYSE: CRM) has triggered a fresh wave of headlines after posting record third‑quarter fiscal 2026 results, raising its full‑year outlook and signing a high‑profile AI deal with AstraZeneca. Yet despite the post‑earnings stock pop and new enterprise wins, CEO Marc Benioff is still fighting to convince Wall Street that Salesforce’s aggressive artificial intelligence strategy will translate into lasting shareholder returns. Salesforce Investor Relations+2Reuters+2 Q3 2026 by the numbers: record revenue, fatter margins For its fiscal third quarter ended October 31, 2025, Salesforce reported: On the bottom line, Salesforce delivered adjusted EPS of $3.25, handily beating the roughly $2.86 Wall
5 December 2025
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Meta Platforms (META) Stock Surges as Metaverse Spending Is Slashed and AI Strategy Accelerates

Meta Platforms (META) Stock Surges as Metaverse Spending Is Slashed and AI Strategy Accelerates

As of December 5, 2025 Meta Platforms, Inc. (NASDAQ: META) is back in the spotlight after a sharp move higher in its share price driven by reports of deep cuts to its metaverse budget and a renewed focus on artificial intelligence (AI) infrastructure and devices. The stock closed around $661.5 per share on Thursday, December 4, 2025, up roughly 3–4% on the day, and extending a rebound from its late-October selloff. StockAnalysis+1 Early indications on Friday show continued strength in pre-market and after-hours trading, reflecting investor approval of CEO Mark Zuckerberg’s latest strategic pivot. META stock today: sharp rebound, still
5 December 2025
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Oklo (OKLO) Stock on December 5, 2025: $1.5 Billion Equity Plan, Nuclear AI Boom and 2026 Forecasts

Oklo (OKLO) Stock on December 5, 2025: $1.5 Billion Equity Plan, Nuclear AI Boom and 2026 Forecasts

Updated: December 5, 2025 Oklo Inc. (NYSE: OKLO) has become the poster child for the collision between two very loud themes: advanced nuclear power and the insatiable energy appetite of AI data centers. In the past year the stock has swung from the teens to nearly $200, delivering more than a 400% 12‑month gain and establishing itself as one of 2025’s most volatile names. Investing.com+2WWT+2 This week, traders have been whipsawed again. After a huge rally driven by fresh U.S. government support for small modular reactors (SMRs), Oklo announced a new $1.5 billion at‑the‑market equity program that sent the stock
5 December 2025
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HSBC Holdings plc Stock on 5 December 2025: Share Price, AI Push, Hang Seng Deal and 2030 Forecasts

HSBC Holdings plc Stock on 5 December 2025: Share Price, AI Push, Hang Seng Deal and 2030 Forecasts

Updated 5 December 2025 HSBC Holdings plc stock is heading into the final weeks of 2025 trading near multi‑year highs, powered by rising profits, aggressive capital returns and two big strategic bets: a proposed buyout of Hong Kong’s Hang Seng Bank and a new generative‑AI partnership with French start‑up Mistral. At the same time, fresh legal provisions, a surprise chair appointment and a shifting rate environment are keeping risk firmly in the picture. This article pulls together the latest share‑price data, company news, analyst views and model‑driven forecasts as of 5 December 2025. HSBC share price today: near the top
5 December 2025
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RELX PLC Stock Outlook December 2025: AI Data Powerhouse at a 52‑Week Low

RELX PLC Stock Outlook December 2025: AI Data Powerhouse at a 52‑Week Low

Where RELX Stock Stands on 5 December 2025 RELX PLC (LSE: REL, NYSE: RELX) is ending the first week of December 2025 in a curious spot: operationally strong, but technically weak. On the New York Stock Exchange, the ADR is trading around $40.54 as of 5 December 2025, only a little above its recent lows and well below the 2025 high near $56.MarketBeat In London, the primary listing hit a new 52‑week low on Monday, 1 December, touching GBX 2,976 before closing around GBX 3,017. At that level, the stock was below both its 50‑day (c. GBX 3,323) and 200‑day
5 December 2025
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BigBear.ai (BBAI) Soars 15% on Defense‑AI Hype: Ask Sage Deal, New Forecasts and Key Risks as of December 4, 2025

BigBear.ai (BBAI) Soars 15% on Defense‑AI Hype: Ask Sage Deal, New Forecasts and Key Risks as of December 4, 2025

BigBear.ai Holdings, Inc. (NYSE: BBAI) just delivered one of the most eye‑catching moves in the U.S. AI small‑cap space. On Thursday, December 4, 2025, BBAI shares jumped about 15% to around $7.02, trading between roughly $6.02 and $7.18 on massive volume of about 170 million shares, far above its recent average. Intellectia+1 The spike comes as investors digest the company’s high‑stakes Ask Sage generative‑AI acquisition, a new aerospace partnership in Malaysia, heavy options activity, and fresh forecasts from both Wall Street and algorithmic models. Below is a structured rundown of what changed today, what analysts and quants are saying, and
5 December 2025
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Cisco Systems (CSCO) Stock Today: AI Infrastructure, Quantum Bets and Wall Street Targets – December 4, 2025

Cisco Systems (CSCO) Stock Today: AI Infrastructure, Quantum Bets and Wall Street Targets – December 4, 2025

Cisco Systems, Inc. (NASDAQ: CSCO) is closing out 2025 as one of the quieter but more powerful AI infrastructure winners in large‑cap tech. As of the close on December 4, 2025, Cisco shares traded just under $78, near record territory after a roughly 30%+ year‑to‑date gain, with the stock sitting well above its 52‑week low of $52.11 and just below the high around $80.06.StockAnalysis+2Ticker Nerd+2 At the same time, a wave of fresh news, forecasts and analysis published on December 4, 2025 is sharpening the market’s view of what comes next: from new AI infrastructure announcements and OECD research on
4 December 2025
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AMD Stock Today (December 4, 2025): AI Mega‑Deals, China Tax Twist and Bold 2030 Price Targets

AMD Stock Today (December 4, 2025): AI Mega‑Deals, China Tax Twist and Bold 2030 Price Targets

Advanced Micro Devices (NASDAQ: AMD) is once again at the center of the AI chip story. On December 4, 2025, the stock is trading around $215–$216 per share, giving AMD a market capitalization of roughly $350+ billion and leaving it well below its recent highs near $260–$270 but still up dramatically for the year. Public Fresh headlines today span everything from new China export arrangements and record AI hardware demand to 2030 price predictions that imagine AMD as a potential trillion‑dollar giant. Here’s a structured look at the key news, forecasts, and analyses circulating on December 4, 2025. 1. AMD
4 December 2025
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Google Stock (Alphabet GOOGL) Today: AI Chips, Gemini 3 and Wall Street Forecasts — December 4, 2025

Google Stock (Alphabet GOOGL) Today: AI Chips, Gemini 3 and Wall Street Forecasts — December 4, 2025

1. Google stock today: price, performance and context Alphabet’s two main share classes, GOOGL (Class A) and GOOG (Class C), spent December 4, 2025 trading just below recent record highs. Intraday, GOOGL hovered around $316–$317 and GOOG around $317–$318, leaving both down less than 1% on the day after a strong multi‑month rally.MarketBeat+1 Even after today’s modest pullback, Alphabet is still up well over 60% in 2025, making it one of the best‑performing mega‑cap tech stocks this year and a key member of the “AI trade” alongside Nvidia, Microsoft and Meta.Reuters+1 Valuation has run hard too. Recent data from multiple financial platforms puts Alphabet’s price‑to‑earnings ratio around the
4 December 2025
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Oracle Stock on December 4, 2025: AI Backlog, Debt Fears and the High‑Stakes Earnings Ahead

Oracle Stock on December 4, 2025: AI Backlog, Debt Fears and the High‑Stakes Earnings Ahead

Oracle stock is back in the spotlight on December 4, 2025, as investors weigh a massive artificial‑intelligence backlog against mounting debt worries and a looming earnings catalyst. Oracle (NYSE: ORCL) recently traded around $215 per share, up roughly 3% on the day, yet still far below its early‑September peak.Yahoo Finance After an AI‑driven surge of nearly 190% between April and September, ORCL has given back roughly 40–45% of those gains, with one recent technical analysis noting a drawdown of about 46% from the highs.The Economic Times+1 At the same time, the stock remains moderately positive for 2025 year to date,
4 December 2025
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Intuit (INTU) Stock Outlook December 4, 2025: AI Partnership With OpenAI, Earnings Beat and Wall Street Targets Explained

Intuit (INTU) Stock Outlook December 4, 2025: AI Partnership With OpenAI, Earnings Beat and Wall Street Targets Explained

Intuit Inc. (NASDAQ: INTU) is back in the spotlight after a powerful fiscal Q1 earnings beat, a multi‑year $100M+ AI partnership with OpenAI, and fresh institutional buying – all against a backdrop of rich valuation and mixed sentiment on near‑term guidance. Below is a detailed look at where Intuit stock stands as of December 4, 2025, including the latest news, earnings, analyst forecasts, and key risks for investors following INTU. Intuit Stock Today: Price, Performance and Valuation Share price and recent move Based on recent historical data, Intuit shares traded between roughly $647 and $653 on Thursday, December 4, 2025,
4 December 2025
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Microsoft Stock (MSFT) Today: AI Jitters, Price Hikes and 2026 Forecasts – December 4, 2025

Microsoft Stock (MSFT) Today: AI Jitters, Price Hikes and 2026 Forecasts – December 4, 2025

Updated: December 4, 2025 Microsoft stock (NASDAQ: MSFT) is trading around $479 per share in late Thursday action, leaving the tech giant valued at roughly $3.8 trillion. The shares have cooled from October’s highs above $540 and are down about 8% over the past month as investors digest concerns about an “AI bubble” and the pace of monetizing Microsoft’s massive artificial intelligence investments.Watcher Guru At the same time, the company just announced global price hikes for Microsoft 365, continues to post double‑digit cloud and AI growth, and enjoys a wall of “Buy” ratings with 12‑month targets that, on average, sit more than 30% above today’s price.Reuters+1 Here’s
4 December 2025
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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