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Artificial Intelligence News 4 December 2025

Adobe Inc. (ADBE) Stock on December 4, 2025: AI Jitters, New Deals and Q4 Earnings Hopes – Is the Selloff Overdone?

Adobe Inc. (ADBE) Stock on December 4, 2025: AI Jitters, New Deals and Q4 Earnings Hopes – Is the Selloff Overdone?

Data and news in this article are current as of December 4, 2025. Figures may change as markets move. Adobe stock today: price, performance and valuation Adobe shares were recently trading around $328 per share, giving the company a market value of roughly $137–138 billion. TradingView+2The Motley Fool+2 Over the past year, the stock has had a rough ride: On valuation, multiple data providers show a similar picture: In short: by historical standards, Adobe is now priced more like a “normal” software company than the premium growth franchise it used to be—and that disconnect is exactly what today’s commentary is
ServiceNow (NOW) Stock Today: Veza Deal, 5‑for‑1 Split and AI Growth Shape the December 4, 2025 Outlook

ServiceNow (NOW) Stock Today: Veza Deal, 5‑for‑1 Split and AI Growth Shape the December 4, 2025 Outlook

Updated: December 4, 2025 ServiceNow, Inc. (NYSE: NOW) closed Thursday, December 4, 2025 at $834.02, edging up 0.13% on the day. That leaves the AI‑driven workflow platform about 30% below its 2025 high near $1,198 and roughly 23% above its April low around $679. Investing.com+1 The calm price action comes at a busy moment for the story: a planned 5‑for‑1 stock split, a planned acquisition of identity‑security specialist Veza, and ongoing debate over whether ServiceNow’s premium valuation still makes sense after a choppy year for high‑growth software. ServiceNow Newsroom+1 Below is a deep dive into today’s price, the latest news,
Qualcomm (QCOM) Stock on December 4, 2025: AI Momentum, Dividend Record Date and 2026 Forecasts

Qualcomm (QCOM) Stock on December 4, 2025: AI Momentum, Dividend Record Date and 2026 Forecasts

Qualcomm (NASDAQ: QCOM) is back in the spotlight as 2025 winds down. As of the afternoon of December 4, 2025, the stock is trading around $174–175 per share, giving the company a market value of roughly $187 billion.MarketBeat Year‑to‑date total return sits in the mid‑teens, slightly ahead of the broader market but far below the explosive gains seen in some headline AI names.Total Real Returns+1 At the same time, Qualcomm has just hit a key dividend record date, is benefiting from upgraded earnings forecasts, and continues to roll out an aggressive AI and data‑center strategy that could reshape its long‑term
BigBear.ai (BBAI) Stock Jumps on Defense‑AI Hype: Latest Price, Forecast and Dilution Risks as of December 4, 2025

BigBear.ai (BBAI) Stock Jumps on Defense‑AI Hype: Latest Price, Forecast and Dilution Risks as of December 4, 2025

BigBear.ai Holdings, Inc. (NYSE: BBAI) is back in the spotlight. The defense‑focused artificial intelligence stock is trading near multi‑month highs after a sharp rebound driven by its Ask Sage acquisition, new international deals, and a wave of interest in “mission‑ready” AI for national security. At the same time, investors are wrestling with falling revenue, heavy losses, and a plan to double the company’s authorized share count. As of the close on December 4, 2025, BigBear.ai stock changes hands around $6.88 per share, up roughly 12–13% on the day and well above its levels earlier in 2025. MarketBeat Below is a
Check Point Software (CHKP) Stock Today: AI Firewall Launch, $1.75B Convertible Notes and Wall Street Forecasts

Check Point Software (CHKP) Stock Today: AI Firewall Launch, $1.75B Convertible Notes and Wall Street Forecasts

Date: December 4, 2025Ticker: Check Point Software Technologies Ltd. (NASDAQ: CHKP) Key Takeaways This article is for information and news purposes only and does not constitute financial advice or a recommendation to buy or sell any security. Where CHKP Stock Stands on December 4, 2025 As of late trading on December 4, 2025, Check Point Software shares are changing hands around $195 per share, modestly higher on the day following the company’s latest capital‑markets and product announcements. Recent data from market trackers shows: StockAnalysis+1 Premarket this morning, Reuters reported the stock trading around $191 and “flat” immediately after the bond
IonQ, Inc. (IONQ) Stock Jumps on Quantum-AI and Defense Deals: December 4, 2025 Outlook

IonQ, Inc. (IONQ) Stock Jumps on Quantum-AI and Defense Deals: December 4, 2025 Outlook

IonQ’s stock is having another very “on‑brand” quantum day: volatile, loud, and hard to ignore. Around midday on December 4, 2025, IonQ, Inc. (NYSE: IONQ) was trading in the mid‑$50s, up double digits intraday after a string of headlines tying the company to biotech, defense drones, and big institutional money. StockAnalysis shows the shares around $54.20, up about 11%, in early afternoon trading. StockAnalysis+1 At the same time, fresh filings show Norges Bank, Norway’s central bank, has quietly taken a 1% stake, while analysts and commentators argue over whether IonQ is still the quantum market’s crown jewel or yesterday’s hype.
Bloom Energy (BE) Stock Soars on AI Power Boom: Latest News, Analyst Targets and 2030 Forecasts as of December 4, 2025

Bloom Energy (BE) Stock Soars on AI Power Boom: Latest News, Analyst Targets and 2030 Forecasts as of December 4, 2025

Bloom Energy Corporation (NYSE: BE) has turned into one of 2025’s wildest energy and AI-adjacent trades. As of mid-day on December 4, 2025, the stock is trading around $114 per share, up more than 11% on the session and sitting near the upper end of its recent trading range.StockAnalysis Depending on the data provider, Bloom’s 2025 rally ranges from “huge” to “staggering”: Benzinga pegs the one‑year return at roughly +1,092% and year‑to‑date gains at about +473%, while Simply Wall St calculates a more conservative but still eye‑popping ~290% total shareholder return over the past year.Benzinga+1 That kind of move has
UiPath (PATH) Stock Soars After Q3 Earnings Beat – Is the New AI Rally Sustainable?

UiPath (PATH) Stock Soars After Q3 Earnings Beat – Is the New AI Rally Sustainable?

On December 4, 2025, UiPath Inc. (NYSE: PATH) exploded higher, with shares trading around $17.9 in midday New York trading — a move of roughly +20% on the day after the company delivered a strong fiscal Q3 2026 earnings beat and upbeat guidance. StockAnalysis Behind the surge: UiPath’s first GAAP‑profitable third quarter, accelerating demand for its “agentic” AI automation platform, and a wave of fresh analyst commentary and options activity. Below is a deep dive into what changed for UiPath, how Wall Street is reacting, and what the latest forecasts say about PATH stock from here. Disclaimer: This article is
Accenture (ACN) Stock on December 4, 2025: AI Restructuring, OpenAI Deal and 2026 Forecasts Explained

Accenture (ACN) Stock on December 4, 2025: AI Restructuring, OpenAI Deal and 2026 Forecasts Explained

New York, December 4, 2025 — Accenture plc (NYSE: ACN) is deep into a self‑described “reinvention” built around artificial intelligence at the same time its stock is still well below last year’s peak. On Thursday, Accenture shares were trading around $271.47, giving the company a market capitalization of roughly $168.5 billion, with a trailing P/E ratio of about 22.3 and a dividend yield near 2.4%.Google The stock sits roughly 30%+ below its 52‑week high of $398.35, despite a double‑digit rebound off its lows, reflecting a market that likes the AI story but still worries about growth and restructuring noise.Google+1 Below
Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials is ending 2025 with the kind of momentum most semiconductor names can only envy. The chip-equipment giant’s shares are trading around all‑time highs in the high‑$260s/low‑$270s, up roughly 60% year‑to‑date after a powerful seven‑session winning streak. Seeking Alpha+2Morningstar+2 On December 4, 2025, a fresh wave of bullish research — led by TD Cowen’s new $315 price target and a “best idea for 2026” label — crystallized a narrative that has been building for months: Applied Materials (NASDAQ: AMAT) is becoming a pure‑play way to bet on the next leg of AI, DRAM and advanced foundry spending. Investing.com+2MarketBeat+2 At
IREN Limited (NASDAQ: IREN) on December 4, 2025: $3.6 Billion AI Capital Raise, Microsoft Megadeal and High‑Risk Stock Forecast

IREN Limited (NASDAQ: IREN) on December 4, 2025: $3.6 Billion AI Capital Raise, Microsoft Megadeal and High‑Risk Stock Forecast

On December 4, 2025, IREN Limited (NASDAQ: IREN) sits at the center of two of the market’s wildest themes — Bitcoin mining and AI infrastructure — after a turbulent week of heavy financing, sharp volatility and fresh institutional interest. As of Thursday, the stock trades around $43–44 per share, down about 1% on the day and far below its early‑November peak near $77, yet still massively higher than its April low near $5. Investing.com+1 This article pulls together the latest news, forecasts and analyses up to December 4, 2025 to frame what’s really happening with IREN stock right now —
ON Semiconductor (NASDAQ: ON) Stock Outlook for December 2025: AI Power, $6 Billion Buyback and SiC Mega-Fab Fuel the Next Leg

ON Semiconductor (NASDAQ: ON) Stock Outlook for December 2025: AI Power, $6 Billion Buyback and SiC Mega-Fab Fuel the Next Leg

ON Semiconductor Corporation – now branding itself as onsemi – has had a wild 2025. After a bruising cyclical downturn and an electric-vehicle hangover, the stock has snapped back sharply into December as investors refocus on AI data centers and advanced power chips. As of the afternoon of December 4, 2025, ON trades around $56 per share, giving the company a roughly $20–21 billion market cap, with a 52‑week range of about $31 to $71 and a trailing P/E near 69 but a forward P/E closer to the high teens. Wealthyhood Below is a deep dive into the latest numbers,
BlackRock (BLK) Stock on 4 December 2025: New Income ETF, Infrastructure Pivot and AI-Driven 2026 Outlook

BlackRock (BLK) Stock on 4 December 2025: New Income ETF, Infrastructure Pivot and AI-Driven 2026 Outlook

BlackRock, Inc. (NYSE: BLK) is trading around $1,080 per share on 4 December 2025, valuing the world’s largest asset manager at roughly $175–176 billion. The stock sits in the middle of its 52‑week range of $773.74–$1,219.94, with a trailing P/E near 28 and a forward P/E just above 20, and it currently offers an annual dividend of $20.84 per share (≈1.9% yield). StockAnalysis Fresh news around BlackRock spans a new income‑focused ETF launch, a pause in plans for a European infrastructure fund, a high‑conviction 2026 macro outlook built around AI, and mixed signals from crypto ETF flows and technical models.
Walmart Stock (WMT) Hits Fresh Highs on AI Push and Nasdaq Move: Price, Forecast and Outlook as of December 4, 2025

Walmart Stock (WMT) Hits Fresh Highs on AI Push and Nasdaq Move: Price, Forecast and Outlook as of December 4, 2025

Walmart Inc. (NYSE: WMT) is finishing 2025 looking more like a tech-powered platform than a traditional grocer — and its share price shows it. After a powerful year‑end rally fueled by strong earnings, record holiday e‑commerce demand and an aggressive artificial intelligence strategy, Walmart stock is trading just below record highs and edging toward a $900+ billion market valuation.MarketBeat+1 This article pulls together the latest news, forecasts and analyses as of December 4, 2025, to give a clear view of where Walmart stock stands now — and what might come next. Note: All figures and opinions here are informational only
CrowdStrike (CRWD) Stock: Earnings Beat, AI Mega-Deals and Fresh Price Targets — Latest News & Forecasts as of December 4, 2025

CrowdStrike (CRWD) Stock: Earnings Beat, AI Mega-Deals and Fresh Price Targets — Latest News & Forecasts as of December 4, 2025

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is back in the spotlight this week after delivering a strong fiscal Q3 2026 earnings report, unveiling a wave of AI and cloud security partnerships, and attracting a fresh round of Wall Street price target hikes. As of Thursday, December 4, 2025, CrowdStrike stock is trading near record highs, while analysts debate whether the company’s AI-fueled growth justifies its premium valuation. Here’s a detailed look at the latest news, numbers, and forecasts driving CRWD today. CrowdStrike (CRWD) stock price today: trading near the top of its range On Thursday, CRWD opened at $524.17 per share
Salesforce (CRM) Stock Today: Q3 FY26 Earnings Beat, AI ARR Soars, Guidance Raised

Salesforce (CRM) Stock Today: Q3 FY26 Earnings Beat, AI ARR Soars, Guidance Raised

As of December 4, 2025, Salesforce, Inc. (NYSE: CRM) shares are trading around $238.72, up roughly 1.7% on the day as investors digest fresh third‑quarter fiscal 2026 results and a higher full‑year outlook powered by the company’s AI platform Agentforce and its Data 360 data stack. Reuters+1 The numbers show a company that is no longer just talking about AI, but starting to monetize it at scale. Salesforce delivered record Q3 revenue of about $10.3 billion, up 9% year over year, with adjusted EPS of $3.25, well ahead of analyst expectations near $2.86 per share. TradingView+2Finviz+2 Alongside the beat, management
Snowflake (SNOW) Stock on December 4, 2025: Q3 FY26 Earnings Beat, AI Milestone and What Wall Street Expects Next

Snowflake (SNOW) Stock on December 4, 2025: Q3 FY26 Earnings Beat, AI Milestone and What Wall Street Expects Next

Published: December 4, 2025 Snowflake Inc. (NYSE: SNOW) just delivered its third‑quarter fiscal 2026 results, beating expectations on revenue and earnings, touting a $100 million AI revenue run‑rate, and announcing a major partnership with Anthropic. Yet the stock is trading sharply lower today as investors digest slower product‑revenue growth and cautious guidance – a classic “great quarter, not great enough” reaction. Below is a full breakdown of the latest Snowflake stock news, earnings details, analyst forecasts, and what the new AI narrative means for SNOW going into 2026. Key takeaways for Snowflake stock today How Snowflake stock is trading after
Toast (TOST) Stock on December 4, 2025: Analyst Upgrades, AI Strategy and Earnings Shape a High‑Growth, High‑Valuation Story

Toast (TOST) Stock on December 4, 2025: Analyst Upgrades, AI Strategy and Earnings Shape a High‑Growth, High‑Valuation Story

Toast, Inc. (NYSE: TOST) is back in the market spotlight. As of early December 2025, the restaurant‑software specialist is trading in the mid‑$30s per share — around $35 — implying a market capitalization of roughly $20–21 billion and firmly placing it in large‑cap territory.StockAnalysis+1 A fresh wave of analyst upgrades, strong (if not flawless) Q3 2025 results, and a growing slate of AI‑powered products and marquee partnerships are all feeding into a bullish narrative around Toast stock, even as valuation remains demanding and competition intense. Toast stock today: price, valuation and trading range Recent market data show Toast shares around
Microsoft (MSFT) Stock News Today, December 4, 2025: AI Sales Jitters, Cloud Strength and 2026 Price Targets

Microsoft (MSFT) Stock News Today, December 4, 2025: AI Sales Jitters, Cloud Strength and 2026 Price Targets

Published: December 4, 2025 – This article is for informational purposes only and is not financial advice. Key Takeaways Microsoft Stock Price Today: Where MSFT Stands As of early afternoon on December 4, 2025, Microsoft Corporation (NASDAQ: MSFT) is trading at about $477.73 per share. That puts the company’s market capitalization around $3.85 trillion, with a trailing price‑to‑earnings ratio near 36.7 based on reported earnings per share of about $14.06. The stock is: In other words, Microsoft is still priced as a premier AI and cloud leader, but markets are no longer assuming a straight‑line march upward. Why Microsoft Stock
PayPal (PYPL) Stock Today: Selloff After Checkout Warning, AI Commerce Deals and 2025–2026 Forecast

PayPal (PYPL) Stock Today: Selloff After Checkout Warning, AI Commerce Deals and 2025–2026 Forecast

Updated: December 4, 2025 PayPal Holdings, Inc. (NASDAQ: PYPL) is back in the spotlight after a sharp mid‑week selloff, fresh commentary from management on slowing checkout growth, and growing debate over whether the fintech giant is a value opportunity or a value trap. On Wednesday, PayPal shares fell about 2.6%, trading down to roughly $61–62 per share and hitting intraday lows near $60.41. Trading volume surged to more than 24 million shares, almost double the typical session, signaling heightened institutional activity and retail interest alike.MarketBeat+1 Despite the volatility, Wall Street’s view on PYPL remains split: consensus sits at a “Hold”
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Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

7 February 2026
Linde plc shares fell 2.5% to $448.24 Friday after reporting Q4 sales up 6% to $8.76 billion and adjusted EPS of $4.20. The company guided 2026 adjusted EPS to $17.40–$17.90, below analyst consensus. JPMorgan downgraded the stock, while Morgan Stanley and UBS raised price targets. Linde repurchased $1.4 billion in shares in Q4 and returned $7.4 billion to shareholders in 2025.
GE Vernova stock closes up nearly 6% — what to watch before Monday’s trade

GE Vernova stock closes up nearly 6% — what to watch before Monday’s trade

7 February 2026
GE Vernova shares jumped 5.6% to $779.35 Friday as Wall Street rallied and the company reported 1.1 GW of U.S. wind repower orders for 2025. The company also closed its $5.3 billion purchase of the remaining Prolec GE stake and completed a $2.6 billion senior notes offering. Investors await next week’s U.S. jobs and inflation data.
Citi stock jumps 6% as consent-order exit talk builds — what to watch next week

Citi stock jumps 6% as consent-order exit talk builds — what to watch next week

7 February 2026
Citigroup shares rose 6% to $122.69 at Friday’s close after a Reuters report said executives are more optimistic about completing key consent orders this year. Citi also announced a $2.3 billion preferred stock redemption and a matching program for employee “Trump Accounts.” Investors await next week’s U.S. economic data and Citi conference appearances.
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