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Artificial Intelligence 10 December 2025

Alphabet (GOOG) After Hours on December 10, 2025: Fed Cut, EU Scrutiny and AI Bets – What to Watch Before the December 11 Open

Alphabet (GOOG) After Hours on December 10, 2025: Fed Cut, EU Scrutiny and AI Bets – What to Watch Before the December 11 Open

Alphabet Class C (GOOG) closed Wednesday at $320.90, up 0.99%, near its 52-week high after the Federal Reserve cut rates by 0.25 percentage points. After-hours trading showed little reaction to new European regulatory warnings and fresh AI developments around Google’s Gemini and upcoming hardware. GOOG has gained about 63% over the past year. Trading volume reached 13.7 million shares.
Adobe Posts Record Q4 2025 Earnings as AI, ChatGPT Apps and Analyst Support Lift 2026 Outlook

Adobe Posts Record Q4 2025 Earnings as AI, ChatGPT Apps and Analyst Support Lift 2026 Outlook

Adobe reported record Q4 2025 revenue of $6.19 billion, up 10% year over year and above Wall Street forecasts. Non-GAAP EPS reached $5.50, topping estimates, while operating cash flow hit $3.16 billion. Digital Media revenue climbed 11% to $4.62 billion. The company reiterated its AI-first strategy and issued strong 2026 guidance.
Meta Platforms (META) Stock After Hours on December 10, 2025: AI Pivot, Metaverse Cuts and What to Know Before the December 11 Open

Meta Platforms (META) Stock After Hours on December 10, 2025: AI Pivot, Metaverse Cuts and What to Know Before the December 11 Open

Meta Platforms closed Wednesday at about $650, down just over 1% as investors reacted to shifts in AI strategy and reduced metaverse spending. The stock traded flat after hours. Reports indicated Meta may move away from open-source AI models to pursue more direct monetization. Regulatory scrutiny and uncertainty over AI investments weighed on sentiment.
Palantir Stock Jumps on $448 Million U.S. Navy AI Deal: What PLTR Investors Should Know Before the December 11 Open

Palantir Stock Jumps on $448 Million U.S. Navy AI Deal: What PLTR Investors Should Know Before the December 11 Open

Palantir shares closed up 3.3% at $187.91 on December 10, 2025, after the company announced a U.S. Navy AI contract worth up to $448 million. Trading volume neared 58 million shares. The stock dipped slightly to $187.46 in after-hours trading. The contract will deploy Palantir’s AI platform across Navy shipyards and suppliers.
Microsoft Stock Slips After Hours as AI Scrutiny Rises: What MSFT Investors Should Know Before the December 11 Open

Microsoft Stock Slips After Hours as AI Scrutiny Rises: What MSFT Investors Should Know Before the December 11 Open

Microsoft shares fell 2.7% to $478.56 on Wednesday, underperforming a broad market rally after U.S. state attorneys general warned tech firms about risks from AI chatbots. The stock dipped to $478.20 in after-hours trading. Microsoft’s market cap stands at about $3.6 trillion. The company faces new regulatory scrutiny over its AI products and strategy.
Oracle Earnings Today: Q2 2026 Results Put AI Cloud Boom — and Debt Fears — Under the Microscope

Oracle Earnings Today: Q2 2026 Results Put AI Cloud Boom — and Debt Fears — Under the Microscope

Oracle reported Q2 revenue of $16.1 billion, up 14%, and non-GAAP EPS of $2.26, up 54%, boosted by a $2.7 billion gain from selling its Ampere stake. Cloud revenue jumped 34% to $8.0 billion. Shares fell over 5% after hours to $210.85 as investors questioned cash burn, debt, and reliance on OpenAI despite headline beats. Remaining performance obligations surged to $523 billion, up 438% year over year.
Adobe Earnings After the Bell: Record Q4 2025 Revenue, AI Push and ChatGPT Deal Define ADBE’s Next Chapter

Adobe Earnings After the Bell: Record Q4 2025 Revenue, AI Push and ChatGPT Deal Define ADBE’s Next Chapter

Adobe reported fiscal Q4 2025 revenue of $6.19 billion, surpassing $6 billion for the first time and beating Wall Street estimates by $80 million. GAAP diluted EPS reached $4.45, with non-GAAP EPS at $5.50, topping forecasts by about $0.10. Full-year revenue rose 11% to $23.77 billion. Total subscription revenue for the quarter climbed 12% to $5.96 billion.
Big Tech Stocks Mixed After Fed Rate Cut as AI Hype Meets New Scrutiny – December 10, 2025

Big Tech Stocks Mixed After Fed Rate Cut as AI Hype Meets New Scrutiny – December 10, 2025

The Federal Reserve cut its benchmark rate by 25 basis points Wednesday and signaled a likely pause. The S&P 500 rose 0.67%, the Dow gained 1.05%, and the Nasdaq added 0.33%. Apple and Amazon closed higher, while Microsoft and Meta fell. Technology shares lagged early but recovered some losses by the close.
AI Stocks After the Bell on December 10, 2025: Nvidia, Palantir and Oracle Anchor a Volatile AI Trade After Fed Rate Cut

AI Stocks After the Bell on December 10, 2025: Nvidia, Palantir and Oracle Anchor a Volatile AI Trade After Fed Rate Cut

U.S. stocks closed higher Wednesday after the Federal Reserve cut its policy rate by 25 basis points and signaled a pause. The S&P 500 gained 0.7%, the Nasdaq rose about 0.3%, and the Dow climbed just over 1%. Nvidia traded flat as the U.S. approved H200 AI chip exports to China, while Palantir outperformed on news of a Navy contract. AI stocks showed mixed performance amid policy shifts and upcoming earnings.
Oracle Q2 2026 Earnings Today: AI Cloud Boom, $300 Billion OpenAI Deal and $111 Billion Debt Under the Microscope

Oracle Q2 2026 Earnings Today: AI Cloud Boom, $300 Billion OpenAI Deal and $111 Billion Debt Under the Microscope

Oracle will report fiscal Q2 2026 earnings after markets close Wednesday, with Wall Street expecting revenue near $16.2 billion and non-GAAP EPS of $1.64–$1.65. Analysts project about 15% revenue growth and 11% higher EPS, driven by Oracle Cloud Infrastructure and a record $455 billion contract backlog. The stock has fallen about one-third from September highs but remains up over 30% year-to-date.
CrowdStrike Stock (CRWD) on December 10, 2025: MITRE Win, AI Growth Engines and Fresh Price Targets

CrowdStrike Stock (CRWD) on December 10, 2025: MITRE Win, AI Growth Engines and Fresh Price Targets

CrowdStrike shares traded near $516.55 late Monday, valuing the company at about $130 billion. The firm reported perfect scores in the 2025 MITRE ATT&CK Enterprise Evaluations. Q3 revenue rose 22% to $1.23 billion, with net new ARR up 73%. Analysts cite valuation concerns, with the stock trading over 20 times forward sales.
Applied Digital (APLD) Stock on December 10, 2025: AI Data Center High‑Flier With Huge Backlog, Cash Burn and Short‑Squeeze Potential

Applied Digital (APLD) Stock on December 10, 2025: AI Data Center High‑Flier With Huge Backlog, Cash Burn and Short‑Squeeze Potential

Applied Digital Corporation shares traded at $31.76 on December 10, down 3% for the day but up 228% year-over-year. The company has signed about $16 billion in long-term AI data center leases but reported a $247.9 million net loss and nearly $1 billion in negative free cash flow over the past year. Short interest stands at 33% of free float. Analysts remain divided on the stock’s prospects.
Applied Materials (AMAT) Stock on December 10, 2025: AI Supercycle, China Risks and 2026–2028 Price Targets

Applied Materials (AMAT) Stock on December 10, 2025: AI Supercycle, China Risks and 2026–2028 Price Targets

Applied Materials shares traded near $271 on December 10, 2025, with a market cap around $216 billion after a 63% year-to-date rally. Fiscal 2025 revenue rose 4% to $28.37 billion, while GAAP net income slipped 2% to $7.0 billion. Non-GAAP EPS climbed 9% to $9.42. Q4 revenue fell 3% year over year as China’s share of sales dropped to 30%.
Vertiv (VRT) Stock Outlook on December 10, 2025: AI Data Center Boom, $1 Billion PurgeRite Deal and Wall Street Forecasts

Vertiv (VRT) Stock Outlook on December 10, 2025: AI Data Center Boom, $1 Billion PurgeRite Deal and Wall Street Forecasts

Vertiv shares traded around $180.55 on December 10, near record highs, after completing a $1 billion acquisition of PurgeRite. The stock is up 43% over the past year, with a market cap near $68 billion and a P/E ratio of about 67. Vertiv’s recent deals include partnerships with Nvidia and Caterpillar focused on AI data center infrastructure.
Cisco Stock on December 10, 2025: AI Boom, Analyst Upgrades and a New Short Signal – Is CSCO Still a Buy?

Cisco Stock on December 10, 2025: AI Boom, Analyst Upgrades and a New Short Signal – Is CSCO Still a Buy?

Cisco shares traded near $80 on December 10, 2025, close to a 12-month high after a year-long rally fueled by AI infrastructure demand and Splunk integration. The stock posted a 37% one-year gain, with Q1 revenue up 8% to $14.9 billion and $1.3 billion in AI infrastructure orders. Wall Street sentiment remains bullish, though at least one technical analyst is short.
Adobe Stock on December 10, 2025: Q4 Earnings Preview, AI Strategy, Semrush Deal and Wall Street Forecasts

Adobe Stock on December 10, 2025: Q4 Earnings Preview, AI Strategy, Semrush Deal and Wall Street Forecasts

Adobe shares traded near $342 Wednesday, down about 23% in 2025 and 37% over 12 months, despite double-digit revenue and earnings growth. The company reported Q3 revenue of $5.99 billion, up 11%, and raised full-year guidance to the mid-$23 billion range. Wall Street expects Q4 revenue between $6.075 and $6.125 billion and non-GAAP EPS of $5.35–$5.40. Results are due after the market close.
Snowflake (SNOW) Stock Today: Earnings Sell-Off, AI Mega‑Deals and 2026 Outlook

Snowflake (SNOW) Stock Today: Earnings Sell-Off, AI Mega‑Deals and 2026 Outlook

Snowflake shares traded around $217.30 intraday on December 10, down 2% after the company guided for slower product revenue growth despite beating Q3 estimates. The stock has dropped 13% in a week but remains up over 40% year-to-date. Snowflake reported Q3 product revenue of $1.16 billion, up 29%, and announced a $200 million AI deal with Anthropic.
Lumentum (LITE) Stock Hits Fresh Highs on AI Data Center Boom — Can the 2025 Rally Continue Into 2026?

Lumentum (LITE) Stock Hits Fresh Highs on AI Data Center Boom — Can the 2025 Rally Continue Into 2026?

Lumentum Holdings shares traded between $350 and $370 on December 10, 2025, near record highs after surging over 220% in the past year. The company reported $1.65 billion in fiscal 2025 revenue, up 21%, and swung to a $25.9 million profit. Valuations have soared, with a trailing P/E near 200x and a price-to-sales ratio of 12.8. Technical analysts now rate the stock “Hold” due to high volatility.
Planet Labs PBC (PL) Stock Today: Earnings Preview, AI Satellites and 2026 Price Targets

Planet Labs PBC (PL) Stock Today: Earnings Preview, AI Satellites and 2026 Price Targets

Planet Labs PBC shares traded near $12.88 on December 10, 2025, valuing the company at about $4 billion after a year of gains exceeding 200%. The company launched two AI-enabled Pelican satellites and 36 SuperDoves on November 28. Planet will report fiscal Q3 results after market close, with analysts divided on its valuation. Trading volumes in early December reached up to 10 million shares daily.
Cameco Stock (CCJ) Outlook on December 10, 2025: Can the Uranium Leader Sustain Its Nuclear and AI-Fueled Rally?

Cameco Stock (CCJ) Outlook on December 10, 2025: Can the Uranium Leader Sustain Its Nuclear and AI-Fueled Rally?

Cameco shares closed at $90.64 in New York on December 10, down for the day but up about 80% year-to-date and over 300% in four years. The uranium producer’s market cap stands near $41 billion, with a P/E above 100. Recent 13F filings show Intact and Guggenheim increasing stakes, while Ossiam and XTX Topco cut positions. Shares remain about 15% below their 52-week high.
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