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Artificial Intelligence News 3 December 2025 - 4 December 2025

Qualcomm (QCOM) Stock on December 3, 2025: AI Momentum, Hedge Fund Buying, Options Surge and Dividend Deadline

Qualcomm (QCOM) Stock on December 3, 2025: AI Momentum, Hedge Fund Buying, Options Surge and Dividend Deadline

Qualcomm Incorporated (NASDAQ: QCOM) is back in the spotlight as its stock climbs in early December, powered by an AI-heavy strategy, strong recent earnings, and a wave of institutional and options activity ahead of a key ex‑dividend date. As of the close on December 3, 2025, Qualcomm shares trade around $175 (about +2.5% on the day), leaving the stock roughly 15% below its 52‑week high of $205.95 and well above its 52‑week low of $120.80. MacroTrends Below is a detailed look at today’s key QCOM news, forecasts and analyses that matter for investors and traders following the stock. 1. Qualcomm
4 December 2025
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Snowflake Q3 FY2026 Earnings Beat: $1.21B Revenue, $200M Anthropic AI Deal and $2B AWS Milestone Can’t Stop SNOW Stock Slide

Snowflake Q3 FY2026 Earnings Beat: $1.21B Revenue, $200M Anthropic AI Deal and $2B AWS Milestone Can’t Stop SNOW Stock Slide

December 3, 2025 Snowflake Inc. (NYSE: SNOW) delivered another quarter of strong growth and a clean beat on Wall Street expectations on Wednesday, but the stock fell sharply in after‑hours trading as investors focused on a softer margin outlook and the cost of aggressive AI investment. At the same time, the AI Data Cloud company unveiled a trio of major partnerships with Anthropic, Amazon Web Services (AWS) and Accenture, all announced on December 3 and aimed squarely at consolidating Snowflake’s position at the center of enterprise AI. Accenture Newsroom+4Business Wire+4Benzinga+4 Q3 FY2026: Revenue and EPS Beat, Growth Still Near 30% Snowflake
3 December 2025
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Micron Shuts Down Crucial Consumer RAM and SSDs as AI Chip Demand Explodes

Micron Shuts Down Crucial Consumer RAM and SSDs as AI Chip Demand Explodes

Micron Technology is abandoning nearly three decades of selling Crucial‑branded RAM and SSDs to everyday PC users so it can funnel more memory into high‑margin AI data centers, deepening a global memory chip crunch and reshaping the PC DIY market. Axios+2Reuters+2 On December 3, 2025, Micron formally announced it will exit its Crucial consumer business, halting sales of Crucial‑branded memory and storage at retailers and e‑tailers worldwide by February 2026. Shipments will continue through the end of Micron’s fiscal Q2, and the company says it will honor warranties and support existing products. Micron Technology+1 The move comes as AI data centers swallow unprecedented amounts of DRAM
3 December 2025
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Meta Poaches Apple Design Chief Alan Dye in High‑Stakes Race for AI Hardware and ‘Liquid Glass’ Future

Meta Poaches Apple Design Chief Alan Dye in High‑Stakes Race for AI Hardware and ‘Liquid Glass’ Future

Published December 3, 2025 Meta Platforms has hired Alan Dye, Apple’s longtime head of human interface design, in one of the most significant talent moves in Silicon Valley’s escalating battle over AI‑powered consumer devices. Dye will join Meta as chief design officer on December 31, 2025, overseeing design across hardware, software and AI experiences. Reuters+1 Apple has confirmed the departure and is promoting veteran designer Stephen Lemay to lead its human interface design team, underscoring a generational shift inside the company’s famed design group. Reuters+1 Who Is Alan Dye – and Why He Matters So Much Alan Dye is not a household name, but if
3 December 2025
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Salesforce Stock Jumps as Q3 2026 Earnings Beat and AI Agentforce Fuels Raised 2026 Outlook

Salesforce Stock Jumps as Q3 2026 Earnings Beat and AI Agentforce Fuels Raised 2026 Outlook

Salesforce’s latest earnings report turned a nervy year for CRM investors into a genuine “AI is working” moment on 3 December 2025, as the cloud giant delivered record third‑quarter fiscal 2026 results, raised its full‑year outlook and credited its Agentforce and Data 360 AI platforms for the momentum. Salesforce Investor Relations+1 According to reports from CNBC and Bloomberg, Salesforce’s revenue guidance for the current quarter and fiscal year came in ahead of Wall Street expectations, a sign that customers are finally buying into the company’s AI tools at scale. LinkedIn+2Bloomberg+2 Salesforce Q3 2026 Earnings: By the Numbers For the quarter ended 31
3 December 2025
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Western Digital (WDC) Stock in December 2025: AI Storage Leader, ESOP Dilution Jitters and $200 Price Targets Explained

Western Digital (WDC) Stock in December 2025: AI Storage Leader, ESOP Dilution Jitters and $200 Price Targets Explained

Updated: December 3, 2025 – Informational only, not investment advice. Western Digital at a Glance Today Western Digital Corporation (NASDAQ: WDC) has turned into one of 2025’s standout AI infrastructure stocks. After an enormous run earlier in the year, the shares are now trading in the mid‑$150s on December 3, 2025, down a few percent intraday as part of a broader pullback in big tech and AI names. Intraday data from ChartMill shows WDC around $155, off roughly 3–4% with a noticeable “gap down” open. ChartMill Different data providers put Western Digital’s year‑to‑date gain anywhere between roughly 160% and almost
3 December 2025
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December 2025 Stock Market Outlook: Fed Cut Bets, AI Jitters and Fresh Opportunities for Investors

December 2025 Stock Market Outlook: Fed Cut Bets, AI Jitters and Fresh Opportunities for Investors

Published: December 3, 2025 U.S. stocks moved higher on Wednesday, December 3, as softer economic data and falling bond yields reinforced expectations that the Federal Reserve is on the verge of another interest‑rate cut at its final meeting of 2025. The Dow Jones Industrial Average traded just under 48,000, up about 1%, while the S&P 500 added roughly 0.4% and the Nasdaq gained around 0.3%.Reuters+1 Small‑cap stocks did even better, extending a recent rebound that has coincided with the market’s renewed focus on rate cuts.Reuters+1 At the same time, investors are wrestling with two big questions that will define the December
3 December 2025
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Vertiv (VRT) Stock on December 3, 2025: AI Cooling Leader, S&P 500 Speculation and Fresh Wall Street Forecasts

Vertiv (VRT) Stock on December 3, 2025: AI Cooling Leader, S&P 500 Speculation and Fresh Wall Street Forecasts

Ticker: NYSE: VRT · Date: December 3, 2025 Vertiv Holdings Co, the data‑center power and cooling specialist sitting at the heart of the AI boom, remains one of the most closely watched AI infrastructure stocks going into 2026. As of late trading on December 3, 2025, Vertiv stock changes hands around $179.16, down about 1% on the day but still hovering near recent highs after a powerful multi‑year run. Over just the last six months, Vertiv shares have climbed roughly 60%, far outpacing the broader tech sector. Nasdaq In 2023 the stock more than tripled, making it one of the
3 December 2025
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Nvidia CEO Jensen Huang on Joe Rogan: AI Jobs, National Security and Trump Export‑Control Talks

Nvidia CEO Jensen Huang on Joe Rogan: AI Jobs, National Security and Trump Export‑Control Talks

Published December 3, 2025 On a single news‑packed day, Nvidia CEO Jensen Huang managed to dominate the technology, business and political conversation. A new episode of The Joe Rogan Experience featuring Huang dropped, Axios published excerpts in back‑to‑back stories, Washington reported that U.S. President Donald Trump met with the Nvidia chief to talk export controls, and fresh analysis continued to surface about Huang’s internal push to “automate every task” with AI at Nvidia. TechRadar+3Axios+3Axios+3 Taken together, December 3, 2025 offers the clearest snapshot yet of how one of the most powerful figures in AI sees the future of work, national security and Big
3 December 2025
Caterpillar (CAT) Stock Today: AI Power Boom, Patent Lawsuits and $700+ Price Targets – What Investors Need to Know (Dec 3, 2025)

Caterpillar (CAT) Stock Today: AI Power Boom, Patent Lawsuits and $700+ Price Targets – What Investors Need to Know (Dec 3, 2025)

Market snapshot: CAT hovers just below record highs Caterpillar Inc. (NYSE: CAT) continues to be one of Wall Street’s standout industrial names in 2025. By late trading on December 3, 2025, CAT shares were around $591, up roughly 1–2% on the day, after touching an intraday high just above $593. Key price context: In other words, investors are paying a premium price for a cyclical industrial that is now deeply tied to the AI/data‑center and infrastructure build‑out story. 1. Fresh headlines on December 3, 2025 1.1 Truist lifts the ceiling: Buy rating with a $729 target This morning, Truist Securities
3 December 2025
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Applied Materials (AMAT) Stock Hits Record Highs on AI Chip Boom – Latest News, Analyst Targets and Forecasts as of December 3, 2025

Applied Materials (AMAT) Stock Hits Record Highs on AI Chip Boom – Latest News, Analyst Targets and Forecasts as of December 3, 2025

Applied Materials, Inc. (NASDAQ: AMAT) is trading around all‑time highs in early December 2025 as investors pile into “picks and shovels” plays on the artificial intelligence (AI) chip boom. The stock has surged more than 60% year to date and briefly touched a record level near $267 per share, even as new U.S. export controls on China and rich valuations spark warnings of a potential pullback. Investing.com Nigeria+1 Below is a detailed, Google‑News‑friendly rundown of today’s news, forecasts and analyses on AMAT stock as of December 3, 2025. Key facts about AMAT stock on December 3, 2025 Why AMAT is
3 December 2025
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Nebius Group N.V. (NBIS) Stock: 2025 AI Moonshot, Microsoft and Meta Mega-Deals, and 2026 Forecast as of December 3, 2025

Nebius Group N.V. (NBIS) Stock: 2025 AI Moonshot, Microsoft and Meta Mega-Deals, and 2026 Forecast as of December 3, 2025

Updated: December 3, 2025 – Information only, not financial advice. Nebius at a Glance: From Yandex Spin-Off to AI “Neocloud” Powerhouse Nebius Group N.V. (NASDAQ: NBIS) is a Dutch technology company headquartered in Amsterdam that provides AI-focused cloud infrastructure — high-performance GPUs, storage, and software tools for training and deploying AI models. It also owns autonomous driving venture Avride and edtech platform TripleTen, plus equity stakes in Toloka and ClickHouse. Wikipedia+1 Nebius emerged from the restructuring of Russian tech giant Yandex N.V. After selling its Russian assets in 2024, the remaining international businesses were rebranded as Nebius Group, which resumed
3 December 2025
Bristol-Myers Squibb (BMY) Stock Surges on Cobenfy Trial Twist and AI Milestone: Full Outlook as of December 3, 2025

Bristol-Myers Squibb (BMY) Stock Surges on Cobenfy Trial Twist and AI Milestone: Full Outlook as of December 3, 2025

Bristol-Myers Squibb Company (NYSE: BMY) is back in the spotlight. On December 3, 2025, the pharma giant’s share price jumped more than 6% intraday to around $51.32, extending a multi‑day rebound driven by a mix of clinical trial news, AI‑driven R&D milestones, and fresh analyst calls. StockAnalysis At the same time, investors are weighing sizable legal risks and an approaching patent cliff — making BMY one of the more eventful large‑cap healthcare stocks to watch into 2026. Below is a comprehensive, SEO‑friendly rundown of today’s Bristol-Myers Squibb stock news, forecasts, and analysis as of December 3, 2025. BMY Stock Price
3 December 2025
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AppLovin (APP) Stock Jumps on AI Adtech Momentum Despite SEC Probe – Latest News & Forecasts as of December 3, 2025

AppLovin (APP) Stock Jumps on AI Adtech Momentum Despite SEC Probe – Latest News & Forecasts as of December 3, 2025

AppLovin Corporation (NASDAQ: APP) is back in rally mode. As of Wednesday, December 3, 2025, the stock is trading in the mid‑$660s, up roughly 1–2% on the day and near recent highs after a powerful rebound from its October pullback.StockAnalysis Fueled by explosive growth in its AI‑driven Axon 2.0 advertising engine and fresh bullish analyst calls, APP is one of 2025’s standout tech winners — but the story is complicated by an ongoing SEC probe into its data‑collection practices and heavy insider selling. Below is a detailed look at today’s key news, forecasts, and analysis around AppLovin stock, curated from
3 December 2025
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Salesforce (CRM) Stock on December 3, 2025: Earnings Preview, Analyst Targets and AI-Driven Outlook

Salesforce (CRM) Stock on December 3, 2025: Earnings Preview, Analyst Targets and AI-Driven Outlook

Published: December 3, 2025 Salesforce, Inc. (NYSE: CRM) heads into a critical earnings day with its share price stuck in the low‑$230s and sentiment unusually fragile for a software giant once priced as a high‑growth darling. As of early afternoon on December 3, 2025, Salesforce stock trades around $237, up slightly on the day but still down close to 30% year-to-date. StockAnalysis+1 With third‑quarter fiscal 2026 results due after the closing bell, Wall Street is laser‑focused on whether Salesforce’s expensive AI transformation can finally translate into visible growth — or whether the stock’s slide continues into 2026. Salesforce Investor Relations+1
3 December 2025
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C3.ai Stock (AI) on December 3, 2025: Earnings Day, Microsoft Tie-Up and Sale Rumors Put the Spotlight Back on This Volatile AI Name

C3.ai Stock (AI) on December 3, 2025: Earnings Day, Microsoft Tie-Up and Sale Rumors Put the Spotlight Back on This Volatile AI Name

C3.ai, Inc. (NYSE: AI) is back in the headlines today as the enterprise AI software company prepares to report fiscal Q2 2026 earnings after the closing bell. The stock has been crushed in 2025, is flirting with “special situation” territory, and yet sits at the center of some of the biggest themes in tech: generative AI, cloud partnerships, and a possible company sale. TipRanks+1 Below is a structured look at where C3.ai stands right now—its latest stock performance, Wall Street forecasts, technical picture, the new CEO, Microsoft partnership expansion, and what tonight’s earnings could mean next. Where C3.ai Stock Trades
3 December 2025
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Snowflake (SNOW) Stock on December 3, 2025: Earnings Preview, AI Story and 2026 Price Targets

Snowflake (SNOW) Stock on December 3, 2025: Earnings Preview, AI Story and 2026 Price Targets

Published: December 3, 2025 – pre‑earnings Snowflake Inc. (NYSE: SNOW) is one of the most closely watched U.S. tech stocks today as investors brace for its fiscal Q3 2026 earnings report after the closing bell on December 3, 2025. The data‑cloud and AI infrastructure specialist has surged around 60–70% in 2025, depending on the source and measurement date, significantly outperforming the broader market.Barron’s+2Business Insider+2 At the same time, Snowflake trades on a premium valuation, with a price‑to‑sales (P/S) ratio just above 21x and a market cap near $88–90 billion, putting pressure on management to keep delivering rapid growth and clear
3 December 2025
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Sandisk (SNDK) Stock Today: S&P 500 Newcomer Slides After 500% AI Rally – Outlook and Forecast for 2025–2026

Sandisk (SNDK) Stock Today: S&P 500 Newcomer Slides After 500% AI Rally – Outlook and Forecast for 2025–2026

Published: December 3, 2025 Sandisk Corporation (NASDAQ: SNDK) has been one of 2025’s hottest technology names, riding the artificial intelligence (AI) storage boom from a low-$30s spin‑off price to a place in the S&P 500 and a gain of more than 400% year to date. That spectacular run is now meeting a bout of heavy profit‑taking: Sandisk shares are down sharply this week even as Wall Street’s longer‑term forecasts remain broadly bullish. Yahoo Finance+2StockAnalysis+2 This article walks through what’s happening to Sandisk stock today, why the flash‑memory cycle is so important, and how analysts currently see SNDK’s upside and risks
3 December 2025
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CrowdStrike (CRWD) Stock on December 3, 2025: Q3 Earnings Beat, AI Tailwinds and New Wall Street Targets

CrowdStrike (CRWD) Stock on December 3, 2025: Q3 Earnings Beat, AI Tailwinds and New Wall Street Targets

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is back in the spotlight after reporting another strong quarter and lifting its outlook, even as the stock trades near record valuations and shows some signs of investor fatigue. As of late U.S. trading on December 3, 2025, CrowdStrike shares are changing hands around $515, down slightly on the day after opening near $497 and dipping as low as about $487. That follows a prior close around $516.55, meaning the stock initially gapped lower despite positive earnings headlines before recovering most of the loss. MarketBeat Below is a detailed look at the latest earnings, AI
3 December 2025
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Oracle Stock (ORCL) on December 3, 2025: AI Cloud Powerhouse or Overleveraged Risk?

Oracle Stock (ORCL) on December 3, 2025: AI Cloud Powerhouse or Overleveraged Risk?

Oracle Corporation’s stock is back in the spotlight. As of December 3, 2025, ORCL trades around $204–205 per share, modestly higher on the day but still roughly 35–40% below its September record highs, after a sharp November sell‑off. Barron’s At the same time, Oracle is sitting on hundreds of billions of dollars in AI‑related cloud commitments, a massive backlog, and a wave of fresh analyst coverage ahead of its Q2 fiscal 2026 earnings release on December 10, 2025. 24/7 Wall St.+2Oracle Investor Relations+2 Here’s a complete rundown of the latest news, forecasts, and analysis as of December 3, 2025, and
3 December 2025
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Stock Market Today

Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

8 February 2026
Hua Hong Semiconductor’s Shanghai-listed shares fell 0.6% to 130.26 yuan Friday, down 16% for the week. Shareholders will vote Feb. 10 on an acquisition and share issuance plan, with a board meeting set for Feb. 12 to review unaudited quarterly results. The company aims to buy nearly all of Shanghai Huali Microelectronics for 8.27 billion yuan, funded by new shares and a private placement.
First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

8 February 2026
First Solar shares fell 6.7% to $218.73 Friday, trading over double their 50-day average volume as the broader market rallied. Tesla announced hiring tied to Elon Musk’s 100-gigawatt U.S. solar manufacturing goal. First Solar will report Q4 and full-year 2025 results and 2026 guidance on Feb. 24. Policy changes and competitive moves have heightened volatility in the U.S. solar sector.
GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

8 February 2026
GlobalFoundries shares rose 4.7% to $42.91 Friday as chip stocks rebounded, tracking a surge in the PHLX semiconductor index and renewed bets on AI-driven demand. The company reports earnings Feb. 11, with analysts watching for updates on pricing and wafer shipment volumes. The Semiconductor Industry Association forecast global chip sales could hit $1 trillion in 2026.
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