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Artificial Intelligence 4 December 2025

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

ServiceNow closed at $834.02 on December 4, up 0.13%, about 30% below its 2025 high. The company announced a 5-for-1 stock split and a deal to acquire identity-security firm Veza. Shares remain 23% above April lows amid debate over its high valuation after a volatile year. Market cap stands near $171.5 billion with a trailing P/E around 100.
4 December 2025
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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 shares traded around $174.40 intraday on December 4, 2025, valuing the company near $187 billion. Wall Street raised fiscal 2026 and 2027 earnings estimates, citing confidence in Snapdragon platforms and AI-driven devices. Year-to-date total return stands at about 15–16%, outpacing the broader market but trailing top AI stocks. The stock remains below its late October high of $205.95.
4 December 2025
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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 shares closed at $6.88 on December 4, up 12–13% for the day and near multi-month highs, following momentum from the Ask Sage acquisition and new international contracts. Q3 2025 revenue fell 20% year-over-year to $33.1 million, while net income turned positive due to a $26.1 million non-cash gain. The company’s market cap stands near $2.7 billion. Investors face concerns over falling sales, losses, and a plan to double authorized shares.
4 December 2025
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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

Check Point Software shares traded near $195 on December 4 after launching a $1.75 billion zero-coupon convertible note offering and releasing its AI-first firewall, R82.10. Q3 revenue rose 7% year-on-year, with non-GAAP EPS at $3.94. Institutional ownership remains above 98%. Analyst price targets cluster around $225–$231 per share.
4 December 2025
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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 shares surged about 11% to $54.20 midday December 4 after headlines linked the company to biotech deals, defense drones, and new institutional investment. Fresh filings show Norges Bank has taken a 1% stake. The stock has swung between $17.88 and $84.64 over the past year and is up roughly 200–300% since early 2024. IonQ recently announced a quantum-AI therapeutics partnership with CCRM.
4 December 2025
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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 shares surged over 11% to around $114 intraday on December 4, 2025, near the top of their recent range. The stock’s one-year return varies by source, with Benzinga reporting gains above 1,000% and Simply Wall St estimating around 290%. Market cap now stands between $20 billion and $30 billion. Volatility has been driven by AI data-center demand, analyst upgrades, and high short interest.
4 December 2025
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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?

UiPath shares surged over 20% to $17.88 midday December 4 after reporting its first GAAP-profitable third quarter and beating fiscal Q3 2026 earnings estimates. Revenue reached $411.1 million, up 16% year-over-year. Call-option volume spiked 91% above average. Market cap approached $9–9.5 billion as the stock neared its 52-week high.
4 December 2025
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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

Accenture shares traded near $271.47 on Thursday, down over 30% from last year’s high despite a rebound, with a market cap of $168.5 billion and a 2.4% dividend yield. Fiscal 2025 revenue rose 7% to $69.7 billion, but Q4 GAAP operating margin fell to 11.6% due to restructuring. The company announced new AI partnerships with OpenAI and Snowflake and an $865 million restructuring program.
4 December 2025
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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 shares hit all-time highs near $270 after TD Cowen raised its price target to $315 and named the company a “best idea” for 2026. The firm cited strong demand for AI and DRAM equipment, with new projects at Samsung, Micron, and TSMC expected to boost growth. Morgan Stanley also raised its target to $273. Some analysts warn of export risks and a cooling China market.
4 December 2025
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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

IREN Limited closed at $43.43 on December 4, down 1% and far below its November peak near $77, but still up sharply from April’s $5 low. The company raised over $3.6 billion this week through convertible notes and a share offering. Hedge fund Two Seas Capital boosted its stake by 46% in Q2, while CEO Daniel Roberts sold 1 million shares in September. Institutional investors now hold just over 41% of the stock.
4 December 2025
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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 shares jumped 15% in the past week and now trade near $56, with a market cap of about $20.6 billion and short interest around 16%. Q3 2025 revenue reached $1.55 billion, beating estimates but down 12% year-over-year, while adjusted EPS fell to $0.63. Automotive and industrial segments grew sequentially. Management forecasts Q4 revenue between $1.48 billion and $1.58 billion.
4 December 2025
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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 shares traded near $1,080 on December 4, 2025, valuing the firm at about $176 billion. The company launched the iShares Nasdaq Premium Income Active ETF this week and paused plans for a European infrastructure fund. Analysts’ 12-month price targets suggest mid-teens to low-20s percentage upside from current levels. The stock offers a $20.84 annual dividend, with the next ex-dividend date set for December 5.
4 December 2025
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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 shares traded near record highs Thursday after reporting Q3 FY2026 revenue of $1.23 billion, up 22% year over year and ahead of estimates. Non-GAAP EPS reached $0.96, beating forecasts, while the company raised full-year revenue guidance to $4.80–$4.81 billion. Net loss widened to $34 million. Analysts cited strong demand and record new annual recurring revenue.
4 December 2025
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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

Salesforce shares rose 1.7% to $238.72 on December 4 after reporting Q3 revenue of $10.3 billion, up 9% year over year, and adjusted EPS of $3.25, beating estimates. Management raised full-year guidance, citing surging demand for AI products Agentforce and Data 360, which together reached nearly $1.4 billion in annual recurring revenue, up 114% from a year ago.
4 December 2025
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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

Snowflake shares fell about 8–9% in early trading to $240–$242 after Q3 FY26 results, despite beating estimates with $1.21 billion revenue and $0.35 adjusted EPS. The company raised full-year guidance but issued a cautious Q4 outlook, slowing product-revenue growth to 27%. AI revenue hit a $100 million run-rate. Stock remains up over 70% year-to-date.
4 December 2025
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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. traded at $35.17 per share with a market cap of $20.68 billion in early December 2025. JPMorgan upgraded the stock to Overweight with a $43 target on December 4, while UBS reiterated a Buy rating and $50 target the same day. BNP Paribas Exane raised its rating to Outperform with a $40 target on December 1. The stock’s valuation remains high, with a trailing P/E in the high-70s to low-80s.
4 December 2025
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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

Microsoft shares fell about 2.5% to $477.73 on December 3 after reports said the company lowered growth targets for some AI software sales. Microsoft disputes the claims. The stock trades around 14% below its July 2025 high, with a market cap near $3.85 trillion. Q1 FY26 revenue rose 18% year-over-year to $77.7 billion.
4 December 2025
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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

PayPal shares fell 2.6% to $61.24 on December 3, with volume nearly doubling to 24.3 million shares after management flagged slowing branded checkout growth. The stock is down about 20–25% year-to-date and trades well below 2025 highs. Wall Street remains divided, with a consensus “Hold” rating and an average price target near $81.
4 December 2025
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Palantir (PLTR) Stock Today: Nvidia Deal, ‘Chain Reaction’ AI Platform and Bubble Fears – Latest News & Forecasts (Dec. 4, 2025)

Palantir (PLTR) Stock Today: Nvidia Deal, ‘Chain Reaction’ AI Platform and Bubble Fears – Latest News & Forecasts (Dec. 4, 2025)

Palantir Technologies shares rose about 3% to $176 on December 4, 2025, after announcing “Chain Reaction,” a new AI data center platform with Nvidia and CenterPoint Energy. The stock remains roughly 15–20% below its November high. Market cap stands near $420 billion. Palantir’s stock has gained over 200% in the past year despite recent volatility.
4 December 2025
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