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Artificial Intelligence 4 December 2025

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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AMD Stock Today (December 4, 2025): Price, AI Mega-Deals, Wall Street Targets and a 2030 Forecast

AMD Stock Today (December 4, 2025): Price, AI Mega-Deals, Wall Street Targets and a 2030 Forecast

AMD shares traded around $217.60 midday Thursday, up 1%, valuing the company at $354 billion. Vultr announced a $1 billion AI supercluster using 24,000 AMD GPUs, set to launch in Ohio in early 2026. Trading volume lagged the daily average as investors digested recent gains and news. The stock remains up about 80–90% for 2025 despite a sharp November pullback.
4 December 2025
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Broadcom (AVGO) Stock on December 4, 2025: AI Supercycle, VMware Shake‑Up and the Q4 Earnings Countdown

Broadcom (AVGO) Stock on December 4, 2025: AI Supercycle, VMware Shake‑Up and the Q4 Earnings Countdown

Broadcom shares traded near $380.61 mid-day, just below record highs, after more than doubling over the past year and lifting the company’s market cap to about $1.8 trillion. Bank of America raised its price target to $460, citing Broadcom’s key role in Google’s TPU chips for AI. Investors are watching ahead of Broadcom’s December 11 earnings report. Institutions hold nearly 80% of shares; insiders just over 2%.
4 December 2025
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Salesforce (CRM) Stock Today: Record Q3 FY26 Earnings, AI Agentforce Surge and Fresh Price Targets – December 4, 2025

Salesforce (CRM) Stock Today: Record Q3 FY26 Earnings, AI Agentforce Surge and Fresh Price Targets – December 4, 2025

Salesforce shares rose about 1.7% to $238–239 after reporting record Q3 FY26 results and raising full-year guidance. Non-GAAP EPS reached $3.25, beating estimates by over 13%, with non-GAAP operating margin at 35.5%. Revenue climbed to $10.3 billion, up 9% year over year. AI platforms Agentforce and Data 360 surpassed $1.4 billion in annual recurring revenue.
4 December 2025
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Amazon Stock (AMZN) Today: Price, Q3 Earnings, Trainium3 AI Chips and 2026 Forecasts – December 4, 2025

Amazon Stock (AMZN) Today: Price, Q3 Earnings, Trainium3 AI Chips and 2026 Forecasts – December 4, 2025

Amazon shares have dropped about 9% over the past month, trading near $232 midday December 4, despite hitting record highs in early November. The company reported Q3 net sales of $180.2 billion, up 13% year-on-year, and net income of $21.2 billion, boosted by gains from its Anthropic investment. AWS revenue rose 20% to $33 billion. Market cap stands at roughly $2.48 trillion.
4 December 2025
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Meta Platforms (META) Stock on December 4, 2025: EU WhatsApp AI Probe, Massive Capex, and Fresh 2025–2030 Price Targets

Meta Platforms (META) Stock on December 4, 2025: EU WhatsApp AI Probe, Massive Capex, and Fresh 2025–2030 Price Targets

Meta Platforms shares traded around $640 midday December 4, with a market cap near $1.8 trillion, about 20% below October’s record high. The company faces a new EU antitrust probe into WhatsApp AI, surging AI capex that could top $100 billion annually, and mixed analyst forecasts. Q3 revenue rose 26% to $51.24 billion, but net income was hit by a $15.93 billion tax charge. Core ad business remains strong.
4 December 2025
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Alphabet (GOOG) Class C Stock Today: AI Chips, Gemini 3 and the $4 Trillion Question (4 December 2025)

Alphabet (GOOG) Class C Stock Today: AI Chips, Gemini 3 and the $4 Trillion Question (4 December 2025)

Alphabet’s Class C shares (GOOG) closed at $320.62 on December 3, 2025, about 2% below their late-November record high near $328. The stock’s market value stands at roughly $3.87 trillion, ranking Alphabet among the world’s most valuable companies. GOOG has surged about 79% over the past year, outpacing most tech peers. The rally follows the November launch of Gemini 3, Alphabet’s new AI model.
4 December 2025
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Microsoft (MSFT) Stock on December 4, 2025: AI Sales Jitters, $3.8 Trillion Giant, and Where Analysts See the Price Next

Microsoft (MSFT) Stock on December 4, 2025: AI Sales Jitters, $3.8 Trillion Giant, and Where Analysts See the Price Next

Microsoft shares traded at $477.73 midday December 4, valuing the company near $3.85 trillion, down about 3% over two weeks after reports of lowered AI sales quotas. The Information said Microsoft trimmed internal growth targets for some Azure-based AI products, with fewer than 20% of reps meeting previous quotas. Microsoft denied cutting quotas. The stock remains up over 14% year to date.
4 December 2025
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NVIDIA (NVDA) Stock on December 4, 2025: AI Server Breakthrough, Export Control Win and 2026 Outlook

NVIDIA (NVDA) Stock on December 4, 2025: AI Server Breakthrough, Export Control Win and 2026 Outlook

NVIDIA shares traded near $180 midday December 4, down 20% from autumn highs but still up for the year. The company released data showing its new AI server delivers up to 10x faster inference for advanced models. Analysts note the stock’s forward P/E has dropped to its lowest in five years. Competition from AMD and Google is intensifying.
4 December 2025
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Richtech Robotics (RR) Stock Jumps on Robotics Policy Buzz and AI Deals – Latest News and 2025 Outlook (Dec. 4, 2025)

Richtech Robotics (RR) Stock Jumps on Robotics Policy Buzz and AI Deals – Latest News and 2025 Outlook (Dec. 4, 2025)

Richtech Robotics shares surged 18.54% to $4.22 at Wednesday’s close, trading 86.5 million shares after reports the Trump administration may boost U.S. robotics through executive action. Pre-market quotes Thursday show the stock up again near $4.26. Short interest remains high at over 10% of free float. The stock is up more than 400% year-over-year despite recent volatility.
4 December 2025
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Snowflake (SNOW) Stock After Q3 Earnings: AI Megadeals, Guidance Jitters and What December 4, 2025 Means for Investors

Snowflake (SNOW) Stock After Q3 Earnings: AI Megadeals, Guidance Jitters and What December 4, 2025 Means for Investors

Snowflake shares fell about 8% in after-hours trading to the mid-$240s despite Q3 revenue of $1.21 billion, up 29% year-over-year and above estimates. The company’s Q4 product revenue guidance of $1.195–$1.20 billion implies 27% growth, disappointing investors seeking faster gains. Snowflake also announced a $200 million partnership with Anthropic and reported deeper ties with AWS, NVIDIA, and Accenture.
4 December 2025
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AI Technology Today, December 4, 2025: Regulation Tightens, New Frontier Models Emerge, and AI Infrastructure Becomes the New Arms Race

AI Technology Today, December 4, 2025: Regulation Tightens, New Frontier Models Emerge, and AI Infrastructure Becomes the New Arms Race

The European Union has launched an antitrust investigation into Meta over its integration of Meta AI into WhatsApp, focusing on potential abuse of dominance and data practices. Italy’s competition authority opened a parallel probe. A new report finds major AI labs fall short of global safety standards. In the US, a draft executive order would block state-level AI regulations in favor of a national approach.
4 December 2025
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EU Opens Antitrust Probe Into Meta’s WhatsApp AI: What the New Case Means for Big Tech, Start‑ups and Users

EU Opens Antitrust Probe Into Meta’s WhatsApp AI: What the New Case Means for Big Tech, Start‑ups and Users

The European Commission opened an antitrust investigation into Meta on December 4, focusing on new WhatsApp terms that restrict rival AI chatbots while keeping Meta AI integrated. The policy, effective for new providers since October 15 and for existing ones from January 15, could lead to fines up to 10% of Meta’s global turnover. Italy’s AGCM is pursuing a parallel case.
4 December 2025
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HSBC Bank Today: New Chair, AI Ambitions and Asia Pivot Shape the 2026 Outlook (4 December 2025)

HSBC Bank Today: New Chair, AI Ambitions and Asia Pivot Shape the 2026 Outlook (4 December 2025)

Brendan Nelson was confirmed as HSBC’s group chair on December 4, ending a year-long search and drawing scrutiny over succession planning. HSBC shares trade near multi-year highs after a strong 2025 rally, with profit before tax at $23.1 billion for the first nine months and a 17.6% RoTE excluding charges. The bank is expanding technology and Asia operations, including a partnership with Mistral AI.
4 December 2025
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Microsoft AI Sales Quotas Under Fire: What Azure AI Foundry’s Target Cut Reveals About the Enterprise AI Boom

Microsoft AI Sales Quotas Under Fire: What Azure AI Foundry’s Target Cut Reveals About the Enterprise AI Boom

Microsoft has lowered internal sales growth targets for some new AI products, including Azure AI Foundry and Copilot Studio, after sales teams missed aggressive goals in the fiscal year ending June 2025, according to The Information. More than 80% of one US Azure sales team failed to meet a 50% growth target, prompting Microsoft to cut this year’s goal to about 25%, The Verge reported. Microsoft publicly denies reducing AI sales quotas.
4 December 2025
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HSBC Holdings Plc stock on 4 December 2025: new chair, AI push and stress‑test comfort reshape the outlook

HSBC Holdings Plc stock on 4 December 2025: new chair, AI push and stress‑test comfort reshape the outlook

HSBC shares closed at 1,070.6p in London on December 4, near multi-year highs and up 44% over 12 months. The board named Brendan Nelson as Group Chair after a prolonged search, surprising some investors. HSBC trades at about 1x book value and 15–20x trailing earnings, still cheaper than many global peers. Legal costs from the Madoff case and a new AI partnership remain in focus.
4 December 2025
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Stock Market Today

  • Contravisory Investment Sells 4,715 Alphabet Shares Amid Mixed Institutional Moves
    March 27, 2026, 8:29 AM EDT. Contravisory Investment Management Inc. trimmed its Alphabet Inc. (GOOG) stake by 10% in Q4, offloading 4,715 shares to hold 42,510 shares valued at $13.34 million. Alphabet constitutes 2.6% of the fund's portfolio, ranking as the third-largest position. Other institutional investors took varied actions: KWB Wealth initiated a new position; Avanza Fonder AB increased holdings by 2.5%; Accelerate Investment Advisors and Rialto Wealth also added shares. Institutional ownership totals 27.26%. Market sentiment remains mixed with bullish AI-driven Search growth and analyst upgrades supporting longer-term confidence, while legal liabilities over youth social-media addiction present reputational risks for Alphabet.
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