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Artificial Intelligence 4 December 2025

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.
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.
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%.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
RELX PLC Stock Today: AI‑Powered Growth, Buybacks and 2026 Forecasts

RELX PLC Stock Today: AI‑Powered Growth, Buybacks and 2026 Forecasts

RELX shares traded at 3,037p in London on December 4, about 28% below their 52-week high of 4,205p. The company reported 2024 revenue of £9.4 billion and an adjusted operating profit of £3.2 billion, with a 39.5% EBITDA margin. RELX has executed £1.075 billion of a planned £1.5 billion share buyback for 2025. The ADR closed at $40.19 in New York.
Accenture (ACN) Stock Jumps on AI Deals and Fresh Institutional Buying: Latest News, Price Action and 2026 Forecasts

Accenture (ACN) Stock Jumps on AI Deals and Fresh Institutional Buying: Latest News, Price Action and 2026 Forecasts

Accenture shares closed at $272.85 on Dec. 3, up 4.5% but still 30% below their 52-week high. Fiscal 2025 revenue beat forecasts at $17.6 billion, with record AI-related bookings, though 2026 guidance projects only 2–5% growth. New AI partnerships with OpenAI and Snowflake are expanding. Institutions continue to buy, while insiders sold over 33,000 shares in recent months.
Adobe Stock Today: ADBE Near 52‑Week Lows Ahead of Q4 2025 Earnings — Is the Market Mispricing Its AI Pivot?

Adobe Stock Today: ADBE Near 52‑Week Lows Ahead of Q4 2025 Earnings — Is the Market Mispricing Its AI Pivot?

Adobe shares closed at $326.78 on December 3, 2025, near the bottom of their 52-week range and about 40% below last year’s high. Investors await Q4 earnings on December 10 as retail traders bet on a rebound, with prediction markets giving a 91% chance of an earnings beat. Invesco raised its stake by 16.1% in Q2, now holding over 4.4 million shares.
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 shares closed at $175.07 on December 3, up 2.6%, after a surge in call option activity and strong Q4 results. Revenue for the quarter reached $11.3 billion, beating estimates, with chip business sales up 13% year-over-year. The stock remains about 15% below its 52-week high. Traders bought over 105,000 call contracts, 73% above average daily volume.
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Stock Market Today

  • P&G Reports Q3 Fiscal 2026 Earnings with 7% Sales Growth
    April 24, 2026, 8:26 AM EDT. Procter & Gamble reported fiscal third quarter net sales of $21.2 billion, up 7% year-on-year, driven by a 3% rise in organic sales, excluding currency and acquisitions. Diluted earnings per share (EPS) increased 6% to $1.63, supported by a gain from the dissolution of the Glad joint venture. Core EPS, excluding one-time items, rose 3% to $1.59. Operating cash flow hit $4 billion, with adjusted free cash flow productivity at 82%. P&G returned $3.2 billion to shareholders via dividends and buybacks. The company maintained its full-year sales, EPS, and cash return guidance despite geopolitical and economic challenges. CEO Shailesh Jejurikar highlighted broad-based growth across categories and regions, and the company's focus on executing its integrated growth strategy for sustainable expansion.

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Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

24 April 2026
Swiss National Bank Chairman Martin Schlegel defended the bank’s $1.1 billion stake in Palantir after Minneapolis activists urged a sale over the company’s work with U.S. immigration authorities. The SNB held 6.24 million Palantir shares at the end of 2025. Palantir shares fell 7.24% Thursday after a previous gain. Shareholders will vote June 3 on proposals for more human rights oversight.
Skillz Stock’s $420 Million Papaya Verdict Rally Faces a Fast Reality Check

Skillz Stock’s $420 Million Papaya Verdict Rally Faces a Fast Reality Check

24 April 2026
A Manhattan federal jury ordered Papaya Gaming to pay Skillz Inc. $420 million in a false-advertising case, sending Skillz shares up 238% Thursday before falling 25% pre-market Friday. The dispute centered on Papaya’s alleged use of bots in skill-based games. Judge Denise Cote will rule in June on possible disgorgement. Skillz reported a 2025 net loss of $70.4 million on $104.5 million in revenue.
Lucid Stock (LCID) Slides to New Low as Uber Robotaxi Bet Fails to Calm Dilution Fears

Lucid Stock (LCID) Slides to New Low as Uber Robotaxi Bet Fails to Calm Dilution Fears

24 April 2026
Lucid Group shares fell 9.26% to $6.27 on Thursday, hitting a new low despite a recent $1.05 billion financing package backed by Uber and a Saudi PIF affiliate. The company is seeking approval to add 23.5 million shares to its stock incentive plan. Preliminary first-quarter results show up to $284 million in revenue and a loss of up to $1.005 billion. Investors remain concerned about dilution and ongoing losses.
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