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Artificial Intelligence 3 December 2025

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

Snowflake reported Q3 revenue of $1.21 billion, up 29% and above estimates, with adjusted EPS of $0.35. Shares fell after hours as the company projected a drop in operating margin to 7% for Q4, citing increased AI investment. Snowflake also announced new partnerships with Anthropic, AWS, and Accenture. The company ended the quarter with $1.94 billion in cash.
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 will stop selling Crucial-branded RAM and SSDs to consumers by February 2026, ending nearly 30 years in the retail memory market. The company will shift supply to AI data centers, citing surging demand for high-bandwidth memory. Micron shares fell about 2.6% after the announcement. Warranty and support for existing Crucial products will continue.
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

Meta Platforms has hired Alan Dye, Apple’s longtime head of human interface design, as chief design officer starting December 31, 2025. Dye will oversee design for Meta’s hardware, software, and AI experiences. Apple confirmed Dye’s departure and named Stephen Lemay as his successor. Dye led Apple’s recent Liquid Glass interface overhaul across all major platforms.
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 reported Q3 fiscal 2026 revenue of $10.3 billion, up 9% year over year, and raised its full-year outlook. Adjusted EPS reached $3.25, beating analyst estimates, while GAAP EPS came in at $2.66. Annual recurring revenue from Agentforce and Data 360 AI platforms hit nearly $1.4 billion, up 114%. The company returned $4.2 billion to shareholders, mainly through share repurchases.
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

Western Digital shares traded around $155 on December 3, 2025, down 3–4% intraday amid a tech sector pullback. The stock is up between 160% and 249% year-to-date, depending on the data source. Western Digital spun off its flash business in February, focusing on high-capacity HDDs for AI data centers. Fiscal 2025 revenue rose 51% to $9.52 billion, with strong cash flow and debt reduction.
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

U.S. stocks rose Wednesday, with the Dow near 48,000, up about 1%, as weaker economic data and lower bond yields fueled bets on a December Fed rate cut. Small-cap stocks outperformed major indexes. Bitcoin rebounded to $93,000, gold traded near $4,245 an ounce, and oil hovered around $59 per barrel. The VIX held near 16, indicating calm in options markets.
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

Vertiv Holdings shares traded near $179.16 in late trading December 3, down about 1% but close to record highs after a 60% six-month surge. The stock has nearly tripled since 2023, outpacing the tech sector. Vertiv trades at a trailing P/E in the high 60s, with forward estimates near 43. Zacks named Vertiv “Bull of the Day” and reiterated a Strong Buy rating.
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

Nvidia CEO Jensen Huang appeared on The Joe Rogan Experience and met with President Donald Trump on December 3, 2025, discussing AI, export controls, and national security. Huang told Rogan that the risks of AI remain unclear and praised Trump’s focus on U.S. technology and manufacturing. Nvidia’s internal push to automate tasks with AI drew fresh analysis. Rogan’s podcast topped Spotify and Apple charts.
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)

Caterpillar shares traded near $591 late on December 3, just below their record high of $596.21, after gaining about 60% year-to-date. Truist Securities raised its price target to $729, citing a $40 billion backlog and strong demand for power generation equipment. BofA maintained a $650 target, highlighting Caterpillar’s leading role in supplying backup power for data centers.
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 shares hit a record near $267 on December 3, up over 60% in 2025 as investors bet on AI chip demand. The stock closed at $265.33 on December 2, with a market cap around $211 billion. Analysts rate AMAT a “Moderate Buy,” but the average 12-month price target sits below current levels. Institutional ownership stands at about 80.5%.
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

Nebius Group shares traded around $97.38 midday on December 3, up about 248% year-to-date but down 30% from October highs. The company, spun off from Yandex and now focused on AI cloud infrastructure, holds a market cap near $24.5 billion. Q3 net income was –$119.6 million. Data centers operate in the U.S. and Europe, with Nvidia as a key partner.
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 shares jumped over 6% to $51.32 intraday on December 3, 2025, after the company announced a data review and patient re-enrollment for its ADEPT-2 Alzheimer’s psychosis trial. The stock rally follows strong Q3 results and analyst upgrades, despite ongoing legal risks and looming patent expiries.
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 shares traded near $665 Wednesday, up 1–2% and close to recent highs, with a market cap around $220 billion. Q3 revenue rose 68% to $1.41 billion, net income jumped over 90% to $836 million, and the company boosted its share repurchase plan by $3.2 billion. The SEC is investigating AppLovin’s data practices amid heavy insider selling. Analyst consensus remains “Strong Buy.”
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

Salesforce shares traded near $237 midday December 3, up slightly but down almost 30% for 2025. The company reports third-quarter fiscal 2026 earnings after the bell, with Wall Street watching for signs its AI investments are driving growth. Options markets signal a possible 7% swing in the stock by week’s end. Analyst price targets remain well above current levels.
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 shares traded near $14.90 on December 3, up 4% intraday but down about 60% over the past year. The company will report fiscal Q2 2026 earnings after the close, with Wall Street expecting revenue of around $75 million and an adjusted loss of $0.32–$0.33 per share. Options markets are pricing in a ±12% move. The stock remains far below its 52-week high of $45.08.
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

Sandisk shares fell 6–7% to around $191 on December 3, 2025, making it one of the S&P 500’s biggest decliners after a 400% rally since its February spin-off from Western Digital. The stock is down about 14% this week and trades roughly one-third below its November 12 all-time high, but remains among the year’s top-performing large-cap tech names.
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 reported Q3 FY2026 revenue of $1.23 billion, up 22% year-over-year, and raised its outlook after another earnings beat. Shares traded near $515 late December 3, 2025, down slightly after opening lower and rebounding from an intraday low of $487. The company posted record annual recurring revenue of $4.92 billion and record free cash flow of $296 million. GAAP net loss widened to $34 million.
Meta Platforms (META) Stock on December 3, 2025: AI Spending Jitters, SAM 3 Breakthrough and New 2025–2030 Price Targets

Meta Platforms (META) Stock on December 3, 2025: AI Spending Jitters, SAM 3 Breakthrough and New 2025–2030 Price Targets

Meta Platforms traded near $643 per share late morning Dec. 3, down 0.6% and nearly 19% below its 52-week high. Market cap stood at about $1.6 trillion. Year to date, Meta shares have gained 8%, lagging the S&P 500 as investors weigh heavy AI infrastructure spending. A new 24/7 Wall St column links the stock’s underperformance to concerns over AI capex and calls for clearer returns on investment.
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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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