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Artificial Intelligence 1 December 2025 - 2 December 2025

Alphabet (GOOG) Stock on December 2, 2025: AI Breakthroughs, Buffett’s Bet and Wall Street’s 2026 Forecast

Alphabet (GOOG) Stock on December 2, 2025: AI Breakthroughs, Buffett’s Bet and Wall Street’s 2026 Forecast

Alphabet’s Class C shares closed at $315.12 on December 1, near record highs and valuing the company at about $3.8 trillion. The stock is up roughly 70% in 2025 and nearly 49% in the last quarter, driven by AI momentum and Wall Street upgrades. Analysts still view Alphabet as a key AI and cloud holding, though some price targets suggest limited near-term upside.
2 December 2025
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Broadcom (AVGO) Stock on December 2, 2025: AI Supercycle, New $460 Target and What Investors Should Watch Next

Broadcom (AVGO) Stock on December 2, 2025: AI Supercycle, New $460 Target and What Investors Should Watch Next

Broadcom shares fell 4.2% to $386.08 on December 1 amid renewed supply and competition concerns, though the stock remains near record highs after an AI-driven rally. On December 2, Broadcom announced ING will adopt VMware Cloud Foundation 9.0, extending their enterprise partnership. The company’s market cap stands near $1.82 trillion with a P/E ratio around 98.
2 December 2025
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UK Stock Market Today: FTSE 100 Steady as Banks Rally and BoE Warns on AI Bubble – 2 December 2025

UK Stock Market Today: FTSE 100 Steady as Banks Rally and BoE Warns on AI Bubble – 2 December 2025

The FTSE 100 rose 0.38% to 9,739.57 by midday Tuesday, led by gains in banks and housebuilders after the Bank of England eased capital rules following stress tests. Lloyds Banking Group climbed 1.6%. The FTSE 250 edged up 0.08%, while the AIM All-Share fell 0.44% as smaller growth stocks lagged.
2 December 2025
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Allianz SE Stock on 2 December 2025: Share Price, AI Job Cuts, Record Profits and 2026–2027 Forecasts

Allianz SE Stock on 2 December 2025: Share Price, AI Job Cuts, Record Profits and 2026–2027 Forecasts

Allianz SE traded near €371 on Xetra by late morning 2 December 2025, close to historic highs and up about 25% year-to-date. The stock is buoyed by record 2025 profits and an upgraded earnings outlook, but faces scrutiny after thousands of AI-driven job cuts at its travel insurance unit. Analysts remain divided on valuation. Berenberg reiterated its “Buy” rating with a €431 target.
2 December 2025
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Siemens Energy AG Stock (ENR.DE): Goldman Sachs Hikes Target to €139 as Buyback and AI Power Boom Drive 2026–2028 Story

Siemens Energy AG Stock (ENR.DE): Goldman Sachs Hikes Target to €139 as Buyback and AI Power Boom Drive 2026–2028 Story

Siemens Energy AG traded at €114–115 on Xetra Tuesday, up 1–2% and near its 52-week high of €118.15. Goldman Sachs raised its price target to €139, citing strong 2028 targets and a new buyback plan. The stock has surged about 124% over the past year and now trades roughly 172% above its April low. Some analysts warn the rally looks overheated despite improving fundamentals.
2 December 2025
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Equinix (EQIX) Stock: SEC Probe Ends, AI Supercomputer Deal and 2026 Price Targets – December 1, 2025 Outlook

Equinix (EQIX) Stock: SEC Probe Ends, AI Supercomputer Deal and 2026 Price Targets – December 1, 2025 Outlook

Equinix shares closed at $733.28 on December 1, 2025, down 2.66% for the day and 26% below last year’s high. The stock has underperformed both the S&P 500 and data-center peers despite record Q3 bookings and 11% AFFO growth. Most major analysts maintain a “Strong Buy” rating with price targets 25–30% above current levels.
2 December 2025
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Ecolab (ECL) Stock Outlook on December 1, 2025: Earnings Momentum, AI-Driven Water Tech and Wall Street Forecasts

Ecolab (ECL) Stock Outlook on December 1, 2025: Earnings Momentum, AI-Driven Water Tech and Wall Street Forecasts

Ecolab shares traded near 52-week highs on December 1, 2025, closing at $272.86 after reporting Q3 earnings with 13% EPS growth and revenue of $4.17 billion. The company launched new AI and water-focused products and maintains a market cap near $78 billion. Ecolab’s dividend yield stands at about 0.9–1.0%. The stock outperformed the broader materials sector and key peers over the past year.
2 December 2025
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AMD Stock After the Bell on December 1, 2025: Price Action, AI Jitters and Fresh Wall Street Forecasts

AMD Stock After the Bell on December 1, 2025: Price Action, AI Jitters and Fresh Wall Street Forecasts

AMD shares closed just under $220 on Monday, up about 1% from Friday, after trading between $213.5 and $221. After-hours moves were minimal, with prices holding near $219.79. The stock remains roughly 18% below its October record, despite nearly doubling year to date. Investors weighed new analysis on AI competition, DRAM shortages, and growth targets following a sharp November decline.
1 December 2025
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Amazon Stock After Hours Today: AWS re:Invent AI Deals, Google Multicloud Pact and Holiday Tailwinds Lift AMZN (Dec. 1, 2025)

Amazon Stock After Hours Today: AWS re:Invent AI Deals, Google Multicloud Pact and Holiday Tailwinds Lift AMZN (Dec. 1, 2025)

Amazon shares closed December 1 at about $233.5–$233.9, up 0.3–0.4%, and held steady after hours near $234. Options trading showed increased call buying, with a put/call ratio of 0.32 on 529,000 contracts. Investors responded to new AI product launches at AWS re:Invent, a multicloud deal with Google, and data showing Amazon’s AI shopping assistant boosted Black Friday sales.
1 December 2025
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Microsoft (MSFT) Stock After Hours: AI Deals, Norway Fund Showdown and Copilot Launch Shape December 1 Outlook

Microsoft (MSFT) Stock After Hours: AI Deals, Norway Fund Showdown and Copilot Launch Shape December 1 Outlook

Microsoft shares closed at $487.38 on Monday, down 0.9%, as investors digested a major OpenAI partnership restructuring and governance tensions ahead of a shareholder meeting. Volume lagged recent averages, with after-hours trading little changed. The S&P 500 and Nasdaq also slipped, adding pressure. Microsoft’s stake in OpenAI now stands at about 27%, valued near $135 billion.
1 December 2025
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Oracle Stock After the Bell: ORCL Holds the Line Around $201 as Wall Street Splits on Its AI Supercycle – Dec. 1, 2025

Oracle Stock After the Bell: ORCL Holds the Line Around $201 as Wall Street Splits on Its AI Supercycle – Dec. 1, 2025

Oracle shares closed just above $200 on December 1, down 40% from September’s record high near $328. The stock slipped less than half a percent Monday after trading between $196.7 and $203.5 on average volume. The sharp decline follows concerns over AI infrastructure spending and Oracle’s rising debt since its strong fiscal Q1 report in September.
1 December 2025
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Google Stock After Hours: Alphabet (GOOGL) Cools Off, But AI‑Powered Rally Still Dominates the Story

Google Stock After Hours: Alphabet (GOOGL) Cools Off, But AI‑Powered Rally Still Dominates the Story

Alphabet’s Class A shares closed just below $315 on Monday, down about 1% after a run of record highs, before edging up to $315.17 in after-hours trading. The dip followed a surge of headlines on Gemini 3 and new AI chips. Shares remain up roughly 70% year-to-date and nearly 90% over 12 months. Class C shares ended near $316.60, also down about 1%.
1 December 2025
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Applied Digital (APLD) Stock on December 1, 2025: AI Campus Milestones, Short‑Interest Surge and 2026 Price Targets

Applied Digital (APLD) Stock on December 1, 2025: AI Campus Milestones, Short‑Interest Surge and 2026 Price Targets

Applied Digital shares traded at $28–29 midday December 1, valuing the company near $8 billion, up 180% in 12 months but below its $40.20 high. Short interest rose to 30.8% of free float, and the stock surged 8.7% November 28 after completing Phase II at its North Dakota AI campus. The company posted $173.6 million in revenue and a $248 million net loss over the past year.
1 December 2025
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Cisco Stock on December 1, 2025: AI Momentum, Quantum Networking and Wall Street’s Latest CSCO Forecasts

Cisco Stock on December 1, 2025: AI Momentum, Quantum Networking and Wall Street’s Latest CSCO Forecasts

Cisco Systems traded near $76.30 intraday on December 1, 2025, with a market cap around $300 billion and a 52-week range of $52.11 to $80.06. The stock sits above its 50- and 200-day moving averages. IBM and Cisco announced a partnership to develop quantum networking, targeting a proof-of-concept by 2030. New institutional filings showed active but balanced flows.
1 December 2025
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Western Digital (WDC) Stock on December 1, 2025: AI Storage Star Faces ESOP Dilution, Spin-Off Legacy and Lofty Analyst Targets

Western Digital (WDC) Stock on December 1, 2025: AI Storage Star Faces ESOP Dilution, Spin-Off Legacy and Lofty Analyst Targets

Western Digital shares traded near record highs at $163.54 on December 1, 2025, up over 200% year-to-date. The company filed for a US$1.11 billion ESOP share offering after spinning off its flash business as Sandisk and launching new AI-focused platforms. Investors are watching for possible dilution and shifts in capital allocation.
1 December 2025
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Super Micro Computer (SMCI) Stock on December 1, 2025: AI Server Star Caught Between Growth and Margin Squeeze

Super Micro Computer (SMCI) Stock on December 1, 2025: AI Server Star Caught Between Growth and Margin Squeeze

Super Micro Computer (SMCI) closed December 1, 2025, at $33.40, down 1.3%, with over 11 million shares traded. The stock has fallen about 35% in a month after a revenue guidance cut and record-low Q1 gross margin of 9.3%. SMCI now trades at half its 52-week high but remains up roughly 1,000% over five years. Management cited delayed AI deals and ongoing strong demand.
1 December 2025
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Oklo (OKLO) Stock in December 2025: Siemens Deal, DOE Breakthrough and a Nuclear-AI Roller Coaster

Oklo (OKLO) Stock in December 2025: Siemens Deal, DOE Breakthrough and a Nuclear-AI Roller Coaster

Oklo Inc. (NYSE: OKLO) traded at $89.65 per share early afternoon December 1, 2025, with a market cap of $14.01 billion. The stock is up over 4x from its 52-week low but down nearly 54% from its October peak. Swiss National Bank more than doubled its stake, and Oklo announced a binding contract with Siemens Energy for its first commercial Aurora powerhouse. No revenue reported; trailing 12-month EPS is –$0.58.
1 December 2025
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Stock Market Today

  • Stock Market Recap: Semiconductor ETF SOXX Hits 12th Straight Intraday High
    April 24, 2026, 11:48 AM EDT. The iShares Semiconductor ETF (SOXX) extends momentum with its 12th consecutive intraday high and approaches a 17-day winning streak. In contrast, the Technology Select Sector SPDR ETF (XLK) lags behind peers, potentially ending its 16-day ascent. Key sectors seeing intraday record highs include semiconductors, computer hardware, electrical components, and heavy construction. Notable stocks advancing are Casey's in consumer discretionary, Principal Financial in financials, and Caterpillar along with CSX in industrials. Real estate player Equinix and tech firms like Analog Devices, Cirrus Logic, and Texas Instruments also reached new intraday highs. Market action reveals divergent sector performance amid rising oil prices and falling software stocks.

Latest article

POET Stock Is Flying Again: The Marvell Link, AI Optics Buzz and Tax Fight Behind the Rally

POET Stock Is Flying Again: The Marvell Link, AI Optics Buzz and Tax Fight Behind the Rally

24 April 2026
POET Technologies shares rose 27% to $14.93 in late-morning trading Friday after CFO Thomas Mika said the company received a purchase order linked to Marvell Technology. Marvell has not confirmed the order. POET reported $341,202 in Q4 revenue and a $42.7 million net loss, as it shifts from development to production. The rally follows news of Marvell’s acquisition of Celestial AI and reported Google talks.
Marvell’s New AI Data-Center Deal Puts Optical Chips Back in Focus

Marvell’s New AI Data-Center Deal Puts Optical Chips Back in Focus

24 April 2026
Marvell Technology acquired Swiss firm Polariton Technologies, adding plasmonics-based silicon photonics to its optical-chip lineup. The company’s shares fell 2.1% to $162.01 in early Friday trading. Marvell did not disclose financial terms. The deal comes as AI data centers demand faster, lower-power optical links to move data between servers.
Elong Power Stock Jumps 26% as Heavy Volume Tests Battery Turnaround Story

Elong Power Stock Jumps 26% as Heavy Volume Tests Battery Turnaround Story

24 April 2026
Elong Power Holding shares surged 26% to $3.37 in late-morning Nasdaq trading Friday, with volume topping 58 million shares and no new filings since its April 20 annual report. The company reported 2025 revenue of $2.05 million and a narrowed net loss of $5.57 million, but auditors flagged “material uncertainty” over its ability to continue as a going concern.
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