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Investment Analysis News 4 December 2025

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 is ending 2025 with the kind of momentum most semiconductor names can only envy. The chip-equipment giant’s shares are trading around all‑time highs in the high‑$260s/low‑$270s, up roughly 60% year‑to‑date after a powerful seven‑session winning streak. Seeking Alpha+2Morningstar+2
Walmart Stock (WMT) Hits Fresh Highs on AI Push and Nasdaq Move: Price, Forecast and Outlook as of December 4, 2025

Walmart Stock (WMT) Hits Fresh Highs on AI Push and Nasdaq Move: Price, Forecast and Outlook as of December 4, 2025

Walmart Inc. (NYSE: WMT) is finishing 2025 looking more like a tech-powered platform than a traditional grocer — and its share price shows it. After a powerful year‑end rally fueled by strong earnings, record holiday e‑commerce demand and an aggressive
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

Published: December 4, 2025 Snowflake Inc. (NYSE: SNOW) just delivered its third‑quarter fiscal 2026 results, beating expectations on revenue and earnings, touting a $100 million AI revenue run‑rate, and announcing a major partnership with Anthropic. Yet the stock is trading
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