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Investment Insights News 12 December 2025

Lumentum Holdings (LITE) Stock Slumps After the Bell on Dec. 12, 2025: After-Hours Update, Today’s News Drivers, and What to Watch Before the Next Market Open

Lumentum Holdings (LITE) Stock Slumps After the Bell on Dec. 12, 2025: After-Hours Update, Today’s News Drivers, and What to Watch Before the Next Market Open

(SEO): Lumentum (NASDAQ: LITE) plunged on Dec. 12, 2025, then steadied after hours. Here’s what drove the move, what analysts are forecasting, and the key catalysts to watch heading into the next trading session. Lumentum Holdings Inc. (NASDAQ: LITE) ended Friday, December 12, 2025, with a sharp selloff that stood out even in a bruising day for many “AI infrastructure” and high-momentum tech names. The stock closed at $324.35 and was slightly higher in after-hours trading at about $324.43, signaling no obvious late-breaking company-specific shock after the close—at least in the early part of the extended session. Google+1 Just as
Intel Stock (INTC) After the Bell on Dec. 12, 2025: After-Hours Price, Key News Catalysts, Analyst Forecasts, and What to Know Before the Next Market Open

Intel Stock (INTC) After the Bell on Dec. 12, 2025: After-Hours Price, Key News Catalysts, Analyst Forecasts, and What to Know Before the Next Market Open

Intel Corporation (NASDAQ: INTC) ended Friday, December 12, 2025, on the back foot and then barely moved in after-hours trading—a “cooling-off” pattern that often signals investors are still digesting a headline-heavy week for the chipmaker. In the regular session, Intel stock fell 4.30% to close at $37.81, underperforming several large-cap semiconductor peers on a broadly risk-off day for tech. MarketWatchAfter the bell, Public’s after-hours snapshot (updated 5:00 p.m. ET) showed INTC at $37.77, down $0.04 (-0.11%), with after-hours trading between $37.85 and $37.73. Public Intel stock after hours (Dec. 12, 2025): the numbers investors focused on Regular session (Fri, Dec.
S&P Global (SPGI) Stock News Today: Price, Analyst Forecasts, and AI Partnerships Shaping the Outlook on Dec. 12, 2025

S&P Global (SPGI) Stock News Today: Price, Analyst Forecasts, and AI Partnerships Shaping the Outlook on Dec. 12, 2025

Updated: December 12, 2025 S&P Global Inc. (NYSE: SPGI) stock traded higher in Friday’s session, with shares hovering around $502 as of late morning in the U.S. (intraday), building on a solid prior close. The move comes as investors digest a busy stretch of updates around S&P Global’s AI and cloud strategy, watch the broader market’s tone shift amid “AI bubble” jitters, and recalibrate expectations for 2026 credit conditions—a key demand driver for S&P Global’s ratings franchise. Reuters+2News Release Archive+2 Below is a detailed roundup of the notable SPGI stock news, forecasts, and analysis themes circulating on December 12, 2025,
Cisco (CSCO) Stock News Today (Dec. 12, 2025): Record-High Milestone, AI Networking Tailwinds, and Wall Street Forecasts

Cisco (CSCO) Stock News Today (Dec. 12, 2025): Record-High Milestone, AI Networking Tailwinds, and Wall Street Forecasts

Updated: December 12, 2025 Cisco Systems, Inc. (NASDAQ: CSCO) is back in the spotlight after a milestone many investors waited more than two decades to see: the networking giant finally surpassed its dot-com era peak—and then quickly reminded the market that even “steady” mega-caps can pull back after a hot run. Financial Times+1 On Friday, CSCO shares were trading around $78.55 (midday), modestly lower on the session. That’s after Thursday’s drop—when Cisco fell 1.22% to $79.27, snapping a seven-day winning streak and ending the day just below a fresh 52-week high set earlier in the week. MarketWatch So what’s behind
Elevance Health (ELV) Stock News Today: ACA Subsidy Deadline Looms, Fitch Affirms A- Rating, and Analysts See Modest Upside (Dec. 12, 2025)

Elevance Health (ELV) Stock News Today: ACA Subsidy Deadline Looms, Fitch Affirms A- Rating, and Analysts See Modest Upside (Dec. 12, 2025)

Elevance Health (NYSE: ELV) is stabilizing near the $360 level after a sharp rebound, while Washington’s failure to extend ACA subsidies raises new 2026 uncertainty. Here’s the latest news, credit outlook, analyst forecasts, and technical setup as of December 12, 2025. Published: December 12, 2025 Elevance Health, Inc. (NYSE: ELV ) is ending the week with investors balancing two powerful forces: a meaningful technical rebound in the shares and a fresh policy shock from Washington that could reshape the Affordable Care Act (ACA) marketplace in 2026. As of late morning on Dec. 12, 2025 , Elevance was hovering around $360.52
Costco Stock (COST) Today: Earnings Beat, Membership Momentum, Tariff Lawsuit Headlines, and Fresh Wall Street Forecasts (Dec. 12, 2025)

Costco Stock (COST) Today: Earnings Beat, Membership Momentum, Tariff Lawsuit Headlines, and Fresh Wall Street Forecasts (Dec. 12, 2025)

Costco Wholesale Corporation (NASDAQ: COST) is back at the center of investor attention on December 12, 2025, after the retailer kicked off fiscal 2026 with a sales and earnings beat, accelerated membership-fee growth, and another quarter of strong comparable sales—even as the stock’s reaction remains measured and headlines swirl around a tariff-related lawsuit. Costco Investor Relations+2Reuters+2 What makes Costco stock particularly compelling (and complicated) right now is the push-pull between fundamentals that look elite—especially membership economics and digital growth—and a valuation that many strategists still view as premium-priced, leaving less room for upside surprises to translate into big near-term share
Visa Stock (NYSE: V) Jumps on BofA Upgrade: Latest News, Analyst Forecasts, and 2026 Outlook (Dec. 12, 2025)

Visa Stock (NYSE: V) Jumps on BofA Upgrade: Latest News, Analyst Forecasts, and 2026 Outlook (Dec. 12, 2025)

Visa Inc. (NYSE: V) is back in the spotlight on December 12, 2025, after a sharp move higher that’s being widely linked to a fresh Bank of America upgrade, renewed debate over stablecoins, and a market backdrop shaped by the Federal Reserve’s latest rate cut. Investing.com+1 Below is a comprehensive, publication-ready roundup of the current news, Wall Street forecasts, and today’s most-circulated analyses surrounding Visa stock in the 12/12/2025 news cycle. Visa stock price today: what’s happening on Dec. 12, 2025 Visa shares were trading around $345.63, up roughly 6% on the session, after opening near $332 and moving through
Katapult Holdings (KPLT) Stock Surges on Aaron’s–CCF All-Stock Deal: Latest News, Forecasts, and Analyst Views (Dec. 12, 2025)

Katapult Holdings (KPLT) Stock Surges on Aaron’s–CCF All-Stock Deal: Latest News, Forecasts, and Analyst Views (Dec. 12, 2025)

Katapult Holdings, Inc. (NASDAQ: KPLT ) is in the spotlight on December 12, 2025 after announcing a transformational, all-stock combination with The Aaron’s Company, Inc. and CCF Holdings LLC —a move management says will create a scaled, omni-channel platform aimed at serving non-prime consumers with sustainable goods and tailored financial solutions.GlobeNewswire+ 1 For investors tracking Katapult stock , today’s headlines matter because the transaction—if completed—would reshape KPLT from a relatively small, tech-driven lease-to-own platform into the public parent of a much larger retail-and-financial-services footprint.GlobeNewswire What happened today with Katapult Holdings (KPLT)? In a press release issued early Friday, Katapult said
Lululemon CEO Calvin McDonald to Step Down: What It Means for LULU Stock Price, Earnings Outlook, and Wall Street Forecasts (Dec. 12, 2025)

Lululemon CEO Calvin McDonald to Step Down: What It Means for LULU Stock Price, Earnings Outlook, and Wall Street Forecasts (Dec. 12, 2025)

Lululemon Athletica (NASDAQ: LULU) is heading into 2026 with a major leadership transition—and investors are trying to decide whether this is the reset the brand needs, or another sign that its North American growth engine is still sputtering. Late Thursday, the company confirmed that CEO Calvin McDonald will step down at the end of January 2026, kicking off a formal CEO search while two senior executives share interim leadership. The news landed alongside third-quarter fiscal 2025 results that beat expectations on revenue and EPS, helped by international strength (especially China), even as U.S. trends remained soft and margin pressure persisted.
AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

AI Stocks Today: Broadcom Slides on Margin Warning, Oracle’s Capex Shock Keeps Nvidia and AMD Under Pressure Premarket (Dec. 12, 2025)

U.S. AI stocks are under pressure in Friday’s premarket as Broadcom drops on a margin outlook, and Oracle’s capex surge reignites AI-bubble fears. NEW YORK — Friday, December 12, 2025 (Premarket, ~6:00 a.m. ET)U.S. equity futures are pointing to a mixed open Friday morning, with the AI trade again lagging after two back-to-back “reality check” earnings reactions: Oracle’s spending surge and Broadcom’s margin warning. As of about 5:47 a.m. ET, Nasdaq futures were down ~0.47%, S&P 500 futures down ~0.11%, while Dow futures were up ~0.22%—a setup that underscores the market’s growing preference for “profits now” over “promise later” in parts of AI. Seeking Alpha+1 Below is what’s moving AI-related
Vedanta Share Price Today (VEDL): Stock Hits Fresh High on Genjana Critical Minerals Win; Latest News, Analyst Targets and Outlook (12 Dec 2025)

Vedanta Share Price Today (VEDL): Stock Hits Fresh High on Genjana Critical Minerals Win; Latest News, Analyst Targets and Outlook (12 Dec 2025)

Vedanta Limited (NSE: VEDL; BSE: 500295) is back in the spotlight on Friday, 12 December 2025, after the company confirmed it has been declared the “Successful Bidder” for the Genjana Nickel, Chromium and PGE (Platinum Group Elements) Block under the Government of India’s Critical Mineral Auctions (Tranche III)—a development that helped push the stock to a fresh near-term high in trade. NSE India Search Archives+2Business Standard+2 At the same time, Vedanta’s stock narrative in December is being shaped by a cluster of “big-ticket” themes: critical minerals optionality, capex headlines (Rajasthan + Cairn Oil & Gas), a proposed demerger timeline that
Kaynes Technology India Ltd Stock Surges on Dec 12, 2025: Share Price Rebound, Auditor Rumour Clarified, and Broker Targets Explained

Kaynes Technology India Ltd Stock Surges on Dec 12, 2025: Share Price Rebound, Auditor Rumour Clarified, and Broker Targets Explained

Kaynes Technology India Ltd (NSE: KAYNES) shares rebounded on Dec 12, 2025 after a steep selloff. Here’s the latest news, official clarifications, key risks, and what brokerages forecast next. New Delhi — December 12, 2025: Kaynes Technology India Ltd stock (NSE: KAYNES) extended its bounce on Friday, rising about 5% and trading in the ₹4,180–₹4,270 range in afternoon deals, after a bruising slide earlier this month that dragged it to a 52-week low of ₹3,713.75 on Dec 9. NDTV Profit+1 This rebound isn’t just a “dead-cat bounce” story. Kaynes Technology has become a live case study in what the market
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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