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NASDAQ:GCT News 3 December 2025

Microsoft Stock, AI Bubble Fears and GigaCloud’s GCT Breakout: Fresh AI Market Analysis for December 3, 2025

Microsoft Stock, AI Bubble Fears and GigaCloud’s GCT Breakout: Fresh AI Market Analysis for December 3, 2025

Disclaimer: This article is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Key Takeaways for December 3, 2025 1. Microsoft at the Center of the AI Bubble Debate Quotas Cut as AI Adoption Slows at the Edges On December 3, 2025, Reuters reported that multiple Microsoft divisions have lowered sales growth targets for certain AI products after many salespeople missed their quotas in the fiscal year that ended in June. Reuters According to the report: This is the first major headline of December that suggests Microsoft might
3 December 2025
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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