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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

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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