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Technology 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
Marvell Technology (MRVL) Soars on Celestial AI Deal: Latest Earnings, Analyst Upgrades and 2026 Stock Forecast

Marvell Technology (MRVL) Soars on Celestial AI Deal: Latest Earnings, Analyst Upgrades and 2026 Stock Forecast

Updated: December 4, 2025 Marvell Technology, Inc. (NASDAQ: MRVL) is back in the market spotlight. The AI‑focused chip designer has just delivered record quarterly results, unveiled a $3.25 billion acquisition of photonics startup Celestial AI, and triggered a wave of
Palantir (PLTR) Stock Today: Nvidia Deal, ‘Chain Reaction’ AI Platform and Bubble Fears – Latest News & Forecasts (Dec. 4, 2025)

Palantir (PLTR) Stock Today: Nvidia Deal, ‘Chain Reaction’ AI Platform and Bubble Fears – Latest News & Forecasts (Dec. 4, 2025)

Published: December 4, 2025 – Data current as of U.S. market session on this date. This article is for information only and is not financial advice. Palantir stock snapshot on December 4, 2025 Palantir Technologies Inc. (NASDAQ: PLTR) remains one
Aeva Technologies (AEVA) Soars on Landmark European Automaker Deal: Stock Price, Latest News and 2026 Outlook

Aeva Technologies (AEVA) Soars on Landmark European Automaker Deal: Stock Price, Latest News and 2026 Outlook

Aeva Technologies, Inc. (NASDAQ: AEVA) has jumped back into the spotlight after securing a decade‑long exclusive LiDAR contract with a top European automaker, sending AEVA stock sharply higher and forcing investors to rethink both its risks and its potential upside.
Microsoft (MSFT) Stock on December 4, 2025: AI Sales Jitters, $3.8 Trillion Giant, and Where Analysts See the Price Next

Microsoft (MSFT) Stock on December 4, 2025: AI Sales Jitters, $3.8 Trillion Giant, and Where Analysts See the Price Next

Microsoft Corp. (NASDAQ: MSFT) enters December 4, 2025 as one of the world’s most valuable companies, yet its stock is under short‑term pressure as investors digest fresh concerns about AI sales momentum, record capital spending, and governance questions ahead of
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