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Technology Stocks News 14 December 2025 - 15 December 2025

Lam Research Stock (LRCX) Jumps After Jefferies Raises Price Target to $200: Today’s News, Forecasts and Analyst Outlook (Dec. 15, 2025)

Lam Research Stock (LRCX) Jumps After Jefferies Raises Price Target to $200: Today’s News, Forecasts and Analyst Outlook (Dec. 15, 2025)

Lam Research Corporation (NASDAQ: LRCX) is back in focus on Monday, December 15, 2025, after an analyst-driven catalyst helped push the semiconductor-equipment stock higher in early trading. Shares were up roughly 2.5% around late morning, trading near $164.5. Benzinga The move follows fresh sell-side commentary and comes after a volatile stretch for “AI-adjacent” hardware names, where investors have been rotating in and out of the sector depending on macro signals, data-center sentiment, and expectations for wafer-fab equipment (WFE) spending. 24/7 Wall St.+1 Below is a complete roundup of the stock-specific headlines, forecasts, and analyst views published or updated today (15.12.2025)—plus
15 December 2025
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Lumentum Stock (NASDAQ: LITE) Rebounds After a Sharp AI-Optics Selloff: Today’s News, Analyst Targets, and 2026 Outlook (Dec. 15, 2025)

Lumentum Stock (NASDAQ: LITE) Rebounds After a Sharp AI-Optics Selloff: Today’s News, Analyst Targets, and 2026 Outlook (Dec. 15, 2025)

Lumentum Holdings Inc. (NASDAQ: LITE) is back in the spotlight on Monday, December 15, 2025—less because of a single headline and more because the stock is behaving like a live wire. After a steep Friday drop, Lumentum shares bounced sharply in Monday trading, a reminder that the “AI infrastructure” trade has become both a growth story and a positioning story. As of the latest trade on Dec. 15, Lumentum was up about 6% on the day at roughly $344, after opening near $341 and swinging between about $325 and $348 intraday. Lumentum stock rebounds Monday as dip buyers return Early
15 December 2025
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Palantir Stock (PLTR) Rises on French DGSI Contract Renewal: Today’s News, Analyst Forecasts, and What Investors Are Watching (Dec. 15, 2025)

Palantir Stock (PLTR) Rises on French DGSI Contract Renewal: Today’s News, Analyst Forecasts, and What Investors Are Watching (Dec. 15, 2025)

Palantir Technologies Inc. (PLTR) is starting the week back in the spotlight after the company announced a three-year renewal with France’s domestic intelligence agency (DGSI)—a headline that reinforces Palantir’s deepening ties to government and defense customers in the U.S. and Europe. Business Wire+1 As of midday Monday, Palantir shares were trading around $186.60, up roughly 1.7% on the session, with the day’s range roughly $182.68 to $187.73. Below is a full roundup of the key Palantir stock news, forecasts, and major analyses circulating on Dec. 15, 2025, plus the near-term catalysts that could move PLTR next. What’s driving Palantir stock
15 December 2025
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AMD Stock Outlook (NASDAQ: AMD): Latest News, Analyst Forecasts, and Key Catalysts to Watch on December 15, 2025

AMD Stock Outlook (NASDAQ: AMD): Latest News, Analyst Forecasts, and Key Catalysts to Watch on December 15, 2025

Advanced Micro Devices (AMD) stock is attempting to steady itself on Monday, December 15, after last week’s sharp “AI trade” pullback put renewed focus on valuation, capital spending discipline, and Washington’s shifting rules for advanced chip exports. As of 14:43 UTC today (Dec. 15), AMD shares were at $213.13, up about 1.1% on the session, trading between $210.60 and $214.01 intraday. The backdrop matters: U.S. equity futures pointed higher into the open as investors braced for a data-heavy week that could reshape expectations for interest rates—an important driver for high-multiple tech and semiconductors. Reuters Key takeaways for AMD investors today
15 December 2025
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Palantir Stock Today (Dec. 15, 2025): DGSI Renewal Adds to Defense Momentum as PLTR Valuation Debate Heats Up

Palantir Stock Today (Dec. 15, 2025): DGSI Renewal Adds to Defense Momentum as PLTR Valuation Debate Heats Up

Palantir Technologies Inc. (NASDAQ: PLTR) opened the new week in a familiar place: in the headlines, and in the middle of a valuation argument that refuses to die. In early Monday trading, Palantir stock hovered around $183.57, down about 2.1% from the prior close. The move comes as investors continue to reassess richly valued “AI trade” favorites after last week’s turbulence across tech and semiconductors. Reuters+2Investopedia+2 At the same time, Palantir delivered a fresh catalyst: a new multi-year contract renewal in Europe, announced December 15, 2025, reinforcing the company’s position as a major government AI/data platform supplier. Below is what’s
15 December 2025
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Hewlett Packard Enterprise (HPE) Stock on Dec. 15, 2025: Latest News, FY2026 Forecasts, Analyst Targets, and What Investors Are Watching

Hewlett Packard Enterprise (HPE) Stock on Dec. 15, 2025: Latest News, FY2026 Forecasts, Analyst Targets, and What Investors Are Watching

December 15, 2025 — Hewlett Packard Enterprise (NYSE: HPE) enters the final full trading weeks of 2025 with investors trying to reconcile two very different storylines: a networking business turbocharged by the Juniper Networks deal, and an AI-server revenue curve that management says will be “lumpy” as large customers push deliveries into the back half of fiscal 2026. Reuters+1 As of early Dec. 15, HPE shares traded around $23.87. That level follows a volatile stretch after the company’s fiscal Q4 2025 earnings update (reported Dec. 4), which delivered stronger profitability and a higher FY2026 earnings outlook—but also came with a
15 December 2025
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Arista Networks Stock (ANET) News Today: What’s Driving the Pullback, the Latest Wall Street Forecasts, and the 2026 Catalysts to Watch (Dec. 15, 2025)

Arista Networks Stock (ANET) News Today: What’s Driving the Pullback, the Latest Wall Street Forecasts, and the 2026 Catalysts to Watch (Dec. 15, 2025)

Arista Networks (NYSE: ANET) starts the new week in a familiar 2025 mood: the fundamentals look sturdy, the product roadmap keeps expanding, and the stock price still behaves like it’s wired directly into the market’s collective AI nerves. After closing Friday, Dec. 12, at $124.76 (down 7.17% on the day), ANET was modestly higher in early pre-market trading on Monday, Dec. 15, trading around $126 in one widely followed pre-market feed—up roughly 1% from Friday’s close. StockAnalysis+1 That whiplash—down hard, then trying to stabilize—captures the current setup for Arista investors: the company is positioned at the intersection of AI data
15 December 2025
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ServiceNow Stock (NYSE: NOW) News Today: Armis Deal Talk, 5-for-1 Split Countdown, and Wall Street Forecasts (Dec. 15, 2025)

ServiceNow Stock (NYSE: NOW) News Today: Armis Deal Talk, 5-for-1 Split Countdown, and Wall Street Forecasts (Dec. 15, 2025)

ServiceNow (NYSE: NOW) is starting the week in the spotlight for three very different reasons: a fresh report that it’s nearing a potential $7 billion acquisition of cybersecurity firm Armis, a 5-for-1 stock split that’s set to kick in later this week, and an ongoing tug‑of‑war between bulls who see an “AI + workflow automation” powerhouse and skeptics who worry the market is still pricing in perfection. Reuters+1 As of early Dec. 15 trading, ServiceNow shares were around $865, modestly lower on the day. ServiceNow stock price action: where NOW stands heading into the split ServiceNow closed last week with
15 December 2025
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Applied Digital Corporation (APLD) Stock News, Forecasts and Analysis — What Investors Are Watching on Dec. 15, 2025

Applied Digital Corporation (APLD) Stock News, Forecasts and Analysis — What Investors Are Watching on Dec. 15, 2025

December 15, 2025 — Applied Digital Corporation (NASDAQ: APLD) has become one of the market’s most talked-about “picks-and-shovels” names in the AI boom: not a chipmaker, not a model builder, but a company racing to deliver the hard part of modern AI at scale—power-dense data centers. That positioning helped propel APLD sharply higher over 2025, but it also made the stock a magnet for volatility. Coming into mid-December, shares were hovering around the high-$20s, after a sharp one-day drop that reminded investors this is still a capital-intensive buildout story with real financing, execution, and tenant risks. StockAnalysis Below is a
15 December 2025
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Australia Stock Market Today (15 December 2025): ASX 200 Slides as Miners and Tech Retreat; ASX Ltd Drops on ASIC Capital Charge

Australia Stock Market Today (15 December 2025): ASX 200 Slides as Miners and Tech Retreat; ASX Ltd Drops on ASIC Capital Charge

Australia’s share market opened the last full trading week of 2025 on the back foot, with broad declines across sectors and a sharp pullback in heavyweight miners dragging the benchmark lower. By mid‑afternoon in Sydney, the S&P/ASX 200 was down around 0.7%–0.8% (near 8,628 points), as investors digested weaker commodity prices, renewed China growth nerves, and fresh regulatory heat on some of the country’s biggest listed names. ABC+2AAP News+2 The tone was also shaped by offshore leads: Wall Street’s tech-heavy Nasdaq fell sharply late last week as investors questioned lofty AI valuations, setting a cautious risk mood across Asia at
15 December 2025
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Cisco Stock (CSCO): What to Know Before the U.S. Market Opens on Dec. 15, 2025

Cisco Stock (CSCO): What to Know Before the U.S. Market Opens on Dec. 15, 2025

As U.S. markets reopen on Monday, Dec. 15, 2025, Cisco Systems (NASDAQ: CSCO) heads into the week with a rare combination of catalysts: a recently refreshed AI networking narrative, a raised fiscal-year outlook, and a calendar that includes investor events and Cisco’s annual shareholder meeting. Cisco’s shares also have something else going for them—momentum. The stock recently pushed above its dot-com-era peak for the first time in 25 years, a milestone that has sparked fresh debate about whether the current AI cycle is creating echoes of 2000, or simply lifting the companies that supply the infrastructure behind it. Barron’s+1 Below is what to watch before Monday’s opening
14 December 2025
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Palo Alto Networks (PANW) Stock: What to Know Before the U.S. Market Opens on Monday, Dec. 15, 2025

Palo Alto Networks (PANW) Stock: What to Know Before the U.S. Market Opens on Monday, Dec. 15, 2025

Palo Alto Networks, Inc. (NASDAQ: PANW) heads into the Monday, December 15, 2025 U.S. market open with investors weighing three big storylines: a fresh federal OneGov agreement tied to AI-era cybersecurity, an earnings-and-guidance backdrop that was “solid but not explosive,” and the company’s continued push to expand its platform through major acquisitions (Chronosphere and the pending CyberArk deal). Below is a pre-market briefing on the latest PANW stock levels, recent news, company guidance, and analyst forecasts shaping sentiment as trading resumes in the U.S. PANW stock price check heading into Dec. 15 Palo Alto Networks shares finished Friday, Dec. 12,
14 December 2025
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Stock Market Today

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

Walmart stock jumps to $131 as traders brace for CPI and Feb. 19 earnings

7 February 2026
Walmart shares rose 3.3% Friday to $131.18, up 10% since Jan. 30, as the Dow closed above 50,000 for the first time. The retailer’s market value crossed $1 trillion this week. Investors await January inflation data on Feb. 13 and Walmart’s quarterly results on Feb. 19 for signs of continued momentum.
Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

Caterpillar stock price jumps 7% to $726 as Dow cracks 50,000 — what matters next week

7 February 2026
Caterpillar shares surged 7.1% to $726.20 Friday, driving the Dow above 50,000 for the first time. The move erased recent losses and followed insider selling by Group President Bob De Lange earlier in the week. Deere and CNH Industrial also gained as investors rotated into industrial stocks. Markets await next week’s U.S. jobs and inflation data.
Amazon stock slides as $200B AI spending plan meets cautious profit outlook

Amazon stock slides as $200B AI spending plan meets cautious profit outlook

7 February 2026
Amazon shares fell 9% Friday after the company announced plans for $200 billion in 2026 capital spending, mainly for AWS and AI, and issued a first-quarter profit outlook below estimates. The stock drop could erase $200 billion in market value. Fourth-quarter net sales rose 14% to $213.4 billion, while free cash flow declined due to higher spending on AI infrastructure.
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