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Technology Stocks News 3 December 2025 - 4 December 2025

Dell Technologies (DELL) Stock on Dec. 3, 2025: AI Server Boom, Analyst Upgrades and a Short-Term Pullback

Dell Technologies (DELL) Stock on Dec. 3, 2025: AI Server Boom, Analyst Upgrades and a Short-Term Pullback

Dell Technologies Inc. (NYSE: DELL) spent most of late November in the spotlight thanks to a huge surge in AI server demand and upgraded guidance. On December 3, 2025, however, Dell’s share price took a breather even as fresh analyst notes and AI-focused commentary kept the stock firmly on Wall Street’s radar. This article summarizes the key news, forecasts and analyses published on or around December 3, 2025, and puts Dell’s latest move into the broader AI and PC-hardware story. It is for informational purposes only and is not investment advice. Dell Technologies Stock Snapshot on December 3, 2025 On
4 December 2025
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Seagate (STX) Stock on December 3, 2025: Insider Selling, AI Tailwinds and Fresh Wall Street Price Targets

Seagate (STX) Stock on December 3, 2025: Insider Selling, AI Tailwinds and Fresh Wall Street Price Targets

Updated: December 3, 2025 Seagate Technology Holdings PLC (NASDAQ: STX) has been one of 2025’s standout AI infrastructure winners, but today’s trading shows just how volatile a high-flyer can be once expectations are sky‑high. On Wednesday, December 3, 2025, Seagate shares closed around $258.67, down roughly 3% on the day and marking a third straight session of losses, even as the S&P 500 and Dow both finished higher. MarketWatch Despite the pullback, the stock remains only about 13% below its 52‑week high of $297.88 set on November 12 and is still up well into the triple digits for the year,
3 December 2025
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Western Digital (WDC) Stock in December 2025: AI Storage Leader, ESOP Dilution Jitters and $200 Price Targets Explained

Western Digital (WDC) Stock in December 2025: AI Storage Leader, ESOP Dilution Jitters and $200 Price Targets Explained

Updated: December 3, 2025 – Informational only, not investment advice. Western Digital at a Glance Today Western Digital Corporation (NASDAQ: WDC) has turned into one of 2025’s standout AI infrastructure stocks. After an enormous run earlier in the year, the shares are now trading in the mid‑$150s on December 3, 2025, down a few percent intraday as part of a broader pullback in big tech and AI names. Intraday data from ChartMill shows WDC around $155, off roughly 3–4% with a noticeable “gap down” open. ChartMill Different data providers put Western Digital’s year‑to‑date gain anywhere between roughly 160% and almost
3 December 2025
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Okta (OKTA) Stock Rebounds From 52‑Week Low After Q3 FY2026 Beat: What December 3, 2025 Means for Investors

Okta (OKTA) Stock Rebounds From 52‑Week Low After Q3 FY2026 Beat: What December 3, 2025 Means for Investors

All figures and commentary are as of December 3, 2025. This article is for information only and is not financial advice. Key takeaways on Okta stock today Okta stock today: price, valuation, and volatility As of the afternoon of December 3, 2025, Okta, Inc. (NASDAQ: OKTA) is trading around $86.6, up about 5.8% on the day, with a session range of roughly $75.05–$86.89 and a 52‑week range of $75.05–$127.57.StockAnalysis That intraday low just under $75.10 marks a new 52‑week low, underscoring how violently sentiment has swung around the Q3 print.TS2 Tech+1 Key snapshot metrics from today: Trading‑wise, Okta has been
3 December 2025
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PayPal Stock Outlook on December 3, 2025: PYPL Slips on CFO Warning as Wall Street Still Sees 30%+ Upside

PayPal Stock Outlook on December 3, 2025: PYPL Slips on CFO Warning as Wall Street Still Sees 30%+ Upside

PayPal Holdings, Inc. (NASDAQ: PYPL) is back in the spotlight today after fresh commentary from management and a wave of new analysis put the stock’s near‑term risks and long‑term potential into sharp focus. On December 3, 2025, PayPal shares traded around $61–62, down roughly 2–3% on the day and near the lower half of their 52‑week range of about $55.85 to $93.66.MarketBeat The move comes as the company’s CFO warns of slower growth in a key business line, even as analysts and institutional investors continue to model meaningful upside over the next 12 months.GuruFocus+1 Below is a comprehensive, news‑style rundown
3 December 2025
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Sandisk (SNDK) Stock Today: S&P 500 Newcomer Slides After 500% AI Rally – Outlook and Forecast for 2025–2026

Sandisk (SNDK) Stock Today: S&P 500 Newcomer Slides After 500% AI Rally – Outlook and Forecast for 2025–2026

Published: December 3, 2025 Sandisk Corporation (NASDAQ: SNDK) has been one of 2025’s hottest technology names, riding the artificial intelligence (AI) storage boom from a low-$30s spin‑off price to a place in the S&P 500 and a gain of more than 400% year to date. That spectacular run is now meeting a bout of heavy profit‑taking: Sandisk shares are down sharply this week even as Wall Street’s longer‑term forecasts remain broadly bullish. Yahoo Finance+2StockAnalysis+2 This article walks through what’s happening to Sandisk stock today, why the flash‑memory cycle is so important, and how analysts currently see SNDK’s upside and risks
3 December 2025
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Oracle Stock (ORCL) on December 3, 2025: AI Cloud Powerhouse or Overleveraged Risk?

Oracle Stock (ORCL) on December 3, 2025: AI Cloud Powerhouse or Overleveraged Risk?

Oracle Corporation’s stock is back in the spotlight. As of December 3, 2025, ORCL trades around $204–205 per share, modestly higher on the day but still roughly 35–40% below its September record highs, after a sharp November sell‑off. Barron’s At the same time, Oracle is sitting on hundreds of billions of dollars in AI‑related cloud commitments, a massive backlog, and a wave of fresh analyst coverage ahead of its Q2 fiscal 2026 earnings release on December 10, 2025. 24/7 Wall St.+2Oracle Investor Relations+2 Here’s a complete rundown of the latest news, forecasts, and analysis as of December 3, 2025, and
3 December 2025
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Salesforce (CRM) Stock Today: Q3 2026 Earnings Preview, AI Agentforce Bet and Analyst Forecasts (Dec. 3, 2025)

Salesforce (CRM) Stock Today: Q3 2026 Earnings Preview, AI Agentforce Bet and Analyst Forecasts (Dec. 3, 2025)

Salesforce, Inc. (NYSE: CRM) heads into a high‑stakes earnings night on Wednesday, December 3, 2025, with its stock trading around $235–236 per share, up modestly intraday but still deeply in the red for 2025.MarketBeat After a year in which the shares have fallen roughly 30% year to date and become one of the weakest performers in the Dow, several major Wall Street firms and independent analysts are suddenly calling Salesforce “historically cheap” heading into its third‑quarter fiscal 2026 (Q3 FY26) earnings release after the closing bell.Yahoo Finance+1 At the same time, management is talking up a “record year” and a
3 December 2025
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Nasdaq Today (Dec. 3, 2025): Tech Stocks Slip as Wall Street Hovers Near Record Highs

Nasdaq Today (Dec. 3, 2025): Tech Stocks Slip as Wall Street Hovers Near Record Highs

The Nasdaq Composite spent Wednesday drifting around the flat line, as weakness in mega‑cap technology stocks offset big gains in select AI, biotech and retail names. With the index still sitting just a few percent below its record high, investors are weighing weak jobs data against growing confidence that the Federal Reserve will cut rates at its December meeting. indexes.nasdaqomx.com+2heygotrade.com+2 Key Takeaways Where the Nasdaq Stands on December 3, 2025 By late morning in New York on Wednesday, the Nasdaq Composite was hovering just above 23,400, effectively flat on the day. Nasdaq’s own index feed showed the benchmark around 23,411, down roughly 0.01%, while other real‑time
3 December 2025
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Asana (ASAN) Stock Rallies on Q3 2026 Beat and Raised Guidance – But Losses Still Loom

Asana (ASAN) Stock Rallies on Q3 2026 Beat and Raised Guidance – But Losses Still Loom

Updated December 3, 2025 Asana, Inc. (NYSE: ASAN) is back in the spotlight after reporting fiscal Q3 2026 results that beat Wall Street expectations on both revenue and earnings and came with higher full‑year guidance. The stock is trading around the mid‑$14 range on Wednesday, up roughly 4–5% intraday, extending gains from Tuesday’s after‑hours session.businesswire.com+2StockAnalysis+2 Yet despite the rally, Asana remains a classic “show me” story: revenue growth is slowing to single digits, GAAP losses are still sizeable, and analysts are far from unanimous on the upside from its aggressive push into AI‑driven work management. Key takeaways How Asana stock
3 December 2025
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Pure Storage (PSTG) Stock Drops After Q3 FY26 Earnings as Wall Street Weighs AI Investment and Rich Valuation

Pure Storage (PSTG) Stock Drops After Q3 FY26 Earnings as Wall Street Weighs AI Investment and Rich Valuation

Published: December 3, 2025 Pure Storage, Inc. (NYSE: PSTG) entered its latest earnings week riding a huge 2025 rally. Now the stock is back in the volatility spotlight as investors digest strong top-line growth, higher guidance – and a clear message that management plans to spend heavily to capture the artificial intelligence (AI) storage opportunity. Pure Storage stock today: from big rally to post-earnings hangover Pure Storage shares closed on December 2, 2025 at $94.72, up almost 7% on the day and close to their recent highs. StockAnalysis+1 That move capped a powerful run: The mood changed after the company
3 December 2025
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Microsoft Stock (MSFT) on December 3, 2025: AI Quota Shock, New Dividend, and Wall Street’s $630 Price Target

Microsoft Stock (MSFT) on December 3, 2025: AI Quota Shock, New Dividend, and Wall Street’s $630 Price Target

Microsoft stock is trading just under record highs on December 3, 2025, even as new headlines about lowered AI sales quotas and massive infrastructure spending remind investors that the AI boom is not a straight line up. At the same time, the company has just declared another cash dividend and still carries one of the strongest “buy” consensuses on Wall Street, with 12‑month price targets clustering around $620–$635 per share. TipRanks+3MarketBeat+3StockAnalysis+3 Below is a detailed look at what’s moving Microsoft (NASDAQ: MSFT) today, what the latest earnings and AI spending tell us, and how analysts are valuing the stock heading into 2026. Microsoft Stock
3 December 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:49 AM EST CSL Faces Growth Uncertainty Amid Seqirus Spin-off Pause and Flu Vaccine Demand Drop February 7, 2026, 12:49 AM EST. CSL (ASX:CSL) confronts near-term challenges after delaying its Seqirus vaccine unit spin-off due to weaker U.S. flu vaccination uptake, impacting its fiscal 2026 growth outlook. Regulatory scrutiny in Europe over its Tavneos kidney therapy data, plus intensifying U.S. competition for its Vifor iron products, heighten concerns over product credibility and pricing pressure. Despite these headwinds, CSL's diversified portfolio in plasma, vaccines, and kidney therapies underpins its
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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