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Technology 4 December 2025 - 5 December 2025

SpaceX Targets $800 Billion Valuation in New Secondary Share Sale, Poised to Leapfrog OpenAI

SpaceX Targets $800 Billion Valuation in New Secondary Share Sale, Poised to Leapfrog OpenAI

SpaceX is preparing a secondary share sale that could value the company at about $800 billion, more than doubling its last reported valuation, according to multiple reports. Chief Financial Officer Bret Johnsen has told investors about the planned tender offer, but SpaceX has not commented publicly. The deal would let existing shareholders sell stock to outside investors. Terms and valuation may change before launch.
5 December 2025
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Lam Research (LRCX) Stock Today, December 5, 2025: AI Boom, Record Earnings and 2026 Forecasts

Lam Research (LRCX) Stock Today, December 5, 2025: AI Boom, Record Earnings and 2026 Forecasts

Lam Research shares traded near $161 on December 5, 2025, up 2.3%, with market cap at $162 billion after more than doubling this year. Major institutions including Marshall Wace and 1832 Asset Management sharply increased stakes, while Amundi and others trimmed holdings. The stock’s trailing P/E is just under 28. Year-to-date total return stands at about 120–125%.
5 December 2025
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Applied Digital (APLD) Stock on December 5, 2025: AI Factory Boom, $16 Billion+ Leases and a New Debt Rating

Applied Digital (APLD) Stock on December 5, 2025: AI Factory Boom, $16 Billion+ Leases and a New Debt Rating

Fitch assigned a ‘BB-’ rating to senior secured notes issued by an Applied Digital subsidiary, citing both growth and credit risk. Applied Digital shares traded around $30.56 on December 5, up over 200% year-to-date, with market cap near $9 billion and a beta close to 7. The company holds $16 billion in long-term AI data-center contracts.
5 December 2025
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Sandisk (SNDK) Stock on December 5, 2025: AI Flash Star, S&P 500 Debut and a New Wave of Analyst Targets

Sandisk (SNDK) Stock on December 5, 2025: AI Flash Star, S&P 500 Debut and a New Wave of Analyst Targets

Sandisk shares closed at $216.66 on December 5, up 1.6%, after surging nearly 500% year-to-date following its February spinoff from Western Digital. The company joined the S&P 500 in late November. China Renaissance initiated coverage with a Buy rating and a $322 price target the same day. Market capitalization stands just over $31 billion.
5 December 2025
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Oracle (ORCL) Stock Today: AI Cloud Backlog, Debt Warnings and What to Expect from Dec. 10 Earnings

Oracle (ORCL) Stock Today: AI Cloud Backlog, Debt Warnings and What to Expect from Dec. 10 Earnings

Oracle shares rose to about $217 in late morning trading December 5, up 3% from Wednesday’s close and valuing the company near $610 billion. The move follows renewed optimism over Oracle’s AI-driven cloud strategy ahead of fiscal Q2 earnings on December 10. Analysts expect revenue growth of around 15% and adjusted EPS of $1.64. Oracle’s debt-to-equity stands at roughly 3.3×, with a current ratio near 0.62.
5 December 2025
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Palantir (PLTR) Stock Today: Wedbush’s ‘Golden Path’, New AI Deals and the Trillion‑Dollar Debate – December 5, 2025

Palantir (PLTR) Stock Today: Wedbush’s ‘Golden Path’, New AI Deals and the Trillion‑Dollar Debate – December 5, 2025

Palantir shares traded near $178 Friday, valuing the company at over $420 billion after a 120% gain in 2025. Q3 revenue jumped 63% to $1.18 billion, with U.S. commercial revenue up 121%. The stock’s valuation now exceeds 400 times trailing earnings, drawing warnings of an AI bubble. Management raised guidance as cash reached $6.4 billion with no debt.
5 December 2025
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Best Chinese Stocks to Buy Now (December 2025): Tech, EVs and AI Leaders in a Rebounding Market

Best Chinese Stocks to Buy Now (December 2025): Tech, EVs and AI Leaders in a Rebounding Market

China’s CSI 300 index rose 17% over the past year to about 4,580 in early December, while Hong Kong’s Hang Seng jumped 30% year-to-date, marking its best annual gain since 2017. Despite the rally, Chinese stocks remain cheaper than U.S. peers. The IMF forecasts 4.5–4.8% GDP growth for 2025, but property prices are expected to fall 3.7% next year. Beijing is steering policy support toward tech, EVs, and green sectors.
5 December 2025
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SEALSQ Corp (LAES) Stock: Quantum-Security High‑Flier After EeroQ Deal – Outlook as of December 5, 2025

SEALSQ Corp (LAES) Stock: Quantum-Security High‑Flier After EeroQ Deal – Outlook as of December 5, 2025

SEALSQ Corp (NASDAQ: LAES) shares jumped over 8% on December 4, closing near $5.08, capping a 1,000% gain over the past year. The Swiss semiconductor and security firm remains unprofitable and trades with a market cap near $0.9 billion. LAES stock has swung between $0.35 and $11.00 in the past 12 months. Volatility remains high, with daily moves often exceeding 10%.
5 December 2025
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Samsara (IOT) Stock Today: Q3 FY2026 Earnings Beat, First GAAP Profit and a Wave of New $50 Price Targets

Samsara (IOT) Stock Today: Q3 FY2026 Earnings Beat, First GAAP Profit and a Wave of New $50 Price Targets

Samsara Inc. (NYSE: IOT) reported its first-ever GAAP profit and 29% revenue growth for Q3 FY2026, with revenue reaching $416 million. Shares traded around $40.71 on December 5, up 4% for the day but still 6–7% below year-to-date levels and well under the February peak. Wall Street price targets hover near $50. Market cap stands near $23.5 billion.
5 December 2025
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Oracle Stock on December 5, 2025: AI Cloud Boom, Default Fears and Earnings Countdown for ORCL

Oracle Stock on December 5, 2025: AI Cloud Boom, Default Fears and Earnings Countdown for ORCL

Oracle shares traded near $214 Friday, up 3.2% after analysts raised price targets, but remain about 40% below their 52-week high. The stock dropped 20–23% in November amid rising volatility and credit-default-swap spreads, with Oracle’s 5-year CDS hitting 128 basis points, its highest since the financial crisis. Investors cite concerns over Oracle’s $100 billion debt and aggressive AI infrastructure spending. Q2 FY26 earnings are due December 10.
5 December 2025
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China Stock Market Today, December 5, 2025: Chip Rally Lifts Shanghai and Hong Kong While Property Stress Persists

China Stock Market Today, December 5, 2025: Chip Rally Lifts Shanghai and Hong Kong While Property Stress Persists

China’s Shanghai Composite rose 0.7% to 3,902.81 on Friday, ending a three-day slide as chipmakers and insurers rallied. Turnover on mainland exchanges climbed to 1.73 trillion yuan. The Hang Seng Index in Hong Kong gained 0.6% to near 26,085. Moore Threads surged fivefold in its Shanghai debut, fueling tech sector optimism.
5 December 2025
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‘China’s Nvidia’ Moore Threads Soars Over 400% in Shanghai Debut After $1.1 Billion IPO, Supercharging Beijing’s AI Chip Ambitions

‘China’s Nvidia’ Moore Threads Soars Over 400% in Shanghai Debut After $1.1 Billion IPO, Supercharging Beijing’s AI Chip Ambitions

Moore Threads shares soared over 400% on debut Friday after an 8 billion yuan ($1.1 billion) IPO on Shanghai’s STAR Market, briefly valuing the Beijing-based GPU maker at more than 305 billion yuan ($40 billion). The stock opened at 650 yuan, far above its 114.28 yuan IPO price, marking the biggest first-day jump for a Chinese IPO over $1 billion since 2019 reforms.
5 December 2025
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Rubrik Stock (RBRK) Jumps on Surprise Q3 Profit – Is the AI Security Darling Still a Buy?

Rubrik Stock (RBRK) Jumps on Surprise Q3 Profit – Is the AI Security Darling Still a Buy?

Rubrik shares surged over 13% in after-hours trading on December 4 after reporting a surprise non-GAAP profit and 48% year-over-year revenue growth for fiscal Q3 2026. The stock closed at $70.43 and briefly topped $82 post-earnings, pushing its market value near $14 billion. Rubrik’s adjusted earnings hit $0.10 per share, reversing a loss, while free cash flow quadrupled to $76 million.
5 December 2025
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Meta Platforms (META) Stock Surges as Metaverse Spending Is Slashed and AI Strategy Accelerates

Meta Platforms (META) Stock Surges as Metaverse Spending Is Slashed and AI Strategy Accelerates

Meta shares jumped over 3% to $661.53 on December 4 after reports of a potential 30% cut to its metaverse budget and a shift toward AI infrastructure. The company’s market cap stands near $1.7 trillion, with Reality Labs facing the steepest reductions and possible layoffs in early 2026. Pre-market trading on Friday showed continued gains.
5 December 2025
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Rolls-Royce Share Price Near Record High as New Engine Deals and Data‑Centre Push Fuel 2025 Rally

Rolls-Royce Share Price Near Record High as New Engine Deals and Data‑Centre Push Fuel 2025 Rally

Rolls-Royce shares closed at 1,091p on 4 December 2025, up 83% year-to-date and near the top of a 52-week range. Market cap stands around £90–92bn, with a dividend yield of 0.5–0.6%. The company reaffirmed 2025 guidance, projecting £3.1–£3.2bn in operating profit and £3.0–£3.1bn in free cash flow. Trailing P/E exceeds 50, well above the FTSE 100 average.
5 December 2025
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Cisco Systems (CSCO) Stock Today: AI Infrastructure, Quantum Bets and Wall Street Targets – December 4, 2025

Cisco Systems (CSCO) Stock Today: AI Infrastructure, Quantum Bets and Wall Street Targets – December 4, 2025

Cisco shares closed just under $78 on December 4, 2025, up over 30% year-to-date and near a record high. The company reported Q1 FY26 revenue of $14.9 billion, up 8%, and $1.3 billion in AI infrastructure orders from hyperscalers. Market cap stands around $300–307 billion. Management guided Q2 revenue at $15.0–$15.2 billion.
4 December 2025
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Palantir Stock (PLTR) Today: Nvidia Partnership, ‘Chain Reaction’ Launch and 2026 Price Forecasts After a 2,000% Run

Palantir Stock (PLTR) Today: Nvidia Partnership, ‘Chain Reaction’ Launch and 2026 Price Forecasts After a 2,000% Run

Palantir shares traded near $178 on December 4, 2025, after unveiling a new AI infrastructure platform, Chain Reaction, with Nvidia and CenterPoint Energy as founding partners. The stock is up over 120% in 2025 but remains about 20% below its early-November high. Analysts warn of a possible crash at current valuations, with P/E ratios exceeding 400x.
4 December 2025
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Oracle Stock on December 4, 2025: AI Backlog, Debt Fears and the High‑Stakes Earnings Ahead

Oracle Stock on December 4, 2025: AI Backlog, Debt Fears and the High‑Stakes Earnings Ahead

Oracle shares rose about 3% to $215 on December 4, 2025, but remain nearly 40% below their 52-week high after a sharp AI-fueled rally and subsequent selloff. Investors are weighing a large AI backlog against rising debt and credit concerns ahead of Oracle’s Q2 2026 earnings report on December 10. Market sentiment has soured, but Deutsche Bank reiterated a Buy rating with a $375 target.
4 December 2025
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Adobe Inc. (ADBE) Stock on December 4, 2025: AI Jitters, New Deals and Q4 Earnings Hopes – Is the Selloff Overdone?

Adobe Inc. (ADBE) Stock on December 4, 2025: AI Jitters, New Deals and Q4 Earnings Hopes – Is the Selloff Overdone?

Adobe shares traded near $328 on December 4, giving the company a market value of about $137–138 billion. The stock is down over 50% from its pandemic peak and has returned roughly –37% over the past year. Citigroup cut its price target to $366 and maintained a neutral rating, while analyst targets now range from the high-$200s to about $590. Forward P/E ratios have dropped to around 14–15x, well below recent averages.
4 December 2025
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