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Technology 3 December 2025 - 4 December 2025

Qualcomm (QCOM) Stock on December 4, 2025: AI Momentum, Dividend Record Date and 2026 Forecasts

Qualcomm (QCOM) Stock on December 4, 2025: AI Momentum, Dividend Record Date and 2026 Forecasts

Qualcomm shares traded around $174.40 intraday on December 4, 2025, valuing the company near $187 billion. Wall Street raised fiscal 2026 and 2027 earnings estimates, citing confidence in Snapdragon platforms and AI-driven devices. Year-to-date total return stands at about 15–16%, outpacing the broader market but trailing top AI stocks. The stock remains below its late October high of $205.95.
Coherent Corp (COHR) Stock Jumps to Fresh Highs on 300mm Silicon Carbide Breakthrough – Price, Forecast & AI Datacenter Outlook as of December 4, 2025

Coherent Corp (COHR) Stock Jumps to Fresh Highs on 300mm Silicon Carbide Breakthrough – Price, Forecast & AI Datacenter Outlook as of December 4, 2025

Coherent Corp shares rose nearly 5% to around $179 in early afternoon trading December 4, after hitting a record intraday high above $186 on heavy volume. The stock has almost quadrupled since April, driven by strong earnings and the launch of a 300mm silicon carbide platform for AI datacenter power and thermal management. Market cap stands near $28 billion.
4 December 2025
Luminar Technologies (LAZR) Stock Jumps on Buyout Hopes Amid Volvo Split and Debt Crunch

Luminar Technologies (LAZR) Stock Jumps on Buyout Hopes Amid Volvo Split and Debt Crunch

Luminar Technologies shares jumped nearly 25% intraday on December 4 to around $1.10, after plunging from a 52-week high of $10.40. The company faces a “substantial doubt” going-concern warning, over $400 million in debt, and a terminated Volvo deal. Q3 revenue rose 21% to $18.7 million, but net loss reached $89.5 million. Founder Austin Russell is pursuing a buyout amid layoffs and restructuring.
Check Point Software (CHKP) Stock Today: AI Firewall Launch, $1.75B Convertible Notes and Wall Street Forecasts

Check Point Software (CHKP) Stock Today: AI Firewall Launch, $1.75B Convertible Notes and Wall Street Forecasts

Check Point Software shares traded near $195 on December 4 after launching a $1.75 billion zero-coupon convertible note offering and releasing its AI-first firewall, R82.10. Q3 revenue rose 7% year-on-year, with non-GAAP EPS at $3.94. Institutional ownership remains above 98%. Analyst price targets cluster around $225–$231 per share.
AST SpaceMobile (ASTS) Stock Soars on BlueBird 6 Launch Countdown and Factory Expansion — What to Know on December 4, 2025

AST SpaceMobile (ASTS) Stock Soars on BlueBird 6 Launch Countdown and Factory Expansion — What to Know on December 4, 2025

AST SpaceMobile shares surged 14% intraday on December 4, trading near $70 and capping a three-day rally of over 30%. The move follows news of a December 15 BlueBird 6 satellite launch, a $1 billion funding round, and new carrier partnerships. ASTS stock is up about 170% over the past year, far outpacing the S&P 500. Trading volume exceeded 9 million shares as investors reacted to the latest developments.
Sandisk (SNDK) Stock on December 4, 2025: S&P 500 Newcomer at a Crossroads After a 500% AI Rally

Sandisk (SNDK) Stock on December 4, 2025: S&P 500 Newcomer at a Crossroads After a 500% AI Rally

SanDisk closed at $205.53 on December 4, up 5.74% after a volatile stretch that saw shares swing between $189.77 and $206.00 on 3.9 million shares traded. The stock has surged 176% over the past year, fueled by its February spin-off from Western Digital and S&P 500 inclusion, but recent weeks brought sharp drops and rallies. Some models predict further gains, while analysts warn of steep downside if the memory cycle reverses.
Uber Stock on December 4, 2025: Dallas Robotaxis, UK Delivery Bots and a $20 Billion Buyback – What It All Means for UBER

Uber Stock on December 4, 2025: Dallas Robotaxis, UK Delivery Bots and a $20 Billion Buyback – What It All Means for UBER

Uber shares traded near $90 on December 4, 2025, valuing the company at about $188 billion, roughly 10% below its 52-week high. The company launched robotaxi rides in Dallas and autonomous delivery robots in the UK, while absorbing a $479 million legal charge and announcing a $20 billion share buyback.
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 shares hit all-time highs near $270 after TD Cowen raised its price target to $315 and named the company a “best idea” for 2026. The firm cited strong demand for AI and DRAM equipment, with new projects at Samsung, Micron, and TSMC expected to boost growth. Morgan Stanley also raised its target to $273. Some analysts warn of export risks and a cooling China market.
ASTS Stock Today: BlueBird 6 Launch, Fresh Funding and Big Buyers Push AST SpaceMobile Back Into the Spotlight (December 4, 2025)

ASTS Stock Today: BlueBird 6 Launch, Fresh Funding and Big Buyers Push AST SpaceMobile Back Into the Spotlight (December 4, 2025)

AST SpaceMobile shares surged 14% to about $70 on December 4, 2025, after news of a $1 billion funding deal, a major Florida pension fund increasing its stake, and anticipation of a key satellite launch. The stock rebounded sharply from recent lows, with intraday prices ranging from $61.65 to $70.44 and market cap in the low- to mid-$20 billion range.
4 December 2025
Applied Materials (AMAT) Stock Outlook – December 4, 2025: TD Cowen Lifts Target to $315 as AI Boom and India Deal Drive New Highs

Applied Materials (AMAT) Stock Outlook – December 4, 2025: TD Cowen Lifts Target to $315 as AI Boom and India Deal Drive New Highs

Applied Materials shares closed near record highs around $269 after a 62% rally in 2025, fueled by AI chip demand and strong earnings. TD Cowen on December 4 raised its price target to $315, calling AMAT its “best idea for 2026.” The company also secured a $540 million contract to modernize India’s state-run chip fab in Mohali. U.S. export controls continue to restrict AMAT’s sales to China.
4 December 2025
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

Marvell Technology shares jumped 8% to around $100 after reporting record Q3 revenue of $2.075 billion and announcing a $3.25 billion deal to acquire Celestial AI. Non-GAAP EPS reached $0.76, up 77% from last year. The company’s market value rose to $86 billion. Data center revenue climbed nearly 38% year-on-year, driven by AI demand.
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)

Palantir Technologies shares rose about 3% to $176 on December 4, 2025, after announcing “Chain Reaction,” a new AI data center platform with Nvidia and CenterPoint Energy. The stock remains roughly 15–20% below its November high. Market cap stands near $420 billion. Palantir’s stock has gained over 200% in the past year despite recent volatility.
Broadcom (AVGO) Stock on December 4, 2025: AI Supercycle, VMware Shake‑Up and the Q4 Earnings Countdown

Broadcom (AVGO) Stock on December 4, 2025: AI Supercycle, VMware Shake‑Up and the Q4 Earnings Countdown

Broadcom shares traded near $380.61 mid-day, just below record highs, after more than doubling over the past year and lifting the company’s market cap to about $1.8 trillion. Bank of America raised its price target to $460, citing Broadcom’s key role in Google’s TPU chips for AI. Investors are watching ahead of Broadcom’s December 11 earnings report. Institutions hold nearly 80% of shares; insiders just over 2%.
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 shares surged 25.7% to $13.69 on December 3 after announcing a decade-long exclusive LiDAR supply deal with a major European automaker, widely believed by analysts to be Mercedes-Benz. The contract covers next-generation Level 3 automated vehicles, with series production set for 2028 and potential lifetime revenue exceeding $1 billion.
4 December 2025
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 shares traded at $477.73 midday December 4, valuing the company near $3.85 trillion, down about 3% over two weeks after reports of lowered AI sales quotas. The Information said Microsoft trimmed internal growth targets for some Azure-based AI products, with fewer than 20% of reps meeting previous quotas. Microsoft denied cutting quotas. The stock remains up over 14% year to date.
NVIDIA (NVDA) Stock on December 4, 2025: AI Server Breakthrough, Export Control Win and 2026 Outlook

NVIDIA (NVDA) Stock on December 4, 2025: AI Server Breakthrough, Export Control Win and 2026 Outlook

NVIDIA shares traded near $180 midday December 4, down 20% from autumn highs but still up for the year. The company released data showing its new AI server delivers up to 10x faster inference for advanced models. Analysts note the stock’s forward P/E has dropped to its lowest in five years. Competition from AMD and Google is intensifying.
RAM Prices Are Exploding in December 2025 — What’s Driving the DRAM Crisis and How Long It Could Last

RAM Prices Are Exploding in December 2025 — What’s Driving the DRAM Crisis and How Long It Could Last

Spot prices for DDR5 DRAM chips reached $26.93 per 16Gb on December 4, more than quadruple September levels. Micron is exiting the consumer RAM market and discontinuing its Crucial brand, citing a shift to enterprise and AI customers. PC memory kit prices have tripled since September. DRAM contract prices are up nearly 172% year-over-year.
UiPath (PATH) Surges After Q3 Fiscal 2026 Earnings and Guidance Top Wall Street Expectations

UiPath (PATH) Surges After Q3 Fiscal 2026 Earnings and Guidance Top Wall Street Expectations

UiPath reported fiscal Q3 2026 revenue of $411 million, up 16% year over year, and posted its first GAAP-profitable third quarter. GAAP net income reached $198.8 million, or $0.37 per share, aided by a large tax benefit. Non-GAAP EPS was $0.16, beating analyst estimates. The company forecast Q4 revenue of $462–$467 million, above consensus.
Micron Shuts Down Crucial Consumer RAM and SSDs as AI Chip Demand Explodes

Micron Shuts Down Crucial Consumer RAM and SSDs as AI Chip Demand Explodes

Micron Technology will stop selling Crucial-branded RAM and SSDs to consumers by February 2026, ending nearly 30 years in the retail memory market. The company will shift supply to AI data centers, citing surging demand for high-bandwidth memory. Micron shares fell about 2.6% after the announcement. Warranty and support for existing Crucial products will continue.
Meta Poaches Apple Design Chief Alan Dye in High‑Stakes Race for AI Hardware and ‘Liquid Glass’ Future

Meta Poaches Apple Design Chief Alan Dye in High‑Stakes Race for AI Hardware and ‘Liquid Glass’ Future

Meta Platforms has hired Alan Dye, Apple’s longtime head of human interface design, as chief design officer starting December 31, 2025. Dye will oversee design for Meta’s hardware, software, and AI experiences. Apple confirmed Dye’s departure and named Stephen Lemay as his successor. Dye led Apple’s recent Liquid Glass interface overhaul across all major platforms.
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