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Technology 1 December 2025 - 2 December 2025

Qualcomm Stock (QCOM) Today: AI Pivot, Apple Risk and 2025–2026 Forecast After Fresh Institutional Moves

Qualcomm Stock (QCOM) Today: AI Pivot, Apple Risk and 2025–2026 Forecast After Fresh Institutional Moves

Qualcomm closed near $168 on December 2, 2025, about 3–4% below mid-November levels, with trading volume around 6–7 million shares. The stock trades at roughly 33–34 times trailing earnings and 13.8–14 times forward earnings, below the semiconductor sector average. Technical analysts see mixed but generally positive short-term signals. Qualcomm goes ex-dividend December 4, with a $0.89 payout set for December 18.
2 December 2025
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Alibaba (BABA) Stock on December 2, 2025: AI Cloud Boom, Pentagon Watchlist Risk and 2026 Price Targets

Alibaba (BABA) Stock on December 2, 2025: AI Cloud Boom, Pentagon Watchlist Risk and 2026 Price Targets

Alibaba shares fell 2–3% Tuesday, trading near $160 after a strong rally in November. The company reported September quarter revenue of RMB 247.8 billion (up 5% year-over-year), but operating income dropped 85% and net income fell 53%. Heavy spending on AI, cloud, and consumer subsidies drove free cash flow to a RMB 21.8 billion outflow. Market cap stands around $360–390 billion.
2 December 2025
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Adobe Stock (ADBE) Near 52‑Week Lows as AI Bets Grow: Latest News, Forecasts & Analysis for December 2, 2025

Adobe Stock (ADBE) Near 52‑Week Lows as AI Bets Grow: Latest News, Forecasts & Analysis for December 2, 2025

Adobe shares traded around $325 intraday on December 2, near the bottom of their 52-week range, despite Q3 earnings and guidance beating expectations. The stock is down 27% year-to-date and 38% over 12 months. Q3 revenue rose 10–11% to $5.99 billion, and AI-influenced annual recurring revenue surpassed $5 billion. Market reaction has remained muted as investors question future AI-driven growth.
2 December 2025
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Western Digital (WDC) Stock: Citi Lifts Target to $200 as AI Storage Boom Collides With Rich Valuation – December 2, 2025 Update

Western Digital (WDC) Stock: Citi Lifts Target to $200 as AI Storage Boom Collides With Rich Valuation – December 2, 2025 Update

Western Digital shares traded near $160 on December 2, 2025, after a year-to-date rally of about 260%, leading the S&P 500. Citigroup raised its price target to $200, while some models flagged the stock as potentially overvalued. The company spun off SanDisk in February and now focuses on hard-disk drives for AI and cloud storage. Western Digital reported Q4 revenue of $2.61 billion and reinstated its quarterly dividend.
2 December 2025
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Applied Materials (AMAT) Stock Hits New Highs as Wall Street Lifts Targets on AI Boom – December 2, 2025 Outlook

Applied Materials (AMAT) Stock Hits New Highs as Wall Street Lifts Targets on AI Boom – December 2, 2025 Outlook

Applied Materials shares hit a record high near $261.71 on December 2, up about 41% over the past year. The company reported record fiscal 2025 revenue of $28.37 billion and non-GAAP EPS of $9.42. Analysts raised price targets, but AMAT faces a $600 million revenue hit in 2026 from U.S. export controls and is cutting 1,400 jobs.
2 December 2025
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Alphabet (GOOGL) Stock on December 2, 2025: Gemini 3, Buffett’s Bet and New $375 Price Targets

Alphabet (GOOGL) Stock on December 2, 2025: Gemini 3, Buffett’s Bet and New $375 Price Targets

Alphabet shares traded near $315 midday Tuesday, close to record highs, lifting its market value to about $3.8 trillion. The stock has surged 70% this year, fueled by the launch of Gemini 3, rapid Google Cloud growth, and analyst upgrades. Valuation multiples have climbed to historic highs, with some analysts warning of “premium pricing.” Regulators in the U.S. and Europe continue to scrutinize the company.
2 December 2025
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Nasdaq Today (December 2, 2025): Tech Stocks Rebound, Crypto Stabilizes, and AI Bubble Fears Shape 2026 Outlook

Nasdaq Today (December 2, 2025): Tech Stocks Rebound, Crypto Stabilizes, and AI Bubble Fears Shape 2026 Outlook

The Nasdaq Composite rose 0.9% to close near 23,482 on Tuesday, December 2, 2025, recovering from Monday’s drop as tech and AI stocks led gains. Nvidia climbed about 3%, Dell Technologies jumped 5%. Bitcoin rebounded after Monday’s plunge, lifting crypto-linked shares. The index ended less than 2% below its late-October record.
2 December 2025
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Sony A7 V Launch: 33MP Partially Stacked Sensor, 30fps Burst and AI Autofocus – All the News from December 2, 2025

Sony A7 V Launch: 33MP Partially Stacked Sensor, 30fps Burst and AI Autofocus – All the News from December 2, 2025

Sony unveiled the Alpha 7 V camera on December 2, 2025, featuring a new 33MP partially stacked full-frame sensor and BIONZ XR2 processor with integrated AI. The camera offers 30fps blackout-free bursts and launches December 18 at $2,899. Sony also introduced the FE 28–70mm f/3.5–5.6 OSS II lens and retired its original A7 kit zoom.
2 December 2025
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Synopsys (SNPS) Stock Soars on Nvidia’s $2 Billion Bet: Latest News, Forecasts and Risks for December 2025

Synopsys (SNPS) Stock Soars on Nvidia’s $2 Billion Bet: Latest News, Forecasts and Risks for December 2025

Nvidia announced a $2 billion equity investment in Synopsys on December 1, 2025, sending Synopsys shares up about 5% to the mid-$440s. The stock remains well below its $651.73 high and above its $365.74 low, with a market value near $82–83 billion. Investors remain cautious due to Synopsys’s heavy debt from the Ansys deal, a recent earnings miss, and ongoing legal probes.
2 December 2025
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Intel Stock (INTC) on December 2, 2025: Apple Foundry Buzz, Malaysia Expansion and Q3 Rebound Fuel a High‑Stakes Rally

Intel Stock (INTC) on December 2, 2025: Apple Foundry Buzz, Malaysia Expansion and Q3 Rebound Fuel a High‑Stakes Rally

Intel shares closed at $40.01 on Dec. 1, 2025, near a 52-week high after surging over 10% on Nov. 28 on reports Apple may use Intel as a chip supplier by 2027. The rally cooled as analysts noted initial Apple orders would be small and dependent on Intel’s manufacturing progress. Intel stock has nearly doubled in 2025, driven by government and partner investments and renewed AI focus.
2 December 2025
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AMD Stock on December 2, 2025: AI Supercycle, New Mega-Deals and Fresh Forecasts for NASDAQ: AMD

AMD Stock on December 2, 2025: AI Supercycle, New Mega-Deals and Fresh Forecasts for NASDAQ: AMD

AMD shares traded near $220 early December 2, up 1% after a volatile November that saw a 23% drop. Bloomberg reports Vultr will build a $1 billion AI cluster in Ohio using AMD chips, set to launch in Q1 2026. Marvell is in advanced talks to acquire AMD-backed Celestial AI for over $5 billion, according to Reuters. AMD’s market cap stands at about $358 billion.
2 December 2025
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Meta Platforms (META) Stock Today – December 2, 2025: AI Spending Shock, New Price Targets and 2025–26 Forecast

Meta Platforms (META) Stock Today – December 2, 2025: AI Spending Shock, New Price Targets and 2025–26 Forecast

Meta shares traded near $641 early December 2, 2025, holding steady after a sharp post-earnings drop and recent rebound from $605. The stock remains about 20% below its August peak, with a market cap near $1.62 trillion and a P/E ratio of 28. Meta’s Q3 revenue beat forecasts, but plans to double AI-related capital spending triggered the sell-off.
2 December 2025
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Alphabet (GOOG) Stock on December 2, 2025: AI Breakthroughs, Buffett’s Bet and Wall Street’s 2026 Forecast

Alphabet (GOOG) Stock on December 2, 2025: AI Breakthroughs, Buffett’s Bet and Wall Street’s 2026 Forecast

Alphabet’s Class C shares closed at $315.12 on December 1, near record highs and valuing the company at about $3.8 trillion. The stock is up roughly 70% in 2025 and nearly 49% in the last quarter, driven by AI momentum and Wall Street upgrades. Analysts still view Alphabet as a key AI and cloud holding, though some price targets suggest limited near-term upside.
2 December 2025
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Broadcom (AVGO) Stock on December 2, 2025: AI Supercycle, New $460 Target and What Investors Should Watch Next

Broadcom (AVGO) Stock on December 2, 2025: AI Supercycle, New $460 Target and What Investors Should Watch Next

Broadcom shares fell 4.2% to $386.08 on December 1 amid renewed supply and competition concerns, though the stock remains near record highs after an AI-driven rally. On December 2, Broadcom announced ING will adopt VMware Cloud Foundation 9.0, extending their enterprise partnership. The company’s market cap stands near $1.82 trillion with a P/E ratio around 98.
2 December 2025
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Sage Group plc (LON: SGE) Stock on 2 December 2025: Share Price, £300m Buyback, AI Push and Analyst Forecasts for 2026

Sage Group plc (LON: SGE) Stock on 2 December 2025: Share Price, £300m Buyback, AI Push and Analyst Forecasts for 2026

Sage Group shares traded at 1,066p on 2 December 2025, down 0.7% for the day and 19% below last year. FY25 results showed underlying revenue up 10% to £2,513m and operating profit up 17% to £600m. Cloud-native revenue jumped 23% to £885m. Sage completed three acquisitions in the past year, including Criterion Inc. in October.
2 December 2025
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SpaceX News Today, December 2, 2025: Starlink 6‑95 Launch from Florida, New Starship Pad Approval and a Record-Breaking Year

SpaceX News Today, December 2, 2025: Starlink 6‑95 Launch from Florida, New Starship Pad Approval and a Record-Breaking Year

SpaceX is set to launch 29 Starlink satellites from Cape Canaveral at 3:16 p.m. EST Tuesday, using Falcon 9 booster B1077 on its 25th flight. The U.S. Air Force has approved a new Starship launch pad at SLC-37. The ISS has all eight docking ports occupied, including two SpaceX Dragons. Senate hearings for Jared Isaacman as NASA administrator are moving forward amid debate over Starship’s Artemis timeline.
2 December 2025
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Equinix (EQIX) Stock: SEC Probe Ends, AI Supercomputer Deal and 2026 Price Targets – December 1, 2025 Outlook

Equinix (EQIX) Stock: SEC Probe Ends, AI Supercomputer Deal and 2026 Price Targets – December 1, 2025 Outlook

Equinix shares closed at $733.28 on December 1, 2025, down 2.66% for the day and 26% below last year’s high. The stock has underperformed both the S&P 500 and data-center peers despite record Q3 bookings and 11% AFFO growth. Most major analysts maintain a “Strong Buy” rating with price targets 25–30% above current levels.
2 December 2025
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Analog Devices (ADI) Stock on December 1, 2025: Earnings Momentum, Insider Moves and 2026 Forecasts

Analog Devices (ADI) Stock on December 1, 2025: Earnings Momentum, Insider Moves and 2026 Forecasts

Analog Devices closed December 1, 2025 at $266.51, near record highs after a post-earnings surge and analyst upgrades. Q4 revenue rose 26% to $3.08 billion, beating forecasts, with adjusted EPS up 35% to $2.26. Several valuation models now flag the stock as expensive, and technical signals show overbought conditions. Shares are up 26% year-to-date but have trailed the broader tech sector’s gains.
1 December 2025
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Oracle Stock After the Bell: ORCL Holds the Line Around $201 as Wall Street Splits on Its AI Supercycle – Dec. 1, 2025

Oracle Stock After the Bell: ORCL Holds the Line Around $201 as Wall Street Splits on Its AI Supercycle – Dec. 1, 2025

Oracle shares closed just above $200 on December 1, down 40% from September’s record high near $328. The stock slipped less than half a percent Monday after trading between $196.7 and $203.5 on average volume. The sharp decline follows concerns over AI infrastructure spending and Oracle’s rising debt since its strong fiscal Q1 report in September.
1 December 2025
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Stock Market Today

  • Zacks Adds Alpha Metallurgical, AppFolio, Eagle Bancorp to Strong Sell List on April 1
    April 1, 2026, 8:04 AM EDT. Three stocks were added to the Zacks Rank #5 (Strong Sell) list: Alpha Metallurgical Resources, AppFolio, and Eagle Bancorp. Alpha Metallurgical Resources, a mining company, saw its earnings estimate cut by 33.3% over 60 days. Cloud platform provider AppFolio's forecast dropped 5.1%, while bank holding Eagle Bancorp's earnings estimate fell 5.3%. Zacks Rank #5 signals significant expected underperformance. Meanwhile, Zacks also highlighted seven 'Strong Buy' stocks likely to deliver early gains, boasting an average annual return of 24.3% since 1988. Investors can access detailed reports on these stocks through Zacks Investment Research.
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