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Technology 3 December 2025 - 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.
4 December 2025
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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.
4 December 2025
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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.
4 December 2025
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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.
3 December 2025
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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.
3 December 2025
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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.
3 December 2025
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Eaton Corporation (ETN) Stock Outlook Today: AI Data Centers, Boyd Thermal Deal and 2026 Growth Prospects (3 December 2025)

Eaton Corporation (ETN) Stock Outlook Today: AI Data Centers, Boyd Thermal Deal and 2026 Growth Prospects (3 December 2025)

Eaton shares closed at $333 on December 2, 2025, down 17% from their July high despite record Q3 results. The company reported $7 billion in sales and $3.07 adjusted EPS for the quarter, both records. Eaton is preparing a $9.5 billion acquisition focused on data center cooling. Shares trade at about 33 times trailing earnings, below peers but at a premium to the broader market.
3 December 2025
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Ondas Holdings (ONDS) Stock Soars on Border‑Drone Megadeal: December 3, 2025 News, Targets and 2025–2026 Forecasts

Ondas Holdings (ONDS) Stock Soars on Border‑Drone Megadeal: December 3, 2025 News, Targets and 2025–2026 Forecasts

Ondas Holdings shares rose 7–8% to $8.60–$8.70 Wednesday afternoon after winning a major government contract to deploy thousands of autonomous drones for border protection. Trading volume topped 92 million shares, with the stock swinging between $7.46 and $8.39. Ondas’ 12-month return stands near 700–800%. Q3 revenue surged 582% year-on-year to $10.1 million.
3 December 2025
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Vertiv (VRT) Stock on December 3, 2025: AI Cooling Leader, S&P 500 Speculation and Fresh Wall Street Forecasts

Vertiv (VRT) Stock on December 3, 2025: AI Cooling Leader, S&P 500 Speculation and Fresh Wall Street Forecasts

Vertiv Holdings shares traded near $179.16 in late trading December 3, down about 1% but close to record highs after a 60% six-month surge. The stock has nearly tripled since 2023, outpacing the tech sector. Vertiv trades at a trailing P/E in the high 60s, with forward estimates near 43. Zacks named Vertiv “Bull of the Day” and reiterated a Strong Buy rating.
3 December 2025
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Uber Stock (UBER) on December 3, 2025: Robotaxis, Buybacks and $125 Targets – What Investors Need to Know Now

Uber Stock (UBER) on December 3, 2025: Robotaxis, Buybacks and $125 Targets – What Investors Need to Know Now

Uber shares rose about 4% to just under $91 Wednesday after launching robotaxis in Dallas and receiving a Wall Street upgrade with a $125 price target. The company’s market cap stands near $188 billion. Uber hit an all-time high of $100.10 in October but remains below that level. Its trailing P/E is around 11, boosted by recent one-time gains.
3 December 2025
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Ondas Holdings (ONDS) Stock: New Border‑Drone Contract, 700% Rally and 2025–2026 Forecasts

Ondas Holdings (ONDS) Stock: New Border‑Drone Contract, 700% Rally and 2025–2026 Forecasts

Ondas Holdings shares swung sharply on December 3 after the company won a multi-year government contract to build an autonomous border-protection system using thousands of drones. The stock spiked early but fell 3% to $7.85 by the close amid heavy trading. Ondas expects an initial purchase order in January 2026. The company beat out major defense contractors for the deal.
3 December 2025
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Uber Stock (NYSE: UBER) Jumps on Dallas Robotaxi Launch and $125 Price Target Upgrade – Full 2025 Outlook

Uber Stock (NYSE: UBER) Jumps on Dallas Robotaxi Launch and $125 Price Target Upgrade – Full 2025 Outlook

Uber launched robotaxi rides in Dallas on December 3, partnering with Avride to offer autonomous Hyundai Ioniq 5 vehicles in select neighborhoods. Uber shares rose nearly 4% to $91.04 in early afternoon trading, giving the company a $189 billion market cap. The move follows a new Wall Street price target of $125 and renewed debate over Uber’s long-term earnings outlook.
3 December 2025
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Micron (MU) Stock on December 3, 2025: Crucial Exit, AI Memory Supercycle and What Wall Street Expects Next

Micron (MU) Stock on December 3, 2025: Crucial Exit, AI Memory Supercycle and What Wall Street Expects Next

Micron shares fell about 2.5% to the low $230s on December 3 after the company announced it will exit its Crucial consumer memory business by February 2026. The stock remains near record highs, up nearly 190% year-to-date, following strong demand for AI-related products and recent bullish analyst forecasts. Micron will focus on enterprise and industrial markets.
3 December 2025
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Alphabet (GOOG) Class C Stock on December 3, 2025: Gemini 3, AI Chips and Fresh $375 Price Targets

Alphabet (GOOG) Class C Stock on December 3, 2025: Gemini 3, AI Chips and Fresh $375 Price Targets

Alphabet Class C shares traded near $320 late December 3, close to a record high and up 66% year-to-date. The surge follows strong AI momentum, Gemini 3’s rollout, and rising subscriptions revenue, pushing Alphabet’s total market value near $3 trillion. Regulators have increased scrutiny, and some analysts warn the stock may already reflect much of the good news. Next ex-dividend date is December 8.
3 December 2025
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Broadcom (AVGO) Stock on December 3, 2025: AI Supercycle, Fresh Price Targets and the Q4 Earnings Test

Broadcom (AVGO) Stock on December 3, 2025: AI Supercycle, Fresh Price Targets and the Q4 Earnings Test

Broadcom shares traded in the high-$370s to low-$380s on December 3, just below last week’s record close of $402.96. Wall Street price targets have climbed as AI chip demand drives quarterly revenue above $5 billion, with Q4 earnings due December 11. The stock’s trailing P/E is near 96, and its market cap stands around $1.7–1.8 trillion. Analysts warn on valuation and risks from VMware integration.
3 December 2025
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Marvell Technology (MRVL) Stock Soars on Celestial AI Deal and Bullish Data Center Outlook

Marvell Technology (MRVL) Stock Soars on Celestial AI Deal and Bullish Data Center Outlook

Marvell Technology shares jumped nearly 5% to around $97.40 by late morning Wednesday after posting record Q3 results and announcing a $3.25 billion deal to buy Celestial AI. The stock earlier touched $103, reaching a nine-month high and adding over $6 billion in market value. Quarterly revenue rose 37% to $2.075 billion, with data center sales up 38% year-over-year.
3 December 2025
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AMD Stock Today: AI Superclusters, Analyst Upgrades and 2025 Forecasts for Advanced Micro Devices (NASDAQ: AMD)

AMD Stock Today: AI Superclusters, Analyst Upgrades and 2025 Forecasts for Advanced Micro Devices (NASDAQ: AMD)

AMD shares traded around $215–216 on December 3, flat for the day but up nearly 80% year-to-date despite recent volatility. Vultr announced a $1 billion AI supercluster using AMD GPUs, while AMD expanded its AI partnership with HPE. Analysts reaffirmed Buy ratings, with TD Cowen setting a $290 price target. AMD’s market cap stands near $350 billion, with a P/E above 100.
3 December 2025
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Apple (AAPL) Stock on December 3, 2025: Record Highs, iPhone 17 Super‑Cycle and Fresh EU Antitrust Risks

Apple (AAPL) Stock on December 3, 2025: Record Highs, iPhone 17 Super‑Cycle and Fresh EU Antitrust Risks

Apple shares hit a record intraday high near $287.40 this week, ending a seven-day rally and trading in the high $280s. The surge follows record earnings, aggressive buybacks, and a major EU court ruling on App Store damages. IDC projects Apple will ship 247.4 million iPhones in 2025, its best year ever, with double-digit holiday quarter growth. Apple’s market value now exceeds $4 trillion.
3 December 2025
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Tesla Climbs While Netflix Sinks: Robotics Push, Warner Bros Bid and Dow Jones Ambitions Jolt Markets on December 3, 2025

Tesla Climbs While Netflix Sinks: Robotics Push, Warner Bros Bid and Dow Jones Ambitions Jolt Markets on December 3, 2025

Tesla shares rose nearly 3% Wednesday to the low $440s after reports of a planned Trump administration push to accelerate U.S. robotics. Netflix stock fell over 6% to just above $102, pressured by a $70 billion bid for Warner Bros. Discovery, a 10-for-1 stock split, and a large insider sale by co-founder Reed Hastings.
3 December 2025
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Celestica (CLS) Stock: Latest News, AI Data Center Outlook and Analyst Targets as of December 3, 2025

Celestica (CLS) Stock: Latest News, AI Data Center Outlook and Analyst Targets as of December 3, 2025

Celestica shares closed at $304.29 on December 2, down 4.4% but still up about 270% in 2025. The stock trades 16% below its $363 high, with a $35 billion market cap and trailing P/E near 49. Technical services flag near-term volatility after a steep run, but models still project possible gains if the uptrend holds. Celestica’s AI-driven growth has drawn increased attention from investors and analysts.
3 December 2025
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Stock Market Today

  • Rocket Lab USA (RKLB) Faces Key Resistance Amid Mixed Sentiment
    April 27, 2026, 10:51 AM EDT. Rocket Lab USA Inc. (NASDAQ: RKLB) is testing significant resistance levels, with near-term sentiment showing weakness that may foreshadow shifts in mid- and long-term outlooks. Current signals highlight a 65.65 entry zone and a potential 19.5% downside target in a high risk-reward short setup. Institutional AI-driven trading strategies propose multiple entry and exit points, balancing position sizing with risk management. Near-term signals suggest weak momentum with resistance at $80.10, while mid- and long-term horizons maintain stronger support and resistance levels up to $98.67. Investors should watch for whether current resistance holds, as it will influence RKLB's path in coming weeks.

Latest article

Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

27 April 2026
Alphabet will report first-quarter results after markets close Wednesday, with options pricing suggesting a possible 5% stock move by week’s end. Visible Alpha estimates revenue at $106.97 billion, up 19% from a year ago, and earnings per share at $2.73, down 3 cents. Investors are watching if heavy AI and data-center spending is driving growth in Google Cloud and Search.
Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

27 April 2026
Geely sold 709,358 vehicles in Q1 2026, its highest ever for the period, with exports up 126% to 203,024 units. China’s EV exports reached $21 billion in Q1, up from $12 billion a year earlier, after the Iran war disrupted oil flows. Geely aims to sell over 6.5 million vehicles annually by 2030, with three-quarters as new energy vehicles. BYD’s domestic sales have fallen for seven months as rivals gain ground.
Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

27 April 2026
Applied Digital Corp. signed a $7.5 billion, 15-year lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 campus, pushing total contracted lease revenue above $23 billion. The campus is set to begin operations in mid-2027. Shares rose over 12% after the announcement. The company ended its fiscal third quarter with $2.1 billion in cash and $2.7 billion in debt.
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