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Technology 2 December 2025 - 3 December 2025

POET Technologies (NASDAQ: POET) Stock on December 3, 2025: Cash-Rich AI Optics Play Faces Sharp Volatility After Q3 Earnings

POET Technologies (NASDAQ: POET) Stock on December 3, 2025: Cash-Rich AI Optics Play Faces Sharp Volatility After Q3 Earnings

POET Technologies traded near $4.68 midday December 3, 2025, up about 1–2%, valuing the company at roughly $600 million. The stock has swung between $3.09 and $9.41 over the past year and is down about 24% in 2025 after a 540% surge in 2024. Q3 revenue reached $298,434, with a net loss of $9.4 million. Cash flow from operations was negative $2.8 million for the quarter.
Marvell Technology (MRVL) Soars on Celestial AI Deal and Record Q3 Earnings: What Investors Need to Know Now

Marvell Technology (MRVL) Soars on Celestial AI Deal and Record Q3 Earnings: What Investors Need to Know Now

Marvell Technology reported record Q3 FY2026 revenue of $2.075 billion, up 37% year-over-year, and announced a $3.25 billion cash acquisition of Celestial AI. Shares rose about 2% to $92.89 on December 3, giving Marvell a market cap near $80 billion. The company’s GAAP EPS hit $2.20, boosted by the sale of its automotive Ethernet business to Infineon. Marvell guided Q4 non-GAAP EPS to $0.74–0.84.
Forbes 30 Under 30 Class of 2026: Gen Z’s $3.8 Billion AI Revolution From Jalen Hurts to Ella Langley

Forbes 30 Under 30 Class of 2026: Gen Z’s $3.8 Billion AI Revolution From Jalen Hurts to Ella Langley

Forbes released its 15th annual 30 Under 30 list on December 2, 2025, naming 600 honorees across 20 industries. This year’s group commands $3.8 billion in funding and 200 million social media followers. Forbes tightened eligibility rules, requiring nominees to be under 30 by year-end and not repeat honorees. The 2026 list highlights a surge in Gen Z-led AI startups and cultural figures.
Datadog (DDOG) Stock Today: AI Agent Launch, Q3 Earnings Momentum and Wall Street Forecasts — 2 December 2025

Datadog (DDOG) Stock Today: AI Agent Launch, Q3 Earnings Momentum and Wall Street Forecasts — 2 December 2025

Datadog launched Bits AI SRE, its first general-availability AI incident-response agent, on December 2, 2025. Shares traded near $156.5 midday, down less than 1%, with a market cap around $56.2 billion. The company reported slim GAAP profit margins but strong cash flow, and its stock remains well below its 52-week high of $201.69.
Ondas Holdings (ONDS) Stock Jumps on Drone Defense Deals and $425M War Chest – Latest News, Forecast and Analysis (2 December 2025)

Ondas Holdings (ONDS) Stock Jumps on Drone Defense Deals and $425M War Chest – Latest News, Forecast and Analysis (2 December 2025)

Ondas Holdings shares jumped about 10% Tuesday to $8.34 after record Q3 results, a $425 million equity raise, and major drone tech acquisitions. The stock has soared 824% over the past year, with 2025 revenue guidance raised to at least $36 million. Q3 revenue hit $10.1 million, up 582% year-over-year, while net loss narrowed to $7.5 million. Cash on hand totaled $433.4 million at quarter-end.
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.
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.
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.
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.
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
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.
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.
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
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.
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
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.
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.
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.
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Stock Market Today

  • Jim Cramer's Top 10 Stock Market Watchlist for April 27
    April 27, 2026, 9:43 AM EDT. Stock futures hold steady despite rising oil prices after stalled Iran peace talks. Elon Musk and Sam Altman's legal dispute over OpenAI's nonprofit status heads to trial amid potential IPOs. Qualcomm shares jump 8% on partnership with OpenAI to develop smartphone chips following a surge in chip stocks. Organon rises 17% after India's Sun Pharmaceutical offers an $11.75 billion cash acquisition. Adobe faces a downgrade over AI disruption and competition concerns. Verizon beats earnings-per-share estimates, raises postpaid guidance, pushing shares up 2%. Campbell's downgraded on weakening snack segment performance. China blocks Meta's $2 billion AI startup acquisition. Markets brace amid mixed signals on tech and healthcare sectors.

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Micron Stock’s AI Memory Boom Reopens The $1 Trillion Question

Micron Stock’s AI Memory Boom Reopens The $1 Trillion Question

27 April 2026
Micron Technology shares rose 3% premarket Monday to near $497, valuing the company at about $567 billion. The stock gained after strong fiscal Q2 results, with revenue jumping to $23.86 billion and net income at $13.79 billion. Analysts cited high demand for Micron’s high-bandwidth memory used in AI chips, with new products shipping to Nvidia.
Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

27 April 2026
Meta shares rose to $675.03 ahead of first-quarter earnings due April 29, valuing the company at $1.74 trillion. Meta has guided for Q1 revenue of $53.5–$56.5 billion and 2026 capital expenditures of up to $135 billion. Analysts project share prices could top $1,000 in coming years, but warn of regulatory and spending risks. Meta recently announced expanded use of Amazon Web Services for AI infrastructure.
Bitcoin Supply Shock? Saylor’s Latest Buy Puts Strategy Ahead Of BlackRock

Bitcoin Supply Shock? Saylor’s Latest Buy Puts Strategy Ahead Of BlackRock

27 April 2026
Strategy Inc. bought 3,273 bitcoin for $255 million last week, raising its total holdings to 818,334 BTC and keeping it ahead of BlackRock’s iShares Bitcoin Trust. Galaxy Digital CEO Mike Novogratz warned that Strategy’s pace could strain supply. Bitcoin traded near $77,660 after nine days of U.S. spot ETF inflows. Strategy funded the purchase by selling 1.45 million shares through an at-the-market program.
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