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Technology 11 December 2025 - 12 December 2025

Broadcom Stock Slides After Q4 Earnings: AI Chip Revenue Set to Double, but Margin Pressure Rattles Investors

Broadcom Stock Slides After Q4 Earnings: AI Chip Revenue Set to Double, but Margin Pressure Rattles Investors

Broadcom reported record quarterly revenue of $18.02 billion and raised its outlook, but shares fell over 8% Friday. Investors focused on management’s warning that rising AI hardware sales will pressure gross margins, with CFO Kirsten Spears projecting a sequential decline of about 100 basis points. Fiscal year revenue hit $63.89 billion, up 24%. Free cash flow for the quarter was $7.47 billion.
Marvell Technology (MRVL) Stock News Today: AI Photonics Deal, Analyst Forecasts, and What Investors Are Watching on Dec. 12, 2025

Marvell Technology (MRVL) Stock News Today: AI Photonics Deal, Analyst Forecasts, and What Investors Are Watching on Dec. 12, 2025

Marvell Technology shares traded around $89 Friday amid volatility driven by concerns that Amazon AWS and Microsoft could shift custom silicon contracts to competitors. The company reported record quarterly revenue and announced an AI-focused acquisition, but institutional investors, including Axa S.A., reduced stakes. Analysts remain split on long-term prospects, with options activity elevated after sharp swings earlier in the week.
12 December 2025
Lam Research Corporation Stock (LRCX) News, Forecasts & Analyst Outlook for Dec. 12, 2025: AI Chip Equipment Demand Meets New Competitive and Policy Risks

Lam Research Corporation Stock (LRCX) News, Forecasts & Analyst Outlook for Dec. 12, 2025: AI Chip Equipment Demand Meets New Competitive and Policy Risks

Lam Research shares slipped 1.3% to $166.56 by 15:00 UTC Friday after hitting all-time highs earlier in the week. The dip followed a Reuters report that Intel tested chipmaking tools from ACM Research, a China-linked supplier facing U.S. scrutiny, raising concerns over competition and national security. Investors weighed strong AI-driven demand against risks from cheaper rivals and policy uncertainty.
12 December 2025
SMX Stock News Today (Dec. 12, 2025): Security Matters Shares Swing on Cotton Traceability Breakthrough and $116.5M Financing Updates (NASDAQ: SMX)

SMX Stock News Today (Dec. 12, 2025): Security Matters Shares Swing on Cotton Traceability Breakthrough and $116.5M Financing Updates (NASDAQ: SMX)

SMX (NASDAQ: SMX) shares surged 45.64% to close at $213.07 on Thursday, then traded as high as $248.72 in early pre-market Friday. The moves follow SMX’s announcement of a cotton traceability pilot and new “proof-as-currency” supply-chain messaging. The company is also navigating updated financing terms that could alter its share count. Trading remained volatile with wide intraday swings.
12 December 2025
Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

Top Stock Market Losers After the Opening Bell (Dec. 12, 2025): Broadcom Leads Decliners as AI Margin, Capex Fears Hit Tech

Broadcom shares fell about 7.8% at the open Friday after management warned of lower gross margins tied to its AI systems business. Semiconductor and data-infrastructure stocks led early declines on the Nasdaq and S&P 500, with Micron, SanDisk, and Western Digital also down. The Dow held steadier as investors rotated out of crowded AI trades.
AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

AMD shares traded near $221.43 on Dec. 12, 2025, slipping alongside Nvidia as Broadcom’s margin warning and Oracle’s spending outlook rattled AI-linked stocks. Sector sentiment, not company news, drove moves as investors questioned AI profitability after recent capital spending shocks. Time’s “Person of the Year” feature on AMD CEO Lisa Su added to chatter about market sentiment.
Palantir Stock (PLTR) News Today: Navy ShipOS Deal, Lawsuit Escalation, and 2026 Forecasts (Dec. 12, 2025)

Palantir Stock (PLTR) News Today: Navy ShipOS Deal, Lawsuit Escalation, and 2026 Forecasts (Dec. 12, 2025)

Palantir shares traded between $180.21 and $188.50 on Dec. 12, with market cap near $447 billion after a year-to-date gain of about 140%. The company expanded its lawsuit against AI startup Percepta, naming several former employees. Palantir also secured a U.S. Navy “ShipOS” contract worth up to $448 million.
Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom Stock (AVGO) Slides After Earnings: AI Revenue Surges, Margin Pressure Looms, Analysts Lift Price Targets (Dec. 12, 2025)

Broadcom shares fell about 5% premarket on December 12 despite record Q4 revenue of $18.015 billion and above-consensus guidance, as the company warned gross margins will decline due to a rising share of AI sales. The stock last traded near $406.37. Broadcom forecast Q1 revenue of $19.1 billion, with AI semiconductor sales expected to double year-over-year.
Most Active Stocks Today in the US Market (December 12, 2025): Nvidia, Oracle, Broadcom and Tesla Dominate Volume as AI Bubble Debate Flares Up

Most Active Stocks Today in the US Market (December 12, 2025): Nvidia, Oracle, Broadcom and Tesla Dominate Volume as AI Bubble Debate Flares Up

Broadcom and Oracle led pre-market trading volume Friday after Oracle’s spending surprise and Broadcom’s margin warning triggered volatility in AI-linked stocks. Nvidia, Tesla, Alphabet, Microsoft, and Apple also saw heavy activity. US stock-index futures softened, especially in tech. Traders awaited Fed commentary and upcoming economic data.
IREN Limited Stock News Today (NASDAQ: IREN): Microsoft AI Cloud Deal, $2.3B Convertible Notes, and Analyst Forecasts (Dec. 12, 2025)

IREN Limited Stock News Today (NASDAQ: IREN): Microsoft AI Cloud Deal, $2.3B Convertible Notes, and Analyst Forecasts (Dec. 12, 2025)

IREN Limited closed a $2 billion convertible note deal and a $1.63 billion equity offering in early December 2025 to fund an AI cloud buildout anchored by a $9.7 billion, five-year Microsoft contract. Shares traded between $40.88 and $44.47 on Dec. 12, with volume near 26.5 million. The financing package included capped call transactions to limit dilution. Investors remain focused on execution risk and capital needs.
12 December 2025
Lumentum (LITE) Stock News Today: AI Data Center Optics Tailwinds, Analyst Price Targets, and Earnings Outlook (Dec. 12, 2025)

Lumentum (LITE) Stock News Today: AI Data Center Optics Tailwinds, Analyst Price Targets, and Earnings Outlook (Dec. 12, 2025)

Lumentum Holdings shares traded at $372.09, up 1.74% early Dec. 12, as investors reacted to AI data-center demand and updated Wall Street forecasts. IQE announced a multi-year extension of its supply agreement with Lumentum for advanced sensing technologies. Lumentum also disclosed recent appearances at major investor conferences.
Meta Platforms (META) After Hours on December 11, 2025: AI Pivot, Metaverse Cuts and a $900 Target – What to Watch Before the December 12 Open

Meta Platforms (META) After Hours on December 11, 2025: AI Pivot, Metaverse Cuts and a $900 Target – What to Watch Before the December 12 Open

Meta closed Thursday near $651, little changed from Wednesday, after trading between $641 and $655 on light volume. The stock sits about 19% below its August high of $796. In after-hours trading, shares edged up to around $653.6. Options activity spiked at the $650 strike ahead of Friday’s expiration, with 15,867 contracts traded Wednesday.
Adobe (ADBE) Stock After the Bell on December 11, 2025: Earnings Beat, AI Momentum and What to Watch Before the December 12 Open

Adobe (ADBE) Stock After the Bell on December 11, 2025: Earnings Beat, AI Momentum and What to Watch Before the December 12 Open

Adobe shares closed at $350.43 on Thursday, up 2.1% after reporting record Q4 and full-year 2025 results and announcing a new AI partnership with ChatGPT. Trading volume jumped to 9.85 million shares, more than double the average. Q4 revenue reached $6.19 billion and non-GAAP EPS hit $5.50, both above expectations. The stock remained flat in after-hours trading.
Sandisk Corporation (SNDK) Stock: AI Storage Star Enters the S&P 500 — What the Latest Forecasts Say After November 21, 2025

Sandisk Corporation (SNDK) Stock: AI Storage Star Enters the S&P 500 — What the Latest Forecasts Say After November 21, 2025

Sandisk shares have soared over 700% from April lows, closing at $241.39 on Dec. 11 after joining the S&P 500 and posting strong earnings. The stock hit a record $284.76 in November amid AI infrastructure demand. Volatility remains high, with swings between $180 and $240 since late November. On Nov. 21, options activity spiked as traders positioned for further large moves.
Credo Technology Group (CRDO) Stock: Latest News, Earnings, Price Targets and 2026 AI Outlook After the November 21, 2025 Breakout

Credo Technology Group (CRDO) Stock: Latest News, Earnings, Price Targets and 2026 AI Outlook After the November 21, 2025 Breakout

Credo Technology Group shares surged from $133.49 on November 21 to around $177.60 by November 28 after reporting Q2 FY2026 revenue of $268 million, up 272% year over year. Adjusted EPS of $0.67 beat estimates by 37%. Trading volume spiked as institutional buying increased. Shares remained volatile, closing near $170.29 in early December.
Arm Holdings (ARM) Stock on December 11, 2025: Oracle Shock, 200‑Day Breakdown and the AI Growth Story

Arm Holdings (ARM) Stock on December 11, 2025: Oracle Shock, 200‑Day Breakdown and the AI Growth Story

Arm Holdings shares fell about 5% to $135 on December 11, 2025, after dropping below their 200-day moving average. The decline followed a sharp sell-off in Oracle and renewed concerns about AI sector profitability, which hit AI-related stocks across markets. Arm recently reported 34% revenue growth and strong forecasts, but trades at high earnings multiples. Wall Street’s average price target remains near $180.
Super Micro Computer (SMCI) Stock Today: AI Server Leader Faces Margin Squeeze — Latest News, Forecasts and Analysis

Super Micro Computer (SMCI) Stock Today: AI Server Leader Faces Margin Squeeze — Latest News, Forecasts and Analysis

Super Micro Computer shares traded near $33 on December 11, down 5–6% intraday and about 9% over the past year, lagging sector peers. The stock has slumped amid a 15.5% revenue drop, 56–60% earnings decline, and negative free cash flow of $950 million in fiscal Q1 2026. Investors cite margin pressure, regulatory concerns, and execution risks as key issues.
EchoStar (SATS) Stock News and Forecast After November 21, 2025: SpaceX Deal, AT&T Spectrum and Analyst Targets

EchoStar (SATS) Stock News and Forecast After November 21, 2025: SpaceX Deal, AT&T Spectrum and Analyst Targets

EchoStar shares surged from $68.63 on November 21, 2025, to the low-$100s by December 11, near all-time highs. The stock is up about 190% year-over-year, driven by major spectrum deals with SpaceX and AT&T and speculation over a SpaceX IPO. On November 21, COO John Swieringa sold 22,000 shares for $1.48 million, while a Schedule 13G filing revealed new institutional interest.
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Stock Market Today

  • Morgan Stanley Initiates Cerebras Stock with Overweight Rating on AI Potential
    June 8, 2026, 2:07 AM EDT. Morgan Stanley has initiated coverage of Cerebras Systems with an overweight rating, citing significant growth opportunities in AI inference technology. The investment bank highlights Cerebras' advanced chip architecture designed to accelerate artificial intelligence workloads. This move reflects growing investor interest in hardware companies that support AI applications.

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8 June 2026
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Navitas’ Nvidia-Led Rally Stalls, Eyes on AI Trade Next Week

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8 June 2026
Navitas plunged $5.61 to $25.08 Friday as a $1.3 trillion chip selloff erased Nvidia-driven gains, despite news it issued 3.28 million shares for merger earn-outs and showcased its GaNFast power board at Nvidia’s AI MGX event; investors now face risks from share dilution, sector volatility, and Navitas’s early-stage pivot to high-power AI markets amid ongoing operating losses.
NIO Stock Drops Even as Deliveries Jump, Focus Turns to June Numbers

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8 June 2026
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HPE Stock Faces AI Rally Test With Monday In Focus

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8 June 2026
Hewlett Packard Enterprise plunged 8.36% Friday to $49.20, capping a three-day slide and erasing gains after a post-earnings surge, even as it raised its fiscal 2026 revenue growth outlook to 29%-33% and boosted non-GAAP EPS guidance, with analysts warning that rapid gains may have priced in too much hope too quickly.
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