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Technology 3 December 2025 - 4 December 2025

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.
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
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.
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.
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.
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
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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Stock Market Today

  • Broadcom, AMD, Lilly, Marvell Drive Market Moves Amid AI Selloff
    June 8, 2026, 7:59 AM EDT. Broadcom, AMD, Lilly, and Marvell are key stocks influencing the market after a sharp selloff in artificial intelligence (AI) shares last Friday. Chipmakers showed resilience with gains in premarket trading, suggesting the selloff might be short-lived. Investors closely watch these technology and pharmaceutical stocks as they often indicate broader market trends. The recent volatility highlights sharp shifts in sentiment toward AI-related sectors, prompting cautious optimism ahead of the trading day.

Latest articles

SoFi Stock Trades Near $16 as Market Watches Monday’s Open

SoFi Stock Trades Near $16 as Market Watches Monday’s Open

8 June 2026
SoFi hovered near $16 in pre-market trading after a sharp drop last week, as investors weighed record Q1 growth against unchanged 2026 guidance and credit risks; shares sit far below their 52-week high, with CEO Noto citing persistent inflation and no expected rate cuts as reasons for not raising forecasts, leaving pressure on Monday’s regular session to halt the slide.
Marvell Heads Higher Ahead of S&P 500 Inclusion

Marvell Heads Higher Ahead of S&P 500 Inclusion

8 June 2026
Marvell Technology surged 7% premarket after S&P Dow Jones Indices said it will join the S&P 500 on June 22, triggering forced buying by index funds; shares traded at $282.50, up from $263.47, as investors responded to record AI-driven revenue, raised outlooks, and the prospect of broad portfolio inclusion.
FuelCell Energy Down 19% as AI Test Looms

FuelCell Energy Down 19% as AI Test Looms

8 June 2026
FuelCell Energy stock plunged 19.02% Friday to $17.33 ahead of Monday’s fiscal Q2 results, as investors await proof that AI data-center demand is translating into real orders and revenue; analysts expect a $0.52 per share loss on $40.5 million revenue, with focus on backlog, cash use, and whether recent gains—up 137% in 2026—are sustainable amid index inclusion and sector volatility.
Dreamland Stock Gains in Pre-Market Trading After Reverse Split

Dreamland Stock Gains in Pre-Market Trading After Reverse Split

8 June 2026
Dreamland shares jumped 62% in U.S. pre-market trading after announcing a 1-for-25 reverse stock split effective June 15 to address Nasdaq minimum-bid compliance, following a 38.7% plunge Friday and a recent 52-week low, as the company faces ongoing risks of delisting and liquidity challenges.
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