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Technology News 3 December 2025 - 4 December 2025

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

Published: December 4, 2025 Broadcom Inc. (NASDAQ: AVGO) remains one of the most closely watched names in the AI and cloud infrastructure trade. As of mid‑day on December 4, 2025, the stock is trading just below record highs, with investors trying to balance blockbuster AI chip deals, an aggressive VMware software pivot and a high‑stakes earnings report coming on December 11. Today’s trade comes after a year in which Broadcom shares have more than doubled, pushing the company’s market capitalization to around $1.8 trillion and cementing its status as a core holding in many AI‑focused portfolios. MarketBeat+2Stock Titan+2 This article
4 December 2025
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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, Inc. (NASDAQ: AEVA) has jumped back into the spotlight after securing a decade‑long exclusive LiDAR contract with a top European automaker, sending AEVA stock sharply higher and forcing investors to rethink both its risks and its potential upside.Aeva+2Investing.com Australia+2 Below is a detailed look at where Aeva’s stock stands as of December 4, 2025, the key news driving the move, and what current forecasts and analyst commentary suggest for 2026 and beyond. AEVA stock today: price, performance and volatility Aeva’s shares closed at $13.69 on December 3, 2025, up 25.7% on the day from $10.89, after the company
4 December 2025
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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 Corp. (NASDAQ: MSFT) enters December 4, 2025 as one of the world’s most valuable companies, yet its stock is under short‑term pressure as investors digest fresh concerns about AI sales momentum, record capital spending, and governance questions ahead of a key shareholder meeting. As of midday on December 4, Microsoft trades around $478 per share, giving it a market value of roughly $3.8 trillion. The stock has pulled back from a 52‑week high near $555, but remains far above its 52‑week low around $345. StockInvest Below is a detailed look at what’s moving Microsoft stock today, the latest earnings
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 Corporation (NASDAQ: NVDA) heads into the final weeks of 2025 as the undisputed AI chip leader, but the story around its stock has become more complex. After a sharp November pullback from all‑time highs, investors today are weighing record earnings, a fresh Washington lobbying victory, new AI server performance data and intensifying competition from Google and AMD. As of midday on December 4, 2025, NVIDIA shares are trading around $180, roughly 20% below their record near $212 earlier in the autumn but still up strongly year to date. MarketBeat’s forecast page pegs the “current price” used by Wall Street
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

Updated December 4, 2025 As of December 4, 2025, RAM (DRAM) prices are in full‑blown crisis mode. Spot prices for mainstream DDR5 chips are hovering just under $27 per 16Gb, more than four times their level in September, and contract prices have jumped so fast that analysts are openly using words like bull market and super‑cycle.DRAMeXchange+2Tom’s Hardware+2 At the same time, one of the “big three” DRAM makers, Micron, is pulling out of the consumer RAM market and discontinuing its Crucial brand, while PC memory kits for gamers and creators have tripled in price since September.TechHQ+1 Below is a full
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

NEW YORK — December 3, 2025 UiPath Inc. (NYSE: PATH) delivered a stronger-than-expected fiscal third quarter 2026 on Wednesday, posting double‑digit revenue growth, higher‑than‑forecast non‑GAAP earnings, and an upbeat outlook that sent the automation specialist’s shares sharply higher in regular and after‑hours trading. UiPath, Inc.+1 The results mark a key milestone for the company: UiPath reported its first GAAP‑profitable third quarter while continuing to invest heavily in AI‑driven “agentic automation” and an expanding partner ecosystem. UiPath, Inc.+1 Earnings Beat: Revenue, ARR and Profitability All Move Higher For the quarter ended October 31, 2025, UiPath reported: UiPath, Inc.+1 On the bottom line, UiPath reported: UiPath,
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 is abandoning nearly three decades of selling Crucial‑branded RAM and SSDs to everyday PC users so it can funnel more memory into high‑margin AI data centers, deepening a global memory chip crunch and reshaping the PC DIY market. Axios+2Reuters+2 On December 3, 2025, Micron formally announced it will exit its Crucial consumer business, halting sales of Crucial‑branded memory and storage at retailers and e‑tailers worldwide by February 2026. Shipments will continue through the end of Micron’s fiscal Q2, and the company says it will honor warranties and support existing products. Micron Technology+1 The move comes as AI data centers swallow unprecedented amounts of DRAM
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

Published December 3, 2025 Meta Platforms has hired Alan Dye, Apple’s longtime head of human interface design, in one of the most significant talent moves in Silicon Valley’s escalating battle over AI‑powered consumer devices. Dye will join Meta as chief design officer on December 31, 2025, overseeing design across hardware, software and AI experiences. Reuters+1 Apple has confirmed the departure and is promoting veteran designer Stephen Lemay to lead its human interface design team, underscoring a generational shift inside the company’s famed design group. Reuters+1 Who Is Alan Dye – and Why He Matters So Much Alan Dye is not a household name, but if
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 Corporation plc (NYSE: ETN) has become one of the most closely watched industrial names in the AI infrastructure boom. As of December 3, 2025, the stock is trading in the mid‑$330s, roughly 17% below its late‑July 52‑week high near $400 after a sharp pullback following earnings and a wave of macro jitters.MarketWatch+1 Yet behind the recent volatility sits a company reporting record results, leaning hard into AI‑driven data centers and grid modernization, and preparing for a major $9.5 billion acquisition that could reshape its role in the cooling side of the data‑center stack.Eaton+1 Below is a deep dive into
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

December 3, 2025 — Market session Ondas Holdings Inc. (NASDAQ: ONDS) is in the spotlight again after landing a strategic government tender to build a border‑protection “system of systems” using thousands of autonomous drones. The deal caps a remarkable 12‑month run that’s seen the defense‑tech name surge several hundred percent and transform into a heavily watched AI‑drone and counter‑UAS platform stock. ACCESS Newswire+1 As of mid‑afternoon on Wednesday, ONDS was trading around $8.6–$8.7 per share, up roughly 7–8% on the day, after swinging between the mid‑$7s and upper‑$8s on extremely heavy volume near 90 million shares. StockAnalysis+1 Below is a
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

Ticker: NYSE: VRT · Date: December 3, 2025 Vertiv Holdings Co, the data‑center power and cooling specialist sitting at the heart of the AI boom, remains one of the most closely watched AI infrastructure stocks going into 2026. As of late trading on December 3, 2025, Vertiv stock changes hands around $179.16, down about 1% on the day but still hovering near recent highs after a powerful multi‑year run. Over just the last six months, Vertiv shares have climbed roughly 60%, far outpacing the broader tech sector. Nasdaq In 2023 the stock more than tripled, making it one of the
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 Technologies, Inc. (NYSE: UBER) is back in the spotlight today after launching robotaxis in Dallas and securing a fresh Wall Street upgrade with a new $125 price target. At around $91 per share, Uber stock is trading higher on Wednesday and sits in the middle of a remarkable multi‑year turnaround story that now includes consistent profitability, aggressive buybacks and big bets on autonomous vehicles.Investing.com Below is a deep dive into today’s news (3 December 2025), the latest forecasts, valuations and analyst calls, and how they fit into the longer‑term Uber investment narrative. Uber stock today: price, performance and valuation
3 December 2025
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