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Technology News 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 Technologies, Inc. (NYSE: UBER) is closing out 2025 with a mix of flashy growth headlines and very real risks that investors can’t ignore. As of December 4, 2025, the stock trades around $90 per share, giving Uber a market capitalization of roughly $188 billion and placing it about 10–12% below its 52‑week high near $102, but well above its low around $59.MarketBeat At the same time, the company is rolling out robotaxis in Dallas, autonomous delivery robots in the UK, digesting a $479 million legal charge, and leaning into an extra $20 billion share buyback program.Yahoo Finance+4Uber Investor Relations+4Reuters+4
4 December 2025
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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 is ending 2025 with the kind of momentum most semiconductor names can only envy. The chip-equipment giant’s shares are trading around all‑time highs in the high‑$260s/low‑$270s, up roughly 60% year‑to‑date after a powerful seven‑session winning streak. Seeking Alpha+2Morningstar+2 On December 4, 2025, a fresh wave of bullish research — led by TD Cowen’s new $315 price target and a “best idea for 2026” label — crystallized a narrative that has been building for months: Applied Materials (NASDAQ: AMAT) is becoming a pure‑play way to bet on the next leg of AI, DRAM and advanced foundry spending. Investing.com+2MarketBeat+2 At
4 December 2025
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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’s ASTS stock is rallying again on December 4, 2025, as traders pile in ahead of a crucial satellite launch, digest a fresh $1 billion funding deal and react to new institutional buying from a major U.S. pension fund. With the share price near $70 and volatility still extreme, ASTS has become one of the most closely watched speculative growth names in the market. ASTS stock price today: sharp rebound after a brutal pullback As of late afternoon on December 4, 2025, AST SpaceMobile (NASDAQ: ASTS) is trading around $70 per share, up roughly 14% on the day, after gaining about $8.70 from
4 December 2025
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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, Inc. (NASDAQ: AMAT) is closing out 2025 trading near record highs after a 60%+ year‑to‑date rally, powered by the AI semiconductor boom, strong fiscal 2025 earnings and a wave of analyst upgrades. On December 4, TD Cowen raised its price target on AMAT to $315 and called the stock its “best idea for 2026,” underscoring growing conviction that the company sits at the heart of the next phase of chipmaking investment. Investing.com At the same time, Applied Materials has just been awarded a role in a ₹4,500 crore (roughly $540–550 million) project to modernise India’s only government‑run chip
4 December 2025
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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

Updated: December 4, 2025 Marvell Technology, Inc. (NASDAQ: MRVL) is back in the market spotlight. The AI‑focused chip designer has just delivered record quarterly results, unveiled a $3.25 billion acquisition of photonics startup Celestial AI, and triggered a wave of bullish analyst upgrades. As of midday on December 4, 2025, Marvell shares are trading around $100 per share, up roughly 8% on the day and about 16% above where they closed before the earnings and deal announcement, pushing the company’s market value to about $86 billion. trendspider.com+1 Below is a detailed look at what changed for Marvell this week, how
4 December 2025
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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)

Published: December 4, 2025 – Data current as of U.S. market session on this date. This article is for information only and is not financial advice. Palantir stock snapshot on December 4, 2025 Palantir Technologies Inc. (NASDAQ: PLTR) remains one of the most hotly debated artificial intelligence (AI) stocks on the market. That mix of explosive growth and sky‑high valuation is exactly why Palantir is now a classic “battleground stock”. Today, December 4, 2025, investors are reacting to a flood of fresh headlines: a new AI infrastructure platform launched with Nvidia and CenterPoint Energy, divergent long‑term forecasts, institutional repositioning, and
4 December 2025
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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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Stock Market Today

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

7 February 2026
Apple closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. The S&P 500 jumped 1.97% and the Nasdaq rose 2.18% as chipmakers rallied, while Amazon fell 5.6% on higher capex guidance. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13. Apple’s next dividend is $0.26 per share, payable Feb. 12.
Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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