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Technology 2 December 2025 - 3 December 2025

Broadcom (AVGO) Stock on December 3, 2025: AI Supercycle, Fresh Price Targets and the Q4 Earnings Test

Broadcom (AVGO) Stock on December 3, 2025: AI Supercycle, Fresh Price Targets and the Q4 Earnings Test

Broadcom Inc. is trading just below record highs as investors lean into its role at the center of the AI infrastructure boom and watch nervously ahead of its next earnings report on December 11, 2025. With Wall Street raising price targets into the mid‑$400s, institutional money adding to positions, and AI demand accelerating, AVGO is one of the most closely watched semiconductor names going into year‑end. MarketBeat+1
Amazon Stock (AMZN) on December 3, 2025: AI Chips, Ultrafast Delivery and a Wall Street “Strong Buy”

Amazon Stock (AMZN) on December 3, 2025: AI Chips, Ultrafast Delivery and a Wall Street “Strong Buy”

Amazon stock is back in the spotlight as investors digest a wave of AI announcements from AWS re:Invent, new ultrafast delivery tests in the U.S., and fresh analyst price-target upgrades. As of the close on December 2, 2025, Amazon shares traded at $234.42, giving the company a market capitalization of about $2.51 trillion, with a trailing P/E ratio near 33 and twelve‑month revenue of roughly $691 billion and net income of $76.5 billion. StockAnalysis
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

As of the U.S. midday session on December 3, 2025, POET Technologies Inc. is trading around $4.68 per share, up roughly 1–2% on the day from a previous close near $4.61. That price values the photonics and AI-connectivity specialist at about $600 million in market capitalization, depending on the data provider. Stock Titan+1
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, Inc. has jumped back into the AI spotlight after reporting record fiscal Q3 2026 results and announcing a multibillion‑dollar acquisition of optical‑interconnect startup Celestial AI. Together, the earnings beat and the deal are reshaping Wall Street’s view of the mid‑cap chipmaker as a core enabler of AI data centers rather than just another networking name. TipRanks+3Marvell Technology, Inc.+3Marvell Technology, Inc.+3
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

On December 2, 2025, Forbes unveiled its 15th annual 30 Under 30 list, the Class of 2026—a 600‑person snapshot of how Gen Z is reshaping money, culture and technology in real time. Across 20 industries, this year’s honorees collectively command $3.8 billion in backing and roughly 200 million social followers, underscoring just how much economic and cultural power has shifted to people who haven’t yet turned 30. The Economic Times+1
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 Inc. is finishing 2025 as one of the most volatile and closely watched small‑cap defense names on the market. The stock has surged after record third‑quarter results, aggressive acquisitions in drone and counter‑UAS technology, and a huge $425 million capital raise that gives the company one of the largest cash piles in its niche. Nasdaq+1
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 Incorporated is trading around $168 per share on December 2, 2025, after a choppy two‑week stretch that left the stock roughly 3–4% below its mid‑November levels. Intraday on Monday the shares moved between about $165.50 and $169.03, with volume around 6–7 million shares, roughly in line with recent averages. Intellectia+1
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’s U.S.-listed shares are trading around $160 today, down roughly 2–3% intraday after a sharp rally at the start of December and a big bounce in November. Over the last 12 months, BABA has traded between $80.06and $192.67; at current levels the stock sits in the middle of that range, with a market cap around $360–390 billion and a trailing P/E near 22x. StockAnalysis
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

After a shaky start to December, the Nasdaq Composite snapped back on Tuesday, December 2, 2025, as heavyweight tech and AI names led a broad rebound and crypto markets steadied. The move came against a backdrop of rising bets on a Federal Reserve rate cut next week and increasingly loud debate over whether AI-fueled valuations are becoming a bubble.
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#1 STRONG BUY

Xylem

NYSE: XYL 94 / 100
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AerCap

NYSE: AER 92 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
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Chevron

NYSE: CVX 86 / 100
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UPS

NYSE: UPS 84 / 100
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