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Wall Street Insights News 1 December 2025 - 25 January 2026

D-Wave Quantum (QBTS) Stock: Weekend Read After the 8% Drop, Wall Street Price Targets, and What to Watch When Markets Reopen

D-Wave Quantum (QBTS) Stock: Weekend Read After the 8% Drop, Wall Street Price Targets, and What to Watch When Markets Reopen

D-Wave Quantum (NYSE: QBTS) closed Friday’s after-hours at $25.29, down $2.24 or 8.1%, with 33.6 million shares traded in a session ranging from $24.775 to $27.79. The drop came as U.S. markets saw light, post-holiday volume and the broader indexes stayed flat. Trading resumes Monday after the weekend closure. The Federal Reserve last cut rates on December 10.
27 December 2025
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Eli Lilly Stock (LLY) Outlook on Dec. 23, 2025: Novo’s Wegovy Pill, Lilly’s Next Catalysts, and Wall Street Forecasts

Eli Lilly Stock (LLY) Outlook on Dec. 23, 2025: Novo’s Wegovy Pill, Lilly’s Next Catalysts, and Wall Street Forecasts

Eli Lilly shares traded near $1,076 after the FDA approved Novo Nordisk’s first daily oral Wegovy for obesity. Novo plans a U.S. launch in January 2026, beating Lilly’s own oral candidate, which remains under review. Novo shares rose on the news; Lilly slipped slightly. Analysts expect oral obesity drugs could reach 20% of the market by 2030.
23 December 2025
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NextEra Energy Stock (NEE) in Focus: AI Data Center Deals, 2026 Earnings Outlook, and Wall Street Price Targets — Dec. 20, 2025

NextEra Energy Stock (NEE) in Focus: AI Data Center Deals, 2026 Earnings Outlook, and Wall Street Price Targets — Dec. 20, 2025

NextEra Energy closed Friday at $79.54, down 1.62%, as markets weighed its expanded push into AI and hyperscale data center power. In December, NextEra and Google Cloud announced new multi-gigawatt data center campuses and a digital transformation partnership. The firms are developing three campuses and plan more, building on 3.5 GW of existing or contracted capacity. NEE shares remain about 8% below their 52-week high.
21 December 2025
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Comcast Stock (CMCSA) News and Forecast on Dec. 19, 2025: Versant Spinoff Countdown, Activist Buzz, and Wall Street Price Targets

Comcast Stock (CMCSA) News and Forecast on Dec. 19, 2025: Versant Spinoff Countdown, Activist Buzz, and Wall Street Price Targets

Comcast shares closed at $30.27 on Dec. 18, down roughly 33% year-over-year, with a market cap near $110.3 billion. The company is spinning off its U.S. cable networks into Versant Media Group, with distribution set for Jan. 2, 2026. Activist-investor speculation and analyst debates over valuation are driving volatility. Versant will begin regular trading Jan. 5 under the ticker VSNT.
19 December 2025
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Broadcom Stock (AVGO) Today: AI Financing Fears, Post‑Earnings Margin Pressure, and Fresh Wall Street Targets (Dec. 18, 2025)

Broadcom Stock (AVGO) Today: AI Financing Fears, Post‑Earnings Margin Pressure, and Fresh Wall Street Targets (Dec. 18, 2025)

Broadcom shares fell about 4.5% to $326 in early U.S. trading on December 18, 2025, extending a sharp post-earnings decline. The drop comes amid renewed concerns over AI data-center financing and competitive pressures, including uncertainty around Oracle’s Michigan project and fresh headlines on Amazon–OpenAI talks. No single Broadcom-specific news item triggered the selloff.
18 December 2025
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Plug Power (PLUG) Stock News Today: Namibia Green Hydrogen Milestone, Shareholder Vote Ahead, and Wall Street Forecasts (Dec. 18, 2025)

Plug Power (PLUG) Stock News Today: Namibia Green Hydrogen Milestone, Shareholder Vote Ahead, and Wall Street Forecasts (Dec. 18, 2025)

Plug Power announced it has installed a 5MW GenEco PEM electrolyzer at Cleanergy Solutions Namibia’s Hydrogen Dune site in Walvis Bay, supporting Africa’s first fully integrated commercial green hydrogen facility. Shares traded at $2.16 early Thursday, after closing down 5.7% Wednesday, far below the 52-week high of $4.58.
18 December 2025
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Broadcom (AVGO) Stock Outlook on Dec. 14, 2025: AI Chip Boom, Margin Pressure, and Wall Street Price Targets

Broadcom (AVGO) Stock Outlook on Dec. 14, 2025: AI Chip Boom, Margin Pressure, and Wall Street Price Targets

Broadcom stock (NASDAQ: AVGO) is under the microscope after a sharp post-earnings selloff—here’s what the latest news, forecasts, and analyst commentary say about AI demand, margins, and what comes next. Published: December 14, 2025 Broadcom Inc. (NASDAQ: AVGO) is closing out the week as one of the most talked-about “AI trade” bellwethers on Wall Street—after delivering strong financial results and upbeat revenue guidance, yet still triggering a steep selloff that rippled across big-cap tech and semiconductors. As of the latest available quote, AVGO traded around $359.93, down roughly 11% from the prior close following Friday’s drop. That move helped turn
14 December 2025
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Ares Capital (ARCC) Stock News Today (Dec. 12, 2025): Dividend Date, $1B CLO Financing, and Wall Street Forecasts

Ares Capital (ARCC) Stock News Today (Dec. 12, 2025): Dividend Date, $1B CLO Financing, and Wall Street Forecasts

Ares Capital Corporation (NASDAQ: ARCC ) is back in the spotlight on December 12, 2025 , as income investors weigh a near-term dividend catalyst against new balance-sheet activity and a steady drumbeat of analyst coverage. As of today, ARCC was trading around $20.90 per share, with intraday pricing hovering in a tight range—typical for a large, diversified business development company (BDC) that many shareholders treat as an income position rather than a momentum trade. Below is a full, publication-ready roundup of today’s most relevant ARCC news, forecasts, and analysis —including the upcoming dividend timeline, a newly completed $1.0 billion term
12 December 2025
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ENPH Stock Outlook: Enphase Energy’s EV Charger Push, Big-Money Buying and a Divided Wall Street Heading Into 2026

ENPH Stock Outlook: Enphase Energy’s EV Charger Push, Big-Money Buying and a Divided Wall Street Heading Into 2026

As of 7 December 2025, Enphase Energy’s stock (NASDAQ: ENPH) is trading around $31 per share, down more than 50% over the past year and still roughly 60% below its 52‑week high near $78.Ticker Nerd+1 Yet the company is simultaneously posting its best revenue in two years, rolling out new EV charging and battery software products, attracting major institutional investors — and drawing sharply mixed opinions from Wall Street. Below is a detailed look at the latest ENPH stock news, forecasts and analysis as of December 7, 2025, with no fluff and no charts — just the moving pieces investors
7 December 2025
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Deere (DE) Stock Outlook for 2026: Q4 Results, New Dividend and Fresh Wall Street Targets

Deere (DE) Stock Outlook for 2026: Q4 Results, New Dividend and Fresh Wall Street Targets

Deere & Company (NYSE: DE) heads into a pivotal week for investors with its stock trading around $475, a fresh dividend declaration, cautious 2026 earnings guidance and several large institutional moves hitting the tape on December 7, 2025. As of the close on Friday, December 5, 2025, DE shares finished at $475.11, about 11% below their 52‑week high of $533.78 set in May, even as analyst 12‑month price targets cluster in the low‑$520s – roughly 10% upside from current levels. StockAnalysis+3StockAnalysis+3MarketWatch+3 This article summarizes the latest news, forecasts and analyses on DE stock as of December 7, 2025, and what
7 December 2025
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Chevron Stock (CVX) on December 6, 2025: Dividend Power, 2026 Capex Reset and What Wall Street Expects Next

Chevron Stock (CVX) on December 6, 2025: Dividend Power, 2026 Capex Reset and What Wall Street Expects Next

Chevron Corporation (NYSE: CVX) heads into the final weeks of 2025 trading around $150 per share, roughly 11% below its 52‑week high, but backed by a rich dividend, record production after the Hess deal and a newly announced 2026 spending plan that leans hard into high‑return oil and LNG projects. StockAnalysis+1 Below is a deep dive into the latest news, forecasts and analyses as of December 6, 2025, and what they may mean for Chevron stock over the next 12–18 months. Key takeaways for Chevron (CVX) as of December 6, 2025 Chevron stock today: price, trading action and sentiment As
6 December 2025
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Freeport-McMoRan (FCX) Stock Outlook on December 6, 2025: Grasberg Fallout, Copper Boom and Wall Street Targets

Freeport-McMoRan (FCX) Stock Outlook on December 6, 2025: Grasberg Fallout, Copper Boom and Wall Street Targets

Published: December 6, 2025 Freeport-McMoRan Inc. (NYSE: FCX) heads into the final weeks of 2025 with its share price recovering, copper fundamentals tightening and a major Indonesian mine still working through the aftermath of a fatal accident and legal backlash. As of the close on December 5, Freeport-McMoRan stock finished at $45.20, up 1.32% on the day, with trading volume just over 20 million shares and a 52‑week range of $27.66–$49.12. Freeport-McMoRan Investors+1 This article pulls together the key news, forecasts and analyses surrounding FCX as of December 6, 2025, focusing on three big themes: the Grasberg mud-rush incident and
6 December 2025
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Intuit (INTU) Stock Outlook December 4, 2025: AI Partnership With OpenAI, Earnings Beat and Wall Street Targets Explained

Intuit (INTU) Stock Outlook December 4, 2025: AI Partnership With OpenAI, Earnings Beat and Wall Street Targets Explained

Intuit Inc. (NASDAQ: INTU) is back in the spotlight after a powerful fiscal Q1 earnings beat, a multi‑year $100M+ AI partnership with OpenAI, and fresh institutional buying – all against a backdrop of rich valuation and mixed sentiment on near‑term guidance. Below is a detailed look at where Intuit stock stands as of December 4, 2025, including the latest news, earnings, analyst forecasts, and key risks for investors following INTU. Intuit Stock Today: Price, Performance and Valuation Share price and recent move Based on recent historical data, Intuit shares traded between roughly $647 and $653 on Thursday, December 4, 2025,
4 December 2025
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Texas Instruments (TXN) Stock on December 1, 2025: Earnings Hangover, $60 Billion Fab Bet and What Wall Street Expects Next

Texas Instruments (TXN) Stock on December 1, 2025: Earnings Hangover, $60 Billion Fab Bet and What Wall Street Expects Next

Texas Instruments Incorporated (NASDAQ: TXN) heads into December 2025 as a classic “quality but controversial” semiconductor name: the business is strong, the dividend is rich, but investors are still digesting heavy spending and a weaker‑than‑hoped earnings outlook. As of the latest trade on December 1, 2025, TXN is around $168 per share (about $168.16), giving the company a market capitalization near $152–153 billion. The stock sits well below its 52‑week high above $220 but comfortably above its low near $140. Google+1 Below is a detailed look at the latest news, forecasts and analysis around Texas Instruments stock as of December
1 December 2025
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Broadcom (AVGO) Stock on December 1, 2025: AI Boom, New Wall Street Targets and 2026 Outlook

Broadcom (AVGO) Stock on December 1, 2025: AI Boom, New Wall Street Targets and 2026 Outlook

Broadcom Inc. (NASDAQ: AVGO) is finishing 2025 on the front foot. As of December 1, 2025, the stock is trading around $403, essentially at its 52‑week high of about $403 and up roughly 150% over the past 12 months, giving the company a market capitalization near $1.9 trillion. MarketBeat+1 The rally is being driven by Broadcom’s role at the heart of the artificial intelligence infrastructure boom — especially its deepening partnership with Alphabet’s Google on custom Tensor Processing Units (TPUs) — and by a fresh wave of bullish analyst calls and institutional positioning released today, December 1. Benzinga+1 Below is
1 December 2025

Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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