News
Cisco Systems Inc. shares have finally surpassed their dot-com era peak after more than 25 years. The stock reached $80.25 on Wednesday, driven by the current boom in artificial intelligence spending. This milestone marks a significant return for a company that was a bellwether of the original dot-com technological revolution.
Microsoft Corporation (NASDAQ: MSFT) experienced a slight dip on December 10, 2025, closing down 2.7% and trading marginally lower after hours, primarily due to increased regulatory scrutiny on AI and concerns over monetizing its substantial AI investments. This comes as state attorneys general warned tech companies about "delusional outputs" from AI chatbots and Microsoft announced $23 billion in new AI data center investments. Despite these near-term pressures, Wall Street analysts maintain a broadly bullish outlook on Microsoft's long-term prospects, with price targets suggesting significant upside, though some quantitative models show mixed signals and long-term caution on valuation.
Western Digital Corporation (NASDAQ: WDC) has seen its stock rise by 7.32%, driven by positive industry momentum and strong analyst sentiment. Loop Capital, China Renaissance, BofA, and Citi have all raised price targets and issued "Buy" ratings, citing increased hard disk drive demand and effective cost strategies. The company's financial performance, marked by improving gross margins and robust cash flow, underpins these optimistic forecasts.
McDonald's Netherlands recently pulled its AI-generated "It's the Most Terrible Time of the Year" ad after it received criticism, particularly in the United States. This article questions whether the decision to remove the ad was the right call and prompts readers to vote. It highlights the ongoing discussion surrounding AI-generated content in advertising.
Oracle Corp.'s planned office campus on Nashville's East Bank now has an estimated all-in cost of $4.5 billion, making it one of the largest business investments in state history. The latest version of the project, covering almost 80 acres, was recently disclosed.
Intuitive (NASDAQ: ISRG) has received FDA clearance for its da Vinci Single Port surgical system for use in inguinal hernia repair, cholecystectomy, and appendectomy procedures. This expands the system's capabilities beyond its existing approvals for urology, colorectal, thoracic, and transoral procedures. The da Vinci SP system allows surgeons to perform procedures through a single incision with advanced precision, supported by over 500 peer-reviewed publications.
A member of Commission VI DPR, Gde Sumarjaya Linggih, believes that PT Telkom Indonesia's (TLKM) spin-off of its fiber infrastructure business to InfraCo/TIF is a strategic move to address the digital divide and ensure equitable access to optimal services across Indonesia. This initiative is expected to boost efficiency in the telecommunications industry and foster a stronger digital ecosystem, potentially leading to broader infrastructure sharing. The digital economy is projected to be a significant contributor to the national economy, and this spin-off aims to act as a catalyst for its growth.
Intuit Inc. director Scott D. Cook executed significant stock sales on December 8th and 9th, totaling over $98 million, through a pre-arranged trading plan. Despite recent strong financial results for Intuit, including an 18% revenue increase and outperforming forecasts in its QuickBooks Online and Credit Karma segments, some analysts have adjusted price targets with both positive and mixed outlooks. The company also announced a partnership with the 2028 Olympic and Paralympic Games, securing naming rights for a key venue.
Uber (NYSE: UBER) stock slid on December 10, 2025, due to European regulatory pressures, including potential ride-hailing license reductions and legal challenges against its algorithmic pay. Further hitting the stock was a rollback of EV incentives, disappointing ESG investors, and mixed analyst calls. Despite these headwinds, the company's Q3 2025 results show strong growth and profitability, supported by robotaxi expansion and rising advertising revenue.
Seagate Technology's stock has reached an all-time high of $298.0 USD, reflecting a significant 202.49% increase over the past year and strong investor confidence. This milestone follows strategic financial moves, including a $500 million note exchange, and positive analyst upgrades based on improved supply-demand dynamics in the hard disk drive industry. Analysts from BofA Securities, TD Cowen, and Cantor Fitzgerald have raised price targets, anticipating continued growth for Seagate.
The west must not prevaricate when it comes to seizing Russian reserves
Ruchir Sharma