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Material Announcements Dec 8-15 2025.csv

Global Top 50 Technology Companies | December 2025
File
Date Company Announcement Type Key Details Market Impact Source URL
Dec-10 Oracle (ORCL) Q2 FY2026 Earnings RPO up 438% YoY to $523B; Revenue $16.1B (up 13%); Cloud revenue $8.0B (up 33%); Cloud infrastructure up 68%; EPS $2.26 (beat $1.64 est); Sold Ampere stake for $2.7B gain; New commitments from Meta, NVIDIA; $50B capex guidance for FY26 (up from $35B) Stock fell 11% after hours on revenue miss despite massive backlog growth; Capex concerns and negative $10B free cash flow https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-Second-Quarter-Financial-Results/default.aspx
Dec-11 Adobe (ADBE) Q4 FY2025 Earnings Revenue $6.19B (up 10% YoY); EPS $5.50 (beat $5.40 est); Total ARR $25.2B (up 11.5%); Digital Media revenue $17.65B for FY25; Firefly MAU 70M+ (up 35%); FY26 guidance: Revenue $25.9-26.1B; Announced ChatGPT integration for Photoshop, Express, Acrobat Stock up initially after beat; FY guidance slightly ahead of consensus; AI momentum with generative credits tripling sequentially https://ts2.tech/en/adobe-adbe-stock-after-the-bell-on-december-11-2025-earnings-beat-ai-momentum-and-what-to-watch-before-the-december-12-open/
Dec-12 Broadcom (AVGO) Q4 FY2025 Earnings Revenue $18.0B (up 28% YoY); AI semiconductor revenue up 74% YoY ($8.2B in Q4); Non-GAAP EPS $1.95 (beat $1.87 est); FY25 revenue $64B (up 24%); Q1 FY26 guidance $19.1B; AI revenue guidance $8.2B (doubling YoY); Announced 5th custom AI chip customer; Anthropic confirmed as $10B TPU customer; $73B backlog for next 18 months; Dividend increased 10% to $0.65/share Stock initially rose then fell 4% during call on margin concerns; Strong AI momentum but OpenAI custom chip uncertainty https://www.cnbc.com/2025/12/11/broadcom-avgo-q4-earnings-2025.html
Dec 1-5 Amazon (AMZN) AWS re:Invent 2025 Major launches: Trainium3 AI chips, Amazon Nova models, Bedrock AgentCore, Kiro autonomous coding agent, Lambda Durable Functions, S3 Vectors GA; $35B+ investment in India by 2030; Visa partnership for AI agents; BlackRock Aladdin on AWS; Multicloud networking with Google announced Dec 1 Massive AI infrastructure buildout; Competing directly with NVIDIA/Microsoft on AI chips and services https://aws.amazon.com/blogs/aws/top-announcements-of-aws-reinvent-2025/
Dec 8-14 Alphabet (GOOGL) Multiple Announcements EU antitrust AI probe announced; Analyst upgrades: TD Cowen to $350, Guggenheim to $375, Evercore $325; Gemini 3 momentum continues; Quarterly dividend $0.21 payable Dec 15; Capex guidance raised to $90B+; $155B cloud backlog; Reports of talks with Meta for TPU sales; Elon Musk reacted to Google space data center concept Stock at $3.8T market cap up 66% YTD; Multiple positive catalysts from AI commercialization https://ts2.tech/en/alphabet-googl-goog-stock-what-to-know-before-the-u-s-market-opens-on-monday-december-15-2025/
Dec 8-14 Microsoft (MSFT) Partner/Infrastructure Updates Azure cloud up 34% YoY; 400 data centers globally; Expanded NVIDIA partnership with Spectrum-X Ethernet; Plans to increase AI spending above $100B in 2025; 2 gigawatts of power added to data centers in last 12 months Continued AI infrastructure leadership; Competing aggressively with AWS and Google Cloud https://ts2.tech/en/magnificent-seven-stocks-week-ahead-apple-microsoft-alphabet-amazon-nvidia-meta-and-tesla-in-focus-updated-dec-14-2025/
Dec 8-14 NVIDIA (NVDA) Multiple Developments China export restrictions on H200 chips; Beijing limiting access despite US approval; Oracle and Meta reported as major customers for custom AI infrastructure; Apple rumored to order GB300 NVL72 servers with Blackwell Ultra GPUs Stock volatility on China restrictions; Strong demand from hyperscalers continues https://ts2.tech/en/magnificent-seven-stocks-week-ahead-apple-microsoft-alphabet-amazon-nvidia-meta-and-tesla-in-focus-updated-dec-14-2025/
Dec 8-14 Apple (AAPL) Regulatory/Product Tim Cook pushed lawmakers to change App Store Accountability Act on child safety grounds; Evercore ISI raised target to $325 citing Apple Intelligence and Siri 2.0 catalyst in 2026; Rumored server deal with NVIDIA for GB300 Regulatory pressure on App Store policies; AI features driving 2026 optimism https://ts2.tech/en/magnificent-seven-stocks-week-ahead-apple-microsoft-alphabet-amazon-nvidia-meta-and-tesla-in-focus-updated-dec-14-2025/
Dec 8-14 Meta (META) Infrastructure Spending Oracle reported new major commitments from Meta in Q2; Meta Superintelligence Labs launched; Continued heavy AI infrastructure investment; Reports of talks with Alphabet for TPU purchases Sustained capex intensity for AI; Building competitive moat in AI infrastructure https://ts2.tech/en/magnificent-seven-stocks-week-ahead-apple-microsoft-alphabet-amazon-nvidia-meta-and-tesla-in-focus-updated-dec-14-2025/
Dec 10-14 Tesla (TSLA) Sales Data/Downgrade US sales fell 23% in November to 39,800 vehicles after $7,500 EV credit expired; Used financing incentives; Morgan Stanley downgraded to equal weight citing delivery and demand risks Stock under pressure from demand concerns; EV credit expiration impact https://ts2.tech/en/magnificent-seven-stocks-week-ahead-apple-microsoft-alphabet-amazon-nvidia-meta-and-tesla-in-focus-updated-dec-14-2025/
Dec 8-14 Intel (INTC) Multiple Developments NVIDIA $5B equity stake continues to support; Apple foundry rumors for 18A-P process by 2027; Qualcomm CEO stated Intel "not an option today" for chip manufacturing; Stock volatile with 7-8% daily swings; 18A node progress but yield concerns persist Turnaround story with high volatility; Foundry business critical but unproven https://ts2.tech/en/intel-stock-today-intc-nvidia-stake-apple-foundry-rumors-and-fed-week-what-to-know-before-the-market-opens-on-december-8-2025/
Dec-10 Federal Reserve Monetary Policy Fed cut rates 25bps but signaled caution on future cuts; Jerome Powell noted uncertainty around inflation and economy Tech stocks sensitive to rate outlook; Higher-for-longer rates pressuring valuations https://ts2.tech/en/magnificent-seven-stocks-week-ahead-apple-microsoft-alphabet-amazon-nvidia-meta-and-tesla-in-focus-updated-dec-14-2025/
Dec 8-14 TSMC Competitive Positioning Maintains substantial lead in 2nm chip orders; Apple, AMD, NVIDIA, MediaTek, Qualcomm committed customers; 2nm mass production on track for 2025-2026; Reports of TSMC executive sued for taking sub-2nm documents to Intel Foundry leadership position strengthening; Apple A20 chip with 2nm expected 2026 https://www.digitimes.com/news/a20251208VL204/digitimes-asia-weekly-news-roundup-tsmc-intel-samsung-dram.html
Dec 8-14 Samsung Manufacturing Challenges 3nm yield issues continue; May force reliance on Qualcomm Snapdragon 8 Elite for Galaxy S25 vs own Exynos 2500; Exploring Intel partnership for packaging and glass substrate technology Struggling to compete with TSMC on advanced nodes; Yield problems increasing costs https://www.digitimes.com/news/a20251208VL204/digitimes-asia-weekly-news-roundup-tsmc-intel-samsung-dram.html
Dec 8-14 Qualcomm (QCOM) Manufacturing Strategy CEO Cristiano Amon confirmed continuing with TSMC and Samsung, stated Intel "not an option today"; Announced Snapdragon Ride Pilot for BMW iX3; Targeting $22B in automotive/IoT revenue by 2029 Diversification strategy away from smartphones; Intel foundry not competitive enough https://www.lowyat.net/2025/365356/qualcomm-tsmc-samsung-intel/
10
Total Announcements
$39B+
Total Deal Value
7
Top 50 Global Tech Companies
6
Days Period

Global Top 50 Technology Stocks December 2025

File
Rank Company Ticker Country Market Cap (USD) Sector Key Business Notable
1 Nvidia NVDA USA $4.4T Semiconductors AI chips/GPUs for data centers and gaming https://World's most valuable company Nov 2025
2 Apple AAPL USA $4.0T Consumer Electronics iPhone, Mac, iPad, Services https://Second to reach $4T valuation
3 Microsoft MSFT USA $3.7T Software Windows/Azure cloud/Office/Gaming https://Largest software company
4 Alphabet (Google) GOOGL/GOOG USA $3.8T Internet Services Search/YouTube/Cloud/Android https://Approaching $4T on Gemini 3 success
5 Amazon AMZN USA $2.4T E-commerce/Cloud Online retail/AWS cloud services https://Leading cloud infrastructure provider
6 Meta Platforms META USA $1.3T Social Media Facebook/Instagram/WhatsApp/VR https://Leading social network platforms
7 Broadcom AVGO USA $1.7T Semiconductors Custom AI chips/networking/software https://Key Google TPU partner
8 Taiwan Semiconductor TSM Taiwan $1.0T Semiconductors Chip manufacturing foundry https://Makes chips for Nvidia/Apple/AMD
9 Tencent 0700.HK China $730B Internet Services WeChat/Gaming/Social media https://Largest Chinese tech company
10 Oracle ORCL USA $330B Enterprise Software Database/Cloud/ERP software https://Major cloud infrastructure player
11 Samsung Electronics 005930.KS South Korea $320B Consumer Electronics/Semi Smartphones/Memory chips/Displays https://Global electronics conglomerate
12 ASML ASML Netherlands $300B Semiconductor Equipment Lithography machines for chipmaking https://Critical EUV technology monopoly
13 SAP SAP Germany $290B Enterprise Software ERP/Business software https://Largest European software company
14 Salesforce CRM USA $260B Enterprise Software CRM/Cloud applications https://Leading CRM platform
15 Adobe ADBE USA $240B Software Creative Cloud/Acrobat/Marketing https://Design and marketing software leader
16 Cisco CSCO USA $270B Networking Network equipment/Security https://Enterprise networking leader
17 Accenture ACN USA $240B IT Services Consulting/Technology services https://Global professional services
18 IBM IBM USA $265B IT Services/Software Cloud/AI/Consulting/Mainframes https://Enterprise IT and consulting
19 Texas Instruments TXN USA $195B Semiconductors Analog chips/Embedded processors https://Industrial semiconductor leader
20 Qualcomm QCOM USA $180B Semiconductors Mobile processors/5G/Licensing https://Smartphone chip leader
21 Intel INTC USA $125B Semiconductors PC/Server processors/Foundry https://Traditional CPU leader facing challenges
22 AMD AMD USA $225B Semiconductors PC/Server/AI processors https://Nvidia's main GPU competitor
23 Micron Technology MU USA $135B Semiconductors Memory chips (DRAM/NAND) https://Leading memory manufacturer
24 Applied Materials AMAT USA $150B Semiconductor Equipment Chip manufacturing equipment https://Key semiconductor toolmaker
25 Lam Research LRCX USA $125B Semiconductor Equipment Wafer fabrication equipment https://Semiconductor manufacturing tools
26 Palantir PLTR USA $400B Software Data analytics/AI platforms https://Government and enterprise analytics
27 ServiceNow NOW USA $210B Software IT service management/Workflow https://Enterprise workflow automation
28 Intuit INTU USA $220B Software TurboTax/QuickBooks/Credit Karma https://Financial software for consumers/SMBs
29 Uber UBER USA $195B Transportation Tech Ride-hailing/Food delivery https://Leading mobility platform
30 Snowflake SNOW USA $60B Software Cloud data warehouse https://Modern data cloud platform
31 Dell Technologies DELL USA $135B Hardware/Services PCs/Servers/Storage https://Leading enterprise hardware provider
32 HP Inc HPQ USA $45B Hardware PCs/Printers https://Consumer and business PCs
33 Palo Alto Networks PANW USA $135B Cybersecurity Network security/Cloud security https://Cybersecurity leader
34 CrowdStrike CRWD USA $125B Cybersecurity Endpoint security/Threat intelligence https://Cloud-native security platform
35 Arista Networks ANET USA $130B Networking Data center networking/Cloud https://High-performance networking
36 Synopsys SNPS USA $110B Software Electronic design automation https://Chip design software
37 Cadence Design CDNS USA $100B Software Electronic design automation https://Chip design and verification
38 Workday WDAY USA $75B Software HR/Financial management cloud https://Cloud enterprise software
39 Autodesk ADSK USA $75B Software CAD/3D design/Engineering https://Design and engineering software
40 NetApp NTAP USA $35B Storage Data storage/Cloud infrastructure https://Enterprise storage solutions
41 Shopify SHOP Canada $130B E-commerce E-commerce platform for merchants https://Enabling small business e-commerce
42 Booking Holdings BKNG USA $180B Travel Tech Online travel booking (Booking.com) https://Leading online travel platform
43 Airbnb ABNB USA $90B Travel Tech Vacation rental marketplace https://Alternative accommodation platform
44 Zoom Video ZM USA $25B Software Video conferencing/Communications https://Video communications platform
45 DocuSign DOCU USA $15B Software Electronic signature/Contract mgmt https://Digital agreement platform
46 Datadog DDOG USA $50B Software Cloud monitoring/Analytics https://Infrastructure monitoring
47 Zscaler ZS USA $45B Cybersecurity Cloud security/Zero trust https://Cloud security platform
48 MongoDB MDB USA $40B Software Database (NoSQL) https://Modern database platform
49 Fortinet FTNT USA $80B Cybersecurity Network security/Firewall https://Integrated security platform
50 Marvell Technology MRVL USA $95B Semiconductors Data infrastructure chips https://Storage and networking semiconductors
Notes:
- Market caps are approximate as of December 1 2025 and fluctuate daily
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