Stock Market News for December 2, 2025
697 news published.
Markets, volumes and merchant signals
Shopify (SHOP) merchants posted a record $14.6 billion in Black Friday–Cyber Monday sales, a real‑time demand read that feeds retailer inventory assumptions and e‑commerce growth forecasts.
Klaviyo (KVYO) said its first AI‑powered BFCM set company records, signaling that AI‑driven personalization can materially lift holiday conversion and marketing ROI for merchants.
AEO Inc. (AEO) reported Q3 fiscal 2025 results that beat expectations and raised its Q4 outlook—an encouraging datapoint for mall‑anchored retail and apparel demand.
Weather swung in‑store results: J.C. Penney/Related retail commentary (JCI) reported inclement weather depressed foot traffic, a reminder that physical retail comps remain sensitive to short‑term patterns.
Quarterly software results and cloud earnings
Okta (OKTA) released Q3 FY26 results; identity management revenue trends and margin trajectory will shape security SaaS multiples heading into next year.
CrowdStrike (CRWD) reported Q3 FY26 financials, giving investors fresh metrics on customer adds, ARR growth and profitability as security renewals remain key to SaaS valuations.
Asana (ASAN), Pure Storage (PSTG) and Marvell (MRVL) also posted quarterlies; watch guidance and enterprise spending commentary for cloud capex signals.
Technology, cloud partnerships and AI infrastructure
IQVIA (IQV) named AWS as preferred cloud, underscoring hyperscaler pull into regulated healthcare AI.
Amazon Web Services (AMZN) rolled out developer tooling and Frontier Agents, moves that could boost AWS monetization as customers build production AI workloads.
Datadog (DDOG) added an AI SRE agent to speed incident resolution, a product shift that may help retention and ARPU in observability suites.
Security and managed detection shifts
CrowdStrike’s (CRWD) commercial momentum earlier in the day is complemented by the quarter’s financial detail, reinforcing Falcon’s market position in endpoint security and managed detection.
Check Point Software (CHKP) announced a proposed private offering of $1.5 billion 0.00% convertible senior notes due 2030. That liability move could fund buybacks or M&A while adding convertible dilution considerations for investors.
Varonis (VRNS) announced an integration with AWS Security Hub, reflecting how detection vendors are embedding into cloud security stacks.
Semiconductors, connectivity and industrial AI
Microchip Technology (MCHP) raised Q3 fiscal 2026 guidance for sales and EPS, a notable signal for semiconductor cyclical recovery and demand for analog and embedded products.
Marvell’s (MRVL) planned Celestial AI acquisition targets scale‑up AI inference for next‑gen data centers—an inorganic play that maps to broader demand for heterogeneous server silicon.
Astera Labs (ALAB) and SMX (SMX) continue to land connectivity and industrial AI deals that convert sensor and interconnect IP into manufacturing contracts.
Energy, storage and industrial supply wins
EnergyHub (ALRM) agreed to acquire Resideo’s grid‑services demand‑response business—reported by EnergyHub’s filing and mirrored in Resideo’s announcement. The deal accelerates virtual power‑plant (VPP) growth for utilities and highlights consolidation in distributed‑energy orchestration.
Sunrise New Energy (EPOW) signed a USD $30 million annual supply contract, reinforcing industrial exposure to electrification and UAV battery demand.
Contango (CTGO) announced acceptance of the Johnson Tract critical‑metals project into the FAST‑41 program, which can speed permitting and improve project timelines for battery‑metal supply.
Quarterly financings, offerings and liability moves
UL Solutions (ULS) launched a proposed secondary offering, a capital markets event that can pressure near‑term free‑float and change shareholder dynamics.
EQT (KGS) completed a public offering of Kodiak Gas Services common stock, an execution that reshapes ownership for that small‑cap energy services play.
Corporate strategy, listings and M&A
Kodak (KODK) completed a pension reversion delivering more than $1 billion to strengthen its balance sheet, fully funding a new benefit plan and freeing capital to accelerate growth initiatives—an immediate de‑risking of pension liabilities.
Texas Pacific Land (TPL) announced the effective date for a three‑for‑one stock split, a liquidity event that often broadens retail interest and trading float.
Captivision (CAPT) proposed a $750 million acquisition to build a Nasdaq‑listed U.S. miner, while The Baldwin Group (BWIN) and CAC Group announced a merger to create the largest majority colleague‑owned, publicly traded insurance broker.
Notable deals, board moves and partnerships
Miller Industries (MLR) agreed to acquire OMARS, consolidating towing and aftermarket capabilities.
Accel Entertainment (ACEL) acquired Nevada’s Dynasty Games route operations in an accretive transaction, expanding gaming routes and recurring cash flow.
P3 (PIII) expanded via a joint venture with Commonwealth Primary Care ACO to grow outpatient recurring revenue.
Medtech and clinical development updates
Medtronic (MDT) began U.S. commercial launch of the MiniMed™ 780G with an Abbott sensor partnership—recurring consumables present clear upside to revenue per patient.
ADC Therapeutics (ADCT) plans to update investors on LOTIS‑7, a clinical readout that could move valuation materially depending on safety and efficacy signals.
What to watch next
- Enterprise software guidance from Okta, Pure Storage and Marvell—earnings commentary will set the near‑term market tone for cloud capex.
- ADC Therapeutics LOTIS‑7 update—clinical clarity could drive biotech re‑rating.
- Capital markets moves for cybersecurity names after Check Point’s convertible note proposal and any follow‑on strategic uses of proceeds.
- Permitting and project timelines for battery‑metal supply following Contango’s FAST‑41 acceptance.
The feed prioritizes earnings, regulatory milestones, material financings, strategic partnerships and industrial design wins likely to move stocks intraday. New, high‑impact items are slotted into relevant sections as they arrive to keep investors focused on developments that affect earnings, market outlook, growth strategy and deal activity.
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