Semiconductor Stocks Weekly Wrap (Nov. 16–21, 2025): Nvidia’s Blowout Earnings Collide With AI Bubble Fears
Nvidia posted record earnings and strong guidance, but the PHLX Semiconductor Index (SOX) fell into correction territory, closing Friday near 6,400—down 13% from its October peak. The index lost about 3–4% for the week and 5% for the month, as “AI bubble” fears drove broad selling in chip stocks across global markets.