Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)
Dec. 14, 2025 — U.S. semiconductor and chip stocks head into the new week with a familiar combination of tailwinds and landmines: booming AI infrastructure demand on one side, and valuation sensitivity, China policy turbulence, and margin questions on the other. The past seven days delivered a reminder that the “AI trade” can turn quickly. A sharp late-week pullback — led by heavyweight chip names — left investors reassessing how much perfection is already priced into the sector and how quickly the next leg of AI monetization can show up in earnings. Reuters+2Reuters+2 Below is a detailed roundup of the most important