AI Chips News 17 September 2025

Broadcom Earnings: AVGO Forecasts $19.1B Revenue as AI Chip Demand Surges—But Margin Concerns Slam the Stock

Broadcom beat Q4 estimates, lifted its dividend, and guided Q1 revenue to $19.1B as AI chip sales accelerate—yet investors sold off on margin and AI payback concerns. Dec. 12, 2025 — Broadcom’s latest earnings were supposed to be a clear

12 December 2025

Broadcom (AVGO) Smashes Q4 2025 Estimates on AI Chip Boom — But Its 180% Stock Rally Faces a Reality Check

Published December 11, 2025 Broadcom’s fiscal fourth-quarter 2025 numbers have landed, and they are big. The chip and software giant beat Wall Street estimates on both revenue and earnings, powered by surging demand for custom AI semiconductors and solid growth

11 December 2025

AI Chips · Earnings Reports · Investment Analysis · NASDAQ:AVGO · Stock Market · Technology News

Qualcomm (QCOM) Stock News: AI Chip Breakthroughs, Ventana Deal and 2026 Outlook After November 21 Pivot

December 11, 2025 Qualcomm Incorporated (NASDAQ: QCOM) has moved from a choppy, headline‑driven November to a decisively AI‑centric story in early December, helped by new data‑center chips, a strategic acquisition in RISC‑V CPUs and fresh automotive AI announcements ahead of

11 December 2025

AI Chips · Investment Analysis · Qualcomm News · Stock Market · Technology

Qualcomm (QCOM) Stock on December 10, 2025: AI Chips, Earnings Beat and What the 2026 Forecast Really Looks Like

As of December 10, 2025, Qualcomm Incorporated (NASDAQ: QCOM) is trading around $180 per share, up a little over 2% on the day and sitting comfortably in the upper half of its 52‑week range between roughly $121 and $206. Investing.com+1

10 December 2025

AI Chips · Earnings Reports · Investment Analysis · NASDAQ:QCOM · Stock Market · Technology

Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

U.S. semiconductor stocks are trading slightly higher to mixed in pre-market action on Wednesday, December 10, 2025, as investors balance blockbuster AI demand against fresh geopolitical and regulatory risks, and wait for the Federal Reserve’s final policy decision of the

10 December 2025

AI Chips · NASDAQ:AMAT · NASDAQ:AMD · NASDAQ:AVGO · NASDAQ:MU · NASDAQ:NVDA · NASDAQ:ON · Pre-Market Analysis · Semiconductors · Stock Market · Technology News

Qualcomm Stock (QCOM) Today: AI Chips, Institutional Buying and 2026 Outlook – December 9, 2025

Qualcomm’s share price is hovering around $174–175 on December 9, 2025, leaving the chipmaker near the upper half of its 52‑week range as investors digest record earnings, a fresh wave of AI chip announcements, and new institutional ownership disclosures. MarketBeat

9 December 2025

AI Chips · Investment Strategies · Market Outlook · Stock Market · Technology

Lam Research (LRCX) Stock on December 3, 2025: AI Chip Boom, Analyst Upgrades and What’s Next for Investors

Lam Research Corporation (NASDAQ: LRCX), one of the most important suppliers of wafer fabrication equipment to the global semiconductor industry, is ending 2025 in the market spotlight. As of December 3, 2025, Lam Research stock trades around $159.9 per share,

3 December 2025

AI Chips · Analyst Ratings · Investment Strategies · Lam Research · NASDAQ:LRCX · Stock Market

Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

Lam Research Corporation (NASDAQ: LRCX) is back in the spotlight after a powerful tech-led rally pushed the stock more than 5% higher in the latest U.S. trading session, adding to an already stellar 2025 run. As of the morning of

25 November 2025

AI Chips · Lam Research · NASDAQ:LRCX · Semiconductors · Stock Market · Technology News

Nvidia Stock Rockets Toward $200 on AI Boom — Analysts Predict Further Gains

Nvidia Stock Today (NVDA) on November 20, 2025: Shares Jump After Record $57 Billion AI Chip Quarter

Nvidia stock is back at the center of the market conversation today, November 20, 2025, as investors digest a blockbuster earnings report and a flood of new AI-infrastructure announcements that could shape the company’s growth for years. The AI-chip leader

20 November 2025

AI Chips · Earnings Report · NASDAQ:NVDA · NVIDIA · Stock Market · Technology News

NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

What’s new today (Nov. 7) U.S. to block B30A sales to ChinaThe White House has informed federal agencies that Nvidia’s “B30A” — a reduced‑performance AI chip intended to meet prior export rules — should not be sold to China. While

7 November 2025

AI Chips · China Tech Policy · NASDAQ:NVDA · NVIDIA · Semiconductor Industry · Stock Market

White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Corporation (INTC) – Oct 6 2025: A Tumultuous Rally, Government Stake and New Hope in AI Chips

Intel Corporation (INTC) has been one of 2025’s most talked‑about semiconductor stocks. After years of delays and sliding market share, the 2025 rally has been driven by a combination of massive government and corporate investments, rumours of new strategic customers,

6 October 2025

AI Chips · Government Investment · Market Trends · Semiconductor Industry · Technology Stocks

Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Business: From Hanguang 800 to T-Head Accelerators Alibaba’s foray into semiconductors is relatively recent but rapidly expanding. In 2018, the company established its chip design unit Pingtouge (meaning “Honey Badger” in Chinese), also known as T-Head. By

17 September 2025

AI Chips · Alibaba · China Tech · Industry News · Innovation · NYSE:BABA

AI Chips News 17 September 2025 - 12 December 2025