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AI Chips News 25 November 2025 - 5 January 2026

AMD stock rises in premarket as Lisa Su’s CES keynote puts AI chips in focus

AMD stock rises in premarket as Lisa Su’s CES keynote puts AI chips in focus

New York, January 5, 2026, 09:17 EST — Premarket Shares of Advanced Micro Devices (AMD.O) were up 2.8% at $229.73 in premarket trading, before Wall Street’s opening bell at 9:30 a.m. ET. The stock ended the last session at $223.47. Stooq The move puts attention back on CES, where chipmakers and hardware suppliers use early-January stages to reset expectations for…
5 January 2026
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Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

SINGAPORE/HONG KONG, Jan 2, 2026, 06:46 ET Shares of Chinese AI chip designer Shanghai Biren Technology closed up 76% in their Hong Kong debut on Friday, the market’s first listing of 2026. The stock opened at HK$35.70, hit HK$42.88 at an intraday high and ended at HK$34.46, versus an offer price of HK$19.60. Biren raised HK$5.58 billion, with institutional demand…
2 January 2026
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Broadcom Stock (AVGO) News Today: AI Chip Forecasts, VMware Risks, Dividend Date, and Analyst Targets (Dec. 22, 2025)

Broadcom Stock (AVGO) News Today: AI Chip Forecasts, VMware Risks, Dividend Date, and Analyst Targets (Dec. 22, 2025)

Broadcom Inc. stock (NASDAQ: AVGO) is starting Christmas week back in the spotlight after a volatile mid-December stretch that whipsawed chip investors: first, a sharp selloff tied to margin worries in AI hardware; then, a rebound as traders rotated back into semiconductors on fresh optimism around artificial intelligence. As of early Monday, December 22, Broadcom shares were trading around $340,…
22 December 2025
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Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

U.S.-listed semiconductor stocks are trying to steady themselves in late-morning trading on Monday, December 15, 2025, after last week’s AI-driven shakeout rattled the “chip trade.” By around 11:30 a.m. ET, the group is splitting into clear winners and losers: AI accelerators and memory names are back in favor, semiconductor equipment makers are surging on upbeat 2026–2027 demand forecasts, and several…
15 December 2025
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Broadcom Earnings: AVGO Forecasts $19.1B Revenue as AI Chip Demand Surges—But Margin Concerns Slam the Stock

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 win for the AI ​​infrastructure trade: record quarterly revenue, a stronger-than-expected outlook, and a fast-growing pipeline of custom AI chips…
12 December 2025
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Broadcom (AVGO) Smashes Q4 2025 Estimates on AI Chip Boom — But Its 180% Stock Rally Faces a Reality Check

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 from its VMware-driven infrastructure software business. At the same time, investors are wrestling with a different set of numbers: a…
11 December 2025
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Qualcomm (QCOM) Stock News: AI Chip Breakthroughs, Ventana Deal and 2026 Outlook After November 21 Pivot

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 CES 2026. Since closing in the mid‑$160s on November 21, Qualcomm stock has climbed roughly 9% to about $179.55 in…
11 December 2025
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Qualcomm (QCOM) Stock on December 10, 2025: AI Chips, Earnings Beat and What the 2026 Forecast Really Looks Like

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 The move caps a mid‑teens total return year‑to‑date, modestly ahead of its roughly 11–12% 12‑month gain but still behind the…
10 December 2025
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Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

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 year. Equity futures point to a modestly positive open, with U.S. Tech 100 futures up about 0.13%, S&P 500 futures…
10 December 2025
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Qualcomm Stock (QCOM) Today: AI Chips, Institutional Buying and 2026 Outlook – December 9, 2025

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 At the same time, the technical picture is flashing both bullish and cautious signals, while Wall Street analysts are updating…
9 December 2025
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Lam Research (LRCX) Stock on December 3, 2025: AI Chip Boom, Analyst Upgrades and What’s Next for Investors

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, valuing the company at roughly $162 billion and implying a trailing price‑to‑earnings ratio of just under 28x. After a spectacular…
3 December 2025
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Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

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, the freshest data investors can see reflects Monday’s close at about $150.38 per share, up roughly 5.4%…
25 November 2025
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Stock Market Today

  • PAL GROUP Holdings Boosts Year-End Dividend to ¥40, Enhancing Shareholder Value
    January 25, 2026, 9:48 AM EST. PAL GROUP Holdings (TSE:2726) announced a 33% increase in its year-end dividend to ¥40 per share, effective May 27, 2026, reflecting stronger sales and profits for the nine months ended November 2025. The move aims to reinforce the company's commitment to stable, profit-linked shareholder returns amid ongoing governance changes, including adjustments to directors and auditors post board meeting. While the dividend hike partially offsets recent share price weakness, key challenges remain, such as maintaining margins and managing leadership transition. Market analysts highlight a nuanced risk-reward balance, with fair value estimates ranging near ¥2,500, suggesting the stock may still be undervalued by 32% despite governance concerns. Investors are advised to monitor capital allocation and board independence as the company navigates these changes.
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