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AI Chips News 10 December 2025 - 8 January 2026

Micron stock slides as AI-chip rally cools, even after Piper Sandler’s fresh $400 target

Micron stock slides as AI-chip rally cools, even after Piper Sandler’s fresh $400 target

NEW YORK, Jan 8, 2026, 16:08 EST — After-hours Micron Technology (MU.O) shares ended Thursday down 3.8%, easing back after a strong early-year run that took the memory chipmaker to a record high earlier this week. The move matters now because Micron has turned into a handy proxy for what investors will pay for a memory upcycle linked to artificial-intelligence spending, where tighter supply can quickly flow through to higher contract prices. Wall Street has been buying into that story, rolling out fresh target hikes and talking up pricing power. Thursday’s drop was a reminder the trade can still take
8 January 2026
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Nvidia stock slips as China buyers face “pay upfront” rule for H200 AI chips

Nvidia stock slips as China buyers face “pay upfront” rule for H200 AI chips

New York, January 8, 2026, 10:31 EST — Regular session Nvidia shares fell about 1.6% to $186.03 on Thursday after two people briefed on the matter said the chipmaker is demanding full upfront payment from Chinese customers seeking its H200, a data-center processor used to train artificial-intelligence models. The terms bar cancellations, refunds or configuration changes after an order is placed, the people said. The stock hit an intraday low of $184.73 and a high of $190.28. Reuters The shift lands as investors start 2026 leaning again into big AI names, even as valuations and policy risk keep flashing yellow.
8 January 2026
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Nvidia stock edges up as China pauses H200 orders, complicating AI chip sales

Nvidia stock edges up as China pauses H200 orders, complicating AI chip sales

New York, Jan 7, 2026, 14:00 EST — Regular session Nvidia shares rose on Wednesday after The Information reported that Beijing had told some Chinese tech firms to halt orders for Nvidia’s H200 chips this week while it considers the terms for letting local companies buy the processors. The report said China was expected to steer buyers toward domestic AI chips and noted the Trump administration approved H200 exports late last year on condition Nvidia shares 25% of the revenue with the U.S. government; the Chinese embassy in Washington said China was willing to “maintain dialogue and cooperation” to safeguard
7 January 2026
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Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

Nvidia stock dips after hours as Huang flags China H200 orders and Rubin AI chip rollout

New York, January 6, 2026, 17:34 (EST) — After-hours Nvidia (NVDA.O) shares were down about 0.5% at $187.24 in after-hours trading on Tuesday after CEO Jensen Huang said “it’s just going to be purchase orders” that show whether Chinese customers can import the company’s H200 AI chip. CFO Colette Kress said the U.S. government was working “feverishly” on export licenses, while Huang said Nvidia had fired up its supply chain as demand in China was “quite high.” Reuters The China update landed as Nvidia used the Consumer Electronics Show in Las Vegas to outline its next data-center platform, Vera Rubin,
7 January 2026
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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 new products and demand. For AMD, traders are looking for any fresh signposts on the pace of AI hardware spending and the 2026 PC upgrade cycle. Su is scheduled to deliver AMD’s CES keynote at 6:30 p.m. PT (9:30 p.m.
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 nearly 26 times the shares on offer and the retail tranche oversubscribed about 2,348 times, exchange filings showed. Reuters The strong start underscores how quickly China’s AI hardware firms are tapping public markets as Washington tightens export restrictions on advanced
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, up roughly 3% from the prior close, alongside gains across major chip names in premarket action. Reuters+1 That “up again” headline, though, misses the more interesting story: Broadcom is simultaneously (1) posting record financial results and guiding higher, (2) warning
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 “old-economy” chip exposures—analog and smartphones—are under pressure following high-profile downgrades. Reuters+1 Semiconductor market snapshot at 11:30 a.m. ET Semiconductor ETFs are modestly higher, signaling stabilization rather than a full-throttle rebound. The VanEck Semiconductor ETF (SMH) and iShares Semiconductor ETF (SOXX) are
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 and networking gear powering hyperscale data centers. Instead, the company’s shares fell sharply on Friday as Wall Street fixed on one uncomfortable detail— profitability may be getting squeezed as AI becomes a bigger piece of the business .Reuters+ 2Investopedia+ 2
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 roughly 180% gain in the stock since April, a forward P/E near 40–42x, and a string of bullish analyst price targets that already bake in years of AI growth. The Edge Singapore+1 After the results hit, AVGO shares jumped more
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 Thursday trading, outpacing many large semiconductor peers. Traders Union At the same time, Wall Street forecasts now cluster just above current levels, while technical analysts warn that QCOM looks overbought in the short term even as its long‑term AI and
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.com+1 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 hottest AI semiconductor names.Total Real Returns+2FinanceCharts+2 At the same time, Qualcomm has just delivered double‑digit revenue growth, raised expectations for early 2026, and is leaning hard into AI smartphones, AI PCs and data‑center connectivity, all while digesting a $2.4 billion acquisition
10 December 2025
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Stock Market Today

Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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