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NASDAQ:KLAC News 15 December 2025 - 25 December 2025

Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

December 25, 2025 — U.S. markets are closed for Christmas, but the semiconductor sector enters the holiday break with momentum, fresh AI-driven headlines, and a growing stack of 2026 forecasts that are increasingly shaping how investors think about chip stocks. A holiday-shortened session on Wednesday (Dec. 24) delivered record closes for major U.S. indexes, while chip names stayed central to the “AI spending vs. valuation” debate that has defined the second half of 2025. Reuters Below is a detailed roundup of the most important semiconductor-stock news, forecasts, and analyst takes in circulation as of Dec. 25, 2025—from Nvidia’s new Groq
KLA Stock (KLAC) News on Dec. 25, 2025: $1,500 Targets, AI Chip Spending Tailwinds, and the Valuation Debate

KLA Stock (KLAC) News on Dec. 25, 2025: $1,500 Targets, AI Chip Spending Tailwinds, and the Valuation Debate

December 25, 2025 — KLA Corporation (NASDAQ: KLAC) heads into the Christmas holiday with Wall Street still arguing about the same deliciously modern question: when an “AI infrastructure” theme stock doubles in a year, is that a sign of a durable shift… or the moment optimism quietly turns into overpayment? With U.S. markets closed for Christmas Day, the latest actionable “stock tape” comes from Wednesday’s close (Dec. 24). KLAC last finished at $1,276.99, after trading between $1,265.00 and $1,279.18 in a lighter-volume holiday week session. StockAnalysis Today’s coverage (Dec. 25) is dominated by two fresh takes: one that frames KLA’s
KLA Stock (KLAC) After Hours: What Happened After the Dec. 23, 2025 Close—and What to Watch Before the Market Opens Dec. 24

KLA Stock (KLAC) After Hours: What Happened After the Dec. 23, 2025 Close—and What to Watch Before the Market Opens Dec. 24

KLA Corporation (NASDAQ: KLAC) finished Tuesday’s session with a small gain and held steady in after-hours trading—an important detail as investors head into a holiday-shortened Wednesday session with potentially thinner liquidity and fewer catalysts. KLAC closed regular trading on December 23, 2025 at $1,268.75, then edged slightly higher after the bell in late-evening quotes. StockAnalysis+2Yahoo Finance+2 The broader backdrop matters: U.S. stocks ended higher, with the S&P 500 closing at a fresh record after a stronger-than-expected 4.3% annualized GDP reading for Q3. Tech and AI-linked names helped lead the advance—conditions that often lift sentiment for semiconductor capital equipment leaders like
KLA Corporation Stock (KLAC) News and Forecasts on Dec. 22, 2025: Analyst Upgrades, AI Capex Tailwinds, and China Risk

KLA Corporation Stock (KLAC) News and Forecasts on Dec. 22, 2025: Analyst Upgrades, AI Capex Tailwinds, and China Risk

December 22, 2025 — KLA Corporation (NASDAQ: KLAC) is back in the spotlight heading into the final stretch of 2025, with Wall Street leaning more constructive on the semiconductor process-control leader as the AI-driven equipment cycle extends into 2026 and 2027. Fresh upgrades and raised price targets have added fuel to the rally narrative—yet investors are also weighing a persistent overhang: KLA’s exposure to China and the evolving U.S. export-control framework. Below is what matters for KLAC stock as of 22.12.2025, including today’s headline catalysts, the latest company guidance, and where major forecasts are clustering. What’s driving KLA stock today
KLA Corporation Stock (KLAC) Week Ahead Outlook: Analyst Upgrades, AI Equipment Forecasts, and What to Watch Dec. 22–26, 2025

KLA Corporation Stock (KLAC) Week Ahead Outlook: Analyst Upgrades, AI Equipment Forecasts, and What to Watch Dec. 22–26, 2025

Updated for the week ahead (Dec. 22–26, 2025). KLA Corporation (NASDAQ: KLAC) enters the Christmas-shortened trading week with momentum from fresh Wall Street upgrades and a strengthening top-down narrative: the AI infrastructure buildout is keeping semiconductor capital spending—especially at the leading edge—firm into 2026 and 2027. Investing.com+1 As of the latest available quote, KLAC traded around $1,245.67, up about 1.88% from the prior close, with an intraday range roughly $1,227 to $1,263.60 (latest trade timestamp reflects the most recent market update available at publication time). Below is what’s moving KLA stock now—and the concrete catalysts that could shape KLAC’s next
KLA Corporation Stock (KLAC): Today’s News, Analyst Forecasts, and 2026 Outlook as AI Drives Chip Equipment Spending (Dec. 20, 2025)

KLA Corporation Stock (KLAC): Today’s News, Analyst Forecasts, and 2026 Outlook as AI Drives Chip Equipment Spending (Dec. 20, 2025)

KLA Corporation (NASDAQ: KLAC) heads into the Dec. 20, 2025 weekend with its stock sitting near recent highs after a volatile mid-December stretch that featured a major analyst upgrade, multiple price-target increases, and fresh industry forecasts projecting another leg of growth in global chipmaking equipment demand. As of the most recent close (Friday, Dec. 19), KLAC ended at $1,245.67, up 1.90% on the day and close to its widely watched technical “buy point” levels cited by some market technicians. Investing.com+1 Below is a comprehensive, news-style breakdown of what’s moving KLA stock right now—covering the latest analyst calls, industry spending forecasts,
KLA Corporation Stock (KLAC) News, Forecasts and Analyst Targets on Dec. 19, 2025

KLA Corporation Stock (KLAC) News, Forecasts and Analyst Targets on Dec. 19, 2025

KLA Corporation (NASDAQ: KLAC) stock was higher in Friday trading as investors digested a fresh analyst price-target update, a busy week of Wall Street upgrades, and new industry forecasts that point to accelerating semiconductor equipment demand into 2026—an environment where KLA’s process control tools are often viewed as “must-have” spend for leading-edge manufacturing. As of Dec. 19, 2025 (19:45 UTC), KLAC traded around $1,249 (up about 2% on the session), after ranging roughly between $1,227 and $1,264 intraday. KLAC stock price today: why KLA is moving on Dec. 19, 2025 Friday’s move comes amid a run of catalysts that have
Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

NEW YORK — Dec. 18, 2025 (around 12:00 p.m. ET) — U.S. semiconductor stocks are rebounding sharply at midday, with Micron’s surge powering a broad move higher across chipmakers, foundries, and chip-equipment names as investors digest a softer-than-expected inflation print and renewed (if still cautious) expectations for rate cuts. Reuters+1 The result: chip investors are getting a rare “two-tailwind” setup in the same session—fundamental upside surprise(Micron’s AI-driven memory outlook) plus a macro tailwind (cooler headline inflation and lower yields). Still, the rally comes with caveats: economists and strategists are flagging data-quality issues tied to the recent government shutdown, and Wall Street remains sensitive to any sign that AI
AI Stocks Today: Nvidia, Broadcom, Oracle and Big Tech React to AI “Bubble” Fears as Fresh U.S. Jobs Data Hits Markets (Dec. 16, 2025)

AI Stocks Today: Nvidia, Broadcom, Oracle and Big Tech React to AI “Bubble” Fears as Fresh U.S. Jobs Data Hits Markets (Dec. 16, 2025)

NEW YORK — December 16, 2025 (1:45 PM ET) — AI stocks are trading on two competing forces in Tuesday’s U.S. session: renewed skepticism about whether massive AI infrastructure spending can translate into profits fast enough, and a fresh set of macro signals that could shape the interest-rate path into 2026. After a delayed November jobs report surprised investors with a higher unemployment rate alongside stronger job creation, major U.S. indexes turned lower through midday trading. Investopedia+1 Below is a market-focused roundup of what’s moving AI stocks today, the headline catalysts and analyst forecasts published on December 16, and what investors are watching next. AI
Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

NEW YORK — Tuesday, Dec. 16, 2025 (around 1:45 p.m. ET) — U.S.-listed semiconductor stocks are trading mixed midday as investors juggle three cross-currents at once: a shutdown-delayed jobs report that’s reshaping rate expectations, fresh forecasts for a multi-year surge in chipmaking equipment spend, and a renewed debate over how profitable the AI buildout will be for every layer of the chip supply chain. The result is a market that’s still treating “AI semiconductors” as the structural growth story—but pricing the winners and losers far more aggressively than it did earlier in 2025. Semiconductor stocks today: a quick midday snapshot As
KLA Corporation (KLAC) Stock News Today: Cantor Upgrade, Jefferies $1,500 Target and AI Chip-Equipment Forecasts (Dec. 16, 2025)

KLA Corporation (KLAC) Stock News Today: Cantor Upgrade, Jefferies $1,500 Target and AI Chip-Equipment Forecasts (Dec. 16, 2025)

KLA Corporation stock (NASDAQ: KLAC) is back in the spotlight on December 16, 2025, as a fresh wave of bullish analyst calls collides with new industry forecasts that point to a multi-year upcycle in chipmaking equipment—one that’s increasingly tied to AI-driven demand. KLAC traded around $1,224 in the latest available session check on Tuesday, keeping the stock close to recent highs after a strong move earlier this week following a high-profile Wall Street upgrade (and while investors digest an insider filing that’s drawing attention, even if it’s routine in nature). Below is what’s moving KLA stock today, what analysts are
KLA Corporation Stock (KLAC) Jumps on Jefferies Upgrade: AI-Led Chip Spending Outlook, Fresh Forecasts, and Key Levels to Watch (Dec. 15, 2025)

KLA Corporation Stock (KLAC) Jumps on Jefferies Upgrade: AI-Led Chip Spending Outlook, Fresh Forecasts, and Key Levels to Watch (Dec. 15, 2025)

KLA Corporation stock (NASDAQ: KLAC) is in the spotlight on December 15, 2025, after Jefferies upgraded the semiconductor equipment leader to “Buy” from “Hold” and lifted its price target to $1,500 from $1,100—a bullish call tied directly to expectations that AI-driven demand will push a new wave of semiconductor manufacturing capacity additions starting in 2H26. TradingView+2Investing.com+2 The move helped lift KLAC shares meaningfully on the session (reports showed the stock up more than 3% in U.S. trading), and it also supported a broader tape of chip equipment names that Jefferies highlighted alongside KLA, including Applied Materials and Lam Research. TradingView+1

Stock Market Today

Anglo American share price slips as BofA turns neutral after copper outlook cut

Anglo American share price slips as BofA turns neutral after copper outlook cut

7 February 2026
Anglo American shares closed down 0.75% at 3,435 pence Friday after BofA Global Research downgraded the miner to “neutral” and raised its price target to 3,600 pence. Anglo cut its 2026 copper production guidance and warned of continued weakness at De Beers. The company expects $200 million in charges tied to its Chile copper operations in the second half of 2025.
Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
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