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