Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility
Semiconductor stocks head into the Christmas week with a familiar mix of tailwinds and tripwires: accelerating AI and data-center buildouts on one side, and renewed investor anxiety about the cost (and financing) of that buildout on the other. The result is a chip sector that still looks structurally supported into 2026—but can swing sharply on a single headline in thin holiday trading. This week is also holiday-shortened in the U.S. Markets are open Monday–Wednesday, with an early close on Wednesday, Dec. 24 (1:00 p.m. ET) and closed Thursday, Dec. 25, before normal trading resumes Friday, Dec. 26. New York Stock