Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile
Broadcom shares fell 5.4% in premarket trading after the company warned of gross margin pressure from its AI chip segment, despite raising revenue guidance. Nvidia, Micron, AMD, Applied Materials, and Monolithic Power also traded lower before the bell. Oracle’s selloff has fueled renewed debate over an “AI bubble,” weighing on chip stocks and the broader Nasdaq. Semiconductor ETFs closed down sharply in the previous session.