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NYSE:TSM News 6 December 2025 - 26 December 2025

TSMC Stock News Today (Dec. 26, 2025): Taiwan Semiconductor Outlook, Analyst Forecasts, and the Catalysts Moving TSM

TSMC Stock News Today (Dec. 26, 2025): Taiwan Semiconductor Outlook, Analyst Forecasts, and the Catalysts Moving TSM

Taiwan Semiconductor Manufacturing Company Limited (TSMC) sits at the center of a strange modern triangle: AI demand, industrial policy, and geopolitics. On Dec. 26, 2025, that triangle is very much on display in the way investors are pricing (and re-pricing) TSMC stock—both on Taiwan’s market (TWSE: 2330) and in the U.S. via the ADR (NYSE: TSM). In Taiwan, shares rallied back above a psychologically important milestone while the broader market printed fresh highs. In the U.S., the ADR hovered around the high-$200s as investors weighed the next earnings catalyst and a year-end policy deadline tied to U.S. export controls. What
26 December 2025
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AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

Updated: Dec. 22, 2025 — 10:22 a.m. ET (15:22 UTC) U.S. equities are starting the holiday-shortened week with a familiar engine: artificial intelligence. By mid-morning Monday, AI chip stocks and the broader tech complex were extending a rebound that picked up late last week, as investors balanced fresh catalysts (notably in semiconductors and cloud) against lingering concerns about valuations, export controls, and the “who actually earns the ROI?” question that keeps resurfacing whenever capex numbers climb. Reuters At the center of today’s tape is a single theme that keeps proving it can move multiple sectors at once: the AI supply
22 December 2025
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TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

On December 22, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) and its U.S.-listed ADR (NYSE: TSM) landed back in the spotlight as a new set of institutional ownership disclosures highlighted fresh buying and position increases, even as other managers continued to trim exposure in recent filings. In Monday trading, TSM was changing hands around the $294 level, underscoring how closely the market is tracking the chipmaking giant’s AI-driven momentum heading into year-end. While these filings don’t reveal “today’s” trades in real time, they offer a valuable window into how professional money managers were positioning during the most recently reported quarter—especially in
22 December 2025
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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 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
21 December 2025
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Rivian Replaces Nvidia With Its Own AI Chip as Hands-Free Driving Expands: What It Means for the R2 and RIVN Stock in 2026

Rivian Replaces Nvidia With Its Own AI Chip as Hands-Free Driving Expands: What It Means for the R2 and RIVN Stock in 2026

Dec. 19, 2025 — Rivian is making one of the boldest moves any young automaker can attempt: replacing a best‑in‑class supplier (Nvidia) with its own in‑house autonomy silicon, while simultaneously pushing hands‑free driving to far more roads for existing owners. The strategy is reshaping how the EV maker talks about its future—less “electric adventure brand,” more “AI-defined vehicle platform”—and it’s a big reason Rivian is back in the center of the autonomy conversation heading into 2026. EE Times+2Business Wire+2 On Dec. 19, Wall Street’s reaction was immediate: fresh analyst enthusiasm centered on Rivian’s R2 launch runway, autonomy monetization, and vertical
19 December 2025
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AI Stocks Today (Dec. 18, 2025): Micron Ignites the AI Chip Rally as OpenAI Funding Talk and Data-Center Financing Fears Keep Wall Street on Edge

AI Stocks Today (Dec. 18, 2025): Micron Ignites the AI Chip Rally as OpenAI Funding Talk and Data-Center Financing Fears Keep Wall Street on Edge

Updated: 1:59 p.m. ET, Thursday, December 18, 2025 AI stocks are rebounding sharply midday Thursday after a bruising bout of “AI trade” volatility earlier this week. The catalyst is familiar: hard evidence of demand. Micron’s blowout outlook and comments around high-bandwidth memory (HBM) have steadied sentiment across semiconductors and mega-cap tech—just as markets digest softer U.S. inflation data, renewed debate over debt-funded data-center expansion, and a fresh jolt from private-market headlines around OpenAI’s next fundraising ambitions. Reuters+2Reuters+2 Below is a comprehensive, publication-ready roundup of the key AI-stock news, forecasts, and market-moving analyses circulating on December 18, 2025, along with what
18 December 2025
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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
18 December 2025
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Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk

As of 5:45 a.m. ET on Thursday, Dec. 18, 2025, semiconductor stocks are setting up for another volatile session after a sharp, AI-led pullback on Wednesday — but with a major counterweight: Micron Technology’s blowout results and guidance are reviving the “AI hardware” trade in premarket action. The tug-of-war is clear: strong chip demand signals (especially AI memory) versus growing investor scrutiny of AI infrastructure spending, financing, and competition across the stack. Reuters+2Reuters+2 Below is what’s driving chip stocks right now — and what to watch at the open. Micron’s earnings jolt puts AI memory back in the driver’s seat
18 December 2025
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Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

As of 6:00 p.m. ET on Wednesday, December 17, 2025, U.S.-listed semiconductor stocks have wrapped up a bruising regular session—then immediately pivoted into a very different after-hours story led by Micron Technology. The day’s defining theme was a renewed wave of “AI trade” de-risking that hit chipmakers, chip-equipment names, and data-center exposed semiconductor plays. In the background: fresh headlines around AI infrastructure financing, competitive pressure in AI chips, and policy and security scrutiny that investors are treating as real, near-term risk—not just narrative. AP News+1 US stock market close: semiconductors dragged the Nasdaq lower Wall Street extended its pullback for a fourth straight session. The S&P 500 fell 1.2% to
18 December 2025
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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
16 December 2025
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TSMC Stock Today (Dec. 15, 2025): TSM Holds Near $293 as AI Capex Jitters Hit Taiwan Shares and Nvidia-China Demand Grows

TSMC Stock Today (Dec. 15, 2025): TSM Holds Near $293 as AI Capex Jitters Hit Taiwan Shares and Nvidia-China Demand Grows

Taiwan Semiconductor Manufacturing Co. (TSMC) stock is trading with a split screen on Monday, December 15, 2025: TSMC’s Taiwan-listed shares fell sharply in Taipei, while its U.S.-listed ADR (NYSE: TSM) is comparatively steadier as investors weigh a short-term reset in “AI capex” sentiment against fresh demand signals tied to Nvidia’s China business. As of the latest U.S. update available, TSM ADRs were around $292.8, with an intraday range of about $289.35 to $295.75. TSMC share price action today: Taipei drops, ADR steadies In Taiwan, the tech-heavy market sold off, and TSMC closed down 2.03% at NT$1,450 as the TAIEX fell 331.08 points (‑1.17%) to 27,866.94. Local reporting pointed to
15 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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TSM Stock: What to Know About Taiwan Semiconductor Before the U.S. Market Opens on Dec. 15, 2025

TSM Stock: What to Know About Taiwan Semiconductor Before the U.S. Market Opens on Dec. 15, 2025

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM)—the world’s most important contract chipmaker for leading-edge AI processors—heads into Monday’s U.S. session (Dec. 15, 2025) after a volatile finish to last week. The stock surged to fresh highs midweek on strong demand signals, then pulled back sharply as investors rotated out of pricey AI names and long-term yields rose. Here’s what investors are watching right now—recent headlines, the company’s latest numbers, where Wall Street expectations sit, and the catalysts that could move TSM shares next. 1) Where TSM stock stands heading into Monday TSM ended Friday, Dec. 12 at $292.04, down about 4.2% on the day
14 December 2025
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Taiwan Stock Exchange Week Ahead: TAIEX Outlook for Dec. 15–19, 2025 as AI Rally, Central Bank Decision and Micron Earnings Take Center Stage

Taiwan Stock Exchange Week Ahead: TAIEX Outlook for Dec. 15–19, 2025 as AI Rally, Central Bank Decision and Micron Earnings Take Center Stage

Taiwan’s stock market heads into the third week of December with momentum still intact—but with more cross-currents than the index’s steady climb might suggest. The Taiwan Capitalization Weighted Stock Index (TAIEX) ended Friday, Dec. 12 at 28,198.02, extending its third consecutive weekly gain. Taiwan News Yet the path to that close was anything but smooth: the index set a record intraday high of 28,568.02 before a sharp pullback midweek, highlighting how quickly “AI optimism” can turn into profit-taking when positioning is crowded and year-end liquidity thins. Taiwan News With markets closed over the weekend (Dec. 13–14), investors now pivot to
14 December 2025
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Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

U.S. chip stocks came under heavy pressure on Thursday, December 11, 2025, as investors digested a cocktail of AI bubble worries, fresh Federal Reserve policy signals, and new geopolitical twists in the semiconductor trade. By late morning in New York, the tech‑heavy Nasdaq was down about 1%, even as the Dow Jones Industrial Average hit a new intraday record, with the weakness centered squarely on AI‑exposed technology and semiconductor names.Investopedia The Philadelphia Semiconductor Index (SOX) fell roughly 2%, with Nvidia, AMD, Micron, Broadcom and other chipmakers sliding between about 3% and 4%.Reuters+1 At the heart of the sell‑off: Oracle’s earnings and
11 December 2025
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Semiconductor Stocks Today: AI Boom Lifts Chipmakers as Memory Shortage Deepens (Dec. 8, 2025)

Semiconductor Stocks Today: AI Boom Lifts Chipmakers as Memory Shortage Deepens (Dec. 8, 2025)

Semiconductor stocks extended their powerful 2025 rally on Monday as investors doubled down on the artificial‑intelligence (AI) build‑out, even while fresh data pointed to a worsening global shortage of memory chips and ongoing geopolitical pressure on the supply chain. Market snapshot: chip stocks keep outrunning the broader market The PHLX Semiconductor Index (SOX) climbed about 0.96% to 7,364.6 in Monday trading, hovering near record highs.indexes.nasdaqomx.com Year to date, SOX is up roughly the mid‑40% range, according to data from Yahoo Finance and MarketWatch — more than twice the gain of many broad U.S. equity benchmarks. An easy way to see that strength is the Invesco
8 December 2025
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TSMC Stock on 8 December 2025: AI Capacity Crunch Drives New Price Targets and Mixed Signals

TSMC Stock on 8 December 2025: AI Capacity Crunch Drives New Price Targets and Mixed Signals

Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) continues to sit at the center of the global AI chip boom, and 8 December 2025 has brought a fresh wave of analyst upgrades, capacity headlines, and institutional positioning that are moving the stock – and shaping expectations for 2026 and beyond. TSMC stock today: price, performance and valuation snapshot As of Monday, 8 December 2025, TSMC’s New York–listed ADRs are trading around $295 per share, with intraday quotes near $294.7.MarketBeat Key metrics from today’s trading and recent filings: In valuation terms, TSMC screens as cheaper than many U.S. peers on forward earnings:
8 December 2025
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DeepSeek AI Stock in 2025: How to Invest in the Hype, the Tokens, and the Future IPO (December 7 Update)

DeepSeek AI Stock in 2025: How to Invest in the Hype, the Tokens, and the Future IPO (December 7 Update)

Updated: December 7, 2025 – informational only, not financial advice. Key Takeaways for Investors (December 7, 2025) Is There a DeepSeek AI Stock You Can Buy Today? Short answer: no. DeepSeek – officially Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd. – is a private AI company based in Hangzhou, founded in 2023 and owned by quantitative hedge fund High‑Flyer. Wikipedia+2Wikipedia+2 Multiple independent sources all confirm the same three facts: So when people type “DeepSeek AI stock price” into a broker app and see nothing, that’s not a glitch – the equity simply isn’t listed. What about pre‑IPO shares?
7 December 2025
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SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

As of December 7, 2025, the VanEck Semiconductor ETF (NASDAQ: SMH) is one of the most closely watched vehicles for betting on the semiconductor and artificial‑intelligence (AI) boom. The fund has surged roughly 50% year to date, with net assets around $37 billion and a portfolio dominated by Nvidia, TSMC, Broadcom, and other chip heavyweights.ETF & UCITS Fund Manager | VanEck+1 Below is a structured look at the latest news, forecasts, and analysis on SMH, plus the key risks investors are debating now. What is SMH Stock? Quick Overview SMH is an exchange‑traded fund that gives investors concentrated exposure to the
7 December 2025
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TSMC (Taiwan Semiconductor) Stock Today: AI Megatrend, Trade Risks and 2026 Price Targets – December 6, 2025

TSMC (Taiwan Semiconductor) Stock Today: AI Megatrend, Trade Risks and 2026 Price Targets – December 6, 2025

Published: December 6, 2025 – For informational purposes only, not investment advice. Quick Snapshot of TSMC Stock (TSM) Against that backdrop, a wave of new research notes, trade headlines and security investigations has hit the tape in late November and early December 2025. Here’s how they fit together. Key Takeaways for Investors Latest News Moving TSMC Stock (as of December 6, 2025) 1. Record Q3 2025 Results and Raised Outlook On October 16, 2025, TSMC reported record Q3 2025 earnings: Official board resolutions on November 11, 2025 confirmed the Q3 numbers, approved a cash dividend of T$6 per share for
6 December 2025
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Stock Market Today

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

Meta stock ends week down about 6% as Wall Street fixates on $135 billion AI capex

7 February 2026
Meta closed down 1.3% Friday at $661.46, capping a 6.4% weekly drop as investors questioned heavy AI spending. Amazon and Alphabet also fell after outlining major capital outlays. Meta’s Instagram suffered a brief outage this week. Legal risks persist, with trials involving Meta set for next week in Los Angeles and New Mexico.
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