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NYSE:TSM 7 December 2025 - 27 December 2025

Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Nvidia rose Friday after announcing a non-exclusive licensing deal with AI chipmaker Groq and hiring its founder and president. The Philadelphia Semiconductor Index closed up 0.05% at 7,207.6, while the VanEck Semiconductor ETF gained 0.46% to $365.86. Trading was quiet ahead of the weekend, with major U.S. indexes nearly flat. Investors are watching supply-chain risks after a Taiwan earthquake prompted limited evacuations at TSMC.
27 December 2025
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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

TSMC’s Taiwan-listed shares closed at NT$1,510 on Dec. 26, lifting the Taiex to a record 28,556.02. U.S. ADRs traded near $298.8 as investors watched for earnings and U.S. export policy moves. November export orders from Taiwan jumped 39.5% year-over-year, driven by AI and high-performance computing demand. Wafer-fab equipment sales are forecast to rise 9% in 2026, according to SEMI.
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

Nvidia plans to begin shipping H200 AI chips to China by mid-February, pending Beijing approval, after the U.S. reversed restrictions and imposed a 25% fee. AI chip stocks led U.S. markets higher Monday morning, with Nvidia up 1.37% and Micron up 2.18%. Broader tech indexes also rose. Trading volume is expected to be lighter ahead of the Christmas holiday.
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)

TSMC’s U.S. shares traded near $294 on December 22 as SEC filings showed Capital Insight Partners and Abner Herrman & Brock opened new positions, while Exchange Traded Concepts raised its stake by 36.7%. Other filings revealed Perpetual Ltd and Benson Investment Management trimmed holdings but kept significant exposure to the chipmaker.
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 face volatile trading ahead of Christmas, as AI and data-center demand clash with investor concerns over financing costs. Broadcom’s warning on AI chip margins triggered a sector pullback in mid-December. U.S. markets will close early Dec. 24 and remain shut Dec. 25, with thin holiday volumes expected to amplify price swings.
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

Rivian will replace Nvidia’s Drive Orin chips with its own RAP1 autonomy processor in future vehicles, aiming for tighter control over cost and technology. The custom chip, built by TSMC, will power Rivian’s next-gen driver assistance systems. Wall Street responded with analyst upgrades, citing autonomy and vertical integration as key factors. Comparisons with Nvidia’s performance remain complex due to differing technical metrics.
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

Micron shares jumped 13.5% to $255.95 by early afternoon Thursday after the company issued a strong profit outlook and highlighted high demand for AI memory chips. The Philadelphia SE Semiconductor Index rose about 3%. Nvidia, AMD, Microsoft, Alphabet, and Meta also posted gains. Softer U.S. inflation data further boosted sentiment, sending Treasury yields lower and supporting tech stocks.
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

Micron shares jumped nearly 12% midday Thursday after the company forecast second-quarter profit almost double Wall Street estimates, citing strong AI-driven memory demand. The rally lifted the Philadelphia Semiconductor Index about 2.8%, with Nvidia, AMD, and TSMC also higher. Investors responded to both Micron’s outlook and softer U.S. inflation data. Some analysts flagged data-quality concerns linked to the recent government shutdown.
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

Micron shares jumped 9% premarket Thursday after the company issued a much stronger-than-expected profit forecast, citing tight supply and surging demand for high-bandwidth memory used in AI. The upbeat results contrast with Wednesday’s sharp selloff in chip stocks, which was driven by concerns over AI infrastructure spending and financing. Micron’s CEO expects memory markets to remain tight beyond 2026.
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)

The Philadelphia Semiconductor Index dropped 3.8% Wednesday as U.S.-listed chip stocks slumped, dragging the Nasdaq down 1.8%. Nvidia fell 3.7%, AMD 5.3%, and ASML 5.6%. Investors cited renewed concerns over AI infrastructure funding, competition, and policy risks. The S&P 500 closed down 1.2%.
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

U.S.-listed semiconductor stocks traded mixed midday Tuesday, with the iShares Semiconductor ETF down 1.16% and VanEck Semiconductor ETF off 0.71%. Nvidia and AMD edged higher, while Micron and Qualcomm fell over 2%. Investors weighed a shutdown-delayed jobs report, new chip equipment forecasts, and uncertainty over AI profitability. Major U.S. indexes were modestly lower as rate expectations shifted.
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

TSMC shares fell 2.03% to NT$1,450 in Taipei on Monday, while its U.S.-listed ADR held steadier near $292.8. The Taiwan drop followed late-session selling and concerns over AI capital spending after weak U.S. tech guidance. U.S. ADRs reflected more stable sentiment amid ongoing demand signals tied to Nvidia’s China business and recent export policy changes.
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)

Nvidia and Micron led gains among U.S.-listed semiconductor stocks by 11:30 a.m. ET Monday, while Broadcom and Arm fell after downgrades. Semiconductor equipment makers surged on strong demand forecasts for 2026–2027. The Philadelphia Semiconductor Index hovered in the low-7,000s after last week’s sharp drop. Semiconductor ETFs edged higher, signaling stabilization rather than a full rebound.
15 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

TAIEX closed Friday, Dec. 12 at 28,198.02, marking its third straight weekly gain despite sharp swings and a record intraday high of 28,568.02 midweek. Electronics led early, but profit-taking triggered a reversal before financial stocks lifted the index to a weekly finish. Investors now await the central bank meeting on Dec. 18.
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 fell sharply Thursday, with the Philadelphia Semiconductor Index down about 2% by midday as Nvidia, AMD, Micron, and Broadcom dropped 3–4%. Oracle shares plunged up to 15% after missing revenue estimates and announcing a $15 billion increase in AI-related capital spending, fueling renewed concerns over an AI investment bubble. The Nasdaq slipped 1%, while the Dow hit a record high.
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)

The PHLX Semiconductor Index rose 0.96% to 7,364.6 on Monday, near record highs, as chip stocks outpaced the broader market. Nvidia, Broadcom, AMD, and Micron all posted gains, with Micron up over 3% after an analyst upgrade. Fresh data showed a worsening global memory chip shortage and continued supply chain pressures. Investors focused on AI demand ahead of the Federal Reserve meeting.
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

TSMC ADRs traded near $295 on December 8, 2025, up 46% year-to-date, with a market cap of $1.5 trillion. Analysts at Bernstein, Barclays, and Bank of America raised price targets to $330–$355, citing AI demand and expanded CoWoS capacity. The stock trades at a forward P/E of 24.3, below sector averages, and most analysts rate it a Buy with a median 12-month target of $355.
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)

DeepSeek, a Chinese AI lab owned by hedge fund High-Flyer, remains private with no stock ticker or IPO date announced. Retail investors cannot buy DeepSeek shares directly; only accredited investors may access pre-IPO shares on private markets. Two unrelated DeepSeek-branded crypto tokens trade with low volumes and market caps. New DeepSeek AI models this week have triggered internal alerts at OpenAI after outperforming benchmarks.
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)

The VanEck Semiconductor ETF (SMH) has surged about 50% year to date, closing at $364.40 on December 5, 2025, with net assets near $37 billion. The fund is heavily concentrated in Nvidia, TSMC, and Broadcom, which together make up a large share of its holdings. SMH tracks the MVIS US Listed Semiconductor 25 Index and has delivered a 46% one-year return as of late November.
7 December 2025
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Stock Market Today

  • Cocoa Prices Climb Amid Steady Chocolate Demand and Supply Concerns
    May 1, 2026, 4:21 PM EDT. Cocoa prices rose with July ICE NY cocoa up 0.76%, and London cocoa hitting a 2.5-month high, driven by resilient chocolate demand evidenced in strong earnings from Hershey and Mondelez. Analysts like StoneX cut global surplus forecasts for 2026/27 and 2025/26 due to El Niño risks affecting West African crops. Supply disruptions from the Strait of Hormuz closure also increased costs, supporting prices. However, weak demand in North America and Europe, with cocoa grindings and chocolate sales falling, temper gains. Conversely, Asian cocoa grindings rose 5.2%, boosting outlook. Inventory levels at a 20-month high add bearish pressure. Stable Ivory Coast shipments and declining Nigerian exports further influence market dynamics as cocoa supply and demand balance shifts.

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GameStop’s $9 Billion Cash Pile Just Put Its Stock Back In Play

GameStop’s $9 Billion Cash Pile Just Put Its Stock Back In Play

1 May 2026
GameStop shares rose to $26.61 Friday in New York, extending gains above the 200-day moving average as investors speculated on CEO Ryan Cohen’s plans for $9 billion in cash and securities. Fiscal fourth-quarter results showed net sales down to $1.104 billion, but operating income climbed to $135.2 million. Collectibles revenue jumped 47.7% year over year, now making up 29.2% of sales.
Nebius Group N.V. Makes $643 Million Eigen AI Bet as AI Cloud Race Tightens

Nebius Group N.V. Makes $643 Million Eigen AI Bet as AI Cloud Race Tightens

1 May 2026
Nebius Group agreed to acquire California-based Eigen AI for about $643 million in cash and stock. Nebius shares jumped 11.3% to $153.84 after the announcement. The deal is expected to close in the coming weeks, pending antitrust approval. Eigen AI’s team will establish Nebius’s engineering presence in the San Francisco Bay Area.
Veeva Systems Stock Surges on S&P 500 Entry: Why VEEV’s May 7 Move Matters

Veeva Systems Stock Surges on S&P 500 Entry: Why VEEV’s May 7 Move Matters

1 May 2026
Veeva Systems shares rose 10.5% to $172.29 Friday after S&P Dow Jones Indices said the company will join the S&P 500 on May 7, replacing Coterra Energy. Veeva’s market value reached about $29.1 billion. The company reported fiscal 2026 revenue of $3.20 billion, up 16%. Morningstar kept its $287 fair value estimate after the announcement.
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