Today: 6 February 2026
Subscribe
Browse Category

Semiconductor Industry News 23 December 2025 - 25 December 2025

Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology, Inc. (NASDAQ: MU) is closing out 2025 at the center of one of the most consequential themes in semiconductors: the AI-driven memory squeeze. Over the past week, the memory maker delivered record fiscal Q1 2026 results, issued a forecast that stunned Wall Street, and accelerated long-term capacity plans—while analysts raced to lift price targets as high-bandwidth memory (HBM)…
25 December 2025
·····
AMD Stock News Today (Dec. 25, 2025): China AI Chip Exports, OpenAI’s 6‑Gigawatt Deal, Zen 6 Signals, and Wall Street Forecasts

AMD Stock News Today (Dec. 25, 2025): China AI Chip Exports, OpenAI’s 6‑Gigawatt Deal, Zen 6 Signals, and Wall Street Forecasts

Advanced Micro Devices, Inc. (NASDAQ: AMD) heads into the final week of 2025 with two narratives pulling investor attention in opposite directions: accelerating demand for AI infrastructure outside the hyperscalers—and tightening, politically charged rules around what high-end compute can be shipped into China. On a quiet Christmas Day for markets, the AMD story is still moving: export licensing and “fee”…
25 December 2025
·····
Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

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…
25 December 2025
············
NVIDIA Stock News (Dec. 25, 2025): NVDA’s Groq Inference Deal, China H200 Export Twist, and CES 2026 Catalyst

NVIDIA Stock News (Dec. 25, 2025): NVDA’s Groq Inference Deal, China H200 Export Twist, and CES 2026 Catalyst

December 25, 2025 — U.S. markets are closed for Christmas Day, but NVIDIA Corporation (NASDAQ: NVDA) investors have plenty to digest after a headline-heavy week for the AI-chip leader. NVDA last traded around $188.61 in the most recent session available (Christmas Eve trading), as investors weighed fresh deal news, shifting U.S.–China chip policy signals, and a coming spotlight at CES…
25 December 2025
····
ASML Stock News Today (Dec. 25, 2025): High-NA EUV Momentum, China Headlines, and What Analysts Expect Next

ASML Stock News Today (Dec. 25, 2025): High-NA EUV Momentum, China Headlines, and What Analysts Expect Next

Updated: December 25, 2025 ASML Holding N.V. (NASDAQ: ASML, Euronext Amsterdam: ASML) sits at the center of the global semiconductor supply chain—so when the company shows up in geopolitics, industrial policy, and AI capex forecasts at the same time, the stock tends to feel it. With U.S. markets closed for Christmas Day, ASML’s most recent trade data reflects the last…
25 December 2025
······
Intel Stock (INTC) Outlook for 2026: Nvidia’s 18A Pause, U.S. Government Stake, and Analyst Forecasts (Dec. 25, 2025)

Intel Stock (INTC) Outlook for 2026: Nvidia’s 18A Pause, U.S. Government Stake, and Analyst Forecasts (Dec. 25, 2025)

U.S. markets are closed for Christmas Day, but Intel Corporation (NASDAQ: INTC) is still very much “open for debate” in investors’ heads. The stock is ending 2025 as one of the market’s most dramatic turnaround stories—and also one of its most argument-generating. Investors The latest flashpoint is Intel Foundry’s next-generation manufacturing node, “18A,” after reporting suggested Nvidia tested Intel’s 18A…
25 December 2025
·····
KLA Stock (KLAC) News on Dec. 25, 2025: $1,500 Targets, AI Chip Spending Tailwinds, and the Valuation Debate

KLA Stock (KLAC) News on Dec. 25, 2025: $1,500 Targets, AI Chip Spending Tailwinds, and the Valuation Debate

December 25, 2025 — KLA Corporation (NASDAQ: KLAC) heads into the Christmas holiday with Wall Street still arguing about the same deliciously modern question: when an “AI infrastructure” theme stock doubles in a year, is that a sign of a durable shift… or the moment optimism quietly turns into overpayment? With U.S. markets closed for Christmas Day, the latest actionable…
25 December 2025
·····
Intel Stock INTC Slips as Nvidia Pauses 18A Test: Latest News, Forecasts, and What Matters Next

Intel Stock INTC Slips as Nvidia Pauses 18A Test: Latest News, Forecasts, and What Matters Next

Intel Corporation stock (NASDAQ: INTC) traded lower on Wednesday, December 24, 2025, as investors digested a fresh headline that strikes at the heart of Intel’s turnaround narrative: whether its next-generation manufacturing technology is ready to win — and keep — the world’s biggest chip designers. INTC was last around $35.97, down about 1% on the day, after swinging between $34.48…
24 December 2025
·····
AI Stocks Today (Dec. 24, 2025): Nvidia, Meta, ServiceNow, and the Data-Center Boom Collide With Chip Tariffs and Holiday Trading

AI Stocks Today (Dec. 24, 2025): Nvidia, Meta, ServiceNow, and the Data-Center Boom Collide With Chip Tariffs and Holiday Trading

December 24, 2025 — AI stocks are heading into a holiday-thinned session with a familiar mix of rocket fuel and risk: mega-cap momentum, semiconductor geopolitics, a rapidly financialized data-center buildout, and regulators probing how AI services are distributed on dominant platforms. With U.S. markets closing early on Christmas Eve (1 p.m. ET for NYSE and Nasdaq) and reopening after the…
24 December 2025
·······
Intel Stock After Hours Today (Dec. 23, 2025): INTC Holds Near $36 as Fab 52 Focus and Options Caution Set Up Christmas Eve Trading

Intel Stock After Hours Today (Dec. 23, 2025): INTC Holds Near $36 as Fab 52 Focus and Options Caution Set Up Christmas Eve Trading

Intel Corporation (NASDAQ: INTC) finished Tuesday’s regular session essentially flat and remained steady in after-hours trading—an anticlimactic close on price, but a busy day for the narrative around Intel’s U.S. manufacturing push, its 18A ramp, and what options traders are signaling into a holiday-shortened session on Wednesday, December 24. As of roughly 6:26 p.m. ET (after the closing bell), INTC…
24 December 2025
····
Applied Materials Stock (AMAT) News and Forecasts for Dec. 23, 2025: Analyst Price Targets Rise on AI Memory Boom, China Risk Still Looms

Applied Materials Stock (AMAT) News and Forecasts for Dec. 23, 2025: Analyst Price Targets Rise on AI Memory Boom, China Risk Still Looms

Applied Materials, Inc. (NASDAQ: AMAT) is back in the spotlight on December 23, 2025, with shares trading around the $259 level and sitting within sight of a 52-week high near $276. MarketBeat While there’s no single “headline shock” driving the stock today, AMAT is benefiting from a steady drumbeat of AI-linked wafer fab equipment (WFE) optimism, a wave of higher…
23 December 2025
·····
1 … 21 22 23 24 25 … 37

Stock Market Today

  • Dow Crosses 50,000 as Tech Stocks Rebound Amid Amazon Earnings Miss
    February 6, 2026, 3:15 PM EST. U.S. stocks surged on Friday, led by the Dow Jones Industrial Average's climb past 50,000, marking a 2.2% gain. The S&P 500 rose 1.7%, and Nasdaq added 2%, rebounding from a tech selloff earlier in the week. Nvidia jumped over 7%, while Tesla and Broadcom also gained. Amazon shares fell 7% after disappointing earnings and plans to boost 2026 spending to $200 billion, raising concerns about profit margins. Bitcoin climbed back above $68,000 but is still facing its worst weekly loss since 2022. Stellantis shares dropped 20% following a costly pullback in its electric vehicle strategy. Market focus shifts to next week's delayed January jobs report amid signs of labor market strain.
Go toTop