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Semiconductor Industry News 21 December 2025 - 23 December 2025

Quantum Computing Inc (QUBT) Stock News on Dec. 23, 2025: Luminar Semiconductor Deal, CEO Change, and Wall Street Forecasts

Quantum Computing Inc (QUBT) Stock News on Dec. 23, 2025: Luminar Semiconductor Deal, CEO Change, and Wall Street Forecasts

Quantum Computing Inc. (Nasdaq: QUBT) is ending 2025 the way many “frontier-tech” stocks do: with a mix of serious corporate catalysts, eye-watering volatility, and a market narrative that can pivot from “next industrial revolution” to “way too early” in a single trading session. On December 23, 2025, QUBT traded around $11.68, down roughly 5% on the day after a sharp…
23 December 2025
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AMD Stock After Hours Today (Dec. 22, 2025): Alibaba MI308 Order Buzz, China Export Crosswinds, and What to Watch Before Tuesday’s Market Open

AMD Stock After Hours Today (Dec. 22, 2025): Alibaba MI308 Order Buzz, China Export Crosswinds, and What to Watch Before Tuesday’s Market Open

Advanced Micro Devices Inc. (NASDAQ: AMD) ended Monday’s regular session modestly higher and then traded mostly flat after the bell—yet the headline flow around China-focused AI accelerators is setting up AMD for another potentially news-driven session when U.S. markets reopen Tuesday, Dec. 23. AMD shares closed at $214.95 (+0.71%) and were little changed in after-hours trading around $215.05–$215.08 as of…
23 December 2025
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ON Semiconductor Stock (NASDAQ: ON) Today: Nasdaq-100 Removal, New GaN Partnership, Buyback Plan and Analyst Forecasts (Dec. 22, 2025)

ON Semiconductor Stock (NASDAQ: ON) Today: Nasdaq-100 Removal, New GaN Partnership, Buyback Plan and Analyst Forecasts (Dec. 22, 2025)

ON Semiconductor Corporation (onsemi) stock is in focus on Monday, December 22, 2025, as investors balance index-driven flows, a fresh strategic partnership in gallium nitride (GaN), and an aggressive capital-return plan—all against a backdrop of strengthening sentiment across chip shares during a holiday-shortened week. onsemi+3Reuters+3Nasdaq+3 Below is a comprehensive look at the latest news, forward-looking signals, and market forecasts shaping…
22 December 2025
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Texas Instruments (TXN) Stock Today (Dec. 22, 2025): Sherman Fab Momentum Meets a Split Wall Street

Texas Instruments (TXN) Stock Today (Dec. 22, 2025): Sherman Fab Momentum Meets a Split Wall Street

Texas Instruments Incorporated (NASDAQ: TXN) is starting the holiday-shortened week with a modest rebound, as investors balance a major U.S. manufacturing milestone against lingering questions about the pace of demand recovery and what that means for margins. On Monday, Dec. 22, 2025, TXN was trading around $179 (up roughly 1.5% on the day), with the session’s range reported around $177.97…
22 December 2025
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Qualcomm (QCOM) Stock News Today: Alphawave Semi Deal, Analyst Targets, and the Biggest 2026 Catalysts

Qualcomm (QCOM) Stock News Today: Alphawave Semi Deal, Analyst Targets, and the Biggest 2026 Catalysts

December 22, 2025 — QUALCOMM Incorporated (NASDAQ: QCOM) stock is trading modestly higher in Monday’s session, as investors weigh a fresh batch of deal headlines and Wall Street target updates against a bigger question: can Qualcomm’s diversification story (AI data centers, AI PCs, automotive, edge) keep accelerating as smartphone growth normalizes? Below is a detailed, publication-ready roundup of the latest…
22 December 2025
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AMD Stock News Today (Dec. 22, 2025): China MI308 Order Talk, Analyst Targets, and What Could Move Advanced Micro Devices Next

AMD Stock News Today (Dec. 22, 2025): China MI308 Order Talk, Analyst Targets, and What Could Move Advanced Micro Devices Next

Advanced Micro Devices (NASDAQ: AMD) stock is back in focus on Monday, December 22, 2025, as traders weigh a new wave of China-related AI accelerator headlines alongside fresh Wall Street positioning and a broader rebound in semiconductor sentiment during a holiday-shortened week. Reuters+1 As of today’s trading, AMD has been moving around the $214 area, with $213.50–$220.13 listed as the…
22 December 2025
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AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

Monday, 22 December 2025 (22.12.2025) opens the holiday-shortened trading week with AI stocks back in the driver’s seat—but with the kind of “two steps forward, one geopolitical step sideways” energy that has defined much of 2025’s tech tape. Over the past few sessions, investors have rotated back into the AI trade after a bout of valuation angst, helped by a…
22 December 2025
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NXP Semiconductors (NXPI) Stock: Week-Ahead Outlook as Analysts Lift Targets and NXP Winds Down 5G Radio Power

NXP Semiconductors (NXPI) Stock: Week-Ahead Outlook as Analysts Lift Targets and NXP Winds Down 5G Radio Power

Week Ahead: December 22–26, 2025 (published December 21, 2025) NXP Semiconductors N.V. (NASDAQ: NXPI) heads into a holiday-shortened week with two storylines investors are weighing at the same time: fresh optimism from Wall Street price-target hikes, and a notable strategic retreat from a weak corner of the 5G infrastructure market. On the bullish side, multiple research notes in mid-December nudged…
22 December 2025
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Sandisk (SNDK) Stock Week Ahead: AI-Driven NAND Tightness, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

Sandisk (SNDK) Stock Week Ahead: AI-Driven NAND Tightness, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

Date: Sunday, December 21, 2025Ticker: Sandisk Corporation (NASDAQ: SNDK) Sandisk stock heads into the final full holiday stretch of 2025 with momentum, volatility, and a growing spotlight from both Wall Street and index investors. The latest available quote shows SNDK around $237.61 (with the most recent session showing a wide $219.22–$243.67 range), underscoring how quickly sentiment has been swinging in…
22 December 2025
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KLA Corporation Stock (KLAC) Week Ahead Outlook: Analyst Upgrades, AI Equipment Forecasts, and What to Watch Dec. 22–26, 2025

KLA Corporation Stock (KLAC) Week Ahead Outlook: Analyst Upgrades, AI Equipment Forecasts, and What to Watch Dec. 22–26, 2025

Updated for the week ahead (Dec. 22–26, 2025). KLA Corporation (NASDAQ: KLAC) enters the Christmas-shortened trading week with momentum from fresh Wall Street upgrades and a strengthening top-down narrative: the AI infrastructure buildout is keeping semiconductor capital spending—especially at the leading edge—firm into 2026 and 2027. Investing.com+1 As of the latest available quote, KLAC traded around $1,245.67, up about 1.88%…
22 December 2025
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Texas Instruments Stock (NASDAQ: TXN) Week Ahead Outlook: New Sherman Fab Starts Production as Wall Street Splits on 2026 Recovery

Texas Instruments Stock (NASDAQ: TXN) Week Ahead Outlook: New Sherman Fab Starts Production as Wall Street Splits on 2026 Recovery

December 21, 2025 — Texas Instruments Incorporated (NASDAQ: TXN) heads into the Christmas-shortened trading week with investors balancing two powerful, and competing, narratives: a long-term U.S. manufacturing expansion that just hit an operational milestone, and a near-term debate about margins, inventories, and valuation as the analog chip cycle recovers unevenly. TXN closed $176.29 on Friday, December 19 (up 0.06% on…
21 December 2025
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Applied Materials (AMAT) Stock Week Ahead: Holiday-Shortened Trading, AI Equipment Demand Signals, and China Export-Curb Crosswinds (Dec 22–26, 2025)

Applied Materials (AMAT) Stock Week Ahead: Holiday-Shortened Trading, AI Equipment Demand Signals, and China Export-Curb Crosswinds (Dec 22–26, 2025)

Dec. 21, 2025 — Applied Materials, Inc. (NASDAQ: AMAT) heads into a holiday-shortened trading week with its stock near recent highs, investors focused on two big, competing forces: AI-driven wafer-fab equipment demand and ongoing U.S.-China export-control uncertainty. AMAT last traded around $256.41 (latest available close/prints from Friday), setting the stage for a week where liquidity will be thin, macro headlines…
21 December 2025
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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.
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