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Semiconductor Industry News 29 November 2025 - 1 December 2025

Texas Instruments (TXN) Stock on December 1, 2025: Earnings Hangover, $60 Billion Fab Bet and What Wall Street Expects Next

Texas Instruments (TXN) Stock on December 1, 2025: Earnings Hangover, $60 Billion Fab Bet and What Wall Street Expects Next

Texas Instruments Incorporated (NASDAQ: TXN) heads into December 2025 as a classic “quality but controversial” semiconductor name: the business is strong, the dividend is rich, but investors are still digesting heavy spending and a weaker‑than‑hoped earnings outlook. As of the latest trade on December 1, 2025, TXN is around $168 per share (about $168.16), giving the company a market capitalization…
1 December 2025
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Micron Technology (MU) Stock Outlook December 2025: AI Memory Supercycle, $9.6B Japan Bet and Street‑High $338 Target

Micron Technology (MU) Stock Outlook December 2025: AI Memory Supercycle, $9.6B Japan Bet and Street‑High $338 Target

Key takeaways Micron stock today: price, valuation and momentum As of the morning of December 1, 2025, Micron Technology stock trades around $236.50 on the Nasdaq, close to the top of its 52‑week range of roughly $61.54 to $260.58. That prices the company at about $266 billion in market value and implies a trailing P/E ratio of ~31 based on…
1 December 2025
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Intel Stock on December 1, 2025: Apple Foundry Rumors, Trade‑Secret Drama and What’s Next for INTC

Intel Stock on December 1, 2025: Apple Foundry Rumors, Trade‑Secret Drama and What’s Next for INTC

Intel Corporation (NASDAQ: INTC) is closing out 2025 as one of the most talked‑about semiconductor stocks on Wall Street. After a year of aggressive restructuring, a surprise earnings rebound and a powerful rally, fresh headlines on Apple foundry rumors, AI chip ambitions and a TSMC trade‑secret lawsuit are all converging on December 1, 2025. This article pulls together the latest…
1 December 2025
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Broadcom (AVGO) Stock Price Forecast 2026: Can AI and $10 Billion Chip Orders Power the Next Leg Higher?

Broadcom (AVGO) Stock Price Forecast 2026: Can AI and $10 Billion Chip Orders Power the Next Leg Higher?

Broadcom’s stock has been on a tear in 2025 — and Wall Street now sees 2026 as a make‑or‑break year for the AI chip giant’s valuation. As of the close on November 28, 2025, Broadcom (NASDAQ: AVGO) traded around $402.96 per share, near its 52‑week high of about $403.00 and up roughly 74% year to date from $231.84 at the…
30 November 2025
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Qualcomm (QCOM) Stock Outlook Before December 1, 2025 Market Open: AI Catalysts, Alphawave Deal and Analyst Forecasts

Qualcomm (QCOM) Stock Outlook Before December 1, 2025 Market Open: AI Catalysts, Alphawave Deal and Analyst Forecasts

Data and prices in this article refer to the U.S. market close on Friday, November 28, 2025, unless otherwise noted, and reflect news and forecasts published between November 28–30, 2025. Quick snapshot before Monday’s bell With U.S. markets set to reopen Monday, December 1, investors are weighing whether Qualcomm’s AI expansion, M&A pipeline and valuation justify re‑rating the stock back…
30 November 2025
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SanDisk (SNDK) Stock Before the December 1, 2025 Open: S&P 500 Debut, NAND Plant Buzz and AI Memory Tailwinds

SanDisk (SNDK) Stock Before the December 1, 2025 Open: S&P 500 Debut, NAND Plant Buzz and AI Memory Tailwinds

Updated for news and market moves from November 28–30, 2025. This article is for information only and is not investment advice. Quick Summary With U.S. markets set to reopen on Monday, December 1, 2025, here’s what investors need to know about SanDisk based on news from November 28–30. Where SanDisk Stock Stands After Its S&P 500 Debut As of the…
30 November 2025
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Micron Stock (MU) Before the Bell on December 1, 2025: Japan’s $9.6 Billion HBM Bet, AI Memory Boom and Fresh Wall Street Targets

Micron Stock (MU) Before the Bell on December 1, 2025: Japan’s $9.6 Billion HBM Bet, AI Memory Boom and Fresh Wall Street Targets

Micron Technology, Inc. (NASDAQ: MU) heads into the new trading month on Monday, December 1, 2025, riding a powerful rally, a blockbuster expansion plan in Japan, and a wave of analyst upgrades tied to the artificial intelligence (AI) memory supercycle. After Friday’s shortened post‑Thanksgiving session, Micron stock closed around $236.5 per share, up roughly 2–3% on the day, with intraday…
30 November 2025
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Micron Technology (MU) Stock on November 30, 2025: AI Memory Boom, Japan Megaplant and Valuation Jitters

Micron Technology (MU) Stock on November 30, 2025: AI Memory Boom, Japan Megaplant and Valuation Jitters

Micron Technology, Inc. (NASDAQ: MU) heads into the final month of 2025 as one of the standout artificial intelligence (AI) infrastructure plays on Wall Street. After a volatile November, the stock is trading just below record highs, powered by surging demand for high‑bandwidth memory (HBM), aggressive capacity expansion, and a drumbeat of bullish analyst reports — all while fresh valuations…
30 November 2025
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Micron Technology (MU) Stock Soars on $9.6 Billion Japan AI Memory Plant, Analyst Upgrades and Record Earnings

Micron Technology (MU) Stock Soars on $9.6 Billion Japan AI Memory Plant, Analyst Upgrades and Record Earnings

Published: November 29, 2025 Micron Technology, Inc. (NASDAQ: MU) is ending November on a surge as Wall Street leans harder into the “AI memory supercycle” narrative. A new multi‑billion‑dollar investment in Japan, fresh analyst price‑target hikes, and record fiscal 2025 results are pushing Micron stock back toward its highs even as some valuation models flash caution. Micron stock today: powerful…
29 November 2025
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Lam Research (LRCX) Stock on November 29, 2025: AI Boom, Oregon Expansion and What Comes Next for Investors

Lam Research (LRCX) Stock on November 29, 2025: AI Boom, Oregon Expansion and What Comes Next for Investors

Published: November 29, 2025 – for informational purposes only, not investment advice. Lam Research stock snapshot on November 29, 2025 Lam Research Corporation (NASDAQ: LRCX) is one of the core “picks-and-shovels” suppliers of wafer fabrication equipment to the global semiconductor industry. Its tools are used in etch, deposition and advanced packaging steps that underpin almost every cutting‑edge logic and memory…
29 November 2025
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Qualcomm (QCOM) Stock on November 29, 2025: Alphawave AI Deal, Snapdragon 8 Gen 5 and AI Data Center Push Shape the Next Chapter

Qualcomm (QCOM) Stock on November 29, 2025: Alphawave AI Deal, Snapdragon 8 Gen 5 and AI Data Center Push Shape the Next Chapter

As of the close on Friday, November 28, 2025, shares of Qualcomm Incorporated (NASDAQ: QCOM) were trading in the high $160s, after a roughly 1.5–1.8% gain in a shortened post‑Thanksgiving session. Intraday, the stock touched around $168 after previously closing near $165, according to MarketBeat and exchange data. MarketBeat On Saturday, November 29, 2025, the news flow around Qualcomm is…
29 November 2025
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Micron Technology (MU) Stock News Today: AI Memory Boom Lifts Shares Above $236 After Dell and HP Signal Pricing Power

Micron Technology (MU) Stock News Today: AI Memory Boom Lifts Shares Above $236 After Dell and HP Signal Pricing Power

Micron Technology, Inc. (NASDAQ: MU) continues to be one of Wall Street’s most explosive AI infrastructure plays in 2025. The stock finished Friday’s U.S. session around $236.48, up about 2.7% on the day and roughly 170%+ year to date, powered by booming demand for advanced memory chips used in artificial-intelligence data centers. Smartkarma Fresh news and commentary published on November…
29 November 2025
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Stock Market Today

  • AI Launches Shake UK Tech Trusts as Shares Volatile Amid Automation Fears
    February 6, 2026, 8:33 AM EST. On January 2026, Polar Capital Technology managers highlighted AI's rising impact. Following Claude Cowork's launch by Anthropic, which automates legal workflows, markets saw sharp drops in Software-as-a-Service (SaaS) and data-driven stocks. Shares in RELX, Sage, Experian, and London Stock Exchange (LSEG) plunged due to investor fears of AI disintermediation. Finsbury Growth and Income (FGT) manager Nick Train argued these declines overlook the strong 2025 growth and database value underpinning businesses like LSEG and RELX. HgCapital Trust (HGT) also wiped out gains since mid-2021, raising concerns over private equity in tech. The sector faces uncertainty as AI tools transition from future promise to market disruptors, fueling volatility in AI-related stock trusts.
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