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Semiconductor Industry News 5 November 2025 - 11 November 2025

NVIDIA (NVDA) Today — Nov. 11, 2025: SoftBank Exits $5.8B Stake, CoreWeave Cuts Outlook, Shares Rebound Near $199 Ahead of Q3 FY26

NVIDIA (NVDA) Today — Nov. 11, 2025: SoftBank Exits $5.8B Stake, CoreWeave Cuts Outlook, Shares Rebound Near $199 Ahead of Q3 FY26

On Tuesday, November 11, 2025, Nvidia (NASDAQ: NVDA) headlines were driven by SoftBank’s surprise sale of its entire Nvidia stake, fresh pressure on key customer CoreWeave after a data‑center delay, and a sharp intraday rebound in NVDA shares as investors look ahead to next week’s earnings. Top developments today NVDA stock snapshot (intraday) As of 14:15:55 UTC on Nov. 11,…
11 November 2025
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Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

On Monday, Nov. 10, 2025, Wall Street chatter is still centered on Jefferies’ high‑profile call: Broadcom (NASDAQ: AVGO) replaces Nvidia (NASDAQ: NVDA) as the brokerage’s top pick in semiconductors, underpinned by a surge in demand for custom AI chips. The move, first detailed last week, comes alongside a fresh five‑year scenario analysis for Broadcom making the rounds in investor media—and…
10 November 2025
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AMD Today: 2nm ‘Venice’ CPUs & MI400 AI Accelerators Confirmed for 2026 as Shares Flicker Ahead of Nov. 11 Analyst Day

AMD Today: 2nm ‘Venice’ CPUs & MI400 AI Accelerators Confirmed for 2026 as Shares Flicker Ahead of Nov. 11 Analyst Day

Advanced Micro Devices, Inc. (NASDAQ: AMD) headlines today with fresh confirmation that its next big data‑center leap—2nm “Epyc Venice” CPUs and Instinct MI400 accelerators—is slated for 2026, while investors count down to AMD’s Financial Analyst Day on Tuesday, November 11. The stock softened intraday as markets digested this week’s record Q3 print and looked for the next catalyst (see live…
7 November 2025
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NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

What’s new today (Nov. 7) U.S. to block B30A sales to ChinaThe White House has informed federal agencies that Nvidia’s “B30A” — a reduced‑performance AI chip intended to meet prior export rules — should not be sold to China. While the B30A can be clustered to train LLMs, Nvidia is now redesigning it in hopes of satisfying regulators. Separately, Beijing…
7 November 2025
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Intel (INTC) Pops as Tesla Mulls Chip Partnership; Pre‑Market Rebounds on Musk Comments — Nov. 7, 2025

Intel (INTC) Pops as Tesla Mulls Chip Partnership; Pre‑Market Rebounds on Musk Comments — Nov. 7, 2025

Intel shares are edging higher in early U.S. trading after Elon Musk said it’s “worth having discussions” with Intel about manufacturing Tesla’s next‑gen AI chips, a remark that instantly pushed the chipmaker back into the AI spotlight. Intel’s stock ticked up in pre‑market trade on Friday as traders weighed the significance of a potential Tesla–Intel tie‑up alongside this fall’s landmark…
7 November 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC (TSM) Pre‑Market Briefing, Nov 7, 2025: Jensen Huang Visits Taiwan Partner, Taiwan Exports Soar on AI Demand, and 2026 Price‑Hike Reports Surface

Published: November 7, 2025Ticker: NYSE: TSM Key Takeaways Before the Bell What’s Moving TSMC Today 1) Nvidia’s Huang on the ground in Taiwan; China sales stance unchanged Nvidia CEO Jensen Huang landed in Taiwan and told reporters there are no active talks to sell the company’s Blackwell AI chips in China, reiterating the export‑control overhang. He added that he is…
7 November 2025
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Nvidia’s $4 Trillion AI Stock Surge: Record Highs, Mega Deals & Bold Forecasts

NVDA Pre‑Market Today (Nov 7, 2025): U.S. Blocks Scaled‑Down China Chips, Jensen Huang Rules Out Blackwell Sales to China — What to Know Before the Bell

Published: Friday, November 7, 2025 Key Takeaways NVDA Pre‑Market Snapshot Context: Broader tech has been choppy this week, with valuation jitters and AI‑heavy names dragging indices. Futures were modestly firmer overnight after a steep Thursday selloff, but tone remains sensitive to policy headlines and the jobs print. Investing Today’s NVDA Headlines — Friday, Nov 7, 2025 1) U.S. to Block…
7 November 2025
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Intel (INTC) Today — Nov 6, 2025: Quarterly 10‑Q Details U.S. Government Stake, Nvidia $5B Share Sale Terms, and Foundry Progress as Shares Slip

Intel (INTC) Today — Nov 6, 2025: Quarterly 10‑Q Details U.S. Government Stake, Nvidia $5B Share Sale Terms, and Foundry Progress as Shares Slip

Intel filed its Form 10‑Q for the quarter ended Sept. 27, 2025, adding crucial clarity to this fall’s headline deals and laying out new risk disclosures tied to the U.S. government’s equity position. Below are the key facts investors need to know today. Key takeaways What happened today (Nov 6, 2025) 1) Intel files the Q3 FY2025 10‑Q The 10‑Q—signed…
6 November 2025
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Marvell Technology Soars After Report SoftBank Explored Takeover, Eyeing ARM Tie‑Up — Nov. 6, 2025

Marvell Technology Soars After Report SoftBank Explored Takeover, Eyeing ARM Tie‑Up — Nov. 6, 2025

Marvell Technology (NASDAQ: MRVL) jumped on Thursday after Bloomberg reported that SoftBank Group explored a takeover of the U.S. chipmaker earlier this year—an approach that, if completed, would have marked the largest deal in semiconductor history. While no agreement was reached and talks aren’t active, people familiar with the matter said interest could be revived. Bloomberg Why SoftBank might want…
6 November 2025
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Nov. 6, 2025 — Lattice Semiconductor (LSCC) Matches Q3, Guides 22% Q4 Growth; Benchmark Electronics (BHE) Files 10‑Q After Mixed Quarter

Nov. 6, 2025 — Lattice Semiconductor (LSCC) Matches Q3, Guides 22% Q4 Growth; Benchmark Electronics (BHE) Files 10‑Q After Mixed Quarter

Updated Nov. 6, 2025 — Shares of Lattice Semiconductor (NASDAQ: LSCC) and Benchmark Electronics (NYSE: BHE) remain in focus today as investors digest fresh filings, analyst reactions, and guidance following this week’s earnings. Below we break down the key numbers, what changed today, and what to watch next. Key takeaways Lattice Semiconductor (LSCC): in‑line quarter, solid AI/data‑center tailwinds Lattice’s Q3…
6 November 2025
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Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

Key facts (Nov 5, 2025 and the last few days) What happened — and why it matters Beijing’s new line in the sand. China has issued guidance requiring any AI data center that receives state funding to deploy only domestic AI chips. Officials have told data centers that are less than 30% complete to rip out foreign accelerators or cancel…
5 November 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Key facts (as of Nov 5, 2025, UTC) What just happened—and why it matters Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall…
5 November 2025
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Stock Market Today

  • Analysts Recommend Buying 'Old Economy' Stocks Amid Tech Sector Slump
    February 6, 2026, 7:15 AM EST. As technology stocks falter, analysts are turning attention to 'old economy' sectors like manufacturing, energy, and materials. These traditional industries, seen as more stable amid market volatility, may offer buying opportunities. Investors often seek such sectors when high-growth tech shares dip, aiming for steadier returns. The shift highlights evolving investor preferences amid current tech stock challenges and growing economic uncertainties.
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