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Semiconductors News 18 October 2025 - 27 October 2025

Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence Stock Skyrockets on AI Chip Boom: CDNS Hits New Highs Amid Earnings Beat and $3B Deal

CDNS Stock Performance: Near Highs After Steady Climb Cadence’s stock has been on a steady upward trajectory throughout 2025, riding the broader tech wave. After starting the year around the high-$200s, CDNS surged over the summer amid the AI-driven market rally, peaking around $370 in July finviz.com. A mid-September pullback – triggered by Synopsys’s China-related warning – saw Cadence briefly dip into the low $330s finviz.com finviz.com, but the stock quickly rebounded. By late October, CDNS was trading near $350and hitting fresh multi-month highs ahead of earnings asktraders.com. In fact, the stock jumped ~6.6% in the five sessions leading up to the Q3 earnings release
27 October 2025
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Big Money Piles into Qualcomm: New AI Chip Breakthroughs Ignite Stock Surge

Big Money Piles into Qualcomm: New AI Chip Breakthroughs Ignite Stock Surge

Qualcomm Rallies on New AI Chips Qualcomm’s share price is on the upswing after a headline-grabbing push into artificial intelligence hardware. On October 27, the San Diego-based chipmaker unveiled two AI accelerator chips (the AI200 and AI250) for cloud data centers, marking its formal challenge to Nvidia in this hot market reuters.com. The new chips – slated to ship in 2026–27 – are optimized for machine learning inference with massive memory capacity and efficiency. Qualcomm even introduced complete accelerator cards and server racks around these chips, touting industry-leading cost-performance for AI workloads uk.investing.com uk.investing.com. This strategic expansion beyond its traditional
27 October 2025
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Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

OpenAI Partnership Fuels AI Chip Frenzy Broadcom’s recent stock rally has been led by blockbuster AI deals. The centerpiece is an OpenAI collaboration announced on Oct. 13, 2025: Broadcom will co-develop OpenAI’s first in-house AI processor. Under this agreement, Broadcom will design and deploy racks of custom AI accelerator chips (10 GW total) for OpenAI starting in late 2026 reuters.com. The scale is enormous – 10 GW is roughly the power used by 8 million U.S. homes – and signals Broadcom’s deepening role in the AI infrastructure race. OpenAI CEO Sam Altman praised the partnership as “a critical step in
24 October 2025
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Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Stock Prices & Recent Trends Intel’s Santa Clara headquarters at sunset (Intel logo on campus). Intel stock has doubled off its mid-2025 lows, recently hitting intraday highs around $39.65 ts2.tech reuters.com. An 85% rally YTD makes INTC one of the market’s top performers ts2.tech. Investor enthusiasm is fueled by headlines – in late August Washington converted CHIPS Act grants into a ~10% equity stake in Intel ($10B), while tech heavyweights Nvidia and SoftBank invested $5B and $2B respectively reuters.com ts2.tech. These blockbuster deals, plus rumors of new foundry partnerships, have helped push Intel to its highest price in years. However,
23 October 2025
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ASML Stock Skyrockets on AI Boom – Analysts Warn China Slump Looms

ASML Stock Soars on AI Megadeals – Near Record Highs Despite China Slowdown Looming

ASML Shares Rally on AI Hopes ASML Holding N.V.’s stock continued its upward charge as of October 23, 2025, buoyed by feverish investor optimism around the AI boom. The shares rose about 1% on Thursday to roughly $1,019 by the closing bell finance.yahoo.com, rebounding after a couple days of profit-taking. This puts ASML just shy of its all-time high (~$1,059) and caps off a stunning run – the stock has surged over 30% since early September, vastly outperforming the broader chip sector reuters.com. “It’s clear that the sentiment has changed” around ASML, observed Morningstar analyst Javier Correonero ahead of the
23 October 2025
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Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Nvidia-Fueled Frenzy: Navitas (NVTS) Stock Hits Record High in 750% Rally – Will the Surge Last?

NVTS Stock Skyrockets to Record High Navitas shares have been on a remarkable tear, climaxing in a record run-up ahead of and through Oct. 20. On Monday, NVTS spiked another 16–18%, touching an intraday high of $17.79 and finishing around $17.06–$17.10 ts2.tech marketbeat.com. This marks the highest price in the company’s history. For context, Navitas started the year near $4 and was languishing near $2 per share in late 2024 ts2.tech – a far cry from the mid-teens today. In fact, the stock hit a 52-week low of just $1.53 earlier in the year ts2.tech. The stunning rally means Navitas
21 October 2025
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RRP Semiconductor Stock Skyrockets 57,000%; Sachin Tendulkar Link Debunked

Mystery Chip Stock Soars ~57,000% to ₹9,500 – RRP Semiconductor’s Frenzy Triggers Bubble Fears

Record-Breaking Rally of a Little-Known Stock RRP Semiconductor Ltd – a microcap firm virtually unheard of a year ago – has stunned the market with an eye-popping stock price surge. The company’s share price climbed from just ₹15 in April 2024 to about ₹9,300+ by October 2025, an increase of several thousand-fold english.mathrubhumi.com. As of October 21, 2025, RRP opened at ₹9,478 per share and immediately hit its 2% upper circuit for the day (no trades occurred below that price) investing.com. This caps a streak of consecutive upper-limit gains in recent sessions, with the stock rising roughly 2% each trading
21 October 2025
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OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Hits Record High Amid AI Mega-Deals – Is $300 Next?

Soaring Stock on AI Hype Advanced Micro Devices has been one of 2025’s star performers on Wall Street. The stock has nearly doubled this year amid a broader tech rally driven by artificial intelligence optimism. As of mid-October, AMD was up roughly 80% year-to-date, far outpacing peers (for context, NVIDIA was up ~40% YTD, while Intel was only modestly higher) ts2.tech. The gains went parabolic in October – AMD rocketed from about $165 in early October to over $230 per share, including a stunning +34% single-day spike on Oct. 6 after a major announcement ts2.tech. The stock notched a record intraday
20 October 2025
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Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor Stock Skyrockets on AI Chip Buzz – NVTS Hits Record High Amid GaN Frenzy

NVTS Stock Extends Rally to Record High Navitas’s stock continued its blistering ascent on Monday, October 20, 2025, touching an intraday high of $17.79 (a fresh 52-week peak) before closing around $17.06 stockanalysis.com. That marks the highest level in the company’s trading history. Shares are now up over 330% in 2025 – a remarkable run from roughly $4 at the start of the year to the mid-teens today ts2.tech. For perspective, NVTS traded as low as $1.53 within the past year reuters.com. The past week alone saw Navitas nearly double in value, with the stock surging 78% since last Friday’s
20 October 2025
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GSI’s AI Breakthrough Slashes Energy by 98% – GPU-Killer Chip Sparks 200% Stock Rally

GSI’s AI Breakthrough Slashes Energy by 98% – GPU-Killer Chip Sparks 200% Stock Rally

Breakthrough Performance Confirmed by Cornell GSI Technology’s Oct. 20 announcement unveiled results from a Cornell University study that benchmarked GSI’s Gemini-I APU against conventional hardware. The Cornell team ran real AI workloads (large-scale RAG) on GSI’s in-memory chip, a standard multi-core CPU, and a high-end Nvidia GPU (A6000). The result: the Gemini-I APU achieved comparable throughput to the Nvidia A6000 GPU globenewswire.com. Crucially, it did so while consuming “over 98% lower energy” than the GPU on large datasets globenewswire.com. In concrete terms, the study found the APU used roughly 1–2% of the energy a GPU requires arxiv.org globenewswire.com. This massive efficiency
20 October 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm Stock’s Wild Ride: New Chip Triumphs, China Shocks, and What’s Next for QCOM

What to Know Before Markets Open on October 20, 2025 Stock Price and Recent Performance QUALCOMM’s stock price has seesawed in mid-October. It closed Friday (Oct 17) at $163.45 investor.qualcomm.com per share, down a fraction (-0.4%) on the day after a late-week pullback. This caps a volatile stretch: the stock started the week near $155 after a sharp sell-off, then rallied back roughly +6% by week’s end. Over the past five trading days, QCOM logged solid gains, essentially recovering from the prior Friday’s plunge. Year-to-date the stock is little changed (about flat, and roughly –4% from a year ago ts2.tech),
19 October 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Stock Soars to Multi-Year High on AI Buzz and Big Backers – Will the Rally Last?

Intel Stock Price & Recent Performance Intel’s share price has been on a roller coaster in recent days, reflecting excitement about its prospects tempered by bouts of profit-taking. As of the Oct. 17 market close, INTC traded in the high-$36 range ts2.tech, roughly flat for the week. The stock nearly hit $38 earlier in the month – a new 52-week high – after reports on Oct. 2 that Intel was in talks to have AMD as a chip fabrication customer (a once-unthinkable Intel-AMD foundry deal) ts2.tech. That headline sent Intel shares up almost 4% intraday ts2.tech. However, the rally faded
18 October 2025
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