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Semiconductors News 9 December 2025 - 18 December 2025

Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

As of 6:00 p.m. ET on Wednesday, December 17, 2025, U.S.-listed semiconductor stocks have wrapped up a bruising regular session—then immediately pivoted into a very different after-hours story led by Micron Technology. The day’s defining theme was a renewed wave of “AI trade” de-risking that hit chipmakers, chip-equipment names, and data-center exposed semiconductor plays. In the background: fresh headlines around AI infrastructure financing, competitive pressure in AI chips, and policy and security scrutiny that investors are treating as real, near-term risk—not just narrative. AP News+1 US stock market close: semiconductors dragged the Nasdaq lower Wall Street extended its pullback for a fourth straight session. The S&P 500 fell 1.2% to
18 December 2025
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Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Technology (NASDAQ: MU) delivered a blockbuster earnings update on December 17, 2025, posting record fiscal first-quarter results and issuing a second-quarter sales outlook that far exceeded Wall Street expectations—an emphatic signal that the AI buildout is translating into real demand for memory and storage, not just market hype. Micron Technology+1 The Boise, Idaho–based chipmaker said momentum is being powered by accelerating AI-related demand and pricing strength, particularly in data-center-oriented memory products. Investors responded quickly: Micron shares rose about 4% in extended trading, according to Reuters. Reuters Micron’s fiscal Q1 2026 results: record revenue, stronger margins, and standout cash generation
18 December 2025
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Semiconductor Stocks Today (Dec. 17, 2025): Nvidia, Broadcom, Micron in Focus as AI Chip Competition Heats Up

Semiconductor Stocks Today (Dec. 17, 2025): Nvidia, Broadcom, Micron in Focus as AI Chip Competition Heats Up

Semiconductor stocks are ending 2025 the same way they powered most of it: at the center of the market’s biggest debate—whether the AI infrastructure boom still has years to run, or whether investors are finally forcing chipmakers (and their biggest customers) to prove the spending can translate into durable profits. On Wednesday, December 17, 2025, the PHLX Semiconductor Index (SOX)—a widely watched benchmark for U.S.-listed chip stocks—fell 2.48% to 6,785.77, reflecting a broad risk-off move in the sector. indexes.nasdaqomx.com At points during the session, market commentary also described an even sharper slide of roughly ~3% in the semiconductor index as tech weakness intensified. Nasdaq What’s driving the
17 December 2025
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Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

NEW YORK — Tuesday, Dec. 16, 2025 (around 1:45 p.m. ET) — U.S.-listed semiconductor stocks are trading mixed midday as investors juggle three cross-currents at once: a shutdown-delayed jobs report that’s reshaping rate expectations, fresh forecasts for a multi-year surge in chipmaking equipment spend, and a renewed debate over how profitable the AI buildout will be for every layer of the chip supply chain. The result is a market that’s still treating “AI semiconductors” as the structural growth story—but pricing the winners and losers far more aggressively than it did earlier in 2025. Semiconductor stocks today: a quick midday snapshot As
16 December 2025
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Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

U.S.-listed semiconductor stocks are trying to steady themselves in late-morning trading on Monday, December 15, 2025, after last week’s AI-driven shakeout rattled the “chip trade.” By around 11:30 a.m. ET, the group is splitting into clear winners and losers: AI accelerators and memory names are back in favor, semiconductor equipment makers are surging on upbeat 2026–2027 demand forecasts, and several “old-economy” chip exposures—analog and smartphones—are under pressure following high-profile downgrades. Reuters+1 Semiconductor market snapshot at 11:30 a.m. ET Semiconductor ETFs are modestly higher, signaling stabilization rather than a full-throttle rebound. The VanEck Semiconductor ETF (SMH) and iShares Semiconductor ETF (SOXX) are
15 December 2025
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SOXS ETF News (Dec. 14, 2025): Direxion Daily Semiconductor Bear 3X Shares Surges on Chip Selloff — Forecasts, Dividends, and Key Risks

SOXS ETF News (Dec. 14, 2025): Direxion Daily Semiconductor Bear 3X Shares Surges on Chip Selloff — Forecasts, Dividends, and Key Risks

Direxion Daily Semiconductor Bear 3X Shares (NYSE Arca: SOXS) is back in the spotlight this weekend after a sharp one-day jump tied to a broad semiconductor pullback. As of Dec. 14, 2025 (with U.S. markets closed for the weekend), SOXS last traded around $3.29, up about 14.6% on the most recent session, with exceptionally heavy volume. That move didn’t come out of nowhere: the semiconductor complex sold off hard on Friday, Dec. 12, and SOXS is built to do the opposite—at triple leverage—on a daily basis. The result is a product that can deliver explosive short-term gains when chip stocks
14 December 2025
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Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Dec. 14, 2025 — U.S. semiconductor and chip stocks head into the new week with a familiar combination of tailwinds and landmines: booming AI infrastructure demand on one side, and valuation sensitivity, China policy turbulence, and margin questions on the other. The past seven days delivered a reminder that the “AI trade” can turn quickly. A sharp late-week pullback — led by heavyweight chip names — left investors reassessing how much perfection is already priced into the sector and how quickly the next leg of AI monetization can show up in earnings. Reuters+2Reuters+2 Below is a detailed roundup of the most important
14 December 2025
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QUALCOMM Incorporated (QCOM) Stock This Week: Ventana RISC‑V Deal, New Snapdragon Chips, and Governance Update — Week Ahead Outlook (Updated Dec. 12, 2025)

QUALCOMM Incorporated (QCOM) Stock This Week: Ventana RISC‑V Deal, New Snapdragon Chips, and Governance Update — Week Ahead Outlook (Updated Dec. 12, 2025)

Qualcomm (NASDAQ: QCOM) closed Friday, December 12, 2025, at $178.29, ending the week modestly higher despite a sharp late‑week pullback across semiconductor and AI-related names. MarketWatch+1 The last several days delivered a dense run of Qualcomm-specific headlines—a CPU talent/technology acquisition, an India edge‑AI security collaboration, new Snapdragon platform launches, and a governance/bylaws update—all arriving as the broader market wrestled with valuation concerns in AI infrastructure and a notable selloff in chips to end the week. AP News+4Data Center Dynamics+4NDTV Profit+4 Below is a detailed recap of what moved QCOM this week, what analysts are forecasting, and what to watch in
13 December 2025
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Lam Research (LRCX) Stock This Week: AI-Driven Semiconductor Rally Hits a Speed Bump — News, Forecasts, and Week-Ahead Setup (Updated Dec. 12, 2025)

Lam Research (LRCX) Stock This Week: AI-Driven Semiconductor Rally Hits a Speed Bump — News, Forecasts, and Week-Ahead Setup (Updated Dec. 12, 2025)

Lam Research Corporation (NASDAQ: LRCX) ended the week with a sharp pullback after touching fresh highs earlier in the week. Shares fell 4.85% on Friday, Dec. 12, to close at $160.52, snapping a five-day winning streak and leaving the stock about 5.4% below its recent 52-week high of $169.69 set two sessions earlier. MarketWatch+1 Friday’s decline wasn’t isolated to Lam. Semiconductor and AI-linked names broadly sold off as investors reassessed the “AI trade,” while rising U.S. Treasury yields and renewed inflation sensitivity weighed on high-multiple tech. Reuters Below is a detailed, publication-ready look at what moved Lam Research stock this
13 December 2025
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AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

NEW YORK — Dec. 12, 2025 (6:00 p.m. ET) — A sharp pullback hit many of the U.S. stock market’s most closely watched AI stocks on Friday, as investors digested fresh concerns about profitability, margins, and the pace of payback from the biggest AI infrastructure buildout in modern tech. By the closing bell, the Nasdaq Composite fell 1.69%, the S&P 500 dropped 1.07%, and the Dow slipped 0.51%, with the Nasdaq marking its lowest close since Nov. 25, according to Reuters’ market wrap. Reuters At the center of the selloff: Broadcom and Oracle. Broadcom’s margin commentary reignited doubts about the economics of custom AI silicon, while Oracle’s AI-heavy cloud expansion and OpenAI-linked data-center
13 December 2025
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Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

QUALCOMM Incorporated (NASDAQ: QCOM) closed Friday, December 12, 2025 at $179.26, after trading between $179.23 and $183.11, as chip stocks cooled amid renewed “AI bubble” jitters across the broader tech market. StockAnalysis+1 Yet beneath the day-to-day volatility, Qualcomm’s investor narrative is getting clearer: the company is pushing hard to broaden its revenue mix beyond smartphones, with fresh M&A moves and new AI-focused initiatives spanning data centers, edge devices, industrial video intelligence, and CPU architecture. Below is a detailed look at the most relevant Qualcomm stock news, forecasts, and market analysis investors are weighing on 12/12/2025—and the near-term catalysts that could
12 December 2025
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AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

Published: December 12, 2025 Advanced Micro Devices, Inc. (NASDAQ: AMD) is navigating a familiar 2025 storyline: powerful long-term AI demand signals competing with short-term swings in investor sentiment. As of the latest available quote on Friday, Dec. 12, 2025, AMD traded around $221.43. The key question for AMD investors today isn’t whether AI infrastructure will keep growing—most evidence suggests it will—but how quickly that growth converts into durable profits amid intense competition, shifting cloud spending patterns, and evolving U.S.–China export policy. And on Dec. 12, the market’s mood is being shaped less by AMD-specific headlines and more by the broader
12 December 2025
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Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Updated for premarket trading at ~6:00 a.m. ET on Friday, December 12, 2025. Semiconductor stocks are heading into the U.S. open with investors balancing two powerful—and competing—forces: continued blockbuster AI infrastructure demand and fresh anxiety that the spending boom is getting too expensive to sustain. The biggest chip-stock catalyst this morning is Broadcom (AVGO), which is trading lower in premarket despite upbeat revenue guidance, after management highlighted gross-margin pressure tied to the fast-growing AI segment. At the same time, Oracle’s post-earnings selloff has sparked another round of “AI bubble” debates that are rippling through high-multiple chip leaders and the broader
12 December 2025
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Lam Research (LRCX) Stock Near Record High After Oregon Expansion and AI Chip Boom: Price Targets, Forecasts and Risks

Lam Research (LRCX) Stock Near Record High After Oregon Expansion and AI Chip Boom: Price Targets, Forecasts and Risks

As of December 11, 2025, Lam Research Corporation (NASDAQ: LRCX) is trading near record highs after a year‑long surge powered by artificial‑intelligence (AI) chip demand and a fresh expansion in Oregon’s “Silicon Forest.” The stock recently pushed into the high‑$160s, setting new 52‑week highs and more than doubling in 2025, far outpacing the broader technology market. MarketWatch+1 At the same time, Wall Street’s price targets now cluster around or even below the current share price, and at least one discounted cash flow (DCF) model argues that LRCX is significantly overvalued—highlighting a growing tension between momentum and valuation. StocksGuide+2WallStreetZen+2 Below is
11 December 2025
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Synopsys Stock (SNPS) Jumps on Nvidia’s $2 Billion Bet, Q4 2025 Beat and Strong 2026 Outlook

Synopsys Stock (SNPS) Jumps on Nvidia’s $2 Billion Bet, Q4 2025 Beat and Strong 2026 Outlook

December 11, 2025 Synopsys, Inc. (NASDAQ: SNPS) is back in the spotlight after a brutal autumn sell-off, powered now by a new strategic partnership with Nvidia, better‑than‑expected fourth‑quarter results and an ambitious forecast for fiscal 2026. As of late‑morning trading on December 11, Synopsys shares were trading around $476, up roughly 2% on the day and extending gains after closing at $475.83 on Wednesday. MarketBeat The stock is up about 12% over the past three months but remains roughly 7% lower over the last year, reflecting the damage from a 35–36% single‑day plunge in September tied to disappointing China‑related revenue
11 December 2025
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Intel Stock Today: Government Stake, EU Fine Cut and AI Bets Put INTC at a Crossroads (December 10, 2025)

Intel Stock Today: Government Stake, EU Fine Cut and AI Bets Put INTC at a Crossroads (December 10, 2025)

Intel Corporation (NASDAQ: INTC) is ending 2025 as one of the market’s most polarising mega‑cap tech stocks. The share price has roughly doubled this year on the back of government support, big‑name strategic investors and renewed AI ambitions, yet Wall Street’s consensus still calls for downside from current levels. Investopedia+1 Below is a deep dive into all the key news, forecasts and analyses influencing Intel stock as of December 10, 2025. Intel stock price and valuation snapshot Intel shares are trading around the $40 mark this week. On Monday, December 8, the stock fell 2.7% to close near $40.30, after
10 December 2025
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Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

U.S. semiconductor stocks are trading slightly higher to mixed in pre-market action on Wednesday, December 10, 2025, as investors balance blockbuster AI demand against fresh geopolitical and regulatory risks, and wait for the Federal Reserve’s final policy decision of the year. Equity futures point to a modestly positive open, with U.S. Tech 100 futures up about 0.13%, S&P 500 futures up 0.07% and Dow futures up 0.05% ahead of the bell. TipRanks+1 Below is a detailed look at how key semiconductor names are trading before the open — and what today’s headlines and forecasts imply for the sector through the rest
10 December 2025
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Kaynes Technology’s Wild Week: Kotak Report, 40% Stock Crash and Why Brokerages Still See 100%+ Upside in This Semiconductor Play

Kaynes Technology’s Wild Week: Kotak Report, 40% Stock Crash and Why Brokerages Still See 100%+ Upside in This Semiconductor Play

Published: December 10, 2025 | India Markets & Semiconductors Kaynes Technology India Ltd has just lived through one of the most dramatic weeks any mid-cap tech stock has seen in recent years — a sharp 40%+ correction, allegations of aggressive accounting, a social-media storm around corporate governance, and then a powerful rebound after global brokerages reiterated “buy” calls with targets implying more than 100% upside.Trade Brains+ 3Moneycontrol+ 3BizzBuzz+ 3 On December 10, 2025, the dust is still swirling. A new “stock to buy” note from Trade Brains highlights Kaynes Technology as a semiconductor proxy that could deliver returns of about
10 December 2025
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Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research Corporation (NASDAQ: LRCX) closed Tuesday, December 9, 2025, just below record territory, extending a powerful AI‑driven rally and drawing fresh attention from institutions, analysts and technical traders ahead of Wednesday’s U.S. market open. Below is a full breakdown of how the stock traded after the bell, what moved it on December 9, and the key levels and narratives to watch before the market opens on December 10, 2025. Lam Research stock recap for December 9, 2025 On a day when the Dow and S&P 500 slipped modestly and the 10‑year U.S. Treasury yield edged toward 4.19%, chip names
10 December 2025
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Semiconductor Stocks Today (December 9, 2025): Closing Bell Recap as Nvidia’s China Deal and Fed Decision Loom

Semiconductor Stocks Today (December 9, 2025): Closing Bell Recap as Nvidia’s China Deal and Fed Decision Loom

Market recap: Chip sector catches its breath into the close Semiconductor stocks ended Tuesday’s session little changed, pausing after a powerful 2025 rally while traders focused on two big catalysts: a surprise U.S. policy reversal that lets Nvidia sell advanced AI chips to China and Wednesday’s Federal Reserve rate decision. At the closing bell on December 9, 2025: That’s a quiet day set against a very loud year. Including dividends, SOXX is up roughly 46% year‑to‑date, while SMH has gained just over 52% through early December. Total Real Returns+1 By comparison, the S&P 500 has returned about 18% in 2025,
9 December 2025
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Stock Market Today

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
Gold price near $5,000: China keeps buying as CME margin hikes raise the stakes

Gold price near $5,000: China keeps buying as CME margin hikes raise the stakes

7 February 2026
China’s central bank raised gold reserves for a 15th month in January, reaching 74.19 million ounces worth $369.58 billion. Gold prices swung sharply, hitting a record near $5,600 before dropping to $4,403.24. CME Group hiked COMEX gold futures margins to 9% after recent volatility. U.S. jobs and inflation data are due next week after a delay.
Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

Amazon stock (AMZN) slides on $200 billion AI capex plan — what Wall Street watches next week

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company forecast 2026 capital spending would jump to $200 billion, up more than 50% from 2025. The drop came as the Dow closed above 50,000 for the first time. Amazon reported fourth-quarter net sales up 14% to $213.4 billion and operating income at $25 billion. Trading in Amazon was volatile, with 179 million shares changing hands.
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