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Semiconductors 6 December 2025 - 13 December 2025

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)

Broadcom shares fell over 11% Friday after warning that lower-margin custom AI chips are squeezing profitability, despite strong revenue forecasts. The Nasdaq Composite dropped 1.69%, its lowest close since Nov. 25, as investors questioned the earnings power of major AI infrastructure bets. The Philadelphia Semiconductor Index slid 5.1%. Oracle also faced scrutiny over its AI-driven cloud expansion.
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 shares closed at $179.26 on December 12, 2025, after trading as high as $183.11, as chip stocks fell on renewed concerns about the AI trade. The company’s planned acquisition of Alphawave IP Group is set for a key UK court hearing on December 16, with an expected completion date of December 18, pending final approval. Qualcomm has cleared all regulatory hurdles for the deal.
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)

AMD shares traded near $221.43 on Dec. 12, 2025, slipping alongside Nvidia as Broadcom’s margin warning and Oracle’s spending outlook rattled AI-linked stocks. Sector sentiment, not company news, drove moves as investors questioned AI profitability after recent capital spending shocks. Time’s “Person of the Year” feature on AMD CEO Lisa Su added to chatter about market sentiment.
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

Broadcom shares fell 5.4% in premarket trading after the company warned of gross margin pressure from its AI chip segment, despite raising revenue guidance. Nvidia, Micron, AMD, Applied Materials, and Monolithic Power also traded lower before the bell. Oracle’s selloff has fueled renewed debate over an “AI bubble,” weighing on chip stocks and the broader Nasdaq. Semiconductor ETFs closed down sharply in the previous session.
12 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

Synopsys shares rose about 2% to $476 in late-morning trading December 11 after reporting Q4 revenue of $2.26 billion, up 38% year over year and above estimates. Adjusted EPS reached $2.90, beating forecasts but down from $3.40 a year earlier. The stock remains 7% lower over the past year after a 36% plunge in September tied to China and Design IP concerns. Nvidia’s partnership and improved guidance have helped shares recover.
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)

On August 2, 2025, the U.S. government acquired a 10% equity stake in Intel. Intel shares have nearly doubled this year, trading near $40 with a market cap around $193 billion, though Wall Street consensus points to downside. Q3 revenue rose 3% to $13.7 billion, but guidance remains cautious and accounting for government deals is under SEC review.
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

Nvidia shares dipped 0.14% pre-market Wednesday after President Trump signaled the U.S. will allow H200 AI GPU exports to China if Nvidia gives 25% of related revenue to the government. Micron, AMD, and Broadcom traded slightly higher. ON Semiconductor fell 0.40%. U.S. Tech 100 futures rose 0.13% ahead of the Fed’s policy decision.
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

Kaynes Technology shares rebounded 14% to Rs 4,350 on December 9 after a weeklong selloff triggered by Kotak’s report alleging accounting lapses and governance issues. The stock had dropped 40% earlier in December, erasing nearly Rs 10,000 crore in value. Kaynes denied wrongdoing and clarified it will not change auditors. Trade Brains cited Macquarie’s Rs 7,700 target, calling Kaynes a “semiconductor stock to buy.”
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 closed Tuesday at $165.81, up 1.9%, just shy of its all-time high. Shares traded between $160.75 and $166.36 on volume near 8 million. After-hours, the stock held steady. The move followed strong earnings and guidance, with analysts raising price targets as AI demand drives sector gains.
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

Semiconductor stocks ended flat Tuesday as traders digested the U.S. decision to let Nvidia sell H200 AI chips to approved customers in China with a 25% surcharge. The PHLX Semiconductor Index slipped 0.04%. Nvidia fell 0.3%, while Micron rose 2.1% on AI demand optimism. Investors await the Federal Reserve’s rate decision Wednesday.
9 December 2025
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Lam Research (LRCX) Stock Today: AI Chip Tailwinds, Fresh Analyst Targets and December 9, 2025 Forecast

Lam Research (LRCX) Stock Today: AI Chip Tailwinds, Fresh Analyst Targets and December 9, 2025 Forecast

Lam Research shares traded near $164.90 on December 9, 2025, just below a record high, after gaining about 127% over the past year. Institutional ownership reached 84–85%, with State Street and others increasing stakes, while insiders sold roughly 102,600 shares last quarter. The company’s market value stands near $205 billion. Management projects revenue rising from $16.2 billion in 2024 to up to $28 billion by 2028.
9 December 2025
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Semiconductor Stocks Today (Dec. 9, 2025): Nvidia and Micron in Focus as Fed Decision and China Chip Deal Loom

Semiconductor Stocks Today (Dec. 9, 2025): Nvidia and Micron in Focus as Fed Decision and China Chip Deal Loom

Nvidia shares slipped 0.4% to $184.85 by early afternoon after the U.S. cleared limited AI chip exports to China under new rules, including a 25% fee. The Philadelphia Semiconductor Index was flat near 7,300 as investors awaited the Federal Reserve’s rate decision. Micron and Broadcom outperformed, while Qualcomm and Applied Materials lagged. Futures markets priced in a likely 25-basis-point Fed rate cut.
9 December 2025
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TSMC Stock on 8 December 2025: AI Capacity Crunch Drives New Price Targets and Mixed Signals

TSMC Stock on 8 December 2025: AI Capacity Crunch Drives New Price Targets and Mixed Signals

TSMC ADRs traded near $295 on December 8, 2025, up 46% year-to-date, with a market cap of $1.5 trillion. Analysts at Bernstein, Barclays, and Bank of America raised price targets to $330–$355, citing AI demand and expanded CoWoS capacity. The stock trades at a forward P/E of 24.3, below sector averages, and most analysts rate it a Buy with a median 12-month target of $355.
8 December 2025
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Why Semiconductor Stocks Are Leading the 2025 Market Rally – And How Long It Could Last

Why Semiconductor Stocks Are Leading the 2025 Market Rally – And How Long It Could Last

The PHLX Semiconductor Index rose about 45% year-to-date through October 31, 2025, outpacing the Nasdaq and Dow. Nvidia reached a $4.4 trillion valuation amid soaring demand for AI chips, with Nvidia and Alphabet together accounting for roughly a third of S&P 500 gains in 2025. Broadcom shares climbed nearly 50% this year. Analysts expect global chip sales to grow over 20% in 2025.
7 December 2025
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Top Tech Stories Investors Missed This Week (Dec 1–7, 2025): AI Factories, $2B Chip Bets, and a New Wave of Lawsuits

Top Tech Stories Investors Missed This Week (Dec 1–7, 2025): AI Factories, $2B Chip Bets, and a New Wave of Lawsuits

Nvidia agreed to buy $2 billion in new Synopsys shares on Dec. 1, deepening their partnership to integrate Nvidia’s AI into Synopsys’ chip-design tools. Databricks is in talks to raise $5 billion at a $134 billion valuation, while Fluidstack seeks $700 million in new funding. India briefly required a government app on all smartphones. New lawsuits targeted leading AI firms.
7 December 2025
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Semiconductor Stocks Weekly Recap (Dec 1–7, 2025): AI Mega-Deals, New Chip Laws and a Near-4% Sector Surge

Semiconductor Stocks Weekly Recap (Dec 1–7, 2025): AI Mega-Deals, New Chip Laws and a Near-4% Sector Surge

The PHLX Semiconductor Index rose 3.9% this week to around 7,294, outpacing broader U.S. indices. Nvidia disclosed a $2 billion stake in Synopsys, boosting Synopsys shares 5% and Nvidia 1%. Chip stocks rallied on AI infrastructure deals, forecasts of $1 trillion in annual sales, and new U.S. export controls targeting China. The iShares Semiconductor ETF closed near $309.40, up 44% year-to-date.
7 December 2025
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Best Semiconductor Stocks to Buy Now (December 7, 2025) – 10 Chip Leaders for the AI Supercycle

Best Semiconductor Stocks to Buy Now (December 7, 2025) – 10 Chip Leaders for the AI Supercycle

Global chip sales are projected to rise 22–23% in 2025 to $772 billion and over 26% in 2026 to $975 billion, according to WSTS. Logic and memory chips are forecast to grow more than 30% in 2026. Asia-Pacific and the Americas are leading regional growth. Nvidia reported $57 billion in fiscal Q3 revenue and maintains over 90% of the data center GPU market.
7 December 2025
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SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

The VanEck Semiconductor ETF (SMH) has surged about 50% year to date, closing at $364.40 on December 5, 2025, with net assets near $37 billion. The fund is heavily concentrated in Nvidia, TSMC, and Broadcom, which together make up a large share of its holdings. SMH tracks the MVIS US Listed Semiconductor 25 Index and has delivered a 46% one-year return as of late November.
7 December 2025
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Direxion Daily Semiconductor Bull 3X Shares (SOXL): Latest News, Flows, Forecasts and AI-Chip Outlook as of December 6, 2025

Direxion Daily Semiconductor Bull 3X Shares (SOXL): Latest News, Flows, Forecasts and AI-Chip Outlook as of December 6, 2025

SOXL closed at $46.50 on December 5, near its 52-week high, after surging 51% in two weeks. The leveraged ETF now manages about $13.5 billion in assets with trading volume in the tens of millions daily. Volatility remains high, with average daily swings near 6%. The fund’s price is more than six times its 52-week low of $7.20.
6 December 2025
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