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Semiconductors News 14 October 2025 - 4 November 2025

Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor (NVTS) Stock Skyrockets on Nvidia Hype – Will GaN Power Pay Off?

NVTS Stock Price & Recent Performance (Nov 2025) Navitas Semiconductor’s stock has been on a wild ride in 2025. After beginning the year in the low-single digits, NVTS exploded upwards on a series of positive developments related to its GaN and SiC technology. By November 3, 2025, the stock closed at $12.25 (down nearly 9% on that day)stockanalysis.com and was hovering around the mid-teens in the weeks prior – an astonishing climb of several hundred percent year-to-date. This performance stands in stark contrast to the broader market, and even within the semiconductor sector, Navitas has been an outlier gainer. The
4 November 2025
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AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

Lam Research Rides the AI Wave to New Highs Lam Research, a leading maker of semiconductor fabrication equipment, has been one of 2025’s standout stocks. The company’s share price has more than doubled this year, up about 117% as of early Novembernasdaq.com. This surge has far outpaced even the high-flying AI chip designers: for comparison, Nvidia’s stock was up ~42% and Broadcom’s ~56% over the same periodsharewise.com. Lam’s stock recently notched a fresh record high around $157–$158 per sharenasdaq.comstockstory.org, boosting the company’s market capitalization to roughly $195 billionstockstory.org. The run-up reflects surging optimism that Lam will be a prime beneficiary of
3 November 2025
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Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

New AI Chips Ignite Rally in QCOM Shares Qualcomm’s headquarters in San Diego. The chipmaker’s stock just surged on news of its expansion into data-center AI processors. Qualcomm’s stock rallied dramatically to start the week after the company revealed a bold expansion into artificial intelligence semiconductors. On Monday (Oct. 27), the firm unveiled two AI accelerator chips – dubbed the AI200 and AI250 – aimed at powering AI in cloud data centers. This surprise announcement, part of Qualcomm’s efforts to diversify beyond a stagnant smartphone market, sent QCOM shares soaring to their highest price in 15 months bloomberg.com. Investors piled
28 October 2025
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NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

Stock Price & Recent Trading Activity NXP’s stock has seen choppy trading in recent days amid mixed signals from the semiconductor sector. Early last week, NXPI shares slid into the mid-$210s after peer Texas Instruments spooked the market with a dour outlook. TI reported soft demand for its chips and high customer inventories, sending its stock down ~7.5% and dragging NXP ~2–3% lower in sympathyts2.tech. On October 22, NXP closed around $217.16 – a multi-week low – on heavy volume, as investors reacted to signs of an industry slowdownstatmuse.com. This sector-wide selloff (which also hit names like Microchip and Qualcomm)
27 October 2025
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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 Julyfinviz.com. A mid-September pullback – triggered by Synopsys’s China-related warning – saw Cadence briefly dip into the low $330sfinviz.comfinviz.com, but the stock quickly rebounded. By late October, CDNS was trading near $350and hitting fresh multi-month highs ahead of earningsasktraders.com. In fact, the stock jumped ~6.6% in the five sessions leading up to the Q3 earnings releaseasktraders.com, reflecting bullish anticipation from
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 $39.65ts2.techreuters.com. An 85% rally YTD makes INTC one of the market’s top performersts2.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 respectivelyreuters.comts2.tech. These blockbuster deals, plus rumors of new foundry partnerships, have helped push Intel to its highest price in years. However, analysts warn the fundamentals lag
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 bellfinance.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 sectorreuters.com. “It’s clear that the sentiment has changed” around ASML, observed Morningstar analyst Javier Correonero ahead of the company’s earnings,
23 October 2025
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–$17.10ts2.techmarketbeat.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 2024ts2.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 yearts2.tech. The stunning rally means Navitas has now gained over
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-foldenglish.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 day over
21 October 2025
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AMD Stock Hits Record High Amid AI Mega-Deals – Is $300 Next?

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 announcementts2.tech. The stock notched a record intraday and closing
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 $17.06stockanalysis.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 todayts2.tech. For perspective, NVTS traded as low as $1.53 within the past yearreuters.com. The past week alone saw Navitas nearly double in value, with the stock surging 78% since last Friday’s closesharewise.com. This explosive
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 $163.45investor.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 agots2.tech), underperforming hotter
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 rangets2.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% intradayts2.tech. However, the rally faded just as quickly
18 October 2025
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Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom (AVGO) Stock Soars After $10B OpenAI AI Chip Deal – Analysts Raise Targets

Stock Performance and Recent Movement Broadcom’s stock has surged dramatically in 2023–2025, fueled by the AI boom and strategic dealsts2.tech. After a 10-for-1 split in Feb 2024, retail interest surged along with its fundamentalsts2.tech. By Oct 2025, Broadcom’s market cap surpassed $1.5 trillionts2.tech. The share price peaked around $374 in early Sept 2025 (post-split), roughly double its level a year priorts2.tech. Even after an early-October dip (amid broader market volatility), AVGO remains up ~70% YTDts2.tech, far outperforming the S&P 500. Over the past week, the stock was volatile. On Oct 13 AVGO jumped +9.9%investing.com following the announcement of a new $10B
17 October 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

Earnings and Outlook TSMC’s latest results have been outstanding. In Q2 2025, the company reported revenue of US$30.1 billion, a 44% jump year-over-yearts2.tech, with net profit of roughly T$398.3 billion. Demand for TSMC’s most advanced nodes (5nm/3nm) is exceptionally strong: cutting-edge chips now account for about 60% of revenuets2.techts2.tech, and high-performance computing/AI wafers made up roughly 60% of Q2 sales. TSMC’s pricing power and scale have kept margins very high (Q2 gross margin ~55%ts2.tech), underpinning its profit growth. Looking ahead, Q3 is expected to be even stronger. On Oct 9, TSMC announced preliminary Q3 sales of NT$989.9 billion (≈$32.5 billion), up ~30% from a year
16 October 2025
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AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

With headlines, chart-topping stock moves and even presidential interest (“AI infrastructure is economy of the future” reuters.com), this mad dash for AI chips has become must-see drama on Wall Street and Silicon Valley alike. Inside the Megadeals: OpenAI’s recent partnership announcements form a web of interlocking investments. Reuters notes Nvidia will supply OpenAI with entire AI supercomputers and network gear, fronting cash and chips so OpenAI can build its own cloud reuters.com ts2.tech. In exchange, Nvidia gets equity exposure to OpenAI’s growth. Sam Altman explained: “Everything starts with compute…we will utilize what we’re building with Nvidia to both create new
15 October 2025
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Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Astera Labs (ALAB) Stock Skyrockets on AI Boom – Nvidia & AMD Partnerships Fuel Frenzy

Stock Rally & Market Sentiment Astera Labs has emerged as a hot AI infrastructure stock in 2025. After its mid-2023 IPO at ~$36, ALAB surged through 2024 and 2025, briefly topping $262 (Sept 18, 2025) before a broader tech sell-off in Octoberts2.tech. On Oct 14 the stock fell roughly 14% intraday (trading near $170) amid market volatilityainvest.com. Despite pullbacks, ALAB remains up dramatically YTD (over 250%). The run-up reflects extreme market enthusiasm for AI “picks-and-shovels” stocks, but also high valuation concerns. Astera now trades at ~347× forward EPS and ~42× forward salests2.technasdaq.com – higher multiples than peers. This lofty pricing
14 October 2025
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Stock Market Today

Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

7 February 2026
New York, Feb 7, 2026, 15:24 EST — Market closed. Goldman Sachs shares closed up 4.3% at $928.75 on Friday, setting the tone for the next U.S. session after a strong late-week bid in big, high-priced names. The stock traded between $890.00 and $931.59, with about 2.47 million shares changing hands. The catalyst traders keep circling is an artificial-intelligence buildout inside the bank. Goldman is working with AI startup Anthropic to develop “AI agents” — software designed to carry out tasks — to automate functions such as trade and transaction accounting, client due diligence and onboarding, CNBC reported; Goldman confirmed
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