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Semiconductors 16 December 2025 - 24 December 2025

Lam Research (LRCX) Stock News on Dec. 24, 2025: CEO Share Sale, Analyst Targets, and the AI-Driven Wafer-Fab Equipment Outlook

Lam Research (LRCX) Stock News on Dec. 24, 2025: CEO Share Sale, Analyst Targets, and the AI-Driven Wafer-Fab Equipment Outlook

Lam Research traded near $177 in midday Dec. 24, approaching record highs after CEO Timothy Archer disclosed the sale of 163,300 shares for about $26.8 million under a 10b5-1 plan. The stock is up from its Dec. 23 close of $175.16. Trading volume was lighter ahead of the 1 p.m. ET early market close for Christmas Eve.
24 December 2025
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Micron (MU) Stock on December 24, 2025: Record Earnings, HBM Sold Out Through 2026, Analyst Targets Jump—and What Comes Next

Micron (MU) Stock on December 24, 2025: Record Earnings, HBM Sold Out Through 2026, Analyst Targets Jump—and What Comes Next

Micron Technology shares traded at $276.27 as of 14:18 UTC, down 0.11% after surging more than 160% in 2025. The company reported fiscal Q1 2026 revenue of $13.64 billion and guided for Q2 revenue of $18.7 billion, both above expectations. Micron said high-bandwidth memory supply for 2026 is fully booked, with rising prices and margins. Wall Street raised forecasts and price targets following the report.
24 December 2025
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Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Applied Materials shares rose about 1.17% to $259.40 on Dec. 22 amid a tech-led rebound and renewed AI enthusiasm. Investors weighed strong AI-driven chip demand against ongoing U.S.-China export restrictions. The Philadelphia SE Semiconductor Index also gained in early trading. Lighter holiday trading volumes heightened volatility for chip stocks.
22 December 2025
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TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC’s U.S. shares traded near $294 on December 22 as SEC filings showed Capital Insight Partners and Abner Herrman & Brock opened new positions, while Exchange Traded Concepts raised its stake by 36.7%. Other filings revealed Perpetual Ltd and Benson Investment Management trimmed holdings but kept significant exposure to the chipmaker.
22 December 2025
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ON Semiconductor Stock (NASDAQ: ON) Week Ahead Outlook: Nasdaq-100 Exit, Buybacks, and GaN Catalysts to Watch (Dec. 22–26, 2025)

ON Semiconductor Stock (NASDAQ: ON) Week Ahead Outlook: Nasdaq-100 Exit, Buybacks, and GaN Catalysts to Watch (Dec. 22–26, 2025)

ON Semiconductor will be removed from the Nasdaq-100 Index before markets open Monday, Dec. 22, triggering index-related trading flows. Shares closed Friday at $55.21 on heavy volume. The stock faces potential volatility from forced selling by index funds and thin holiday liquidity. Strategic updates on power semiconductors for AI and EVs may also influence trading.
22 December 2025
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Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility

Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility

Semiconductor stocks face volatile trading ahead of Christmas, as AI and data-center demand clash with investor concerns over financing costs. Broadcom’s warning on AI chip margins triggered a sector pullback in mid-December. U.S. markets will close early Dec. 24 and remain shut Dec. 25, with thin holiday volumes expected to amplify price swings.
21 December 2025
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Lam Research Stock Week Ahead (LRCX): Analysts Lift Targets as AI Chip Spending Outlook Brightens Into a Holiday-Shortened Market

Lam Research Stock Week Ahead (LRCX): Analysts Lift Targets as AI Chip Spending Outlook Brightens Into a Holiday-Shortened Market

Lam Research shares closed Friday at $172.27, up 4.57%, near a record high after analysts raised price targets to as much as $200. The stock’s rally tracks strong AI-driven demand signals and optimism for 2026 capital spending. Trading volume may be thin in the holiday-shortened week, increasing volatility.
21 December 2025
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AMD Stock Week Ahead: China Chip Headlines, AI Deal Momentum, and Key U.S. Data in a Holiday-Shortened Week (Dec 22–26, 2025)

AMD Stock Week Ahead: China Chip Headlines, AI Deal Momentum, and Key U.S. Data in a Holiday-Shortened Week (Dec 22–26, 2025)

AMD shares closed at $213.43 after a 6% surge Friday on heavy volume, entering a holiday-shortened week marked by thin trading and volatility. CEO Lisa Su met with China’s commerce minister as export policy and domestic chip competition draw scrutiny. U.S. markets close early Dec. 24, shut Dec. 25, and reopen Dec. 26. Traders watch for price swings on headlines amid lighter holiday staffing.
21 December 2025
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GlobalFoundries Stock (GFS) Today: Latest News, Analyst Forecasts, and the 2026 Setup (Dec. 21, 2025)

GlobalFoundries Stock (GFS) Today: Latest News, Analyst Forecasts, and the 2026 Setup (Dec. 21, 2025)

GlobalFoundries shares closed at $36.63 Friday, with trading volume surging as the company announced a new CFO and a partnership with onsemi to develop gallium nitride power devices. The stock remains in the middle of its 52-week range and has lagged the broader semiconductor sector over the past year. Investors are watching new moves in power infrastructure and silicon photonics.
21 December 2025
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Intel Stock (INTC) Today: Nvidia’s $5B Investment Clearance, High-NA EUV Milestone, and Wall Street’s 2026 Outlook

Intel Stock (INTC) Today: Nvidia’s $5B Investment Clearance, High-NA EUV Milestone, and Wall Street’s 2026 Outlook

Intel shares closed at $36.82 on Friday, up 1.49% but well below this month’s $44.02 high. The U.S. FTC cleared Nvidia’s planned $5 billion investment in Intel, removing a key regulatory hurdle. Intel also completed installation of ASML’s Twinscan EXE:5200B, marking a manufacturing milestone. The stock is up about 81% year-to-date.
21 December 2025
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KLA Corporation Stock (KLAC): Today’s News, Analyst Forecasts, and 2026 Outlook as AI Drives Chip Equipment Spending (Dec. 20, 2025)

KLA Corporation Stock (KLAC): Today’s News, Analyst Forecasts, and 2026 Outlook as AI Drives Chip Equipment Spending (Dec. 20, 2025)

KLA Corporation shares closed at $1,245.67 on Dec. 19, up 1.90% and near technical buy points after Jefferies upgraded the stock to “Buy” and raised its price target to $1,500. The move follows volatile trading and new industry forecasts projecting further growth in chipmaking equipment demand tied to AI infrastructure spending.
20 December 2025
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Semiconductor Stocks Today: Nvidia, Micron, Broadcom and Intel Rise in Premarket as AI-Memory Boom Meets China Export Review (Dec. 19, 2025)

Semiconductor Stocks Today: Nvidia, Micron, Broadcom and Intel Rise in Premarket as AI-Memory Boom Meets China Export Review (Dec. 19, 2025)

Micron shares rose 1.99% premarket after reporting earnings and guidance well above forecasts, citing strong AI memory demand and supply constraints. Nvidia gained 1.25% despite new U.S. policy scrutiny over AI chip shipments to China. Sector futures slipped 0.5% ahead of the open. Micron expects high-bandwidth memory market growth from $35B in 2025 to $100B by 2028.
19 December 2025
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Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

Micron shares jumped nearly 12% midday Thursday after the company forecast second-quarter profit almost double Wall Street estimates, citing strong AI-driven memory demand. The rally lifted the Philadelphia Semiconductor Index about 2.8%, with Nvidia, AMD, and TSMC also higher. Investors responded to both Micron’s outlook and softer U.S. inflation data. Some analysts flagged data-quality concerns linked to the recent government shutdown.
18 December 2025
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AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters Hit Semiconductors, While “Helios” Keeps the Long-Term AMD Bull Case Alive

AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters Hit Semiconductors, While “Helios” Keeps the Long-Term AMD Bull Case Alive

AMD shares fell 5.3% to $198.11 early Thursday, tracking a broad selloff in AI-linked tech after renewed concerns over data-center financing and AI infrastructure spending. Oracle’s stalled Michigan data-center project talks and wider anxiety about AI capex hit chip stocks, with Nvidia and Broadcom also down sharply. AMD remains seen as a major AI play, exposing it to sector-wide volatility.
18 December 2025
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Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Micron raised its profit outlook Thursday, citing continued tightness in high-bandwidth memory used for AI, and said it has secured all 2026 HBM supply in advance. The company plans to boost 2026 capital spending to $20 billion. Micron expects supply constraints to persist beyond 2026, with AI data center demand and cleanroom bottlenecks driving shortages.
18 December 2025
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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)

The Philadelphia Semiconductor Index dropped 3.8% Wednesday as U.S.-listed chip stocks slumped, dragging the Nasdaq down 1.8%. Nvidia fell 3.7%, AMD 5.3%, and ASML 5.6%. Investors cited renewed concerns over AI infrastructure funding, competition, and policy risks. The S&P 500 closed down 1.2%.
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 reported record fiscal Q1 2026 revenue of $13.64 billion and GAAP net income of $5.24 billion, citing strong AI-driven demand for memory products. Shares rose about 4% in after-hours trading. The company forecast Q2 revenue of $18.7 billion, far above analyst expectations. Gross margins and earnings per share are also projected to reach new highs.
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

The PHLX Semiconductor Index fell 2.48% to 6,785.77 on December 17, 2025, as chip stocks led market declines amid tech sector weakness. Investors reacted to headlines including Amazon-OpenAI investment talks, Google’s efforts to challenge Nvidia, and geopolitical pressures on manufacturing. Traders awaited Micron’s earnings after the close.
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

U.S.-listed semiconductor stocks traded mixed midday Tuesday, with the iShares Semiconductor ETF down 1.16% and VanEck Semiconductor ETF off 0.71%. Nvidia and AMD edged higher, while Micron and Qualcomm fell over 2%. Investors weighed a shutdown-delayed jobs report, new chip equipment forecasts, and uncertainty over AI profitability. Major U.S. indexes were modestly lower as rate expectations shifted.
16 December 2025
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Stock Market Today

  • WPP Shares Plunge 55% in 9 Months Amid AI Disruption and Restructuring
    March 22, 2026, 4:01 AM EDT. WPP's shares have fallen sharply by 55% since July 2025, hitting their lowest level since 1996 amid profit warnings, dividend cuts, and client losses. Investors fear the advertising giant is struggling to adapt to artificial intelligence (AI) disruption, as AI tools increasingly replace traditional marketing roles. WPP, which was recently dropped from the FTSE 100, is now pursuing an ambitious multi-year plan called 'Elevate28', aiming to save £500 million annually by 2028, consolidate operations, and invest £300 million in proprietary AI tools. Trading on a low forward price-to-earnings ratio of 3.8, the market expects failure, yet successful execution could spark a significant rebound. However, risks of a value trap remain if the restructuring falters.
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