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Semiconductors 14 November 2025 - 29 November 2025

Applied Materials Stock (AMAT) on November 29, 2025: Record Earnings, China Export Hit and an AI‑Fueled Rally

Applied Materials Stock (AMAT) on November 29, 2025: Record Earnings, China Export Hit and an AI‑Fueled Rally

Applied Materials closed at $252 on November 28, 2025, near record highs after reporting record fiscal 2025 results and weathering U.S. export controls on China. Shares have surged about 57% year-to-date, outpacing the S&P 500. Full-year revenue reached $28.37 billion, with GAAP EPS at $8.66. Market capitalization stands near $200 billion, with a P/E ratio around 30.
29 November 2025
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Broadcom Leans Into AI Chip Boom and VMware Shake‑Up Ahead of Q4 2025 Earnings

Broadcom Leans Into AI Chip Boom and VMware Shake‑Up Ahead of Q4 2025 Earnings

Broadcom reported fiscal Q3 2025 revenue of $15.95 billion, up 22% year over year, with AI chip sales reaching $5.2 billion, a 63% jump. VMware’s software business contributed to total 2024 revenue of $51.6 billion, up 44%. The company faces lawsuits and regulatory scrutiny over VMware licensing changes. Management projects Q4 2025 revenue of $17.4 billion, again led by AI demand.
28 November 2025
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Micron Technology (MU) Stock Today, Nov. 28, 2025: AI Memory Boom, $338 Target and Big‑Money Buying

Micron Technology (MU) Stock Today, Nov. 28, 2025: AI Memory Boom, $338 Target and Big‑Money Buying

Micron Technology traded near $230 Friday, close to its 52-week high, after Morgan Stanley raised its price target to $338 and S&P Global boosted its credit outlook to “positive.” The stock has surged about 135% in the past year, outpacing the S&P 500. Market capitalization stands near $259 billion. U.S. markets closed early for the post-Thanksgiving session, with thin liquidity reported.
28 November 2025
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Applied Materials (AMAT) Stock Before the November 28 Open: UBS Upgrade, China Curbs and Q4 Earnings

Applied Materials (AMAT) Stock Before the November 28 Open: UBS Upgrade, China Curbs and Q4 Earnings

Applied Materials closed Wednesday at $249.97, just below its 52-week high, after a 3.1% gain and slight after-hours uptick. Shares have surged up to 50% year to date, outpacing peers. Fiscal Q4 revenue reached $6.8 billion, down 3–3.5% from last year, but full-year sales hit a record $28.37 billion. The stock now trades above the average analyst price target.
27 November 2025
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IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

SMIC shares rose about 2% in Hong Kong and Shanghai on Thursday, trading near HK$70.2 and RMB 115, respectively. The gains followed a rally in Chinese chip stocks driven by AI optimism and warnings of a global memory-chip shortage. SMIC remains about 25% below its October 2025 peak despite more than doubling over the past year. Turnover in Shanghai reached roughly RMB 813 million in morning trade.
27 November 2025
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Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

Lam Research shares jumped 5.4% to close at $150.38 on Monday, adding to a 106% year-to-date gain. The rally followed a surge in tech and AI stocks, with the Nasdaq 100 up 2.6% and S&P 500 up 1.6%. Falling Treasury yields and rising odds of a December Fed rate cut fueled buying. Lam’s market cap now stands just above $160 billion.
25 November 2025
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AMD Stock Today (November 24, 2025): AI Breakthrough, GPU Price Hike Buzz and Big Targets Push Shares Higher

AMD Stock Today (November 24, 2025): AI Breakthrough, GPU Price Hike Buzz and Big Targets Push Shares Higher

AMD shares rose 3.9% to $211.79 by late morning Monday after the company announced Zyphra trained its new ZAYA1 AI model entirely on AMD Instinct MI300X GPUs. The stock touched an intraday high above $213 and is up about 73% year-to-date. AMD’s market cap now exceeds $330 billion. Investors cited the Zyphra news as the main catalyst for the move.
24 November 2025
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ASML Stock Today (Nov. 23, 2025): AI Boom, China Risk and What’s Next for the EUV Leader

ASML Stock Today (Nov. 23, 2025): AI Boom, China Risk and What’s Next for the EUV Leader

ASML shares closed at $966.57 on Friday, down 1.5% but up over 40% year to date in 2025. The company reported Q3 net sales of €7.5 billion and net income of €2.1 billion, with strong demand for EUV tools. Management guided Q4 sales between €9.2 billion and €9.8 billion and expects 2026 revenue to at least match 2025. Trading remains volatile amid AI demand and geopolitical risks.
23 November 2025
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Arm Holdings (ARM) News Today – 23 November 2025: Nvidia Tie-Up Deepens, Big Funds Buy the Dip and Regulators Close In

Arm Holdings (ARM) News Today – 23 November 2025: Nvidia Tie-Up Deepens, Big Funds Buy the Dip and Regulators Close In

Arm Holdings closed at $131.57 on November 21, down sharply from its 52-week high but well above its IPO price. New 13F filings show Franklin Resources, Handelsbanken Fonder, and Ensign Peak Advisors all increased their stakes in Q2. The stock’s market cap stands near $140 billion, with high volatility and average daily volume above 6 million shares. Regulatory scrutiny in South Korea and a new Nvidia partnership remain in focus.
23 November 2025
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TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

TSMC closed Friday at $275.01, down 0.9%, with a market cap near $1.43 trillion, ranking it eighth globally. Chair C.C. Wei and former chair Mark Liu received the semiconductor industry’s top Noyce Award on November 22. The company remains under scrutiny after reports of a 2nm technology leak involving a former executive who joined Intel. TSMC shares are up about 42% year to date.
22 November 2025
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AMD Stock Skyrockets on AI Mega-Deals & Quantum Breakthrough – Is $300 Next?

AMD Stock Forecast Through 2025: How AI, MI350 GPUs and Big Partnerships Are Shaping the Next Move

AMD shares traded at $200–$205 on November 22, 2025, after more than doubling year-to-date and briefly topping $250. Q3 revenue reached $9.2 billion, up 36% from a year earlier, driven by strong data center and AI demand. The new Instinct MI350 AI GPUs launched in June, targeting Nvidia’s dominance in the AI data center market. Investors are watching MI350 adoption rates at major cloud providers through year-end.
22 November 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Semiconductor Stocks Weekly Wrap (Nov. 16–21, 2025): Nvidia’s Blowout Earnings Collide With AI Bubble Fears

Nvidia posted record earnings and strong guidance, but the PHLX Semiconductor Index (SOX) fell into correction territory, closing Friday near 6,400—down 13% from its October peak. The index lost about 3–4% for the week and 5% for the month, as “AI bubble” fears drove broad selling in chip stocks across global markets.
22 November 2025
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Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron Technology (MU) Stock Today, Nov. 21, 2025: AI Capex Fears Extend Sell-Off Despite Sold-Out HBM Demand

Micron shares fell 4% to around $193 by late morning Friday, extending a two-day slide triggered by management’s warning that capital spending will need to rise further to meet AI memory demand. The stock is down about 15% over the past 10 sessions but remains up over 130% year-to-date. Micron’s Q1 2026 results are due December 17.
21 November 2025
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TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSM Stock Today, November 21, 2025: U.S. AI Expansion, Tariff Relief and Sector Jitters Hit Taiwan Semiconductor

TSMC shares fell 3.2% to $268.60 in U.S. trading Friday, tracking a broad chip sector pullback despite CEO C.C. Wei reaffirming a major U.S. expansion and ongoing AI demand. The stock remains up about 40% year-to-date but sits 13% below its 52-week high. TSMC’s market cap stands near $1.44 trillion. Wei said the Arizona fab is central to a $165 billion U.S. investment plan.
21 November 2025
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Micron Stock Today (MU): UBS Lifts Price Target to $275 as AI Memory Boom Collides With Capex Fears – November 20, 2025

Micron Stock Today (MU): UBS Lifts Price Target to $275 as AI Memory Boom Collides With Capex Fears – November 20, 2025

UBS raised its price target for Micron Technology to $275, citing fully booked high-bandwidth memory capacity through 2026 and tight supply. Shares traded around $220 Thursday, down 2.5% on the day but up over 170% year to date. Executives warned of higher capital spending at an RBC conference, unsettling some investors. UBS projects FY2026 EPS of $16–17 per share.
20 November 2025
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Broadcom (AVGO) Surges on Quantum‑Safe 128G AI Switch Launch, Nvidia Boost and VMware Licensing Fight – November 20, 2025

Broadcom (AVGO) Surges on Quantum‑Safe 128G AI Switch Launch, Nvidia Boost and VMware Licensing Fight – November 20, 2025

Broadcom shares rose 3% Thursday to around $354 after launching Brocade Gen 8 storage-networking products aimed at AI data centers. The stock is up over 110% in the past year, with a market cap near $1.7 trillion. Vanguard now holds 10.28% of shares, as institutional investors remain dominant. The new products offer 128G performance and quantum-safe encryption, with OEM partners set to ship solutions in coming quarters.
20 November 2025
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AMD Stock Today, November 19, 2025: AI Mega-Deals, New MI430X GPU and Valuation Jitters Ahead of Nvidia Earnings

AMD Stock Today, November 19, 2025: AI Mega-Deals, New MI430X GPU and Valuation Jitters Ahead of Nvidia Earnings

AMD shares fell 3.6% to around $221.89 on November 19, 2025, despite announcing a new AI data-center joint venture with Cisco and Saudi-backed HUMAIN. The partners plan a 100-megawatt facility in Saudi Arabia, fully contracted to Luma AI, with ambitions to expand to 1 gigawatt across multiple regions by 2030. Trading volume topped 27 million shares, outpacing recent averages.
19 November 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm (QCOM) Stock Falls as Patent Suit, Alphawave Deal Filings and AI Chip Rollouts Define November 17, 2025

Qualcomm shares fell 4.2% to $166.75 Monday, marking a third consecutive decline amid a broader tech selloff and new regulatory filings tied to its $2.4 billion Alphawave Semi acquisition. A fresh patent lawsuit was filed in U.S. court, alleging Snapdragon and X Series chips infringe three additional patents. Trading volume topped 10 million shares. Qualcomm has not commented on the latest legal action.
18 November 2025
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Micron (MU) Stock Hits Record Highs on AI Frenzy – Analysts See More Upside Ahead

Micron Technology (MU) Stock Today: Closes at $246.83 on Nov. 14, 2025 as Memory Price Shock Lifts Chipmakers

Micron Technology shares closed up 4.17% at $246.83 Friday after Samsung raised DDR5 memory contract prices by up to 60% since September, signaling a deepening global shortage. The stock traded near $247.80 after hours. Morgan Stanley named Micron its “Top Pick” and lifted its price target to $325, citing strong memory pricing and AI-driven demand.
14 November 2025
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Stock Market Today

  • CRISPR Therapeutics Stock Dips Amid Biotech Risks Despite Strong DCF Upside
    March 22, 2026, 2:39 AM EDT. CRISPR Therapeutics (CRSP) shares have fallen 14% year to date, contrasting with a 12.2% gain over the past year. The stock trades around $46.24, reflecting a 75.6% discount to its intrinsic value based on a Discounted Cash Flow (DCF) model projecting positive free cash flow by 2030. Despite short-term declines driven by biotech sector volatility and regulatory concerns, long-term growth potential linked to its gene-editing pipeline keeps investor interest. The company shows a $345.4 million free cash flow loss currently, moving to forecasted positive cash generation. Valuation metrics like price-to-book provide additional context amid earnings volatility. Market watchers may consider CRISPR's current weakness an opportunity, though risks remain given sector dynamics and cash flow uncertainty.
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