Today: 23 January 2026
Subscribe
Browse Category

Semiconductors News 12 November 2025 - 20 November 2025

Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron Stock Today (MU, November 20, 2025): UBS Hikes Target to $275 as AI Rally Collides With Capex Jitters

Micron Technology stock is back in the spotlight today, 20 November 2025, as Wall Street digests a powerful mix of bullish analyst upgrades, a global AI-driven rally in chip names, and fresh commentary from Micron’s own executives about rising capital spending. As of early U.S. trading, Micron (NASDAQ: MU) is changing hands around $230 in pre-market trading, up roughly 2%…
20 November 2025
····
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

Advanced Micro Devices (AMD) stock is under pressure on November 19, 2025, even as the chipmaker unveils a new AI GPU, deepens a Saudi-backed AI data-center venture with Cisco and HUMAIN, and draws bullish – and skeptical – calls from Wall Street. Here’s what investors need to know today. AMD stock price today: red day in a volatile AI market…
19 November 2025
····
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

Published: November 17, 2025 Qualcomm Incorporated (NASDAQ: QCOM) finished Monday sharply lower even as the company remains in the spotlight for next‑generation AI chips, industrial processors and its $2.4 billion takeover of UK-based Alphawave Semi. At the same time, a fresh patent lawsuit, new regulatory filings around the Alphawave deal, and headlines about Qualcomm’s role in U.S.–Saudi economic talks all…
18 November 2025
····
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

Dateline: Friday, November 14, 2025 — After market close (4:00–4:30 p.m. ET) Micron Technology shares finished Friday sharply higher after fresh evidence of a deepening global memory shortage—headlined by a Reuters scoop that Samsung raised contract prices for several DDR5 memory products by 30%–60% since September. MU closed at $246.83, up 4.17% on the day, and edged to about $247.80…
14 November 2025
····
Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Semiconductor stocks are back in the spotlight today, November 14, 2025, as a sharp tech-led sell-off collides with ongoing excitement around artificial intelligence (AI), data centers and high‑performance chips. Global markets are under pressure after Federal Reserve officials signaled a more cautious stance on rate cuts and investors fretted about lofty tech valuations and a potential “AI bubble.” Reuters At…
14 November 2025
····
Applied Materials (AMAT) Stock Slides as China Export Curbs Cloud Outlook Despite Q4 2025 Earnings Beat

Applied Materials (AMAT) Stock Slides as China Export Curbs Cloud Outlook Despite Q4 2025 Earnings Beat

Applied Materials (NASDAQ: AMAT) beat fiscal Q4 2025 earnings expectations, but AMAT stock fell around 5–7% on November 14 as U.S. export controls and weaker China spending weighed on the 2026 outlook. Key takeaways Q4 2025: Earnings beat and record year, but slower growth Applied Materials, the world’s largest semiconductor equipment maker, reported fiscal Q4 2025 results for the quarter…
14 November 2025
··
Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom (AVGO) Stock Today, November 13, 2025: AI Selloff Slams Shares Despite Strong Cloud and Chip Momentum

Broadcom Inc. (NASDAQ: AVGO) was swept up in a brutal tech and AI selloff on Thursday, with the stock dropping sharply even as the company rolled out new VMware Cloud Foundation initiatives and continues to post record AI-driven results. Key takeaways for Broadcom stock today Here’s what moved Broadcom stock on November 13, 2025, and what it could mean for…
14 November 2025
····
Baidu unveils M100 & M300 AI chips and ‘natively multimodal’ ERNIE 5.0 at Baidu World 2025, plus new ‘Tianchi’ supernodes

Baidu unveils M100 & M300 AI chips and ‘natively multimodal’ ERNIE 5.0 at Baidu World 2025, plus new ‘Tianchi’ supernodes

Beijing — November 13, 2025 — Updated same day Baidu used its annual Baidu World conference in Beijing to roll out two homegrown AI processors, a fresh generation of its ERNIE model, and a new class of supernode systems designed to stitch thousands of accelerators together—moves aimed at hardening China’s AI stack against tightening export controls and spiraling compute costs.…
13 November 2025
···
Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Today (INTC): Flat as AMD’s AI targets steal the spotlight; fresh market‑share data and new Intel security advisories — Nov 12, 2025

Updated: Nov 12, 2025, 17:57 UTC Quick takeaways How Intel stock is trading today At 17:57 UTC, INTC hovered near $37.92, up roughly 0.1% from Tuesday’s close. The session’s high hit $38.28, the low $37.385. Today’s action is subdued against a choppy tech tape and follows Tuesday’s finish at $37.88. MarketWatch Intel remains well below its late‑October peak and sits…
12 November 2025
····
GlobalFoundries (GFS) beats Q3 estimates, nudges Q4 outlook above Street; Dresden capacity expansion wins fresh approval — Nov. 12, 2025

GlobalFoundries (GFS) beats Q3 estimates, nudges Q4 outlook above Street; Dresden capacity expansion wins fresh approval — Nov. 12, 2025

Earnings: what stood out GlobalFoundries posted $1.688B in Q3 revenue, with IFRS EPS at $0.44 and non‑IFRS EPS at $0.41. Margins improved both sequentially and year over year: IFRS gross margin 24.8% (non‑IFRS 26.0%), IFRS operating margin 11.6% (non‑IFRS 15.4%). The company also generated $595M in operating cash flow and ended the quarter with $4.2B in cash, cash equivalents and…
12 November 2025
···
AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

Published: Wednesday, November 12, 2025 Summary: Advanced Micro Devices, Inc. (NASDAQ: AMD) set aggressive new long‑term targets at its New York Financial Analyst Day, including a push to $100 billion in annual data‑center chip revenue within five years, a company‑wide 35%+ revenue CAGR, and non‑GAAP EPS above $20 over the next 3–5 years. Management also outlined a multi‑year AI hardware…
12 November 2025
···
Infineon Lifts 2026 AI Power Revenue Target to €1.5bn as FY 2025 Lands in Line—Stock Jumps on DAX (12 November 2025)

Infineon Lifts 2026 AI Power Revenue Target to €1.5bn as FY 2025 Lands in Line—Stock Jumps on DAX (12 November 2025)

Munich — 12 November 2025. German chipmaker Infineon Technologies is leaning harder into the artificial‑intelligence build‑out. After reporting full‑year results broadly in line with guidance, the company sharply raised its 2026 sales goal for power‑supply solutions used in AI data centers—a move that sent the shares higher in Frankfurt trading.  FT Markets Why it matters Results at a glance (FY 2025; year ended…
12 November 2025
····
1 … 28 29 30 31 32 … 37

Stock Market Today

  • Hamilton Insurance Group Undervalued Despite 41.4% Gains, Intrinsic Value at $181.48
    January 23, 2026, 12:17 PM EST. Hamilton Insurance Group (ticker HG) shares closed at $27.03, showing a 41.4% gain over the past year but recent declines over the last month and year to date. Despite recent price swings, Simply Wall St's valuation analysis rates the stock 5 out of 6 for undervaluation. A detailed Excess Returns model calculates an intrinsic value at approximately $181.48 per share, suggesting HG is around 85.1% undervalued relative to its current price. This model factors in a stable earnings per share of $7.86 and a strong return on equity of 22.31%. Investors reconsidering HG amid insurance sector dynamics may find significant upside potential based on these cash flow-driven estimates.
Go toTop