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Semiconductors 23 November 2025 - 5 December 2025

‘China’s Nvidia’ Moore Threads Soars Over 400% in Shanghai Debut After $1.1 Billion IPO, Supercharging Beijing’s AI Chip Ambitions

‘China’s Nvidia’ Moore Threads Soars Over 400% in Shanghai Debut After $1.1 Billion IPO, Supercharging Beijing’s AI Chip Ambitions

Moore Threads shares soared over 400% on debut Friday after an 8 billion yuan ($1.1 billion) IPO on Shanghai’s STAR Market, briefly valuing the Beijing-based GPU maker at more than 305 billion yuan ($40 billion). The stock opened at 650 yuan, far above its 114.28 yuan IPO price, marking the biggest first-day jump for a Chinese IPO over $1 billion since 2019 reforms.
5 December 2025
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Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials shares hit all-time highs near $270 after TD Cowen raised its price target to $315 and named the company a “best idea” for 2026. The firm cited strong demand for AI and DRAM equipment, with new projects at Samsung, Micron, and TSMC expected to boost growth. Morgan Stanley also raised its target to $273. Some analysts warn of export risks and a cooling China market.
4 December 2025
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ON Semiconductor (NASDAQ: ON) Stock Outlook for December 2025: AI Power, $6 Billion Buyback and SiC Mega-Fab Fuel the Next Leg

ON Semiconductor (NASDAQ: ON) Stock Outlook for December 2025: AI Power, $6 Billion Buyback and SiC Mega-Fab Fuel the Next Leg

ON Semiconductor shares jumped 15% in the past week and now trade near $56, with a market cap of about $20.6 billion and short interest around 16%. Q3 2025 revenue reached $1.55 billion, beating estimates but down 12% year-over-year, while adjusted EPS fell to $0.63. Automotive and industrial segments grew sequentially. Management forecasts Q4 revenue between $1.48 billion and $1.58 billion.
4 December 2025
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NXP Semiconductors (NXPI) Stock Jumps Again on December 3, 2025: Dividend Rush, AI Tailwinds and Auto Rebound Fuel Rally

NXP Semiconductors (NXPI) Stock Jumps Again on December 3, 2025: Dividend Rush, AI Tailwinds and Auto Rebound Fuel Rally

NXP Semiconductors closed at $227.56 on December 3, up 5.7% for the day and about 14% over two sessions, with trading volume around 4.6 million shares. The stock’s rally follows stronger-than-expected Q3 revenue of $3.17–3.20 billion and improved Q4 guidance, as buyers position ahead of the company’s ex-dividend date.
4 December 2025
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Texas Instruments (TXN) Surges Toward $182 as Big Investors, Rich Dividend and $60B Fab Bet Drive December Rally

Texas Instruments (TXN) Surges Toward $182 as Big Investors, Rich Dividend and $60B Fab Bet Drive December Rally

Texas Instruments shares jumped nearly 4% to around $182 by mid-afternoon Wednesday, extending a two-week rally that has lifted the stock more than 13%. Recent filings show major funds including Norges Bank and Invesco increasing stakes, with institutions now holding about 85% of the float. Q3 revenue rose 14.2% to $4.74 billion, but Q4 guidance missed expectations. TXN remains below its 52-week high of $221.69.
3 December 2025
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Micron (MU) Stock on December 3, 2025: Crucial Exit, AI Memory Supercycle and What Wall Street Expects Next

Micron (MU) Stock on December 3, 2025: Crucial Exit, AI Memory Supercycle and What Wall Street Expects Next

Micron shares fell about 2.5% to the low $230s on December 3 after the company announced it will exit its Crucial consumer memory business by February 2026. The stock remains near record highs, up nearly 190% year-to-date, following strong demand for AI-related products and recent bullish analyst forecasts. Micron will focus on enterprise and industrial markets.
3 December 2025
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Micron Technology (MU) Stock After the Bell: $9.6 Billion Japan AI Bet, $338 Target and December 17 Earnings Countdown

Micron Technology (MU) Stock After the Bell: $9.6 Billion Japan AI Bet, $338 Target and December 17 Earnings Countdown

Micron Technology shares closed up 1.7% at $240.50 on Monday after announcing a ¥1.5 trillion ($9.7 billion) investment in a new AI memory chip plant in Hiroshima, Japan. The stock traded near record highs, with volume at 14 million shares. Japan’s government may provide up to ¥500 billion in subsidies for the project. Construction is set to begin in May 2026, with shipments targeted for 2028.
1 December 2025
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Intel Stock Soars on Apple Foundry Rumors and 18A Breakthrough: Is INTC’s 2025 Rally Built to Last?

Intel Stock Soars on Apple Foundry Rumors and 18A Breakthrough: Is INTC’s 2025 Rally Built to Last?

Intel shares surged to $40.56 on Dec. 1, 2025, near a 52-week high, after reports that Apple may use Intel’s 18A process for entry-level M-series chips by 2027. The stock is up about 70% over the past year, following a government rescue and restructuring. Analysts remain divided, and Intel faces a new trade-secret lawsuit involving a former TSMC executive.
1 December 2025
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Intel Stock Before the Bell on December 1, 2025: Apple Foundry Rumors, TSMC Probe and AI Deals Put INTC in the Spotlight

Intel Stock Before the Bell on December 1, 2025: Apple Foundry Rumors, TSMC Probe and AI Deals Put INTC in the Spotlight

Intel shares closed at $40.56 on Black Friday, up 10% in one session and 84% year-to-date, following reports of possible foundry deals with Apple and renewed focus on its AI roadmap. The stock sits just below its 52-week high of $42.48. Intel’s Q3 revenue rose 3% to $13.7 billion, but net margins remain thin. Market cap stands at $194 billion.
30 November 2025
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Applied Materials (AMAT) Stock Near Record Highs as AI Demand Offsets China Export Curbs – November 30, 2025

Applied Materials (AMAT) Stock Near Record Highs as AI Demand Offsets China Export Curbs – November 30, 2025

Applied Materials closed Friday at $252.25, just below its 52-week high, after reporting record annual revenue of $28.37 billion and GAAP EPS of $8.66. The stock is up about 44% over the past year. Management warned of a potential $600 million revenue hit from new U.S. export controls targeting China. The company is cutting 1,400 jobs and booking up to $180 million in restructuring costs.
30 November 2025
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AMD Stock Today (NASDAQ: AMD) – AI Deals, Zyphra Breakthrough and Big-Money Buying on November 29, 2025

AMD Stock Today (NASDAQ: AMD) – AI Deals, Zyphra Breakthrough and Big-Money Buying on November 29, 2025

AMD closed at $217.48 on November 28, down about 16% from early November highs above $259 but still up over 70% for 2025. Institutional investors including the New York State Common Retirement Fund increased stakes. AMD and Zyphra unveiled a new large-scale AI model trained on AMD GPUs. Major banks reiterated Buy ratings and high price targets.
29 November 2025
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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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Stock Market Today

  • Tel Aviv Stock Exchange hits record highs as Iran ceasefire boosts market
    April 12, 2026, 4:11 AM EDT. The Tel Aviv Stock Exchange surged to all-time highs on Friday, with the TA-35 and TA-125 indices climbing 1.9% to 4,443.22 and 4,335.72, respectively. The TA-90 rose 1.6%. Gains were led by the insurance index, up 6%, banks (3.2%), and real estate (2.7%). However, defense stocks fell, dragging the TA Defense Index down 2.7%, amid declines in Elbit Systems and Next Vision Stabilized Systems. The dollar weakened to roughly 3.03 shekels, its lowest since 1995, reflecting reduced demand for U.S. currency. The Bank of Israel set its representative rates lower for both the dollar and euro, signaling easing currency pressure. Market optimism follows news of an Iran ceasefire, which investors see as a positive geopolitical development.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

11 April 2026
Snowflake shares fell 8.4% to $121.11 on Friday after an 11.7% drop Thursday, as investors sold off software stocks amid concerns over new AI tools from Anthropic and OpenAI. The stock now trades just above its 52-week low. The S&P 500 Software and Services Index is down 25.5% for the year. Snowflake reported fourth-quarter product revenue of $1.23 billion, up 30% from a year earlier.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 11:59 PM EDT DocuSign Stock Review: Is the 42% Yearly Drop a Buying Opportunity? April 11, 2026, 11:59 PM EDT. DocuSign (DOCU) shares have fallen 42.3% over the past year, raising questions about their value. Despite recent weakness, a Discounted Cash Flow (DCF) analysis suggests the stock is **68.1% undervalued**, with estimated intrinsic value around $134.42 versus a current price near $42.89. The DCF model projects growing free cash flows from $990 million in 2026 to $1.37 billion by 2029. Investors remain cautious amid evolving software spending trends
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