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Semiconductors News 25 December 2025 - 29 December 2025

AAOI stock swings, then slips as investors refocus on 800G ramp

AAOI stock swings, then slips as investors refocus on 800G ramp

NEW YORK, December 29, 2025, 11:56 ET — Regular session Applied Optoelectronics shares were down 0.9% at $36.85 in late morning trading on Monday, after swinging between $36.17 and $39.15 as volumes stayed elevated. The reversal kept the spotlight on the fiber-optics supplier after a sharp pullback late last week, when traders began locking in gains following a run to fresh highs. Trefis That matters because AAOI has become a high-beta proxy for investor appetite around AI data-center buildouts, where cloud operators are upgrading to faster optical links to move data between servers. GlobeNewswire+1 Broader market tone was cautious, with
29 December 2025
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Lam Research stock slips as chip equipment names ease in year-end trade

Lam Research stock slips as chip equipment names ease in year-end trade

NEW YORK, December 29, 2025, 11:33 ET — Regular session Lam Research Corp shares fell about 1% on Monday as chip-related stocks eased in year-end trading. The pullback matters now because Lam has just closed its December quarter, setting up the next test of whether demand for chipmaking tools holds up into 2026. Broader risk appetite stayed fragile. The Nasdaq-heavy Invesco QQQ Trust was down about 0.7% late morning, and Nvidia slid nearly 2%. Lam was down 1% at $176.34 by 11:33 a.m. ET, after closing at $178.07 on Friday. The iShares Semiconductor ETF fell 0.8%, and equipment peers moved
29 December 2025
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AI stocks today: Nvidia slips after Intel stake filing as chip rally pauses

AI stocks today: Nvidia slips after Intel stake filing as chip rally pauses

NEW YORK, December 29, 2025, 10:37 ET — Regular session Nvidia shares fell nearly 2% in morning trading on Monday after Intel said in a filing that the AI chip leader completed a $5 billion purchase of Intel stock. Intel shares were slightly higher. Reuters The pullback matters because big tech and chip stocks have done much of the heavy lifting for U.S. equities in 2025, leaving the market sensitive to moves in a handful of AI bellwethers. Reuters It also lands in the final, holiday-thinned stretch of the year, when liquidity can be light and small flows can have
29 December 2025
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AMD slips as tech rally pauses; Nvidia-Intel filing puts chip sector back in focus

AMD slips as tech rally pauses; Nvidia-Intel filing puts chip sector back in focus

NEW YORK, December 29, 2025, 09:54 ET — Regular session Advanced Micro Devices shares edged lower in early trading on Monday, dipping 0.3% to $214.42 after touching an intraday low of $209.42. The move mattered because the market is entering the final, holiday-thinned stretch of the year, when small shifts in risk appetite can swing high-growth technology names. Semiconductor stocks have been at the center of the AI-driven rally and remain sensitive to any change in rates and spending expectations. Reuters+1 AMD is one of the sector’s key bellwethers, sitting between Nvidia in AI accelerators and Intel in server processors.
29 December 2025
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Micron stock slips on ex-dividend day as chip rally cools into year-end

Micron stock slips on ex-dividend day as chip rally cools into year-end

NEW YORK, December 29, 2025, 09:41 ET — Regular session Micron Technology (MU.O) shares fell 0.6% to $284.79 in early trade on Monday. The move mattered for two reasons: Micron started trading ex-dividend, and the broader tech bid that powered last week’s gains cooled into the final week of 2025. Nasdaq+1 An ex-dividend date is the cutoff that determines who gets the next dividend; investors who buy on or after that date do not receive the upcoming payment. Nasdaq data list Micron’s ex-dividend date as Dec. 29. Nasdaq The pullback also comes as trading conditions thin out ahead of the
29 December 2025
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Lam Research near $180 as year-end positioning puts chip-tool stocks back in play

Lam Research near $180 as year-end positioning puts chip-tool stocks back in play

NEW YORK, December 28, 2025, 23:12 ET — Market closed Lam Research Corp shares last closed up 0.4% at $178.07 on Friday, eking out gains in a quiet post-holiday session as semiconductor equipment names held firm into year-end. Reuters The move matters now because U.S. markets are heading into the final three trading days of 2025 with light volumes and portfolio adjustments that can amplify swings in widely owned momentum stocks. Reuters+1 Macro catalysts are also looming, with minutes from the Federal Reserve’s Dec. 9-10 meeting due Tuesday and traders watching the seasonal “Santa Claus rally” window that runs through
29 December 2025
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Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

NEW YORK, Dec. 27, 2025, 12:22 p.m. ET — Market closed Semiconductor stocks head into the final week of 2025 with a familiar mix of tailwinds and headline risk: AI-driven demand remains the sector’s dominant narrative, but supply-chain sensitivity is back in focus after a Taiwan earthquake prompted limited evacuations at Taiwan Semiconductor Manufacturing Co. (TSMC). With U.S. stock exchanges closed for the weekend, investors are using the pause to re-price the next set of catalysts that will hit when trading resumes Monday. Reuters Where chip stocks left off: a quiet Friday, but semis held up Friday’s post-Christmas session was
27 December 2025
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ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

New York — As of 1:11 a.m. ET on Saturday, December 27, 2025, U.S. stock markets are closed for the weekend, leaving investors with a familiar end‑of‑year setup: thin liquidity, headline-driven moves, and a handful of big 2026 narratives battling for control of “what matters” in semiconductors. For ASML Holding N.V. (NASDAQ: ASML)—the Dutch company whose lithography machines sit at the choke point of advanced chipmaking—the debate is getting sharper as 2025 ends: AI-driven demand remains strong, but geopolitics (China export limits, rare earth supply, and potential tariff costs) is increasingly dictating the cadence of orders and the confidence of
27 December 2025
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Lam Research Stock (LRCX) Near Record Highs After Analyst Target Hikes as AI Chip Equipment Forecasts Brighten Ahead of Monday’s Open

Lam Research Stock (LRCX) Near Record Highs After Analyst Target Hikes as AI Chip Equipment Forecasts Brighten Ahead of Monday’s Open

Lam Research Corporation (NASDAQ: LRCX) ended the week near fresh highs, with the stock last trading around $178.07 late Friday evening in New York, after a session that saw $179.77 as the intraday high and $177.44 as the low. At that price, Lam carries a market capitalization of roughly $162.4 billion and trades at about 28x earnings based on the latest available figures. The timing matters for investors planning their next move: at around 8:43 p.m. ET on Friday (Dec. 26, 2025), U.S. stock exchanges and the standard after-hours session are closed, meaning any material weekend headlines will be priced
27 December 2025
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Intel Stock Today (NASDAQ: INTC): Nvidia’s 18A Signal, U.S. Stake Tailwinds, and What to Watch Into the Next Session

Intel Stock Today (NASDAQ: INTC): Nvidia’s 18A Signal, U.S. Stake Tailwinds, and What to Watch Into the Next Session

New York time check: It is Friday, December 26, 2025, and the current time in New York is about 2:23 p.m. ET. Intel shares are trading in the middle of an unusual year-end backdrop: post‑Christmas, thinner liquidity, and U.S. indexes hovering near record territory as investors rotate back toward AI-linked themes. Reuters+2MarketWatch+2 As of the latest available trade in this session, Intel (INTC) is around $36.21, up about 0.19% on the day. That small move hides a bigger reality: Intel’s story into 2026 is less about “PC demand is up/down this quarter” and more about whether the company can convert
26 December 2025
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AMD Stock: What to Know Before the Market Opens on Dec. 26, 2025 — China AI Chip Headlines, CES Catalyst, and Wall Street Forecasts

AMD Stock: What to Know Before the Market Opens on Dec. 26, 2025 — China AI Chip Headlines, CES Catalyst, and Wall Street Forecasts

Advanced Micro Devices (NASDAQ: AMD) heads into Friday’s Dec. 26 session with investors balancing two powerful forces: a fast-moving China export narrative around AMD’s MI308 AI accelerators, and a steady drumbeat of demand signals from the broader AI infrastructure buildout. U.S. markets are set to reopen for a full trading day on Dec. 26 following the Christmas holiday, after the early close on Dec. 24—a detail that matters because holiday-thin liquidity can amplify headline-driven moves. Reuters Below is a comprehensive pre-market briefing—covering the latest news, the most relevant forecasts and analyst targets, the next catalysts, and the key risks that
26 December 2025
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US-China Chip Tariffs: Trump Administration Delays New Semiconductor Duties to June 2027 After Section 301 Probe, Testing the Trump–Xi Trade Truce

US-China Chip Tariffs: Trump Administration Delays New Semiconductor Duties to June 2027 After Section 301 Probe, Testing the Trump–Xi Trade Truce

December 25, 2025 — The United States has formally moved toward new tariff action on Chinese semiconductors, but with a major twist: the tariff rate is set at 0% for now and won’t rise until June 23, 2027, giving companies an 18‑month runway to adjust supply chains while Washington tries to keep a fragile détente with Beijing intact. Reuters The policy—announced by the Office of the U.S. Trade Representative (USTR) after a yearlong Section 301 investigation—lands in the middle of a broader U.S.–China technology and trade tug‑of‑war that has increasingly centered on chips, critical minerals, and the industrial capacity that
25 December 2025
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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