Today: 25 June 2026
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Semiconductors 30 December 2025 - 1 January 2026

Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

Intel shares closed down 1.0% at $36.90 Wednesday, capping a volatile year as U.S. markets shut for the New Year’s holiday. The drop followed Intel’s $5 billion private share sale to Nvidia, completed Dec. 29. Trading volume reached 51.5 million shares. The S&P 500 and Nasdaq also ended the year lower, with technology stocks among the weakest.
1 January 2026
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Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia shares closed down 0.5% at $186.50 after reports the company asked TSMC to boost H200 chip production amid surging Chinese orders. Reuters said Chinese firms have ordered over 2 million H200 chips for 2026, far exceeding current inventory. Nvidia stated licensed H200 sales to China would not affect U.S. supply. Beijing has not yet approved H200 shipments despite recent U.S. export clearance.
1 January 2026
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Space Forge sparks plasma on ForgeStar-1 in orbit, pushing semiconductors-in-space closer

Space Forge sparks plasma on ForgeStar-1 in orbit, pushing semiconductors-in-space closer

Space Forge said it generated plasma aboard its ForgeStar-1 satellite, marking the first commercial, free-flying in-space manufacturing of its kind. The test, conducted on Dec. 31, demonstrated that key conditions for semiconductor crystal growth can be achieved and controlled autonomously in orbit. The company aims to produce high-performance semiconductor materials for power electronics and communications.
1 January 2026
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Marvell (MRVL) stock drops 2% into year-end close as chip trade cools — what’s next

Marvell (MRVL) stock drops 2% into year-end close as chip trade cools — what’s next

Marvell Technology shares fell 2.1% to $84.98 Wednesday on volume of 7.2 million as the Nasdaq and S&P 500 closed lower in thin year-end trading. Marvell’s $3.25 billion Celestial AI acquisition is expected to close in Q1 2026, per SEC filings. CEO Matt Murphy projects $10 billion in fiscal-year revenue, with data center sales up 25%. U.S. markets close Thursday for New Year’s and reopen Friday.
1 January 2026
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Micron stock drops 2% into year-end close as chip rally cools — what investors watch next

Micron stock drops 2% into year-end close as chip rally cools — what investors watch next

Micron shares dropped 2.3% to $285.81 in the final 2025 session, underperforming semiconductor peers as the iShares Semiconductor ETF fell 1.2%. A Form 4 filing showed CFO Mark Murphy moved 35,000 shares into an estate-planning trust at no cash value. Investors are watching U.S. data, Fed signals, and new DRAM supply moves from China’s CXMT. U.S. markets close Thursday for New Year’s Day.
31 December 2025
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GlobalFoundries (GFS) stock slides after Wedbush downgrade warns chip downturn will last longer

GlobalFoundries (GFS) stock slides after Wedbush downgrade warns chip downturn will last longer

GlobalFoundries shares fell 2.6% to $35.17 after Wedbush downgraded the stock and cut its price target, citing weak demand in industrial and auto markets. The drop outpaced other semiconductor stocks. Wedbush flagged risks from rising memory prices and sluggish consumer electronics demand. About half of GlobalFoundries’ revenue comes from mobile and IoT chips.
31 December 2025
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Micron stock slips today as China’s CXMT targets $4.2 billion DRAM IPO

Micron stock slips today as China’s CXMT targets $4.2 billion DRAM IPO

Micron Technology shares fell 1.8% to $287.35 in late-morning New York trading Wednesday after a Reuters report highlighted China’s CXMT plans to raise $4.2 billion for DRAM expansion. Micron’s CFO transferred 35,000 shares to an estate-planning trust, according to a recent filing. The company’s Taiwan unit secured a $149.5 million subsidy for memory chip R&D. Chip stocks and U.S. indexes traded slightly lower.
31 December 2025
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TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC’s U.S.-listed shares fell 0.4% to $299.58 in premarket trading after Reuters reported Nvidia asked the chipmaker to expand H200 AI chip production for Chinese buyers. Chinese firms have ordered over 2 million H200 chips for 2026, with pricing near $27,000 each. TSMC also said it began volume production of its 2nm chips in Q4.
31 December 2025
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AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

Nvidia has asked TSMC to increase production of its H200 AI chips as Chinese firms ordered over 2 million units for 2026, far above Nvidia’s inventory, sources told Reuters. TSMC may ramp up output in Q2 2026 if China approves imports after new U.S. export rules. Nvidia shares fell 0.3% Tuesday. ByteDance plans to spend $14.3 billion on Nvidia chips in 2026, according to the South China Morning Post.
31 December 2025
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Texas Instruments stock today: TXN holds near $175 in late after-hours as Fed minutes, year-end flows mute chip trade

Texas Instruments stock today: TXN holds near $175 in late after-hours as Fed minutes, year-end flows mute chip trade

Texas Instruments closed at $175.42, down 0.15%, and held steady in late after-hours trading. Semiconductor ETFs, including SMH and SOXX, also slipped as traders weighed Fed policy signals and year-end positioning. Wall Street ended slightly lower, with tech shares dragging on the S&P 500 and Nasdaq. Texas Instruments remains about 21% below its 52-week high.
31 December 2025
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Lam Research (LRCX) slips after report China tightens “50% domestic tools” push

Lam Research (LRCX) slips after report China tightens “50% domestic tools” push

Lam Research shares fell 1.2% to $173.78 in after-hours trading Tuesday after Reuters reported China now requires chipmakers to source at least 50% of equipment domestically for new capacity approvals. Applied Materials and KLA also declined, while ASML rose. The policy could pressure foreign suppliers like Lam, which derives about 93% of revenue from non-U.S. sales. Investors are watching for details on enforcement and possible waivers.
31 December 2025
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Sandisk stock today: SNDK slips after-hours as company sets Jan. 29 earnings date

Sandisk stock today: SNDK slips after-hours as company sets Jan. 29 earnings date

Sandisk shares fell 1.6% to $240.22 in after-hours trading Tuesday after the company set its fiscal Q2 earnings call for Jan. 29, 2026. Micron and Western Digital also slipped, while the semiconductor ETF was little changed. Sandisk stock has surged about 594% in 2025. The company last reported Q1 revenue of $2.31 billion and forecast Q2 revenue of $2.55–$2.65 billion.
30 December 2025
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AMD stock today: After-hours dip tracks year-end chip rotation after Fed minutes

AMD stock today: After-hours dip tracks year-end chip rotation after Fed minutes

AMD slipped 0.1% to $215.29 in after-hours trading Tuesday, mirroring a muted semiconductor sector as U.S. stocks closed slightly lower. The S&P 500 fell 0.14% and the Nasdaq dropped 0.23% after Fed minutes showed a cautious debate on rate cuts. Investors watched light holiday volumes and awaited labor data. China’s new rules on domestic chip equipment added policy uncertainty.
30 December 2025
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Applied Materials stock slips as China’s 50% domestic chip-tool rule puts AMAT in the spotlight

Applied Materials stock slips as China’s 50% domestic chip-tool rule puts AMAT in the spotlight

Applied Materials shares fell 1.1% to $260.27 Tuesday after Reuters reported China now requires chipmakers expanding capacity to source at least 50% of equipment domestically. The iShares Semiconductor ETF was little changed. Wells Fargo raised its price target on Applied Materials to $290 and maintained an Overweight rating. Lam Research and KLA shares also slipped about 1%.
30 December 2025
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KLA stock dips as China’s 50% domestic chip-tool rule rattles semiconductor equipment names

KLA stock dips as China’s 50% domestic chip-tool rule rattles semiconductor equipment names

KLA shares fell 0.8% to $1,250.43 Tuesday after a Reuters report said China will require chipmakers to source at least half of new-fab equipment domestically. U.S. chip-equipment stocks tracked lower as traders awaited Federal Reserve minutes and eyed tightening export-license rules. Applied Materials and Lam Research also declined, while ASML rose.
30 December 2025
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Samsung and SK Hynix get U.S. 2026 license to ship chipmaking tools to China as key waiver expires

Samsung and SK Hynix get U.S. 2026 license to ship chipmaking tools to China as key waiver expires

The U.S. has granted Samsung Electronics and SK Hynix annual licences to import chipmaking equipment into their China plants for 2026, sources said. The approvals come just before “validated end user” exemptions expire on Dec. 31, averting immediate disruption to memory chip production. Samsung and SK Hynix declined to comment. The U.S. Commerce Department was not immediately available for comment.
30 December 2025
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Micron stock today: MU jumps in premarket as memory-supply headlines keep traders on edge

Micron stock today: MU jumps in premarket as memory-supply headlines keep traders on edge

Micron shares rose 3.4% in premarket trading Tuesday to near $294 after a filing showed the CFO moved 35,000 shares into an estate-planning trust, not a sale. The move follows news that the U.S. granted Samsung and SK Hynix annual licenses to bring chipmaking equipment into China, potentially affecting Micron’s rivals. Investors are watching Fed minutes and year-end data for signals on rates and chip demand into 2026.
30 December 2025
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Stock Market Today

  • BioMarin Pharmaceutical Q1 Earnings Compared to Therapeutics Peers
    June 25, 2026, 12:26 PM EDT. BioMarin Pharmaceutical (NASDAQ:BMRN) posted $766.2 million in Q1 revenue, a 2.8% increase year-on-year but slightly below analysts' expectations by 1.3%. Despite missing EPS estimates, BioMarin raised full-year guidance the most among 11 tracked therapeutics stocks, reflecting confidence fueled by its acquisition of Amicus Therapeutics and portfolio expansion. The therapeutics sector saw a 14.5% revenue beat against consensus, driven by advances in precision medicine and rare disease treatments. Moderna (NASDAQ:MRNA) led Q1 gains with a 260% revenue surge, outperforming expectations by 56%. BioMarin's shares advanced 3.8% post-report, trading at $57.57, marking resilience amid market headwinds including drug pricing scrutiny and regulatory uncertainties.

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MARA Stock Drops After Monday’s Jump, Bitcoin and Nasdaq Weakness Pressure AI Pivot Trade

MARA Holdings dips after AI bull call runs into share plan math

25 June 2026
MARA Holdings (NASDAQ:MARA) dropped 3.0% to $13.585 despite a bullish $24 target from Citizens, as investors weighed a shareholder-approved 18 million share increase to its equity plan—about 4.7% dilution risk—amid ongoing bitcoin exposure and a $1.26 billion Q1 net loss driven by crypto price swings.
Strategy (NASDAQ:MSTR) drops as STRC dividend pulls bitcoin funding

Strategy (NASDAQ:MSTR) drops as STRC dividend pulls bitcoin funding

25 June 2026
Strategy Inc (MSTR) stock fell 5.7% after raising $335.5 million in new shares but using only $34.9 million to buy bitcoin, with most funds boosting its USD reserve to $1.4 billion—enough to cover 14 months of STRC preferred dividends, as STRC traded 21% below par amid market focus on cash reserves over bitcoin buys.
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