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Semiconductors News 13 December 2025 - 18 December 2025

AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters Hit Semiconductors, While “Helios” Keeps the Long-Term AMD Bull Case Alive

AMD Stock News Today (Dec. 18, 2025): AI Funding Jitters Hit Semiconductors, While “Helios” Keeps the Long-Term AMD Bull Case Alive

Advanced Micro Devices, Inc. (NASDAQ: AMD) enters Thursday, December 18, 2025 with its stock caught in a familiar 2025 tug-of-war: near-term market anxiety about how the AI buildout gets financed versus longer-term optimism that AMD is building a credible, end-to-end alternative to Nvidia in data-center compute. As of early Thursday, AMD shares last traded around $198.11, down roughly 5.3% versus the prior close—reflecting Wednesday’s sharp risk-off move in AI-linked tech and semiconductors. Below is a comprehensive roundup of what’s moving AMD stock right now, the key headlines shaping sentiment on 18/12/2025, and where major forecasts and analyst targets sit as
18 December 2025
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Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Thursday, December 18, 2025 delivered a familiar 2025 semiconductor mix: AI-driven memory tightness, rapid-fire data center roadmap shifts, fresh U.S. manufacturing momentum, and a geopolitics backdrop that’s increasingly about equipment—not just chips. Below is a comprehensive roundup of the major chip and semiconductor industry headlines reported today, with what they mean for the weeks and quarters ahead. The big picture: AI infrastructure keeps pulling the whole supply chain forward If there’s a single throughline in today’s headlines, it’s that the AI buildout is now shaping memory roadmaps, fab schedules, and even M&A. When hyperscalers and model builders accelerate deployments, the effects cascade: HBM
18 December 2025
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Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

As of 6:00 p.m. ET on Wednesday, December 17, 2025, U.S.-listed semiconductor stocks have wrapped up a bruising regular session—then immediately pivoted into a very different after-hours story led by Micron Technology. The day’s defining theme was a renewed wave of “AI trade” de-risking that hit chipmakers, chip-equipment names, and data-center exposed semiconductor plays. In the background: fresh headlines around AI infrastructure financing, competitive pressure in AI chips, and policy and security scrutiny that investors are treating as real, near-term risk—not just narrative. AP News+1 US stock market close: semiconductors dragged the Nasdaq lower Wall Street extended its pullback for a fourth straight session. The S&P 500 fell 1.2% to
18 December 2025
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Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Technology (NASDAQ: MU) delivered a blockbuster earnings update on December 17, 2025, posting record fiscal first-quarter results and issuing a second-quarter sales outlook that far exceeded Wall Street expectations—an emphatic signal that the AI buildout is translating into real demand for memory and storage, not just market hype. Micron Technology+1 The Boise, Idaho–based chipmaker said momentum is being powered by accelerating AI-related demand and pricing strength, particularly in data-center-oriented memory products. Investors responded quickly: Micron shares rose about 4% in extended trading, according to Reuters. Reuters Micron’s fiscal Q1 2026 results: record revenue, stronger margins, and standout cash generation
18 December 2025
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Semiconductor Stocks Today (Dec. 17, 2025): Nvidia, Broadcom, Micron in Focus as AI Chip Competition Heats Up

Semiconductor Stocks Today (Dec. 17, 2025): Nvidia, Broadcom, Micron in Focus as AI Chip Competition Heats Up

Semiconductor stocks are ending 2025 the same way they powered most of it: at the center of the market’s biggest debate—whether the AI infrastructure boom still has years to run, or whether investors are finally forcing chipmakers (and their biggest customers) to prove the spending can translate into durable profits. On Wednesday, December 17, 2025, the PHLX Semiconductor Index (SOX)—a widely watched benchmark for U.S.-listed chip stocks—fell 2.48% to 6,785.77, reflecting a broad risk-off move in the sector. indexes.nasdaqomx.com At points during the session, market commentary also described an even sharper slide of roughly ~3% in the semiconductor index as tech weakness intensified. Nasdaq What’s driving the
17 December 2025
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Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

NEW YORK — Tuesday, Dec. 16, 2025 (around 1:45 p.m. ET) — U.S.-listed semiconductor stocks are trading mixed midday as investors juggle three cross-currents at once: a shutdown-delayed jobs report that’s reshaping rate expectations, fresh forecasts for a multi-year surge in chipmaking equipment spend, and a renewed debate over how profitable the AI buildout will be for every layer of the chip supply chain. The result is a market that’s still treating “AI semiconductors” as the structural growth story—but pricing the winners and losers far more aggressively than it did earlier in 2025. Semiconductor stocks today: a quick midday snapshot As
16 December 2025
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Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

U.S.-listed semiconductor stocks are trying to steady themselves in late-morning trading on Monday, December 15, 2025, after last week’s AI-driven shakeout rattled the “chip trade.” By around 11:30 a.m. ET, the group is splitting into clear winners and losers: AI accelerators and memory names are back in favor, semiconductor equipment makers are surging on upbeat 2026–2027 demand forecasts, and several “old-economy” chip exposures—analog and smartphones—are under pressure following high-profile downgrades. Reuters+1 Semiconductor market snapshot at 11:30 a.m. ET Semiconductor ETFs are modestly higher, signaling stabilization rather than a full-throttle rebound. The VanEck Semiconductor ETF (SMH) and iShares Semiconductor ETF (SOXX) are
15 December 2025
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SOXS ETF News (Dec. 14, 2025): Direxion Daily Semiconductor Bear 3X Shares Surges on Chip Selloff — Forecasts, Dividends, and Key Risks

SOXS ETF News (Dec. 14, 2025): Direxion Daily Semiconductor Bear 3X Shares Surges on Chip Selloff — Forecasts, Dividends, and Key Risks

Direxion Daily Semiconductor Bear 3X Shares (NYSE Arca: SOXS) is back in the spotlight this weekend after a sharp one-day jump tied to a broad semiconductor pullback. As of Dec. 14, 2025 (with U.S. markets closed for the weekend), SOXS last traded around $3.29, up about 14.6% on the most recent session, with exceptionally heavy volume. That move didn’t come out of nowhere: the semiconductor complex sold off hard on Friday, Dec. 12, and SOXS is built to do the opposite—at triple leverage—on a daily basis. The result is a product that can deliver explosive short-term gains when chip stocks
14 December 2025
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Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Dec. 14, 2025 — U.S. semiconductor and chip stocks head into the new week with a familiar combination of tailwinds and landmines: booming AI infrastructure demand on one side, and valuation sensitivity, China policy turbulence, and margin questions on the other. The past seven days delivered a reminder that the “AI trade” can turn quickly. A sharp late-week pullback — led by heavyweight chip names — left investors reassessing how much perfection is already priced into the sector and how quickly the next leg of AI monetization can show up in earnings. Reuters+2Reuters+2 Below is a detailed roundup of the most important
14 December 2025
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QUALCOMM Incorporated (QCOM) Stock This Week: Ventana RISC‑V Deal, New Snapdragon Chips, and Governance Update — Week Ahead Outlook (Updated Dec. 12, 2025)

QUALCOMM Incorporated (QCOM) Stock This Week: Ventana RISC‑V Deal, New Snapdragon Chips, and Governance Update — Week Ahead Outlook (Updated Dec. 12, 2025)

Qualcomm (NASDAQ: QCOM) closed Friday, December 12, 2025, at $178.29, ending the week modestly higher despite a sharp late‑week pullback across semiconductor and AI-related names. MarketWatch+1 The last several days delivered a dense run of Qualcomm-specific headlines—a CPU talent/technology acquisition, an India edge‑AI security collaboration, new Snapdragon platform launches, and a governance/bylaws update—all arriving as the broader market wrestled with valuation concerns in AI infrastructure and a notable selloff in chips to end the week. AP News+4Data Center Dynamics+4NDTV Profit+4 Below is a detailed recap of what moved QCOM this week, what analysts are forecasting, and what to watch in
13 December 2025
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Lam Research (LRCX) Stock This Week: AI-Driven Semiconductor Rally Hits a Speed Bump — News, Forecasts, and Week-Ahead Setup (Updated Dec. 12, 2025)

Lam Research (LRCX) Stock This Week: AI-Driven Semiconductor Rally Hits a Speed Bump — News, Forecasts, and Week-Ahead Setup (Updated Dec. 12, 2025)

Lam Research Corporation (NASDAQ: LRCX) ended the week with a sharp pullback after touching fresh highs earlier in the week. Shares fell 4.85% on Friday, Dec. 12, to close at $160.52, snapping a five-day winning streak and leaving the stock about 5.4% below its recent 52-week high of $169.69 set two sessions earlier. MarketWatch+1 Friday’s decline wasn’t isolated to Lam. Semiconductor and AI-linked names broadly sold off as investors reassessed the “AI trade,” while rising U.S. Treasury yields and renewed inflation sensitivity weighed on high-multiple tech. Reuters Below is a detailed, publication-ready look at what moved Lam Research stock this
13 December 2025
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AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

NEW YORK — Dec. 12, 2025 (6:00 p.m. ET) — A sharp pullback hit many of the U.S. stock market’s most closely watched AI stocks on Friday, as investors digested fresh concerns about profitability, margins, and the pace of payback from the biggest AI infrastructure buildout in modern tech. By the closing bell, the Nasdaq Composite fell 1.69%, the S&P 500 dropped 1.07%, and the Dow slipped 0.51%, with the Nasdaq marking its lowest close since Nov. 25, according to Reuters’ market wrap. Reuters At the center of the selloff: Broadcom and Oracle. Broadcom’s margin commentary reignited doubts about the economics of custom AI silicon, while Oracle’s AI-heavy cloud expansion and OpenAI-linked data-center
13 December 2025
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Stock Market Today

BAT share price closes near 52-week high as buyback rolls on ahead of results week

BAT share price closes near 52-week high as buyback rolls on ahead of results week

7 February 2026
British American Tobacco shares closed up 1.2% at 4,609 pence Friday, near a 52-week high. The company disclosed further share buybacks and management share purchases ahead of its Feb. 12 full-year results. BAT bought 121,668 shares for cancellation on Feb. 5. Investors await updates on nicotine alternatives and cash returns.
Anglo American share price slips as BofA turns neutral after copper outlook cut

Anglo American share price slips as BofA turns neutral after copper outlook cut

7 February 2026
Anglo American shares closed down 0.75% at 3,435 pence Friday after BofA Global Research downgraded the miner to “neutral” and raised its price target to 3,600 pence. Anglo cut its 2026 copper production guidance and warned of continued weakness at De Beers. The company expects $200 million in charges tied to its Chile copper operations in the second half of 2025.
Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
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