Semiconductors News 27 October 2025

Micron (MU) Stock Skyrockets to Record High on AI Frenzy – Analysts See More Upside

Micron Technology (MU) Stock Today, Nov 7, 2025: Shares Slip With Tech Selloff as Wells Fargo Lifts Target to $300 and HBM4 Rumors Swirl

Key takeaways Micron (MU) stock today: price action and context Micron shares traded lower alongside the broader tech complex. As of 19:21 UTC, MU changed hands near $232.32, with the day’s high at $244.92 and low at $226.49; volume topped

7 November 2025

Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor (NVTS) slides as CFO offloads ~$1M in stock; Q3 2025 prints steep losses while ‘Navitas 2.0’ pivots to high‑power AI and grid markets (Nov 7, 2025)

Published: November 7, 2025 What happened Navitas Semiconductor (NASDAQ: NVTS) is closing out a volatile week after posting third‑quarter results on November 3 and unveiling its “Navitas 2.0” strategy to shift away from low‑margin consumer electronics toward high‑power markets like

7 November 2025

Artificial Intelligence · Energy Technology · Financial Reports · NASDAQ:NVTS · Semiconductors · Stock Market

NVIDIA’s Stock Soars to New Highs – Analysts Eye Further Gains

NVIDIA (NVDA) Today — Nov. 6, 2025: Huang clarifies China AI-race remarks; U.K. honor crowns AI leadership; VAST Data–CoreWeave inks $1.17B deal; NVDA trades near $195 ahead of Nov. 19 earnings

Top headlines at a glance What changed today — and why it matters 1) Huang’s China remarks move from sound bite to strategy Reuters reports that Huang’s “China will win” comment—made on the sidelines of the FT Future of AI

6 November 2025

Artificial Intelligence · Business · Semiconductors · Stock Market · Technology

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia Just Hit $5 Trillion—But Can AMD or Intel Finally Crack Its AI Chip Moat?

The state of play: Nvidia’s grip on AI compute Nvidia’s AI accelerators built on Hopper (H100/H200) and now Blackwell (GB200/B200) remain the default choice for training and serving the largest AI models because they pair raw throughput with a full‑stack

5 November 2025

Artificial Intelligence · Hardware · NASDAQ:AMD · NASDAQ:INTC · NASDAQ:NVDA · NASDAQ:SMCI · Semiconductors · Stock Market · Technology

OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD’s Q3 2025 Earnings Shock: Record Sales and AI Boom Propel Stock to New Highs

Record Q3 Results and Financials AMD’s Q3 2025 report (released Nov 4) shattered records. The company posted $9.246 billion in revenue, up 36% from a year ago ir.amd.com. GAAP earnings were $1.243 billion (EPS $0.75), and non-GAAP earnings $1.965 billion (EPS $1.20) ir.amd.com.

4 November 2025

AI Growth · Earnings Reports · Financial News · NASDAQ:AMD · Semiconductors · Stock Performance

Nvidia Stock Near Record High as AI Mega-Deals Fuel $4 Trillion Rally – Is $300 Next?

Nvidia’s UAE Chip Deal: U.S. Greenlights Advanced AI Exports, Stocks Soar

U.S. Greenlights Advanced AI Chip Exports to the UAE In a groundbreaking move, the U.S. Commerce Department approved special export licenses for Microsoft to ship thousands of Nvidia’s top-tier AI chips to the UAE osoulmisrmagazine.com. This marks the first time

4 November 2025

AI · International Trade · NASDAQ:MSFT · NASDAQ:NVDA · Semiconductors · Stock Market · Technology

Navitas Semiconductor (NVTS) Stock Skyrockets on Nvidia Hype – Will GaN Power Pay Off?

NVTS Stock Price & Recent Performance (Nov 2025) Navitas Semiconductor’s stock has been on a wild ride in 2025. After beginning the year in the low-single digits, NVTS exploded upwards on a series of positive developments related to its GaN

4 November 2025

Company Analysis · Investing · NASDAQ:NVTS · Semiconductors · Stock Market · Technology News

AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

Lam Research Rides the AI Wave to New Highs Lam Research, a leading maker of semiconductor fabrication equipment, has been one of 2025’s standout stocks. The company’s share price has more than doubled this year, up about 117% as of

3 November 2025

AI · Investing · NASDAQ:LRCX · Semiconductors · Stock Market · Technology

Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

New AI Chips Ignite Rally in QCOM Shares Qualcomm’s headquarters in San Diego. The chipmaker’s stock just surged on news of its expansion into data-center AI processors. Qualcomm’s stock rallied dramatically to start the week after the company revealed a

28 October 2025

Artificial Intelligence · Business News · NASDAQ:QCOM · Semiconductors · Stock Market · Technology

NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

Stock Price & Recent Trading Activity NXP’s stock has seen choppy trading in recent days amid mixed signals from the semiconductor sector. Early last week, NXPI shares slid into the mid-$210s after peer Texas Instruments spooked the market with a

27 October 2025

AI Technology · Automotive Industry · Investment Analysis · Semiconductors · Stock Market

Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence Stock Skyrockets on AI Chip Boom: CDNS Hits New Highs Amid Earnings Beat and $3B Deal

CDNS Stock Performance: Near Highs After Steady Climb Cadence’s stock has been on a steady upward trajectory throughout 2025, riding the broader tech wave. After starting the year around the high-$200s, CDNS surged over the summer amid the AI-driven market rally,

27 October 2025

Artificial Intelligence · Earnings Reports · Semiconductors · Stock Market · Technology News

Big Money Piles into Qualcomm: New AI Chip Breakthroughs Ignite Stock Surge

Qualcomm Rallies on New AI Chips Qualcomm’s share price is on the upswing after a headline-grabbing push into artificial intelligence hardware. On October 27, the San Diego-based chipmaker unveiled two AI accelerator chips (the AI200 and AI250) for cloud data

27 October 2025

Artificial Intelligence · Investing · NASDAQ:QCOM · Semiconductors · Stock Market · Technology

Semiconductors News 27 October 2025 - 7 November 2025