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Semiconductors 4 December 2025 - 11 December 2025

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

U.S. semiconductor stocks are trading slightly higher to mixed in pre-market action on Wednesday, December 10, 2025, as investors balance blockbuster AI demand against fresh geopolitical and regulatory risks, and wait for the Federal Reserve’s final policy decision of the year. Equity futures point to a modestly positive open, with U.S. Tech 100 futures up about 0.13%, S&P 500 futures up 0.07% and Dow futures up 0.05% ahead of the bell. TipRanks+1
10 December 2025
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Kaynes Technology’s Wild Week: Kotak Report, 40% Stock Crash and Why Brokerages Still See 100%+ Upside in This Semiconductor Play

Kaynes Technology’s Wild Week: Kotak Report, 40% Stock Crash and Why Brokerages Still See 100%+ Upside in This Semiconductor Play

Kaynes Technology India Ltd has just lived through one of the most dramatic weeks any mid-cap tech stock has seen in recent years — a sharp 40%+ correction, allegations of aggressive accounting, a social-media storm around corporate governance, and then a powerful rebound after global brokerages reiterated “buy” calls with targets implying more than 100% upside.Trade Brains+ 3Moneycontrol+ 3BizzBuzz+ 3
10 December 2025
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Semiconductor Stocks Today (Dec. 9, 2025): Nvidia and Micron in Focus as Fed Decision and China Chip Deal Loom

Semiconductor Stocks Today (Dec. 9, 2025): Nvidia and Micron in Focus as Fed Decision and China Chip Deal Loom

Semiconductor stocks were mixed but relatively calm in U.S. trading on Tuesday, December 9, 2025, as investors waited for a key Federal Reserve rate decision and digested a political twist that lets Nvidia resume selling some AI chips to China under new conditions.Reuters+1
9 December 2025
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Top Tech Stories Investors Missed This Week (Dec 1–7, 2025): AI Factories, $2B Chip Bets, and a New Wave of Lawsuits

Top Tech Stories Investors Missed This Week (Dec 1–7, 2025): AI Factories, $2B Chip Bets, and a New Wave of Lawsuits

While Wall Street obsessed over megadeals and stock moves this week, a quiet flood of tech news reshaped the AI, cloud, and semiconductor landscape between December 1–7, 2025. From Nvidia tightening its grip on chip design, to India briefly mandating a government app on every smartphone, to fresh legal salvos against AI companies, these stories carry real consequences for AI stocks, cloud leaders, and late‑stage startup valuations.
7 December 2025
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Semiconductor Stocks Weekly Recap (Dec 1–7, 2025): AI Mega-Deals, New Chip Laws and a Near-4% Sector Surge

Semiconductor Stocks Weekly Recap (Dec 1–7, 2025): AI Mega-Deals, New Chip Laws and a Near-4% Sector Surge

Semiconductor stocks quietly extended their dominance this week. While the broader U.S. market posted modest gains, chipmakers rallied on the back of blockbuster AI infrastructure deals, fresh forecasts calling for nearly $1 trillion in annual chip sales, and a new wave of U.S. legislation aimed at tightening advanced chip exports to China. Semiconductor Industry Association+1
7 December 2025
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SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

As of December 7, 2025, the VanEck Semiconductor ETF is one of the most closely watched vehicles for betting on the semiconductor and artificial‑intelligence boom. The fund has surged roughly 50% year to date, with net assets around $37 billion and a portfolio dominated by Nvidia, TSMC, Broadcom, and other chip heavyweights.ETF & UCITS Fund Manager | VanEck+1
7 December 2025
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‘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

Shanghai / Beijing – December 5, 2025 – Chinese GPU designer Moore Threads made one of the most dramatic stock market debuts in recent memory on Friday, as its shares surged more than fourfold on the Shanghai Stock Exchange’s STAR Market after a roughly 8 billion yuan initial public offering.The Outpost+2Moneycontrol+2
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 is ending 2025 with the kind of momentum most semiconductor names can only envy. The chip-equipment giant’s shares are trading around all‑time highs in the high‑$260s/low‑$270s, up roughly 60% year‑to‑date after a powerful seven‑session winning streak. Seeking Alpha+2Morningstar+2
4 December 2025
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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