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Semiconductors 22 November 2025 - 4 December 2025

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
NXP Semiconductors (NXPI) Stock Jumps Again on December 3, 2025: Dividend Rush, AI Tailwinds and Auto Rebound Fuel Rally

NXP Semiconductors (NXPI) Stock Jumps Again on December 3, 2025: Dividend Rush, AI Tailwinds and Auto Rebound Fuel Rally

As of the close on December 3, 2025, NXP Semiconductors N.V. finished at $227.56, up 5.7% on the day and roughly 14% over the last two sessions, after gains of 7.95% on Tuesday.StockAnalysis+1 The move puts the Netherlands‑based chipmaker back near price levels last seen in early autumn, as investors crowd into high‑quality analog and automotive semiconductor names ahead of an important ex‑dividend date and a potentially stronger 2026.
4 December 2025
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Micron (MU) Stock on December 3, 2025: Crucial Exit, AI Memory Supercycle and What Wall Street Expects Next

Micron (MU) Stock on December 3, 2025: Crucial Exit, AI Memory Supercycle and What Wall Street Expects Next

Micron Technology, Inc. is back in the spotlight on December 3, 2025, after a fresh wave of news and analyst updates hit the stock in a single trading day. Shares are trading around $233–234, down roughly 2.5% from yesterday’s close near $239.50, as investors digest Micron’s decision to exit its Crucial consumer-memory business and a flurry of new forecasts from major banks and research firms. MarketBeat
3 December 2025
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Intel Stock Before the Bell on December 1, 2025: Apple Foundry Rumors, TSMC Probe and AI Deals Put INTC in the Spotlight

Intel Stock Before the Bell on December 1, 2025: Apple Foundry Rumors, TSMC Probe and AI Deals Put INTC in the Spotlight

As U.S. markets prepare to reopen on Monday, December 1, Intel Corporation enters December as one of 2025’s most closely watched turnaround stories. The stock closed Black Friday at $40.56, up about 10% in a single session and roughly 84% year-to-date, leaving shares only a few percent below their 52‑week high of $42.48.TS2 Tech+1
30 November 2025
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Applied Materials (AMAT) Stock Near Record Highs as AI Demand Offsets China Export Curbs – November 30, 2025

Applied Materials (AMAT) Stock Near Record Highs as AI Demand Offsets China Export Curbs – November 30, 2025

As of Sunday, November 30, 2025, Applied Materials, Inc. sits just below its all‑time high after a packed month of record earnings, restructuring, and fresh pressure from U.S. export rules aimed at China. The stock closed Friday at $252.25, near its 52‑week high of $252.66, extending a roughly 44% gain over the past 12 months and more than 50% in 2025 on many measures. nasdaq.com+2Investing.com+2
30 November 2025
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Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

Lam Research Corporation is back in the spotlight after a powerful tech-led rally pushed the stock more than 5% higher in the latest U.S. trading session, adding to an already stellar 2025 run. As of the morning of 25 November 2025, the freshest data investors can see reflects Monday’s close at about $150.38 per share, up roughly 5.4% on the day. barchart.com
25 November 2025
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Arm Holdings (ARM) News Today – 23 November 2025: Nvidia Tie-Up Deepens, Big Funds Buy the Dip and Regulators Close In

Arm Holdings (ARM) News Today – 23 November 2025: Nvidia Tie-Up Deepens, Big Funds Buy the Dip and Regulators Close In

Arm Holdings plc heads into the final week of November sitting near $131.57 per share, down from its autumn highs but still dramatically above its 2023 IPO price. The SoftBank‑backed chip designer remains at the center of three big storylines today: heavy institutional buying, a deepened strategic partnership with Nvidia in AI data centers, and fresh regulatory pressure out of South Korea. Stock Analysis+2Investing.com+2
23 November 2025
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AerCap Holdings

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