Today: 29 November 2025
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Semiconductor

Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron Technology (MU) Stock Today: Shares Edge Higher as New York Megafab Start Slips to 2026 — What It Means for Investors (Nov 12, 2025)

Micron (NASDAQ: MU) trades higher today after fresh filings confirmed its $100B New York megafab will begin construction in 2026 with first production targeted for 2030. Here’s the stock move, the headlines, and what to watch next. MU stock at
12 November 2025
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GlobalFoundries (GFS) beats Q3 estimates, nudges Q4 outlook above Street; Dresden capacity expansion wins fresh approval — Nov. 12, 2025

GlobalFoundries (GFS) beats Q3 estimates, nudges Q4 outlook above Street; Dresden capacity expansion wins fresh approval — Nov. 12, 2025

Earnings: what stood out GlobalFoundries posted $1.688B in Q3 revenue, with IFRS EPS at $0.44 and non‑IFRS EPS at $0.41. Margins improved both sequentially and year over year: IFRS gross margin 24.8% (non‑IFRS 26.0%), IFRS operating margin 11.6% (non‑IFRS 15.4%).
12 November 2025
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AMD Today: 2nm ‘Venice’ CPUs & MI400 AI Accelerators Confirmed for 2026 as Shares Flicker Ahead of Nov. 11 Analyst Day

AMD Today: 2nm ‘Venice’ CPUs & MI400 AI Accelerators Confirmed for 2026 as Shares Flicker Ahead of Nov. 11 Analyst Day

Advanced Micro Devices, Inc. (NASDAQ: AMD) headlines today with fresh confirmation that its next big data‑center leap—2nm “Epyc Venice” CPUs and Instinct MI400 accelerators—is slated for 2026, while investors count down to AMD’s Financial Analyst Day on Tuesday, November 11.
7 November 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC (TSM) Pre‑Market Briefing, Nov 7, 2025: Jensen Huang Visits Taiwan Partner, Taiwan Exports Soar on AI Demand, and 2026 Price‑Hike Reports Surface

Published: November 7, 2025Ticker: NYSE: TSM Key Takeaways Before the Bell What’s Moving TSMC Today 1) Nvidia’s Huang on the ground in Taiwan; China sales stance unchanged Nvidia CEO Jensen Huang landed in Taiwan and told reporters there are no
7 November 2025
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Nvidia’s $4 Trillion AI Stock Surge: Record Highs, Mega Deals & Bold Forecasts

NVDA Pre‑Market Today (Nov 7, 2025): U.S. Blocks Scaled‑Down China Chips, Jensen Huang Rules Out Blackwell Sales to China — What to Know Before the Bell

Published: Friday, November 7, 2025 Key Takeaways NVDA Pre‑Market Snapshot Context: Broader tech has been choppy this week, with valuation jitters and AI‑heavy names dragging indices. Futures were modestly firmer overnight after a steep Thursday selloff, but tone remains sensitive
7 November 2025
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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
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Skyworks Soars 18% on $22B Qorvo Merger – What’s Next for the Chipmaker?

Skyworks Soars 18% on $22B Qorvo Merger – What’s Next for the Chipmaker?

Skyworks’ stock surge on Oct. 28 was driven almost entirely by the surprise merger announcement. In pre-market trading, shares spiked ~12% reuters.com, and by 9:48 a.m. ET the stock was around $89.22 (from about $75.84 Monday’s close) investing.com investing.com. This massive
28 October 2025
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