Today: 12 November 2025
Subscribe
Browse Tag

Semiconductors

Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Today (Nov. 11, 2025): INTC slips ~1.5% as CEO takes direct charge of AI; SoftBank’s Nvidia sale weighs on semis

Intel (NASDAQ: INTC) finished Tuesday, Nov. 11, 2025 lower, closing at $37.88 (-1.5%). Trading volume (≈52.8M) ran well below the recent 50‑day average (≈119.5M) as the broader chip space softened. Even so, Intel outperformed several high‑profile peers that fell more sharply.  MarketWatch Price action and sector context (Nov. 11) What moved Intel today 1) New leadership signal on AILate Monday, Intel said CEO Lip‑Bu Tan will personally oversee the company’s AI and Advanced Technologies efforts after CTO and AI chief Sachin Katti departed to join OpenAI. Investors are parsing what a higher‑touch CEO role means for execution across client, data center and foundry roadmaps.  Reuters 2) Sector pressure
11 November 2025
 ·  ·  ·  ·  · 
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 Summit—was followed hours later by a clarification on X emphasizing that America can win by accelerating innovation and courting global developers, including those in China. He reiterated that policy should avoid ceding half the world’s AI developer base. The report also notes U.S. export controls remain a flashpoint; Nvidia hasn’t sought China licenses, and recent comments by the U.S. president
6 November 2025
 ·  ·  ·  · 
AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

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 early November nasdaq.com. This surge has far outpaced even the high-flying AI chip designers: for comparison, Nvidia’s stock was up ~42% and Broadcom’s ~56% over the same period sharewise.com. Lam’s stock recently notched a fresh record high around $157–$158 per share nasdaq.com stockstory.org, boosting the company’s market capitalization to roughly $195 billion stockstory.org. The run-up reflects surging optimism that Lam will
3 November 2025
 ·  ·  ·  ·  · 
ASML Stock Skyrockets on AI Boom – Analysts Warn China Slump Looms

ASML Stock Soars on AI Megadeals – Near Record Highs Despite China Slowdown Looming

ASML Shares Rally on AI Hopes ASML Holding N.V.’s stock continued its upward charge as of October 23, 2025, buoyed by feverish investor optimism around the AI boom. The shares rose about 1% on Thursday to roughly $1,019 by the closing bell finance.yahoo.com, rebounding after a couple days of profit-taking. This puts ASML just shy of its all-time high (~$1,059) and caps off a stunning run – the stock has surged over 30% since early September, vastly outperforming the broader chip sector reuters.com. “It’s clear that the sentiment has changed” around ASML, observed Morningstar analyst Javier Correonero ahead of the
23 October 2025
 ·  ·  ·  ·  · 
Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm Stock’s Wild Ride: New Chip Triumphs, China Shocks, and What’s Next for QCOM

What to Know Before Markets Open on October 20, 2025 Stock Price and Recent Performance QUALCOMM’s stock price has seesawed in mid-October. It closed Friday (Oct 17) at $163.45 investor.qualcomm.com per share, down a fraction (-0.4%) on the day after a late-week pullback. This caps a volatile stretch: the stock started the week near $155 after a sharp sell-off, then rallied back roughly +6% by week’s end. Over the past five trading days, QCOM logged solid gains, essentially recovering from the prior Friday’s plunge. Year-to-date the stock is little changed (about flat, and roughly –4% from a year ago ts2.tech),
19 October 2025
 ·  ·  ·  · 
TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

Earnings and Outlook TSMC’s latest results have been outstanding. In Q2 2025, the company reported revenue of US$30.1 billion, a 44% jump year-over-year ts2.tech, with net profit of roughly T$398.3 billion. Demand for TSMC’s most advanced nodes (5nm/3nm) is exceptionally strong: cutting-edge chips now account for about 60% of revenue ts2.tech ts2.tech, and high-performance computing/AI wafers made up roughly 60% of Q2 sales. TSMC’s pricing power and scale have kept margins very high (Q2 gross margin ~55% ts2.tech), underpinning its profit growth. Looking ahead, Q3 is expected to be even stronger. On Oct 9, TSMC announced preliminary Q3 sales of NT$989.9 billion (≈$32.5 billion), up
16 October 2025
 ·  ·  ·  ·  · 
Indie Semiconductor (INDI) Stock Rockets to New Highs on Q2 Beat and AI Tech Wins

Indie Semiconductor (INDI) Stock Rockets to New Highs on Q2 Beat and AI Tech Wins

Indie Semiconductor’s share price has been on a tear in October. After weak performance earlier in 2025, the stock jumped sharply last week. By Oct. 14 it broke out above the prior high ($4.69) to peak near $5.58 marketbeat.com. Market watchers note that volume was unusually heavy on the rally day (≈8.75M shares) marketbeat.com. This breakout came amid a string of positive news: a better-than-feared Q2 report, a strategic acquisition, and new product announcements. In late August indie reported Q2 2025 results that beat its own guidance. Revenue of $51.6M handily topped the $51.4M expected, and non‑GAAP EPS of –$0.08
15 October 2025
 ·  ·  ·  · 
TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s AI-Fueled Rally: Stock Hits Record High, Earnings Soar Amid Global Chip Race

Breaking out: Taiwan’s TSMC has ridden a wave of AI demand to record results. The company’s stock and revenues are surging as it churns out advanced chips for customers like Nvidia and Apple bloomberg.com reuters.com. Q3 sales (~$32.5B) beat estimates, and management expects ~30% growth for all of 2025 ts2.tech. “We have fully booked production lines in the U.S. for the next three years,” CEO C.C. Wei told reporters, even as he vowed to keep investing heavily at home (“continue to build [fabs] in Taiwan because it is still not enough” reuters.com). Industry analysts note TSMC’s unique position: IDC’s Mario
14 October 2025
 ·  ·  ·  ·  · 
RRP Semiconductor Stock Skyrockets 57,000%; Sachin Tendulkar Link Debunked

RRP Semiconductor Stock Skyrockets 57,000%; Sachin Tendulkar Link Debunked

Stock Market Frenzy Around RRP Semiconductor RRP Semiconductor’s share price rally has defied fundamentals and caught investors off guard. As Business Today notes, the stock has become a “multibagger counter”, climbing another 2% on Oct 14 to ₹8,584 and delivering an “exceptional 4,527.84% year-to-date” return businesstoday.in. Moneycontrol reports that the company’s stock has risen “a whopping 57,000% since April 2024” moneycontrol.com. In practical terms, a ₹10 lakh investment at the start of 2025 would have ballooned to well over ₹100 crore by September – on paper moneycontrol.com businesstoday.in. This meteoric rise triggered wild speculation on social media. Rumors spread that
14 October 2025
 ·  ·  ·  · 
Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Nvidia’s AI Power Play Sends Navitas Semiconductor Stock Soaring – Here’s Why It Matters

Navitas Soars on Nvidia Collaboration On Oct. 13, 2025 Navitas Semiconductor announced it had “developed advanced 800 VDC GaN and SiC power devices” for NVIDIA’s forthcoming AI data center architecture navitassemi.com. The market reacted immediately. NVTS stock closed ~21% higher (~$9.97) on Oct. 13 and surged to ~$12.71 (+27%) after hours ts2.tech. (Seeking Alpha also reported NVTS up ~26% premarket Oct. 14 seekingalpha.com.) Analysts noted the trigger: Navitas’s press release confirmed it would supply GaN/SiC chips to enable NVIDIA’s new 800V DC “AI factory” power system navitassemi.com gurufocus.com. In other words, as Nvidia pushes a dramatic shift in data center
14 October 2025
 ·  ·  ·  ·  ·  · 
Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

Broadcom’s Financial Performance and Stock Trajectory Broadcom’s stock has been on a meteoric rise in 2023–2025, riding the twin waves of AI chip euphoria and strategic acquisitions. Even after the recent market volatility, AVGO is up dramatically year-to-date and over the past 12 months. At the start of 2024, Broadcom’s market cap was around $300 B; by October 2025 it ballooned past $1.5 trillion ts2.tech. The company’s decision to enact a 10:1 stock split (in February 2024) helped spur retail interest, while its fundamental performance justified the climb. Earnings momentum has been strong. In fiscal 2024 (ended Oct 2024), Broadcom’s revenue was
11 October 2025
 ·  ·  ·  ·  · 
AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

Stock Performance & Market Valuation Advanced Micro Devices (AMD) has been one of 2025’s semiconductor standouts. The stock trades around $164–$165 per share as of October 6, reflecting a dramatic rise this year reuters.com. At a ~$267 billion market capitalization reuters.com, AMD is now the world’s third-most valuable chip maker – still a fraction of Nvidia’s size, but a testament to how far it has come. Shares have climbed roughly 30% year-to-date ts2.tech, handily beating the broader market and even the Philly chip index, amid investor excitement over artificial intelligence. In fact, AMD’s stock already blew past Wall Street’s average price
6 October 2025
 ·  ·  ·  ·  · 
1 2 3
Go toTop