<\/div>\n<\/div>\n<\/div>\n
1. NVIDIA (NASDAQ:NVDA)<\/h4>\n
Nvidia\u2019s shares initially surged on Tuesday (December 9) on reports that President Trump would permit H200 exports to pre-approved Chinese clients, subject to a 25 percent US federal surcharge. <\/p>\n
However, these early gains diminished as further reports emerged that Beijing is reviewing its domestic chip prioritization strategy. <\/p>\n
Meanwhile, companies like ByteDance and Alibaba (NYSE:BABA) are reportedly seeking large orders, pending approval. On Friday, Reuters reported that Nvidia is considering increasing H200 chip output due to robust Chinese demand. Its share price was US$175.02 at Friday’s close, a modest decrease of 4.35. <\/p>\n
2. Oracle (NYSE:ORCL)<\/h4>\n
Oracle shares dropped over 7 percent after hours on Wednesday after the company\u2019s Q2 earnings missed revenue forecasts, coming at US$16.1 billion compared to expectations of US$16.2 billion. <\/p>\n
The report showed cloud sales rose 34 percent, while infrastructure revenue increased by 68 percent. Both figures were below analyst expectations of 35 and 71 percent, respectively.<\/p>\n
Oracle shares plunged further after executives disclosed on a conference call that this fiscal year\u2019s capital expenditure would reach around US$50 billion, higher than prior guidance, including around US$12 billion spent this quarter on data centers. <\/p>\n
On a more positive note, some analysts viewed capex as a strategic investment, citing AI\u2019s growth potential and pointing to Oracle\u2019s US$523 billion backlog of deals with companies like Meta Platforms (NASDAQ:META) and Nvidia. <\/p>\n
Oracle shares closed more than 16 percent lower this week at a price of US$189.97 on Friday afternoon. <\/p>\n
3. Broadcom (NASDAQ:AVGO)<\/h4>\n
Conversely, Broadcom shares rose post-market on Thursday after reporting its Q4 2025 earnings results, which revealed a 74 percent increase in AI chip revenue, with custom XPUs now comprising 65 percent of its semiconductor business.<\/p>\n
Total revenue reached US$18.02 billion year-over-year, exceeding expectations of US$17.46 billion. <\/p>\n
Looking ahead, the company projects semiconductor revenue to double to US$8.2 billion in the next fiscal year. Q1 2026 guidance calls for US$19.1 billion total revenue. <\/p>\n
During the earnings call, Broadcom CEO Hock Tan named Anthropic as the newly qualified fourth hyperscale, confirming its US$11 billion additional order for custom XPUs and AI racks. Shipments are expected to ramp up in late FY26. <\/p>\n
After an initial rise, stocks fell during the call after the company guided low quarterly growth for its non-AI chips and a tax rate increase to 16.5 percent due to normalized post-acquisition tax benefits expiring.<\/p>\n
Still, JPMorgan (NYSE:JPM) analyst Vivek Arya reset his price target on Broadcom stock from US$460 to US$500 on Friday (December 12). <\/p>\n
Despite the positive sentiment, Broadcom shares saw a decline of 11.79 to US$359.93 from the start of the week due to Friday’s sell-off. <\/p>\n<\/div>\n
<\/small><\/p>\nBroadcom, Nvidia and Oracle’s performance, December 8 to 12, 2025.<\/em><\/p>\n<\/small><\/p>\n
Chart via Google Finance.<\/em><\/p>\n<\/div>\n\n
Top tech news of the week <\/h3>\n<\/ul>\n<\/ul>\n<\/div>\n\n
Tech ETF performance <\/h3>\n<\/p>\n\n
<\/div>\n<\/div>\n
Tech exchange-traded funds (ETFs) track baskets of major tech stocks, meaning their performance helps investors gauge the overall performance of the niches they cover.<\/p>\n
This week, the iShares Semiconductor ETF (NASDAQ:SOXX) declined by 3.88 percent, while the Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) saw a gain of 1.31 percent.<\/p>\n
The VanEck Semiconductor ETF (NASDAQ:SMH) also decreased by 3.71 percent. <\/p>\n<\/div>\n
\n
Tech news to watch next week <\/h3>\n
Speeches from Fed Governors Stephen Miran and Christopher J. Waller on Monday (December 15) and Wednesday (December 17) next week may further clarify the Fed\u2019s dot plot. <\/p>\n
Bank of Canada Governor Tiff Macklem will also speak in Montreal on Tuesday (December 16), while key jobs, manufacturing and retail sales data in the US throughout the week could shift rate cut bets, pressuring growth stocks.<\/p>\n
Earnings from Micron Technology (NASDAQ:MU) and BlackBerry (TSX:BB) will be released on Wednesday and Thursday (December 18), respectively. <\/p>\n<\/div>\n
<\/strong><\/p>\n<\/span><\/strong>Securities Disclosure: I, Meagen Seatter, hold no direct investment interest in any company mentioned in this article.<\/strong><\/p>\n<\/p>\nThis post appeared first on investingnews.com<\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
We also break down next week’s catalysts to watch to help you prepare for the week ahead. In this article: This week’s tech sector performance Markets opened the week subdued with investors eyeing the US Federal Reserve\u2019s rate decision, leading to modest gains in the tech-heavy Nasdaq Composite (INDEXNASDAQ:.IXIC) and the S&P 500 (INDEXSP:.INX). Reports…<\/p>\n","protected":false},"author":1,"featured_media":5211,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-5210","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/posts\/5210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/comments?post=5210"}],"version-history":[{"count":0,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/posts\/5210\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/media\/5211"}],"wp:attachment":[{"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/media?parent=5210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/categories?post=5210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thetradingdictionary.com\/index.php\/wp-json\/wp\/v2\/tags?post=5210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}