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| The price action of Semiconductors (SOXX) sector is shaped by numerous forces, ranging from broad macroeconomic trends to company-specific performance and market structure. The overall sentiment for Semiconductors sector is very positive (overall 1.6, positive 2.8, negative -1.2) on 20250929. The forces of Sentiment towards Fundamentals (2.1), Price Level (2), Option Speculation (1.5), and Broad Market Trend (-0.6) will drive up the price. The forces of Sector Price Trend (-0.8), Valuation Sentiment (-1), and Market Risk Prefrence (0) will drive down the price. 'Buy the dips' is the preferred trading strategy. Hourly SMA 20 trend line is likely to provide a support from any pullbacks. The swing to upside will be significant considering the high positive sentiment forces (2.8). The sentiment for Broad Market Trend is calculated based on SPY trend. The sentiment for Sector Price Trend is calculated based on SOXX trend. The sentiment for Option Speculation is calculated from put/call ratio. The Risk Prefrence is calculated from Bitcoin price trend. Price Level sentiment is positive when oversold, and negative when overbought. Valuation Sentiment, and Sentimentals towards Fundamentals are extracted from headlines and market commentary. All sentiment scores are normalized on a -10 - +10 scale. |
| Date | Attention | Average Attention | Price | Price Level | Change | SMA10 Trend | Market Sentiment | Trend Sentiment | Fundamentals | News Sentiment |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-29 | 3% | 3.9% | 268.93 | 78 | 0.04% | 0.41% | 0.8 | -0.2 | 2.1 | 5.8 |
| 2025-09-28 | 1% | 4.6% | 1.3 | 0.9 | 2.5 | 7.5 | ||||
| 2025-09-27 | 3% | 5.1% | 1.3 | 0.9 | 2.4 | 4.8 | ||||
| 2025-09-26 | 3% | 5.3% | 268.83 | 81 | 0.22% | 0.49% | 1 | 0.9 | 1.8 | 6.2 |
| 2025-09-25 | 3% | 4.9% | 268.24 | 82 | -0.32% | 0.53% | 0.7 | 0.8 | 1.5 | 7.2 |
| 2025-09-24 | 8% | 4.4% | 269.1 | 88 | -0.15% | 0.57% | 1.3 | 1.2 | 1.5 | 5.3 |
| 2025-09-23 | 6% | 3.3% | 269.51 | 95 | -0.12% | 0.81% | 1.5 | 1.3 | 1.8 | 4.5 |
| 2025-09-22 | 8% | 2.4% | 269.83 | 103 | 1.49% | 0.82% | 1.4 | 1.4 | 1.8 | 6.7 |
| 2025-09-21 | 5% | 1.3% | 1.6 | 1.3 | 1.9 | 6.3 | ||||
| 2025-09-20 | 4% | 0.6% | 1.7 | 1.3 | 2 | 3.7 | ||||
| Both emotion scores and sentiment scores are calculated in a -10 - +10 scale. | The price level reaches 100 at Bollinger upper band, and zero at lower band. |
| 1 (8) Anthropic Says New Model Can Code on Its Own for 30 Hours Straight Anthropic is releasing a new artificial intelligence model that is designed to code longer and more effectively than prior versions, its latest attempt to stay ahead of rivals like OpenAI in offering tools for software developers. The new model, called Claude Sonnet 4.5, is better at following instructions and can code on its own for up to 30 hours straight, the company said on Monday. By comparison, a previous model called Claude Opus 4 is said to be able to field coding tasks for up to seven h (https://www.bloomberg.com/) Mon. Sep 29, 2025 | |
| 2 (8) Buy and Hold: 3 Artificial Intelligence (AI) Stocks to Own Through 2035 These three players are well positioned to benefit amid the AI spending boom. (https://www.fool.com/) Mon. Sep 29, 2025 | |
| 3 (-1) Why AI has a familiar tune to the Dot-Com Bubble As more Big Tech names increase spending on artificial intelligence and AI infrastructure, should Wall Street be cautious of a market bubble forming akin to the Dot-Com crash? Epistrophy Capital Research chief market strategist Cory Johnson sits down with Market Domination host Josh Lipton for a conversation about which aspects of the AI Boom do carry some similarities with the Dot-Com Bubble. Johnson is also the host of The Drill Down podcast. To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Mon. Sep 29, 2025 | |
| 4 (8) DeepSeek releases ‘sparse attention’ model that cuts API costs in half Researchers at DeepSeek released a new experimental model designed to have dramatically lower inference costs when used in long-context operations. (https://finance.yahoo.com/) Mon. Sep 29, 2025 | |
| 5 (5) Intel is one of the hottest chip stocks this year. Here’s where things stand now. Intel’s stock has rallied on growing enthusiasm for a turnaround, but there are still questions about how quickly that can manifest. (https://www.marketwatch.com/) Mon. Sep 29, 2025 | |
| 6 (7) Jensen Huang Fires Back At Wall Street 'Flatlining' Nvidia Forecasts, Says AI Demand Will Crush Long-Term Expectations Chipmaker Nvidia Corp.’s (NASDAQ: NVDA) CEO Jensen Huang pushed back against Wall Street's long-term outlook for the company, saying analysts are underestimating the scale of artificial intelligence demand. (https://www.benzinga.com/) Mon. Sep 29, 2025 | |
| 7 (6) Nvidia Has Invested in These 6 Companies. Should You Follow Suit? The world's most valuable company holds stakes in a number of smaller tech players. (https://www.fool.com/) Mon. Sep 29, 2025 | |
| 8 (5) Is Nvidia Stock a Buy Heading Into October? Wall Street's most valuable company just posted 56% revenue growth, but a growing chorus of skeptics thinks the AI party is winding down. (https://www.fool.com/) Mon. Sep 29, 2025 | |
| 9 (3) Nvidia rebounds, Intel rally fades, Trump & cannabis stocks As part of today's Market Minute, Yahoo Finance anchor Julie Hyman examines some of the top stories of the trading session, including Nvidia's (NVDA) rebound, Intel's (INTC) slide, and cannabis stock moves. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Mon. Sep 29, 2025 | |
| 10 (8) Huawei to Double Output of Top AI Chip as Nvidia Wavers in China Huawei Technologies Co. is preparing to sharply ramp up production of its most advanced artificial intelligence chips over the next year, aiming to win customers in the world’s biggest semiconductor market while Nvidia Corp. struggles with geopolitical headwinds. (https://www.bloomberg.com/) Mon. Sep 29, 2025 | |
| 11 (7) Is Caterpillar Stock a Buy After Recent Bump? Investors have warmed to the stock due to its growing exposure to AI-driven data center spending. (https://www.fool.com/) Mon. Sep 29, 2025 | |
| 12 (6) Exclusive-Elliott explores options for British data centre firm Ark, sources say LONDON (Reuters) -Elliott Investment Management is exploring strategic options for its UK-based Ark Data Centres in a possible sale that could fetch more than 3 billion pounds ($4.00 billion), according to two people with knowledge of the matter. The U.S. hedge fund has held informal talks with advisers about a potential sale of the Wiltshire-based firm, with a process potentially starting early next year, one of the people said. However, since then global appetite for data centres, which support artificial intelligence and cloud computing services, has soared since OpenAI launched its ChatGPT platform in 2022. (https://finance.yahoo.com/) Mon. Sep 29, 2025 | |
| 13 (8) The billion-dollar infrastructure deals powering the AI boom Here's everything we know about the biggest AI infrastructure projects, including major spending from Meta, Oracle, Microsoft, Google, and OpenAI. (https://finance.yahoo.com/) Sun. Sep 28, 2025 | |
| 14 (7) Wiz chief technologist Ami Luttwak on how AI is transforming cyberattacks Ami Luttwak, CTO of Wiz, breaks down how AI is changing cybersecurity, why startups shouldn't write a single line of code before thinking about security, and opportunities for upstarts in the industry. (https://finance.yahoo.com/) Sun. Sep 28, 2025 | |
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