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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 3.1, positive 3.6, negative -0.5) on 20250930. The forces of Sentiment towards Fundamentals (2.6), Price Level (2), Option Speculation (1.5), Sector Price Trend (0.9), Broad Market Trend (0.2), and Valuation Sentiment (-1) will drive up the price. The forces of 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 (3.6). The extreme bullish overall sentiment (3.1) may signal the top of this uptrend. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-30 | 5% | 3.7% | 271.12 | 81 | 0.81% | 0.45% | 2 | 0.9 | 2.6 | 6.3 |
| 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 | ||||
| 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 (5) Intel Affirms Plan for Ohio Project After US Senator’s Pressure Intel Corp. said that it remains committed to its plans for a sprawling chip manufacturing plant in Ohio after Republican US Senator Bernie Moreno pressed the company for more information about delays in the multibillion-dollar project. (https://www.bloomberg.com/) Tue. Sep 30, 2025 | |
| 2 (9) CoreWeave stock surges as $14 billion deal with Meta signals 'limitless' AI demand CoreWeave stock jumped as the company has inked a $14.2 billion deal with Meta. (https://finance.yahoo.com/) Tue. Sep 30, 2025 | |
| 3 (7) Does Meta want to compete with Nvidia? Here’s a sign of its growing ambition in chips. The tech giant is acquiring a startup to boost its in-house chip development as it spends billions on AI infrastructure. (https://www.marketwatch.com/) Tue. Sep 30, 2025 | |
| 4 (4) Opinion: Qualcomm promises it can be an AI winner. What does it know that Nvidia and Intel don’t? Qualcomm shares may have more growth potential than the market is currently pricing in —but some big hurdles lie ahead. (https://www.marketwatch.com/) Tue. Sep 30, 2025 | |
| 5 (8) Nvidia's market cap tops $4.5 trillion after string of AI infrastructure deals Nvidia shares are up about 39% so far in 2025, as investors continue pouring money into the leading developer of AI chips. (https://www.cnbc.com/) Tue. Sep 30, 2025 | |
| 6 (7) Nvidia stock high, Wolfspeed exits bankruptcy, Pfiezer drug prices Yahoo Finance host Julie Hyman tracks today's top moving stocks and biggest market stories in this Market Minute, including Nvidia (NVDA) shares reaching a new intraday high, Wolfspeed's (WOLF) stock reaction to exiting Chapter 11 bankruptcy, and Pfizer (PFE) striking a deal with the Trump administration to lower drug prices. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Tue. Sep 30, 2025 | |
| 7 (8) NVIDIA Corporation (NVDA) and OpenAI Forge $100B Partnership to Power Next-Gen AI Systems We recently compiled a list of the 12 Best Stocks to Own for Grandchildren. NVIDIA Corporation is one of them. NVIDIA Corporation (NASDAQ:NVDA) tops our list for being one of the best stocks to buy . It continues to dominate the AI and data center markets with groundbreaking developments in September 2025. The company posted second-quarter fiscal […] (https://finance.yahoo.com/) Tue. Sep 30, 2025 | |
| 8 (8) CoreWeave stock surges as reported $14 billion Meta deal signals 'limitless' AI demand CoreWeave stock jumped as the company has inked a $14.2 billion deal with Meta. (https://finance.yahoo.com/) Tue. Sep 30, 2025 | |
| 9 (5) Amazon was late to the AI party. Here’s how the stock can make a comeback. An industry shift from AI training to inference is about to become a major tailwind for Amazon Web Services (https://www.marketwatch.com/) Tue. Sep 30, 2025 | |
| 10 (8) Nvidia’s stock can run higher as Citi analysts find plenty of reason for optimism The chip maker’s competitive product roadmap and Citi’s raised forecast for hyperscaler AI spending next year led the bank’s analysts to raise their price target for Nvidia’s stock. (https://www.marketwatch.com/) Tue. Sep 30, 2025 | |
| 11 (6) China’s Chip Rally Shows AI Froth Spilling Eastward Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Gao Yuan and Vlad Savov look at the rising risk appetite among investors looking for China’s potential AI winners. (https://www.bloomberg.com/) Tue. Sep 30, 2025 | |
| 12 (8) CoreWeave Inks $14 Billion Meta Deal, Highlighting AI Demand CoreWeave Inc. has signed a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models. (https://www.bloomberg.com/) Tue. Sep 30, 2025 | |
| 13 (8) AI chip company Cerebras raises $1 billion in pre-IPO funding round Cerebras is raising fresh capital to expand manufacturing as it tries to keep up with demand from Meta and other customers. (https://www.cnbc.com/) Tue. Sep 30, 2025 | |
| 14 (8) Nvidia gets a price target hike from Citi on AI infrastructure growth, OpenAI deal The chipmaker is poised for growth as it ramps up its push to improve AI infrastructure through new product launches and partnerships, according to Citi. (https://www.cnbc.com/) Tue. Sep 30, 2025 | |
| 15 (-2) AI data center boom has to contend with realities of tough labor market As tech giants open their wallets to rapidly build data centers of the future, the labor market could stand in their way. (https://www.cnbc.com/) Tue. Sep 30, 2025 | |
| 16 (8) CoreWeave stock climbs 10% after company lands $14 billion deal with Meta Shares of popped more than 10% in premarket trading on Tuesday after that the company announced it has agreed to provide Meta with $14.2 billion of artificial intelligence cloud infrastructure. Tuesday's announcement comes just days after CoreWeave expanded its agreement with OpenAI by $6.5 billion, bringing the total contract to $22.4 billion. "The agreement underscores that behind every AI breakthrough are the partnerships that make it possible," a CoreWeave spokesperson told CNBC in a statement about the Meta deal on Tuesday. (https://www.cnbc.com/) Tue. Sep 30, 2025 | |
| 17 (-3) Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA Analyzing the gap in NVIDIA's (NVDA) AI compute cost. Barclays' forecast vs. Jensen Huang's $50B target. What investors should know. (https://www.benzinga.com/) Tue. Sep 30, 2025 | |
| 18 (6) Trump Administration Tightens Export Controls To Slow China's Tech Race—Experts Hail 'Massive Change' The Trump administration has announced a significant tightening of export controls on Chinese companies, particularly those in the semiconductor industry, in a move aimed at impeding China's technological advancement. (https://www.benzinga.com/) Tue. Sep 30, 2025 | |
| 19 (8) 2 Growth Stocks to Invest $1,000 in Right Now Investments in artificial intelligence in the next few years could fuel more growth for Nvidia and Taiwan Semiconductor. (https://www.fool.com/) Tue. Sep 30, 2025 | |
| 20 (8) CoreWeave signs $14 billion AI infrastructure deal with Meta Shares of CoreWeave surged 10% in premarket trading following the news on Tuesday. As a part of the agreement, CoreWeave will provide the Facebook-parent access to Nvidia's latest GB300 systems, according to a Bloomberg report, citing an interview with the data center operator's CEO Michael Intrator. The new deal comes a week after CoreWeave signed a third multi-billion dollar cloud expansion with OpenAI to aid the ChatGPT maker with its computational needs while executives note sky-high demand from clients. (https://finance.yahoo.com/) Tue. Sep 30, 2025 | |
| 21 (8) Wolfspeed shares rally after chipmaker exits Chapter 11 bankruptcy The move has restored investor confidence in the company's prospects to become a leading provider of silicon carbide semiconductors, known for their superior energy efficiency, to electric-vehicle makers amid growing electrification and increasing chip content in automobiles. "Wolfspeed has emerged from its expedited restructuring process, marking the beginning of a new era," CEO Robert Feurle had said on Monday. "We are well positioned to capture rising demand in end-markets, such as AI, EVs, industrial and energy, that are rapidly growing and recognizing silicon carbide's potential," Feurle said. (https://finance.yahoo.com/) Tue. Sep 30, 2025 | |
| 22 (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 | |
| 23 (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 | |
| 24 (-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 | |
| 25 (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 | |
| 26 (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 | |
| 27 (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 | |
| 28 (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 | |
| 29 (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 | |
| 30 (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 | |
| 31 (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 | |
| 32 (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 | |
| 33 (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 | |
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