| Home Market Dynamics You and Market Sector Analysis Company Insights AI Investing About Contact Us Login |
| 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 2.2, positive 3, negative -0.9) on 20251010. The forces of Sentiment towards Fundamentals (2.5), Price Level (2), Option Speculation (1.5), Sector Price Trend (0), and Broad Market Trend (-0.7) will drive up the price. The forces of 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 (3). 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-10 | 5% | 6.1% | 271.99 | 48 | -6.27% | 0.11% | 1.3 | 0 | 2.5 | 0.5 |
| 2025-10-09 | 4% | 5.9% | 290.19 | 93 | -0.46% | 0.79% | 2.4 | 1.2 | 2.8 | 6.1 |
| 2025-10-08 | 7% | 6% | 291.54 | 102 | 3.42% | 0.84% | 2.4 | 1.8 | 2.4 | 6.3 |
| 2025-10-07 | 8% | 5.6% | 281.91 | 85 | -2.24% | 0.44% | 2 | 0.9 | 2.4 | 4.4 |
| 2025-10-06 | 11% | 5.1% | 288.36 | 104 | 3% | 0.66% | 2.3 | 1.9 | 2.2 | 6.7 |
| 2025-10-05 | 5% | 4% | 2 | 1.2 | 1.8 | 4.4 | ||||
| 2025-10-04 | 3% | 3.4% | 2 | 1.2 | 1.7 | 2.6 | ||||
| 2025-10-03 | 3% | 3.4% | 279.96 | 91 | -0.61% | 0.55% | 2.1 | 1.2 | 1.9 | 2.6 |
| 2025-10-02 | 5% | 3.4% | 281.69 | 99 | 1.94% | 0.52% | 2.4 | 1.6 | 2.3 | 6.5 |
| 2025-10-01 | 4% | 3.1% | 276.34 | 91 | 1.93% | 0.67% | 1.7 | 1.2 | 2.5 | 3.1 |
| 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) Here's Why Applied Digital Stock Is Soaring Friday Applied Digital reported much stronger-than-expected revenue on growing demand for its artificial intelligence data center services. (https://www.investopedia.com/) Fri. Oct 10, 2025 | |
| 2 (8) Nvidia-backed AI stock’s monster run gets CoreWeave jolt Nvidia (NVDA) is clearly the poster child of the AI boom. It’s got a hold on chipmaking, the software stack, and invests in virtually any startup or business (https://www.thestreet.com/) Fri. Oct 10, 2025 | |
| 3 (7) How to Play Nvidia as It Breaks Out ... Again Here's my price target, pivot and chart-read for the semi-conductor star. (https://www.thestreet.com/) Fri. Oct 10, 2025 | |
| 4 (-7) The World’s Chip Supply Chain Is Bracing for Fallout From China’s Rare-Earth Curbs Businesses across the global semiconductor supply chain are bracing themselves for disruptions from China’s most targeted move yet to limit their supplies of rare-earth materials, which are critical to building the chips fueling the artificial intelligence boom. (https://www.bloomberg.com/) Fri. Oct 10, 2025 | |
| 5 (8) Applied Digital stock climbs 16% as AI demand fuels data center growth The company expanded on its $7 billion lease agreement for artificial intelligence data centers with CoreWeave. (https://www.cnbc.com/) Fri. Oct 10, 2025 | |
| 6 (8) IREN Stock's 50% Spike Powered By Nvidia GPUs IREN stock has surged more than 50% since late September when the company announced a game-changing purchase of GPUs. (https://www.benzinga.com/) Fri. Oct 10, 2025 | |
| 7 (7) Micron, Galecto And Xenetic Lead This Week's Benzinga Stock Ranking Surges Benzinga Edge Stock Rankings evaluate companies across four key factors. Here are three big companies that stood out this week. (https://www.benzinga.com/) Fri. Oct 10, 2025 | |
| 8 (-6) Qualcomm sinks on Chinese antitrust investigation: What to know Qualcomm (QCOM) stock is slumping after China launched a probe into the American chipmaker, following President Trump's recent threat of additional tariffs on China. Yahoo Finance Tech Editor Dan Howley outlines the details. To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Fri. Oct 10, 2025 | |
| 9 (8) Brazil to begin construction on TikTok data center in six months, minister says SAO PAULO (Reuters) -Construction on a TikTok data center in Brazil will begin in six months, an official said on Friday, with the project expected to bring in some 50 billion reais ($9.11 billion) in investment. "Six months from now, we will begin construction to host TikTok's data center," Mines and Energy Minister Alexandre Silveira said in a statement. Plans for the project, which is expected to be based in the northeastern state of Ceara, were disclosed by Reuters in April, when three people familiar with the matter had said TikTok's Chinese parent company ByteDance was weighing the move. (https://finance.yahoo.com/) Fri. Oct 10, 2025 | |
| 10 (-7) Samsung hit with $445.5 million US jury verdict over wireless communications patents (Reuters) -A federal jury in Marshall, Texas found on Friday that Samsung Electronics owes patent owner Collision Communications nearly $445.5 million in damages for infringing on patents related to 4G, 5G and Wi-Fi communications standards. The jury said that Samsung's laptops, Galaxy smartphones and other wireless-enabled devices infringe four Collision patents. The verdict is one of several nine-figure patent infringement verdicts that Samsung has been hit with in the same Marshall, Texas court in recent years. (https://finance.yahoo.com/) Fri. Oct 10, 2025 | |
| 11 (-7) Synopsys Inc. stock underperforms Friday when compared to competitors Shares of Synopsys Inc. SNPS slid 9.40% to $438.89 Friday, on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index SPX falling 2.71% to 6,552.51 and Dow Jones Industrial Average DJIA falling 1.90% to 45,479.60. This was the stock's second consecutive day of losses. (https://www.marketwatch.com/) Fri. Oct 10, 2025 | |
| 12 (-6) Monolithic Power Systems Inc. stock underperforms Friday when compared to competitors Shares of Monolithic Power Systems Inc. MPWR slipped 7.64% to $904.44 Friday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index SPX falling 2.71% to 6,552.51 and Dow Jones Industrial Average DJIA falling 1.90% to 45,479.60. This was the stock's second consecutive day of losses. (https://www.marketwatch.com/) Fri. Oct 10, 2025 | |
| 13 (-7) ON Semiconductor Corp. stock underperforms Friday when compared to competitors Shares of ON Semiconductor Corp. ON slid 8.48% to $45.74 Friday, on what proved to be an all-around dismal trading session for the stock market, with the S&P 500 Index SPX falling 2.71% to 6,552.51 and Dow Jones Industrial Average DJIA falling 1.90% to 45,479.60. This was the stock's second consecutive day of losses. (https://www.marketwatch.com/) Fri. Oct 10, 2025 | |
| 14 (-6) Microchip Technology Inc. stock underperforms Friday when compared to competitors Shares of Microchip Technology Inc. MCHP slipped 8.28% to $60.41 Friday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index SPX falling 2.71% to 6,552.51 and Dow Jones Industrial Average DJIA falling 1.90% to 45,479.60. This was the stock's second consecutive day of losses. (https://www.marketwatch.com/) Fri. Oct 10, 2025 | |
| 15 (-7) NXP Semiconductors N.V. stock underperforms Friday when compared to competitors Shares of NXP Semiconductors N.V. NXPI shed 7.30% to $205.26 Friday, on what proved to be an all-around dismal trading session for the stock market, with the S&P 500 Index SPX falling 2.71% to 6,552.51 and Dow Jones Industrial Average DJIA falling 1.90% to 45,479.60. This was the stock's second consecutive day of losses. (https://www.marketwatch.com/) Fri. Oct 10, 2025 | |
| 16 (4) Lisa Su has built AMD into a $378 billion microchip titan. So why isn't she richer? Lisa Su has overseen a 7,000% rise in AMD shares as CEO, yet she has less than 1% of Nvidia CEO Jensen Huang's wealth. (https://www.businessinsider.com/) Fri. Oct 10, 2025 | |
| 17 (8) Watch These Nvidia Price Levels After AI Favorite's Recent Record-Setting Streak Nvidia shares hovered near their all-time highs Friday after setting a string of records this week on optimism about artificial intelligence demand. Monitor these key chart levels. (https://finance.yahoo.com/) Fri. Oct 10, 2025 | |
| 18 (9) OpenAI, Sur Energy weigh $25 billion Argentina data center project BUENOS AIRES (Reuters) -OpenAI and Sur Energy have signed a letter of intent for a data center project in Argentina requiring an investment of up to $25 billion, the nation's government said on Friday. The project would involve a large-scale facility with a capacity of up to 500 megawatts to support advanced artificial intelligence computing, according to a government statement. Structured under Argentina's RIGI tax break scheme which went into effect last year, the project, if completed, would be "one of the largest technology and energy infrastructure initiatives," in the country's history, the statement said. (https://finance.yahoo.com/) Fri. Oct 10, 2025 | |
| 19 (8) Applied Digital shares rally after upbeat quarterly revenue on AI demand Growing demand for AI services such as ChatGPT has triggered the need for robust data center infrastructure that can support intensive computing workloads. Applied Digital's stock was the top trending ticker on retail investor forum Stocktwits on Friday. All nine brokerages that cover Applied Digital rate the stock "buy" or higher, with a median price target of $40, according to data compiled by LSEG. (https://finance.yahoo.com/) Fri. Oct 10, 2025 | |
| 20 (-6) AI Jobs Shock Is Coming and Firms Aren’t Ready, Klarna CEO Says From technology firms to translators, the world has not faced up to the consequences of artificial intelligence wiping out swathes of jobs, according to one of AI’s biggest cheerleaders in finance. (https://www.bloomberg.com/) Fri. Oct 10, 2025 | |
| 21 (-5) China Targets Qualcomm, US Ships as Xi and Trump Seek Leverage China slapped new port fees on US ships and started an antitrust investigation into Qualcomm Inc., the latest in a string of tit-for-tat moves as Presidents Xi Jinping and Donald Trump jockey for leverage before a key meeting to discuss trade and other issues. (https://www.bloomberg.com/) Fri. Oct 10, 2025 | |
| 22 (-6) China blacklists major chip research firm TechInsights following report on Huawei Beijing has banned semiconductor researcher TechInsights from working with or receiving data from entities in China. (https://www.cnbc.com/) Fri. Oct 10, 2025 | |
| 23 (8) AMD gets a price target boost from TD Cowen on chipmaker’s partnership with OpenAI There may be more upside ahead from AMD's partnership with OpenAI, according to TD Cowen. (https://www.cnbc.com/) Fri. Oct 10, 2025 | |
| 24 (-3) Singapore police probe Nvidia customer Megaspeed over alleged China export violations Singapore officials are investigating AI computing company Megaspeed, a customer of American AI chip maker Nvidia, for potentially violating domestic laws. (https://www.cnbc.com/) Fri. Oct 10, 2025 | |
| 25 (-6) Qualcomm shares fall after China opens antitrust probe into the U.S. chip giant Qualcomm has a big business in China selling its smartphone chips to some of the biggest players in the country such as Xiaomi. (https://www.cnbc.com/) Fri. Oct 10, 2025 | |
| 26 (-7) China launches customs crackdown on Nvidia AI chips China has stepped up the enforcement of its controls on chip imports, as Beijing seeks to wean the country’s technology companies away from US... (https://finance.yahoo.com/) Fri. Oct 10, 2025 | |
| 27 (8) Applied Digital beats revenue estimates as AI demand fuels data center growth Businesses are racing to deploy next-generation AI models, driving demand for high-performance data center infrastructure that can support intensive computing workloads. Applied Digital finalized a new lease agreement with CoreWeave in August for an additional 150MW in North Dakota. In a note last week, Roth Capital said Applied Digital could potentially secure another high-performance computing (HPC) colocation agreement by year-end. (https://finance.yahoo.com/) Fri. Oct 10, 2025 | |
| 28 (0) Is an AI bubble forming? Market leaders and institutions weigh in Leaders from the IMF, Nvidia, and JPMorgan offer split views on the staying power of AI-driven market gains. (https://www.investmentnews.com/) Thu. Oct 9, 2025 | |
| 29 (7) With AI Investing, It Pays to Be Prudent The artificial intelligence (AI) trade has provided momentum to ETFs such as the Invesco QQQ Trust (QQQ) & the Invesco NASDAQ 100 ETF (QQQM). (https://www.etftrends.com/) Thu. Oct 9, 2025 | |
| 30 (8) Chip Happens: Can Nvidia’s August Earnings Hold the Line? Shares of NVIDIA Corporation (Ticker: NVDA) continue to hit new all-time highs as equity market’s adoration of artificial intelligence continues. (https://www.etftrends.com/) Thu. Oct 9, 2025 | |
| 31 (8) Nvidia Stock 'Born To Run': Analyst Channels Bruce Springsteen With $300 Price Target A Nvidia analyst raises the price target with the stock viewed as the best play for AI growth. (https://www.benzinga.com/) Thu. Oct 9, 2025 | |
| 32 (8) Nvidia Printing Money as AI Spending Drives Semiconductor Gains Market Analysis by covering: NVIDIA Corporation, S&P 500, Kinross Gold Corp, Gold Futures. Read 's Market Analysis on Investing.com (https://www.investing.com/) Thu. Oct 9, 2025 | |
| 33 (5) AI push strengthen case in this stock despite lack of housing cycle tailwind AI push strengthen case in this stock despite lack of housing cycle tailwind (https://www.investing.com/) Thu. Oct 9, 2025 | |
| 34 (6) Should You Forget Nvidia and Buy These 2 Millionaire-Maker Stocks Instead? These two up-and-coming tech stocks just might make investors more money over the next decade than Nvidia will. (https://www.fool.com/) Thu. Oct 9, 2025 | |
| 35 (8) CoreWeave vs. Nebius: Wall Street Expects Double-Digit Gains From Only One of These AI Players These AI stocks have surged in the triple digits this year. (https://www.fool.com/) Thu. Oct 9, 2025 | |
| 36 (6) Google's new Gemini Enterprise competes with OpenAI, Microsoft Google parent company Alphabet (GOOG, GOOGL) is launching Gemini Enterprise, in a move that takes aim at Microsoft (MSFT) and OpenAI (OPAI.PVT), which already have enterprise AI offerings. Yahoo Finance Tech Editor Dan Howley outlines what investors need to know. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Thu. Oct 9, 2025 | |
| 37 (-5) Microsoft Forecasts Show Data Center Crunch Persisting Into 2026 Many of Microsoft’s US data center regions are experiencing shortages of physical space or servers, according to people familiar with the company’s internal forecasts. New subscriptions for Azure cloud services are restricted in some crucial server-farm hubs, including Northern Virginia and Texas, through the first half of next year, said the people who requested anonymity to discuss internal forecasts. In July, Chief Financial Officer Amy Hood said current constraints would continue through the end of 2025. (https://finance.yahoo.com/) Thu. Oct 9, 2025 | |
| 38 (2) Analysis-US companies' profit growth seen softer, spotlight on AI spending NEW YORK (Reuters) -U.S. companies could report milder earnings growth in the third quarter than earlier this year, partly due to a likely tariff hit, while investors look for signs that heavy spending on artificial intelligence is paying off. While most U.S. corporations have managed to beat earnings expectations even after U.S. President Donald Trump first announced wide-ranging tariffs on imports in April, the full impact of his trade policies remains uncertain. With optimism about emerging AI technology lifting Wall Street indexes to record highs this year, investors are likely to focus more on AI-related capital expenditures than tariffs and other risks. (https://finance.yahoo.com/) Thu. Oct 9, 2025 | |
| 39 (8) Nvidia stock climbs to record amid reported UAE export approval, price target raise: 'This is not a bubble' Nvidia stock hit an intraday record high as Bloomberg reported that the US government approved the tech leader's chip exports to the UAE. (https://finance.yahoo.com/) Thu. Oct 9, 2025 | |
| 40 (7) Google is looking to lock in an AI advantage with this move With the launch of Gemini Enterprise, Google is betting that easy-to-build AI ‘agents’ are the key to unlocking the corporate market and boosting Alphabet shares. (https://www.marketwatch.com/) Thu. Oct 9, 2025 | |
| 41 (6) US Approves Some Nvidia UAE Sales in Trump AI Diplomacy Step The US has approved several billion dollars worth of Nvidia Corp. chip exports to the United Arab Emirates, an initial step in implementing a controversial deal that could serve as a blueprint for American AI statecraft. (https://www.bloomberg.com/) Thu. Oct 9, 2025 | |
| 42 (8) Nvidia can rally nearly 60% as AI infrastructure market swells, says Cantor Fitzgerald The bank pointed to Nvidia's new partnership with OpenAI as a catalyst for the graphics processing unit maker. (https://www.cnbc.com/) Thu. Oct 9, 2025 | |
| 43 (7) Google launches Gemini subscriptions to help corporate workers build AI agents Google is augmenting its Agentspace product for easily building AI agents at work with new tools for data science and customer engagement. (https://www.cnbc.com/) Thu. Oct 9, 2025 | |
| 44 (8) Tempus AI's $100 Breakout — Billionaire Cliff Asness Reaps 60% Windfall Tempus AI (TEM) stock has soared past $100, giving a 60% boost to billionaire Cliff Asness' TEM position in the AI-diagnostic stock. (https://www.benzinga.com/) Thu. Oct 9, 2025 | |
| 45 (7) Meta, Ray-Ban Target 10 Million AI Glass Production By 2026 Meta Platforms (NASDAQ: META) is leading in smart glasses market with its partnership with EssilorLuxottica. Alibaba and Apple are also entering the competition. (https://www.benzinga.com/) Thu. Oct 9, 2025 | |
| 46 (8) Where Will Nvidia Be in 5 Years? The company could see huge gains in market value. (https://www.fool.com/) Thu. Oct 9, 2025 | |
| 47 (8) 3 Artificial Intelligence (AI) Stocks That Surged More Than 2,000% Since the Launch of ChatGPT. (Hint: Nvidia Isn't One of Them.) The worst-performing stock on this list is up 2,300% versus Nvidia's nearly 1,000% gain since its ChatGPT boost. (https://www.fool.com/) Thu. Oct 9, 2025 | |
| 48 (8) Google ramps up its ‘AI in the workplace’ ambitions with Gemini Enterprise The new product launched Thursday already has customers, including Gordon Foods, Macquarie Bank, and Virgin Voyages. (https://finance.yahoo.com/) Thu. Oct 9, 2025 | |
| 49 (6) Here’s what the OpenAI-AMD deal says about Nvidia OpenAI says it’s buying AMD chips to get more compute power. Analysts also see benefits to diversifying away from Nvidia and likely securing favorable pricing. (https://www.marketwatch.com/) Thu. Oct 9, 2025 | |
| 50 (7) Google is looking to lock in an AI advantage with this move With the launch of Gemini Enterprise, Google is betting that easy-to-build AI ‘agents’ are the key to unlocking the corporate market and boosting Alphabet shares. (https://www.marketwatch.com/) Thu. Oct 9, 2025 | |
About
Contact Us
Copyright ©2025 TheMarketUnfolds. All rights reserved. Denver, Colorado, USA