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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 1.8, positive 2.6, negative -0.8) on 20251014. The forces of Price Level (2), Sentiment towards Fundamentals (1.7), Option Speculation (1.5), and Broad Market Trend (-0.2) will drive up the price. The forces of Sector Price Trend (-0.4), 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 (2.6). 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-14 | 4% | 5.4% | 279.03 | 61 | -2.13% | 0.28% | 0.5 | -0.2 | 1.7 | 5.4 |
| 2025-10-13 | 7% | 6% | 285.1 | 79 | 4.82% | 0.57% | 0.5 | 0.4 | 1.9 | 5.7 |
| 2025-10-12 | 7% | 6.6% | 1.2 | 0 | 2.2 | 1.6 | ||||
| 2025-10-11 | 4% | 6.3% | 1.3 | 0 | 2.4 | 6.5 | ||||
| 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 | ||||
| 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 (7) Intel Bets Big On AI Revival With New 'Crescent Island' Chip Built To Optimize 'Performance Per Dollar' Intel is reigniting its AI ambitions with the launch of its new Crescent Island GPU, an energy-efficient chip focused on inference workloads, unveiled just weeks after Nvidia's $5 billion investment gave it a 4% stake in the struggling chipmaker. (https://www.benzinga.com/) Tue. Oct 14, 2025 | |
| 2 (-5) Intel Stock Slides Amid Some Worries It's Climbed 'Too Far, Too Fast' Bank of America analysts voiced worries Intel's stock has become overvalued after its recent rally. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 3 (8) CEPU Signs MoU to Help Power OpenAI-Backed Argentine Data Center Central Puerto SA, a top power producer in Argentina, signed a memorandum of understanding to help power a proposed $25 billion data center in the South American country. (https://www.bloomberg.com/) Tue. Oct 14, 2025 | |
| 4 (7) Taiwan Semiconductor Manufacturing Q3 Preview: With Stock Near 52-Week Highs, Here's What To Watch Taiwan Semiconductor's quarterly earnings could be an important catalyst for the entire chip sector. (https://www.benzinga.com/) Tue. Oct 14, 2025 | |
| 5 (8) TSMC Just Shared Fantastic News for Nvidia and Broadcom Investors The semiconductor manufacturer's latest data shows soaring sales for its biggest customers. (https://www.fool.com/) Tue. Oct 14, 2025 | |
| 6 (2) S&P 500 Gains and Losses Today: Nvidia and Intel Drop as Tech Stocks Falter; Wells Fargo Pops Trade tensions and signs of stiffening competition weighed on a number of companies in the AI space, while strong quarterly profits helped lift shares of a large bank. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 7 (7) Salesforce CEO Marc Benioff: Agentic AI is the next 'revolution' Early adopters like Pandora, Pepsi, and FedEx are already putting autonomous AI to work, Salesforce CEO Marc Benioff said at Dreamforce 2025. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 8 (8) Former Intel CEO drops curt 2-word verdict on AI AI is still the stock market’s engine. Over the past year, we’ve seen the S&P 500 notch fresh highs as chip deals, larger data-center plans, and novel model (https://www.thestreet.com/) Tue. Oct 14, 2025 | |
| 9 (8) Buying More of Our Newest Holding After Nvidia Announcement We continue to see a rising tide of AI spending benefiting this company and its key partners. (https://www.thestreet.com/) Tue. Oct 14, 2025 | |
| 10 (-5) Intel Stock Is Trading Down Today: Here's A Closer Look Intel Corporation (NASDAQ:INTC) shares are trading lower on Tuesday alongside other semiconductor stocks as escalating U.S.-China trade tensions create macro uncertainty and weigh on the broader market. (https://www.benzinga.com/) Tue. Oct 14, 2025 | |
| 11 (-6) Nvidia Stock Is Facing Selling Pressure Today: Why Some Investors Are Taking Profits NVIDIA Corporation (NASDAQ:NVDA) shares are trading lower on Tuesday alongside other semiconductor stocks as escalating U.S.-China trade tensions create macro uncertainty, weighing on the broader market. (https://www.benzinga.com/) Tue. Oct 14, 2025 | |
| 12 (8) Texas Instruments (TXN): A Reliable Dividend Stock Gaining Momentum Again Texas Instruments Incorporated (NASDAQ:TXN) is included among the 12 Reliable Dividend Stocks for Maximum Income. Texas Instruments Incorporated (NASDAQ:TXN) has long been known for producing chips used in consumer electronics, vehicles, and industrial systems. Recently, the company has begun to see encouraging growth from the data center segment, which could boost its stock performance, which […] (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 13 (-4) Intel customers to test new Crescent Island GPU in second half of next year (Reuters) -Intel said on Tuesday its data center graphics processing unit, code-named Crescent Island, was scheduled for customer sampling in the second half of 2026, signaling a renewed push to secure a spot in the fast-growing AI chip race. This marks the chipmaker's second attempt to break into the AI accelerator arena, after its earlier Gaudi chips failed to gain traction against market leaders Nvidia and AMD. Intel's GPU roadmap trails behind competitors, highlighting the significant challenges it faces to establish itself as a serious contender in AI computing. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 14 (7) AMD Wins Big AI Chip Order From Oracle in Race to Catch Nvidia Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement Tuesday. The systems will contain AMD processors and networking components. The Santa Clara, California-based company is working to become a credible alternative to Nvidia, the dominant provider of AI processors. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 15 (5) Intel reveals new data center AI chip as turnaround effort continues Intel unveiled its new data center AI GPU on Tuesday as the company continues its turnaround effort. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 16 (8) Oracle Launches AI Factory To Help Businesses Modernize And Scale AI Oracle launches AI Factory to accelerate AI adoption and modernization. Offers tailored solutions for faster deployment. (https://www.benzinga.com/) Tue. Oct 14, 2025 | |
| 17 (8) Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions Broadcom (AVGO) and OpenAI launch multi-year partnership to deploy 10GW of custom AI silicon and rack-level systems, positioning AVGO to optimize performance and scale next-gen tech. (https://www.benzinga.com/) Tue. Oct 14, 2025 | |
| 18 (8) Broadcom's AI Pivot Could Unlock $400 Breakout — But The Street's Still Catching Up Broadcom (AVGO) is poised for growth with its OpenAI partnership. (https://www.benzinga.com/) Tue. Oct 14, 2025 | |
| 19 (-5) Citi Warns of ‘Frothy and Overvalued’ Sectors in Equity Markets But we'll see how those play out over time. Most Read from Bloomberg HUD Issues Layoff Notices, Targeting Fair Housing Staff With Deep Cuts Billionaire Caruso Says He No Longer Builds in LA Due to Prices DC Tourists Frustrated by Museum Closures as Shutdown Persists LA Mayor Seeks to Halt 'Mansion Tax' for Wildfire Victims Chicago Commuter Rail to Increase Fares to Plug Budget Gap Worries about a bubble in AI have grown along with the pace of investment. The five biggest tech companies will spend an estimated $371 billion this year on the data centers needed to train and run complex models. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 20 (7) AMD’s stock is rising. Here are two reasons for Wall Street’s optimism. AMD just announced an extension of its relationship with Oracle. Plus, an analyst upgraded the stock and implied Wall Street’s profit expectations aren’t high enough. (https://www.marketwatch.com/) Tue. Oct 14, 2025 | |
| 21 (7) Oracle Cloud To Deploy 50,000 AMD Chips, Challenging Nvidia's Dominance Oracle's (NYSE: ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ: AMD) graphics processors starting in the second half of 2026. (https://www.benzinga.com/) Tue. Oct 14, 2025 | |
| 22 (8) Supermicro launches new data center construction business as stock continues to recover Supermicro is launching a new business line that will turn it into a one-stop shop for AI data center needs. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 23 (8) AMD Says Oracle Is Committing to Widespread Use of New AI Chips Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI processors, said Oracle Corp. will deploy a large batch of its forthcoming MI450 chips next year. (https://www.bloomberg.com/) Tue. Oct 14, 2025 | |
| 24 (8) Google to invest $15 billion to build data center hub in India; largest outside of the U.S. Google plans to invest $15 billion to build artificial intelligence data center capacity in Southern India, Google Cloud CEO Thomas Kurian said. (https://www.cnbc.com/) Tue. Oct 14, 2025 | |
| 25 (7) Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026. (https://www.cnbc.com/) Tue. Oct 14, 2025 | |
| 26 (6) Exclusive-Broadcom to launch new networking chip, as battle with Nvidia intensifies SAN FRANCISCO (Reuters) -Broadcom is launching a new networking chip on Tuesday that will help companies build artificial intelligence computing systems by stringing together hundreds of thousands of chips that crunch data, deepening its rivalry with Nvidia. The Thor Ultra will battle Nvidia's networking interface chips and aim to further entrench Broadcom's control of network communications inside data centers designed for AI applications. It comes after Broadcom on Monday unveiled a deal to roll out 10 gigawatts worth of custom chips for ChatGPT maker OpenAI beginning in the second half of 2026, challenging Nvidia's grip on the AI accelerator market. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 27 (8) AMD and Oracle announce agreement for 50,000 GPUs as AI deal spree continues AMD and Oracle have reached an agreement that will see AMD provide the company with 50,000 AI chips. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 28 (8) Google Commits More Than $10 Billion to Data Center in India Alphabet Inc.’s Google is planning to invest more than $10 billion in southern India to set up a 1-gigawatt data center, marking one of its biggest bets in a market that’s key to its global expansion plans. (https://www.bloomberg.com/) Tue. Oct 14, 2025 | |
| 29 (9) Samsung Shares Hit Fresh Record After AI Chip Boom Lifts Profit Samsung Electronics Co.’s shares touched a fresh record after it reported its biggest quarterly profit in more than three years, reflecting surging AI-related demand for memory chips. (https://www.bloomberg.com/) Mon. Oct 13, 2025 | |
| 30 (8) Broadcom CEO says generative AI will become a much larger part of global GDP Broadcom CEO Hock Tan discusses how AI contributes to the global GDP. (https://www.cnbc.com/) Mon. Oct 13, 2025 | |
| 31 (7) Navitas Semiconductor Stock Is Surging After The Bell: What's Going On? Navitas Semiconductor provides a progress update on its development of advanced medium and high 800 VDC voltage GaN and SiC power devices. (https://www.benzinga.com/) Mon. Oct 13, 2025 | |
| 32 (8) Samsung sees stronger-than-expected Q3 profit on AI chip demand Samsung sees stronger-than-expected Q3 profit on AI chip demand (https://www.investing.com/) Mon. Oct 13, 2025 | |
| 33 (7) Should You Buy Nvidia Stock Before October 16? Nvidia could benefit from Taiwan Semiconductor's quarterly results. (https://www.fool.com/) Mon. Oct 13, 2025 | |
| 34 (8) 1 Unstoppable Stock Poised to Join Nvidia, Apple, Microsoft, Amazon, and Alphabet in the $2 Trillion Club by 2027 Semiconductors form the foundation of the artificial intelligence (AI) revolution, and this company is ringing the cash register. (https://www.fool.com/) Tue. Oct 14, 2025 | |
| 35 (7) Billionaire Philippe Laffont Is Selling AMD and Buying This AI Chipmaker He Thinks Can Quadruple in 5 Years (Hint: Not Nvidia) This semiconductor company could provide the key architecture for AI data centers. (https://www.fool.com/) Tue. Oct 14, 2025 | |
| 36 (0) Broadcom's OpenAI deal: You can't 'blindly buy Nvidia' anymore Prairie Operating Company executive vice president of market strategy and TheBigSkinny.com founder, Lou Basenese, Yahoo Finance Senior Reporter Brooke DiPalma, and Yahoo Finance Fed Correspondent Jennifer Schonberger join Opening Bid with Allie Canal to discuss Monday's stock of the day: Broadcom (AVGO). To watch more expert insights and analysis on the latest market action, check out more Opening Bid. (https://finance.yahoo.com/) Mon. Oct 13, 2025 | |
| 37 (8) Samsung expects best profit since 2022, as AI boom squeezes commodity chip supply SEOUL (Reuters) -Samsung Electronics on Tuesday said it expects its biggest quarterly profit in over three years, as the global race to boost production of AI chips has tightened supply and driven up prices of conventional memory chips, the tech giant's mainstay. Strong demand for conventional memory chips used in artificial intelligence servers helped offset weaker sales of advanced AI chips of Samsung, which has been lagging rivals in the race to supply to Nvidia, analysts said. Samsung shares rose as much as 2.9% after the announcement to 96,000 won, their highest level since January 2021, notching up a 79% gain so far this year. (https://finance.yahoo.com/) Mon. Oct 13, 2025 | |
| 38 (8) Samsung Shares Hit Fresh Record After AI Chip Boom Lifts Profit The results may bolster confidence among investors betting on the durability of demand for AI servers and memory chips, as well as Samsung’s chances at regaining ground it’s lost to smaller rival SK Hynix Inc. following years of setbacks. “Samsung’s operating profit was much bigger than anyone was expecting,” said Sanjeev Rana, head of research at CLSA Securities Korea. Samsung is seeking to ride an anticipated AI boom in coming years. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 39 (8) Nvidia DGX Spark hits market as 'world’s smallest AI supercomputer' Nvidia's tiniest supercomputer officially hits the market on Wednesday. The DGX Spark, which Nvidia says offers data center-class performance, packs the company's GB10 Grace Blackwell superchip, as well as its ConnectX-7 networking capabilities and software stack. (https://finance.yahoo.com/) Tue. Oct 14, 2025 | |
| 40 (-5) Intel’s stock has climbed ‘too far, too fast.’ Why BofA is sounding a warning. A BofA analyst worries that Intel lacks an AI accelerator product and won’t easily be able to reverse market-share losses in servers and PCs. (https://www.marketwatch.com/) Mon. Oct 13, 2025 | |
| 41 (8) Broadcom’s stock is soaring on a new OpenAI deal. Why Wall Street is so upbeat. An analyst sees ‘big upside’ ahead for Broadcom’s financials as the company’s arrangement with OpenAI could only be the beginning of a relationship between the two. (https://www.marketwatch.com/) Mon. Oct 13, 2025 | |
| 42 (5) S&P 500 Gains & Losses Today: Broadcom Stock, Chipmaker Shares Surge; Casino Stocks Fall A chipmaker became the latest to enjoy a bounce after announcing an AI deal on Monday, Oct. 13, 2025, while storms in a key region weighed on casino and resort operators. (https://www.investopedia.com/) Mon. Oct 13, 2025 | |
| 43 (9) Top-rated analyst unveils eye-popping Nvidia price target Needless to say, Nvidia isn’t just riding the AI wave; it’s effectively building the ocean. Its power-packed GPUs have become the default rails for training (https://www.thestreet.com/) Mon. Oct 13, 2025 | |
| 44 (7) Datavault AI Signs Letter Of Intent To Acquire NYIAX, Stock Up Datavault AI Inc. (DVLT), a techno firm, Monday announced that it has signed a letter of intent to acquire NYIAX Inc., a technology and services company. However, the financial terms of the transaction are not disclosed. (https://www.rttnews.com/) Mon. Oct 13, 2025 | |
| 45 (8) OpenAI-Broadcom Agreement Sends Shares of Chipmaker Soaring Broadcom Inc. shares jumped after OpenAI agreed to buy the company’s custom chips and networking equipment in a multiyear deal, part of an ambitious plan by the startup to add artificial intelligence infrastructure. (https://www.bloomberg.com/) Mon. Oct 13, 2025 | |
| 46 (8) Dow Jones Futures: Trump Tariff Comments Spark Market Gains; Broadcom, Nvidia, Oracle, Tesla Rally Dow Jones Futures: Trump tariff comments sparked big stock market gains Monday. AI giants Broadcom, Nvidia, Oracle and Tesla rallied. (https://finance.yahoo.com/) Mon. Oct 13, 2025 | |
| 47 (4) S&P 500 Gains & Losses Today: Broadcom Stock, Chipmaker Shares Surge; Casino Stocks Fall A chipmaker became the latest to enjoy a bounce after announcing an AI deal on Monday, Oct. 13, 2025, while storms in a key region weighed on casino and resort operators. (https://finance.yahoo.com/) Mon. Oct 13, 2025 | |
| 48 (8) OpenAI and Broadcom sign deal to build up to 10 gigawatts of custom chips, Broadcom stock surges OpenAI and Broadcom have entered an agreement that will see the companies collaborate on up to 10 gigwatts of custom AI acclerators. (https://finance.yahoo.com/) Mon. Oct 13, 2025 | |
| 49 (8) Microchip Technology Inc. stock outperforms competitors on strong trading day Shares of Microchip Technology Inc. MCHP rallied 6.56% to $64.37 Monday, on what proved to be an all-around favorable trading session for the stock market, with the S&P 500 Index SPX rising 1.56% to 6,654.72 and the Dow Jones Industrial Average DJIA rising 1.29% to 46,067.58. The stock's rise snapped a two-day losing streak. (https://www.marketwatch.com/) Mon. Oct 13, 2025 | |
| 50 (8) Micron Technology Inc. stock outperforms competitors on strong trading day Shares of Micron Technology Inc. MU rose 6.11% to $192.69 Monday, on what proved to be an all-around positive trading session for the stock market, with the S&P 500 Index SPX rising 1.56% to 6,654.72 and the Dow Jones Industrial Average DJIA rising 1.29% to 46,067.58. The stock's rise snapped a two-day losing streak. (https://www.marketwatch.com/) Mon. Oct 13, 2025 | |
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