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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 2.8, positive 3.3, negative -0.5) on 20251020. The forces of Sentiment towards Fundamentals (2.3), Price Level (2), Option Speculation (1.5), Sector Price Trend (0.7), Broad Market Trend (0.1), 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 (3.3). The extreme bullish overall sentiment (2.8) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-20 | 4% | 4.7% | 292.97 | 88 | 1.67% | 0.18% | 1.3 | 0.7 | 2.3 | 2.9 |
| 2025-10-19 | 5% | 5.1% | 1.4 | 1.1 | 1.8 | 4.8 | ||||
| 2025-10-18 | 5% | 5.4% | 1.4 | 1.1 | 1.8 | 4.3 | ||||
| 2025-10-17 | 3% | 5.3% | 288.17 | 78 | -0.28% | 0.28% | 1.5 | 1.1 | 1.9 | 4.5 |
| 2025-10-16 | 5% | 5.6% | 288.98 | 83 | 0.47% | 0.28% | 0.3 | -0.2 | 1.8 | 6.5 |
| 2025-10-15 | 7% | 5.4% | 287.64 | 83 | 3.09% | 0.39% | 0.4 | -0.3 | 1.9 | 6.2 |
| 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 | ||||
| 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) Nvidia-Backed Cohere to Offer Secondary Sale of Employee Shares Cohere Inc., the Nvidia Corp.-backed artificial intelligence startup that raised funds at a $7 billion valuation a month ago, is holding a so-called tender for employees who want to sell their stakes in the company to outside investors. (https://www.bloomberg.com/) Mon. Oct 20, 2025 | |
| 2 (7) Analysis-Chip crunch: how the AI boom is stoking prices of less trendy memory SEOUL (Reuters) -The global rush by chipmakers to produce AI chips is tightening supply of less glamorous chips used in smartphones, computers and servers, spurring panic buying by some customers and a surge in their prices, industry executives and analysts said. The unexpected ripple effect of the AI boom is giving a much-needed boost to memory chipmakers, including Samsung Electronics, which has lagged rivals in offering advanced AI chips and a rally in their share prices. Supply of the more mundane semiconductors has become so tight that the global memory chip industry is poised to head into what some analysts call a "super cycle", as device makers frantically stock up on memory chips, executives said. (https://finance.yahoo.com/) Mon. Oct 20, 2025 | |
| 3 (8) New Credo Trade Idea Offers Nice Profit Opportunity in Big Tech This data center company has been on a roll this year but the upside may not be over. (https://www.thestreet.com/) Mon. Oct 20, 2025 | |
| 4 (10) GSI Technology Stock Surges 163% After Cornell Validation Of Compute-In-Memory APU GSI Technology, Inc. (GSIT) shares soared 163.10 percent to $13.39, up $8.31 on Monday after researchers at Cornell University published findings confirming that the company's Gemini-I APU Compute-In-Memory architecture can deliver GPU-class performance for large-scale AI applications while using over 98 percent less energy. (https://www.rttnews.com/) Mon. Oct 20, 2025 | |
| 5 (-4) AWS Recovering After Major Outage Hits Companies, Services Worldwide Amazon Web Services, following a major outage in its cloud computing service across the world, especiallly the United States, started recovering early Monday. AWS, tech major Amazon's cloud hosting provider, had went offline due to a problem with one of its core database products, affecting millions as it hit the websites and apps of major companies and critical services. (https://www.rttnews.com/) Mon. Oct 20, 2025 | |
| 6 (7) Data Center Growth Adds to US Onshoring Momentum and GDP Strength Market Analysis by covering: General Motors Company, NVIDIA Corporation, S&P 500, United States 10-Year. Read 's Market Analysis on Investing.com (https://www.investing.com/) Mon. Oct 20, 2025 | |
| 7 (8) Nvidia, Broadcom, and AMD Each Won Deals With OpenAI. Here's the Biggest Winner of the Bunch. These chip rivals each aim to win as AI spending reaches into the trillions of dollars. (https://www.fool.com/) Mon. Oct 20, 2025 | |
| 8 (5) Can AMD’s stock live up to the hype? Depends on how you look at it. The short-term setup could be promising for AMD’s stock, according to Bernstein. But delivering over a longer period gets more complicated. (https://www.marketwatch.com/) Mon. Oct 20, 2025 | |
| 9 (8) This startup is building an agentic AI platform for advertisers. See the pitch deck that helped it raise $12M. AdsGency wants to disrupt the traditional ad agency industry by automating ad campaigns across Meta, Google, TikTok, and other platforms. (https://www.businessinsider.com/) Mon. Oct 20, 2025 | |
| 10 (6) An ex-Microsoft scientist is building an AI startup to change how companies handle work visas Priyanka Kulkarni's "exhausting" and "confusing" experiences as an employee on an H-1B visa inspired her to launch her startup, Casium. (https://www.businessinsider.com/) Mon. Oct 20, 2025 | |
| 11 (-4) How the AWS outage hit people, from missed Starbucks orders to wonky Alexa alarms An Amazon Web Services outage caused some consumers to go without their early morning Starbucks mobile order and Wordle. (https://www.businessinsider.com/) Mon. Oct 20, 2025 | |
| 12 (8) AI Marketing Firm Revmatics Unveils Data Platform to Scale Conversions and Lower Customer Acquisition Costs AI-powered platform Revmatics helps brands use data more effectively to scale conversions, lower acquisition costs, and drive sustainable growth. (https://www.thestreet.com/) Mon. Oct 20, 2025 | |
| 13 (-7) Chipmaker Nexperia's China Arm Tells Staff To Ignore Dutch HQ, Deepening Semiconductor Split ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Mon. Oct 20, 2025 | |
| 14 (-6) OpenAI-Microsoft Friction Grows As ChatGPT App Growth Slows, Data Center Buildout Risks Overcapacity ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Mon. Oct 20, 2025 | |
| 15 (3) AWS outage, futures rise, CPI report this week: 3 Things Some of the top stories Wall Street is watching on Monday, Oct. 20, include an Amazon Web Services (AWS) outage impacting many major websites. Futures (ES=F, NQ=F, YM=F) are rising ahead of a big week of earnings, which includes reports from Tesla (TSLA), Netflix (NFLX), and Intel (INTC). This week, traders will also be watching for the delayed September CPI report. To watch more expert insights and analysis on the latest market action, check out more Morning Brief. (https://finance.yahoo.com/) Mon. Oct 20, 2025 | |
| 16 (-5) AWS outage impacts Coinbase, Robinhood: What we know Amazon's (AMZN) cloud services platform, Amazon Web Services (AWS), is experiencing a widespread outage, affecting major platforms and websites like Coinbase (COIN), Robinhood (HOOD), Snapchat (SNAP). Yahoo Finance Technology Editor Dan Howley joins Morning Brief host Julie Hyman to discuss what we know. To watch more expert insights and analysis on the latest market action, check out more Morning Brief. (https://finance.yahoo.com/) Mon. Oct 20, 2025 | |
| 17 (3) Elon Musk takes shot at a rival that just made a huge mistake Amazon Web Services experienced a global outage Oct. 20. (https://www.thestreet.com/) Mon. Oct 20, 2025 | |
| 18 (7) Under-the-radar AI stocks to watch beyond Nvidia Here are the lesser known stocks quietly powering the AI revolution. (https://www.thestreet.com/) Mon. Oct 20, 2025 | |
| 19 (-5) Chipmaker Nexperia Says Ousted CEO Spreading ‘Falsehoods’ Chipmaker Nexperia has accused its ousted chief executive officer of spreading “falsehoods” that it is now operating independently in China, as fallout from the Dutch government seizing control of the company continues. (https://www.bloomberg.com/) Mon. Oct 20, 2025 | |
| 20 (5) AWS Says Cloud Service Has Recovered After Widespread Outage Amazon Web Services, the world’s largest cloud provider, said its service had recovered after a widespread disruption on Monday degraded services for a range of customers including government agencies, AI companies and financial platforms. (https://www.bloomberg.com/) Mon. Oct 20, 2025 | |
| 21 (8) A clear winner is emerging in the semiconductor equipment space, says Barclays The bank upgraded the wafer fab equipment maker to overweight from equal weight. (https://www.cnbc.com/) Mon. Oct 20, 2025 | |
| 22 (-5) Amazon Web Services outage hits major websites: What we know so far as recovery begins Amazon Web Services, a major player in the cloud infrastructure market, reported a major outage on Monday. (https://www.cnbc.com/) Mon. Oct 20, 2025 | |
| 23 (8) IBM Partners With Groq To Bring Lightning-Fast AI To Enterprises Worldwide IBM and Groq partner to accelerate enterprise AI deployment with faster and more efficient infrastructure. (https://www.benzinga.com/) Mon. Oct 20, 2025 | |
| 24 (6) Nvidia's Real 'Bottleneck' Isn't Chips, It's Power, Says Beth Kindig, Tech Analyst Shares What It Means For AI Investors Analyst Beth Kindig says power, not chips, is Nvidia's real bottleneck. She sees a 10x growth opportunity for AI energy investments. (https://www.benzinga.com/) Mon. Oct 20, 2025 | |
| 25 (-4) Amazon Web Services outage sparks global issues, Trump lists China demands A massive Amazon Web Services (AMZN) outage has sparked issues on websites across the globe. Impacted sites include Coinbase (COIN), Robinhood (HOOD), and Roblox (RBLX). AWS services have started to come back online. President Trump has laid out a list of demands China must meet before the countries resume trade talks. They include buying more US soybeans. For more Morning Brief: Market Sunrise click here. (https://finance.yahoo.com/) Mon. Oct 20, 2025 | |
| 26 (8) The Smartest Growth Stock to Buy With $1,000 Right Now This stock, an AI player, may be at the start of its growth story. (https://www.fool.com/) Sun. Oct 19, 2025 | |
| 27 (8) 1 Top Stock to Buy to Cash In on This Once-in-a-Generation $7 Trillion AI Investment Opportunity Brookfield Corporation is at the forefront of investing in AI infrastructure. (https://www.fool.com/) Sun. Oct 19, 2025 | |
| 28 (-7) US-China trade dispute over a little-known Dutch chipmaker could halt car production and send prices higher A trade dispute involving a critical chip supplier to the auto industry has the potential to cause widespread shutdowns of global auto plants and could put upward pressure on prices that are already at record levels. (https://www.cnn.com/business/investing) Sun. Oct 19, 2025 | |
| 29 (5) Apple Looks To AI As The MacBook Pro's Killer Feature Apple has launched a new MacBook Pro, powered by the latest Apple Silicon M5 chipset. Given the design remains the same, is AI enough to tempt consumers to upgrade? (https://www.forbes.com/) Sun. Oct 19, 2025 | |
| 30 (-4) Nvidia's Big Tech customers might also be its biggest competitive threat Google, Amazon, Microsoft, and OpenAI are forging ahead with their in-house chip design efforts. (https://finance.yahoo.com/) Sun. Oct 19, 2025 | |
| 31 (8) Meta expands AI ambitions with mega deals Meta is increasingly investing in AI infrastructure, promising environmentally friendly measures. (https://www.thestreet.com/) Sun. Oct 19, 2025 | |
| 32 (8) Weekend Round-Up: AI Takes Center Stage As Nvidia, Microsoft, Blackrock, Intel And Apple Make Big Moves Artificial intelligence dominated the week as Nvidia, Microsoft, BlackRock, Intel, and JPMorgan Chase made major AI-driven moves — from a $40 billion Texas data center and new chip launches to bold forecasts and manufacturing shifts out of China. (https://www.benzinga.com/) Sun. Oct 19, 2025 | |
| 33 (5) US semis & hardware: Two years into the AI boom - who has benefited most? US semis & hardware: Two years into the AI boom - who has benefited most? (https://www.investing.com/) Sun. Oct 19, 2025 | |
| 34 (7) 5 big analyst AI moves: Nvidia, AMD upgraded; ASML seen on €1,000 path 5 big analyst AI moves: Nvidia, AMD upgraded; ASML seen on €1,000 path (https://www.investing.com/) Sun. Oct 19, 2025 | |
| 35 (7) The Newest Artificial Intelligence Stock Has Arrived -- and It Claims to Make Chips That Are 20x Faster Than Nvidia A start-up called Cerebras claims its chips are more powerful than Nvidia's GPUs. (https://www.fool.com/) Sun. Oct 19, 2025 | |
| 36 (8) Nvidia CEO Jensen Huang to attend APEC CEO Summit in South Korea SEOUL (Reuters) -NVIDIA CEO Jensen Huang plans to meet "global leaders and top Korean executives" when he attends the Asia-Pacific Economic Cooperation CEO Summit in South Korea this month, the U.S. AI chipmaker said in a statement on Sunday. "Huang will participate in activities to underscore NVIDIA’s work to advance technology and drive growth in Korea and worldwide through AI, robotics, digital twins and autonomous vehicles," Nvidia said, with providing details. (https://finance.yahoo.com/) Sun. Oct 19, 2025 | |
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