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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 20251027. The forces of Price Level (2), Sentiment towards Fundamentals (2), Option Speculation (1.5), Sector Price Trend (1.3), Broad Market Trend (0.4), 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-27 | 5% | 4% | 304.08 | 107 | 2.78% | 0.66% | 1.7 | 1.3 | 1.9 | 5.1 |
| 2025-10-26 | 4% | 3.9% | 1.7 | 1.2 | 2 | 4.6 | ||||
| 2025-10-25 | 4% | 4% | 1.6 | 1.2 | 1.9 | 5 | ||||
| 2025-10-24 | 4% | 4.1% | 295.86 | 88 | 1.65% | 0.84% | 1.6 | 1.2 | 1.8 | 4.6 |
| 2025-10-23 | 4% | 4% | 291.06 | 76 | 2.46% | 0.03% | 0.8 | 0.1 | 1.5 | 5.2 |
| 2025-10-22 | 3% | 4.1% | 284.08 | 57 | -2.49% | -0.28% | 0.8 | -0.3 | 1.8 | 2.3 |
| 2025-10-21 | 4% | 4.7% | 291.33 | 80 | -0.56% | 0.31% | 1.6 | 0.9 | 2.2 | 2.8 |
| 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 | ||||
| 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 (-6) Dutch government took control of Nexperia over fears it was being gutted - sources AMSTERDAM (Reuters) -The Netherlands' decision to take control of chipmaker Nexperia in September was due to fears the company's former CEO was already dismantling the company's European operations and moving production to China, four sources in The Hague familiar with the government's thinking said on Monday. A monthlong standoff between China and the Netherlands over Nexperia has prompted carmakers in Europe, the U.S. and Japan to warn of possible production problems due to chip shortages. Although the chips Nexperia makes are very basic, they are used in large numbers in the electronic systems of cars. (https://finance.yahoo.com/) Mon. Oct 27, 2025 | |
| 2 (8) Qualcomm ups its game in AI, sending its stock to a 15-month high The company is launching chip-based AI accelerator cards for AI inference and data center racks, and is counting Saudi Arabian AI firm Humain as its first customer. (https://www.marketwatch.com/) Mon. Oct 27, 2025 | |
| 3 (8) AMD’s AI Chips to Power Supercomputers at Energy Department Lab Advanced Micro Devices Inc. is teaming up with the US Energy Department to develop a pair of supercomputers at the Oak Ridge National Laboratory that will deploy the company’s artificial intelligence chips to seek breakthroughs in energy and scientific research. (https://www.bloomberg.com/) Mon. Oct 27, 2025 | |
| 4 (8) NXP Delivers Upbeat Forecast in Sign That Demand Is Rebounding NXP Semiconductors NV, a provider of chips for automakers and industrial customers, gave a stronger-than-anticipated forecast for the current period, signaling that the company is recovering from sluggish demand and trade war uncertainties. (https://www.bloomberg.com/) Mon. Oct 27, 2025 | |
| 5 (8) U.S. Department of Energy forms $1 billion supercomputer and AI partnership with AMD: Reuters The U.S. and AMD have formed a $1 billion partnership to construct two supercomputers that will tackle large scientific problems. (https://www.cnbc.com/) Mon. Oct 27, 2025 | |
| 6 (0) AI Chip War Just Shifted: Why Memory May Matter More Than Compute Market Analysis by covering: Intel Corporation, Qualcomm Incorporated, NVIDIA Corporation, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com (https://www.investing.com/) Mon. Oct 27, 2025 | |
| 7 (-5) Cadence forecasts fourth-quarter profit below estimates as US-China trade tensions weigh Cadence Design Systems forecast fourth-quarter profit just shy of market estimates on Monday, as Sino-U.S. trade tensions threaten to hurt demand for its chip design software from key market China. Uncertainty around China-U.S. trade relations has cast doubt over Cadences' business in one of the largest markets for semiconductors, overshadowing the benefits of artificial intelligence-linked demand from American tech firms. Cadence forecast adjusted profit of between $1.88 per share and $1.94 per share for the fourth quarter. (https://finance.yahoo.com/) Mon. Oct 27, 2025 | |
| 8 (8) Super Micro Computer Inc. stock outperforms competitors on strong trading day Shares of Super Micro Computer Inc. SMCI rose 6.79% to $51.57 Monday, on what proved to be an all-around great trading session for the stock market, with the S&P 500 Index SPX rising 1.23% to 6,875.16 and the Dow Jones Industrial Average DJIA rising 0.71% to 47,544.59. This was the stock's second consecutive day of gains. (https://www.marketwatch.com/) Mon. Oct 27, 2025 | |
| 9 (8) Qualcomm ups its game in AI, sending its stock to a 15-month high The company is launching chip-based AI accelerator cards for AI inference and data center racks, and is counting Saudi Arabian AI firm Humain as its first customer. (https://www.marketwatch.com/) Mon. Oct 27, 2025 | |
| 10 (-2) EU and China to Hold Talks to Defuse Trade Spat Over Rare Earths The European Union and China will hold talks this week to address trade disputes as Beijing’s restrictions on exports of key minerals and chips risk disrupting Europe’s auto industry. (https://www.bloomberg.com/) Mon. Oct 27, 2025 | |
| 11 (7) Perry’s Fermi Wins Over Analysts With Ambitious AI Power Plans Fermi Inc. shares fluctuated after Wall Street analysts unanimously awarded Buy ratings for the stock, countering skepticism over whether the Texas-based power developer can make good on its ambitions to become a hub fueling America’s artificial intelligence boom. (https://www.bloomberg.com/) Mon. Oct 27, 2025 | |
| 12 (8) AI startup Mercor now valued at $10 billion with new $350 million funding round The company was able to take advantage of the pivot to data-labeling after Meta paid $14.3 billion for a 49% stake in Scale AI in June (https://www.cnbc.com/) Mon. Oct 27, 2025 | |
| 13 (0) Stocks making the biggest moves midday: Qualcomm, Fermi, Dyne Therapeutics, Organon, Snowflake and more These are some of the stocks posting the largest moves midday. (https://www.cnbc.com/) Mon. Oct 27, 2025 | |
| 14 (-6) AI is driving huge productivity gains for large companies while small companies get left behind Artificial intelligence is widening the productivity gap between the large and small companies, furthering the 'K-shaped economy' phenomenon. (https://www.cnbc.com/) Mon. Oct 27, 2025 | |
| 15 (8) Qualcomm stock spikes more than 20% as company enters AI chip race, taking on Nvidia, AMD Qualcomm is entering into the AI data center business with its new AI200 and AI250 chips and server racks. (https://finance.yahoo.com/) Mon. Oct 27, 2025 | |
| 16 (8) Google wins high praise for its chip efforts — and that can help Broadcom’s stock too Google’s custom chips are expected to drive growth for its cloud business and Broadcom’s AI revenue, a Melius analyst says. (https://www.marketwatch.com/) Mon. Oct 27, 2025 | |
| 17 (8) Qualcomm ups its game in AI, sending its stock toward a 15-month high The company is launching chip-based AI accelerator cards for AI inference and data center racks, and is counting Saudi Arabian AI firm Humain as its first customer. (https://www.marketwatch.com/) Mon. Oct 27, 2025 | |
| 18 (8) Qualcomm Debuts AI Data-Center Chips, Stock Rockets 20% In Biggest Surge Since 2019 ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Mon. Oct 27, 2025 | |
| 19 (8) Oracle Reaches Hyperscaler Heights With $300 Billion Bet On AI: Analyst Oracle is aggressively expanding its AI-driven cloud business and aiming to become the fourth major hyperscaler with strong returns and $300B in planned spending by 2030. (https://www.benzinga.com/) Mon. Oct 27, 2025 | |
| 20 (2) Intel: Two-Year High Tests Valuation Limits Despite Lifeline From Nvidia Market Analysis by covering: Intel Corporation, NVIDIA Corporation, S&P 500, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com (https://www.investing.com/) Mon. Oct 27, 2025 | |
| 21 (0) NXP Semiconductors reports after the bell. Here’s what to expect. NXP Semiconductors reports after the bell. Here’s what to expect. (https://www.investing.com/) Mon. Oct 27, 2025 | |
| 22 (8) Qualcomm Stock Is Soaring Today After Chipmaker Makes a Big AI Move Qualcomm announced new chips for AI data centers on Monday, in a move that could mean more competition for leading AI chipmakers such as Nvidia and AMD. (https://finance.yahoo.com/) Mon. Oct 27, 2025 | |
| 23 (8) US Department of Energy forms $1 billion supercomputer and AI partnership with AMD By Timothy Gardner and Max A. (https://finance.yahoo.com/) Mon. Oct 27, 2025 | |
| 24 (8) Google wins high praise for its chip efforts — and that can help Broadcom’s stock too Google’s custom chips are expected to drive growth for its cloud business and Broadcom’s AI revenue, a Melius analyst says. (https://www.marketwatch.com/) Mon. Oct 27, 2025 | |
| 25 (8) Qualcomm Debuts AI Data-Center Chips, Stock Rockets 20% In Biggest Surge Since 2019 ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Mon. Oct 27, 2025 | |
| 26 (8) Qualcomm Soars After Taking Aim at Nvidia With New AI Chips Qualcomm Inc. kicked off its biggest stock rally since 2019 after unveiling chips and computers for the lucrative AI data center market, aiming to challenge Nvidia Corp. in the fastest-growing part of the industry. (https://www.bloomberg.com/) Mon. Oct 27, 2025 | |
| 27 (8) Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 15% The AI200, expected in 2026, and the AI250, planned for 2027, both can come in a system that fills up a full, liquid-cooled server rack, Qualcomm said. (https://www.cnbc.com/) Mon. Oct 27, 2025 | |
| 28 (8) Qualcomm Unveils New AI Chips To Compete In Data Center Race Qualcomm launches AI200 and AI250 chips for data centers, offering superior performance and memory capacity at a lower cost. Commercially available by 2026 and 2027. (https://www.benzinga.com/) Mon. Oct 27, 2025 | |
| 29 (2) HPE's Networking Weakness Overshadows AI Growth As 2026 Outlook Disappoints Hewlett Packard Enterprise's TAM outlook is positive but 2026 earnings guidance disappoints due to lower Networking revenue. Analyst reiterates Overweight rating and $30 price target. Strong revenue growth in Cloud & AI and Networking, except for Data Center Networking. Weaker margins due to Server performance. Stock up 1.74% to $23.91. (https://www.benzinga.com/) Mon. Oct 27, 2025 | |
| 30 (8) Qualcomm stock jumps after unveiling new AI chips to challenge Nvidia Qualcomm stock jumps after unveiling new AI chips to challenge Nvidia (https://www.investing.com/) Mon. Oct 27, 2025 | |
| 31 (7) Prediction: This Unstoppable AI Stock Will Join Nvidia, Microsoft, Apple, and Alphabet in the $3 Trillion Club by 2029 Taiwan Semiconductor needs four years of 20% growth to accomplish this goal. (https://www.fool.com/) Mon. Oct 27, 2025 | |
| 32 (8) 1 Incredible Reason to Buy Advanced Micro Devices (AMD) Stock in November CEO Lisa Su believes the AI-driven buildout in data centers is just beginning. (https://www.fool.com/) Mon. Oct 27, 2025 | |
| 33 (0) OpenAI's spending bonanza has Wall Street focused on capex in Big Tech earnings reports Most of the tech megacaps report quarterly results this week, and investors are particular focused on capital expenditures. (https://www.cnbc.com/) Mon. Oct 27, 2025 | |
| 34 (7) Nvidia’s CEO Jensen Huang Summons AI Road Show to DC With US Nearing China Deal Now, the same week President Donald Trump plans to meet China’s Xi Jinping to finalize a trade deal between the world’s top two economies, Nvidia will hold one of its biggest AI conferences at a massive convention hall just blocks from the White House — a clear sign of the growing stakes in Washington for the world’s most valuable company. While Nvidia’s events have become essential gatherings for the booming AI industry, there’s an audience outside of the several thousand software and hardware developers at the GPU Technology Conference that Chief Executive Officer Jensen Huang will seek to court: policymakers in the nation’s capital who influence where the chipmaker can do business. (https://finance.yahoo.com/) Mon. Oct 27, 2025 | |
| 35 (8) The surprising stocks leading the tech sector this year thanks to an AI renaissance Western Digital and Seagate were once sleepy cyclical stocks. But storage technology is now at the heart of the AI boom, and analysts see no signs of a slowdown ahead. (https://www.marketwatch.com/) Sun. Oct 26, 2025 | |
| 36 (7) Palantir just signed deal that could shift AI power balance CEO Alex Karp could reshape who controls the next phase of AI. (https://www.thestreet.com/) Sun. Oct 26, 2025 | |
| 37 (7) Nvidia Has 95% of Its Portfolio Invested in 2 Artificial Intelligence (AI) Stocks Nvidia owns substantial positions in data center operator CoreWeave and semiconductor company Arm. (https://www.fool.com/) Sun. Oct 26, 2025 | |
| 38 (1) Should You Buy Nvidia (NVDA) Stock Before Nov. 19?? The chipmaker's growth has decelerated this year. Could the company's quarterly financial report restore investor confidence? (https://www.fool.com/) Sun. Oct 26, 2025 | |
| 39 (-2) Big Tech's capex is contributing to 'bubblicious aspects' in AI Investors are awaiting the release of earnings from Magnificent Seven companies Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), and Meta Platforms (META) next week. D.A. Davidson Head of Technology Research Gil Luria explains to Josh Lipton where he is seeing "bubblicious aspects" begin to form around the AI trade and Big Tech's capex investments into artificial intelligence, including Nvidia's (NVDA) strategic partnership with OpenAI (OPAI.PVT). To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Sun. Oct 26, 2025 | |
| 40 (8) The surprising stocks leading the tech sector this year thanks to an AI renaissance Western Digital and Seagate were once sleepy cyclical stocks. But storage technology is now at the heart of the AI boom, and analysts see no signs of a slowdown ahead. (https://www.marketwatch.com/) Sun. Oct 26, 2025 | |
| 41 (-2) Chipmakers Nvidia, AMD, and Broadcom are slapping 'golden handcuffs' on workers to meet demand for the AI boom Nvidia and Broadcom employees say their pay structure makes leaving a "big cost." Silicon Valley has used the "golden handcuffs" tactic for years. (https://www.businessinsider.com/) Sun. Oct 26, 2025 | |
| 42 (7) AMD quietly cracks open quantum opportunity For AMD, that subtle shift could prove anything but small (https://www.thestreet.com/) Sun. Oct 26, 2025 | |
| 43 (2) Google’s Pixel 10 Series Could Soon Receive A Significant Performance Boost Pixel 10 users are reporting graphics performance issues, but a fix could be imminent, thanks to an upcoming driver update. (https://www.forbes.com/) Sun. Oct 26, 2025 | |
| 44 (8) AI Is Reshaping How Industries Run, Compete, And Grow Digital solutions underpinned by AI appear to be reshaping how industries run, compete and post growth, and are bringing multibillion dollar opportunities in their wake. (https://www.forbes.com/) Sun. Oct 26, 2025 | |
| 45 (7) Chinese rivals to Meta's AI glasses are piling up. How Goldman is playing the trend From display to speaker manufacturers, several Chinese components suppliers are poised to benefit from growing demand for smart glasses, Goldman Sachs says. (https://www.cnbc.com/) Sun. Oct 26, 2025 | |
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