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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 3.4, positive 3.9, negative -0.5) on 20251028. The forces of Sentiment towards Fundamentals (2.3), Price Level (2), Option Speculation (1.5), Sector Price Trend (1.5), Broad Market Trend (0.5), 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 (3.9). The extreme bullish overall sentiment (3.4) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-28 | 7% | 4.4% | 304.4 | 102 | 0.11% | 0.9% | 2.1 | 1.5 | 2.3 | 7 |
| 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 | ||||
| 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) Nvidia And Uber Aim To Make Robotaxis Real By 2027 This partnership underscores Nvidia’s effort to operate as a backbone for autonomy, giving Uber a standardized path to scale on and Nvidia the data it needs for training. (https://www.forbes.com/) Tue. Oct 28, 2025 | |
| 2 (8) SK Hynix Sells Full 2026 Chip Slate in Strong AI Demand Sign SK Hynix Inc. reported a 62% jump in profit and revealed it’s sold its entire memory chip lineup for next year, illustrating how a global AI infrastructure buildout is ratcheting up sector-wide demand. (https://www.bloomberg.com/) Tue. Oct 28, 2025 | |
| 3 (3) Celestica CEO explains the company's role in the AI boom Celestica CEO Rob Mionis talked his business' strategy in an interview with CNBC's Jim Cramer. (https://www.cnbc.com/) Tue. Oct 28, 2025 | |
| 4 (8) SK Hynix record third-quarter profit sends shares higher, boosting stock rally to 210% this year SK Hynix posted record quarterly revenue and profit, boosted by a strong demand for its high bandwidth memory used in generative AI chipsets. (https://www.cnbc.com/) Tue. Oct 28, 2025 | |
| 5 (8) Nvidia Shares Rise Nearly 4% To Intraday High After Key Trading Signal A key trading signal flashed for Nvidia shares at a price of $192.64, after which NVDA rose nearly 4% to hit an intraday high. (https://www.benzinga.com/) Tue. Oct 28, 2025 | |
| 6 (8) Nvidia supplier SK Hynix logs record Q3 profit on AI memory demand Nvidia supplier SK Hynix logs record Q3 profit on AI memory demand (https://www.investing.com/) Tue. Oct 28, 2025 | |
| 7 (5) Nvidia Just Made a $1 Billion Bet on Nokia. Should Investors Follow Its Lead? Is Nokia's huge winning streak poised to continue thanks to support from Nvidia? (https://www.fool.com/) Tue. Oct 28, 2025 | |
| 8 (8) Nvidia stock rises above $200: Takeaways from Nvidia CEO's keynote Nvidia (NVDA) CEO Jensen Huang unveiled a plethora of partnerships, discussed the AI race between the US and China, and the importance of immigration at the AI chipmaker's 2025 GTC event (GPU Technology Conference). Yahoo Finance Tech Editor Dan Howley joins Market Domination Overtime from the event to recap Huang's keynote speech. Catch some of the biggest moments and announcements from Jensen Huang's keynote address. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 9 (8) Nvidia supplier SK Hynix offers bullish outlook after record quarterly profit SEOUL (Reuters) -South Korea's SK Hynix gave a bullish outlook and said it would boost investments next year after posting a record quarterly profit on Wednesday, spurred by an AI boom that has stoked demand for both advanced chips and conventional products. SK Hynix said it has already secured full customer demand for its entire DRAM and NAND production for next year, while planning to start shipping the next-generation HBM4 chips in the fourth quarter of this year. While thriving on a strong market for conventional memory chips, the company wants to maintain its edge in advanced AI chips supplied to Nvidia, in the face of mounting competition from rivals such as Samsung Electronics and Micron. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 10 (8) S&P 500 Gains and Losses Today: Index Hits New High as Nvidia Climbs to Fresh Record The chipmaker at the heart of the AI boom was one of the top performers in the S&P 500 Tuesday, helping push the index to an all-time high. (https://www.investopedia.com/) Tue. Oct 28, 2025 | |
| 11 (8) Skyworks Q4 Profit Increases, Announces Merger Deal With Qorvo; Stock Up In Pre-Market Skyworks Solutions, Inc. (SWKS), Tuesday announced fourth-quarter financial results, reporting earnings of $161 million or $1.07 a share compared to $60.5 million or $0. (https://www.rttnews.com/) Tue. Oct 28, 2025 | |
| 12 (2) Teradyne Inc. Q3 Profit Decreases, But Beats Estimates Teradyne Inc. (TER) announced earnings for third quarter that Decreased from the same period last year but beat the Street estimates. The company's earnings came in at $119. (https://www.rttnews.com/) Tue. Oct 28, 2025 | |
| 13 (5) Peter Thiel-Backed Startup Secures $100 Million to Make Chips in U.S. Substrate is seeking to build semiconductor factories with new laser-based technology, but the hurdles are high. (https://www.wsj.com/) Tue. Oct 28, 2025 | |
| 14 (8) Nvidia Unveils System to Link Quantum Computers to Its AI Chips Nvidia Corp. unveiled a new system to connect quantum computers with the company’s artificial intelligence chips, seizing on an emerging technology that holds the promise of significantly faster processing to drive advances in medicine and materials science. (https://www.bloomberg.com/) Tue. Oct 28, 2025 | |
| 15 (7) Seagate Stock Climbs After Q1 Earnings Report: Here's Why Here's a look at the details from Seagate Technology's Q1 earnings report. (https://www.benzinga.com/) Tue. Oct 28, 2025 | |
| 16 (8) NVIDIA marches toward $5 trillion valuation as CEO Haung delivers at GTC NVIDIA marches toward $5 trillion valuation as CEO Haung delivers at GTC (https://www.investing.com/) Tue. Oct 28, 2025 | |
| 17 (8) Nvidia partners with Palantir, Uber, & more, easing AI bubble fear Nvidia (NVDA) CEO Jensen Huang announced a slew of partnerships at the artificial intelligence (AI) chipmaker's annual conference, including with the US Department of Energy, Uber (UBER), Eli Lilly (LLY), Palantir (PLTR), CrowdStrike (CRWD), and more. Futurum CEO Daniel Newman joins Market Domination to discuss what the new partnerships mean for Nvidia and the AI space at large. To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 18 (7) Nvidia stock rises above $200: Takeaways from Nvidia CEO's keynote Nvidia (NVDA) CEO Jensen Huang unveiled a plethora of partnerships, discussed the AI race between the US and China, and the importance of immigration at the AI chipmaker's 2025 GTC event (GPU Technology Conference). Yahoo Finance Tech Editor Dan Howley joins Market Domination Overtime from the event to recap Huang's keynote speech. Catch some of the biggest moments and announcements from Jensen Huang's keynote address. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 19 (8) Logitech's second-quarter earnings boosted by AI-enabled products ZURICH (Reuters) -Logitech on Tuesday reported better-than-expected sales and earnings for the second quarter as the computer peripherals maker sold more of its artificial intelligence-enabled products. The figure came in slightly ahead of the analyst estimate of $1.18 billion, according to Visible Alpha. Logitech said it was being helped by increased sales to businesses, which were investing more in products such as video conferencing equipment and computer peripherals to help with hybrid work. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 20 (8) Seagate forecasts second-quarter results above estimates on AI strength Cloud providers are pouring hundreds of billions of dollars into hardware that aids in the data-intensive process of training and running GenAI applications. Seagate, which supplies disk drives used to store vast amounts of data, has benefited from this. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 21 (8) Nvidia CEO Rebuts Fears of AI Bubble as He Lines Up Partners The Blackwell processor, Nvidia’s flagship artificial intelligence accelerator, and the newer Rubin model are fueling an unprecedented surge of sales growth through 2026, Huang said Tuesday at a company presentation in Washington. The event — Nvidia’s first GTC conference held in the nation’s capital — highlighted the partnerships that the company is forging across the industry. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 22 (9) Nvidia stock hits all-time high, nears $5 trillion market cap after slew of updates at GTC event Nvidia stock surged after a slew of announcements at its GTC event, putting the company on track to be the first in history to cross the $5 trillion market cap milestone. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 23 (8) Nvidia to Invest $1 Billion in Nokia in AI Pact The chip maker will have a 2.9% ownership stake in the Finnish telecommunications company. (https://www.wsj.com/) Tue. Oct 28, 2025 | |
| 24 (7) Nvidia’s Huang Works to Convince Investors There’s No AI Bubble Nvidia Corp. Chief Executive Officer Jensen Huang dismissed concerns about an artificial intelligence bubble, saying the company’s latest chips are on track to generate half a trillion dollars in revenue during the coming quarters. (https://www.bloomberg.com/) Tue. Oct 28, 2025 | |
| 25 (5) Watch: Jensen Huang delivers keynote speech for Nvidia GTC Nvidia CEO Jensen Huang delivers keynote address in Washington, DC. (https://www.cnbc.com/) Tue. Oct 28, 2025 | |
| 26 (7) This derivative of the AI chip boom is poised for a breakout, according to the charts Todd Gordon breaks down the charts and fundamentals on Dutch-based ASML. (https://www.cnbc.com/) Tue. Oct 28, 2025 | |
| 27 (8) Why bitcoin miner CleanSpark beat Microsoft for Wyoming AI data center deal, and what it means for crypto mining's future CleanSpark, a Las Vegas-based bitcoin miner, is getting into the booming AI data center business, and rivaling big tech's power ambitions. (https://www.cnbc.com/) Tue. Oct 28, 2025 | |
| 28 (7) Jensen Huang says Nvidia's AI chips are now being manufactured in Arizona Previously, Nvidia's fastest GPUs were solely manufactured in Taiwan. (https://www.cnbc.com/) Tue. Oct 28, 2025 | |
| 29 (8) Why Is Nvidia Investing $1 Billion In Nokia's AI Future? Nokia shares jumped after Nvidia agreed to a $1B, 2.9% stake and an AI networking partnership to accelerate Nokia's roadmap. (https://www.benzinga.com/) Tue. Oct 28, 2025 | |
| 30 (8) Nvidia Stock Is Sailing Into A Sweet Spot — And The Street's Just Taking Notice Nvidia's numbers are growing faster than its valuation, entering a sweet spot for investors. P/E is below its 5-year average indicating... (https://www.benzinga.com/) Tue. Oct 28, 2025 | |
| 31 (8) Nvidia will build AI supercomputers for US Energy Department, annouces total bookings of $500 billion Nvidia will build AI supercomputers for US Energy Department, annouces total bookings of $500 billion (https://www.investing.com/) Tue. Oct 28, 2025 | |
| 32 (8) Nvidia CEO Jensen Huang's 3 biggest announcements in GTC keynote Nvidia (NVDA) CEO Jensen Huang delivered the keynote speech at the chipmaker's GTC event (GPU Technology Conference) on Tuesday, where he showcased a variety of new technological innovations, including: a partnership with Nokia (NOK) to build out a 6G platform dubbed NVIDIA Arc (Aerial RAN Computer); the NVQLink, a high-speed interconnect for quantum computing; and the semiconductor manufacturer's partnership with the US government's Department of Energy to construct 7 new AI supercomputers. For more expert insight and the latest market action, click here. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 33 (8) Nvidia's Huang showcases AI latest, CrowdStrike stock upgraded Yahoo Finance host Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute, including Nvidia (NVDA) CEO Jensen Huang delivering the keynote address at the 2025 GTC event (GPU Technology Conference) and CrowdStrike (CRWD) stock receiving an upgrade by Arete analysts. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 34 (8) Nvidia, Lucid team up for true autonomous driving in future vehicles Lucid and Nvidia announced that they are teaming up to bring Level 4 autonomous driving, akin to a Waymo robotaxi, to future Lucid vehicles. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 35 (5) Markets are 'wrestling' with AI market bubble that might not pop, SailPoint CEO says As AI reshapes work and revenue, companies must navigate a high-stakes balancing act. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 36 (7) Nokia’s stock is getting a big Nvidia bump. Why the chip maker is taking a stake. Networking is increasingly important in the AI race as companies look to move data more quickly. (https://www.marketwatch.com/) Tue. Oct 28, 2025 | |
| 37 (9) Nvidia to Invest $1 Billion in Nokia in AI Networking Push Nvidia Corp. plans to make a $1 billion equity investment in Nokia Oyj, as the AI sector’s kingmaker bets on the Finnish company’s pivot from mobile networking kit into artificial intelligence. Nokia shares jumped the most in more than a decade. (https://www.bloomberg.com/) Tue. Oct 28, 2025 | |
| 38 (8) Nvidia CEO Prepares to Unveil AI Deals With Samsung, Hyundai Nvidia Corp. boss Jensen Huang plans to unveil new contracts to supply AI chips to major South Korean companies, including Samsung Electronics Co. and Hyundai Motor Group, when he visits the country this week to carve out new opportunities for his business. (https://www.bloomberg.com/) Tue. Oct 28, 2025 | |
| 39 (8) Blackstone, Saudi AI Firm Humain Ink $3 Billion Data Center Deal Private equity giant Blackstone Inc. is partnering with Saudi Arabia’s new artificial intelligence company, Humain, to build data centers in the kingdom with an initial investment of about $3 billion. (https://www.bloomberg.com/) Tue. Oct 28, 2025 | |
| 40 (8) Caterpillar In Prime Position As Data Centers Seek Faster, More Reliable Power Caterpillar Inc (NYSE: CAT) poised for growth in data center market. Analyst reiterates Market Perform rating and highlights Solar turbines as key asset. (https://www.benzinga.com/) Tue. Oct 28, 2025 | |
| 41 (9) Nokia stock soars after NVIDIA invests $1 billion in strategic partnership Nokia stock soars after NVIDIA invests $1 billion in strategic partnership (https://www.investing.com/) Tue. Oct 28, 2025 | |
| 42 (7) Nvidia investing $1B in Nokia, Trump admin. inks nuclear deal Yahoo Finance anchor Julie Hyman tracks Tuesday's top moving stocks and biggest market stories in this Market Minute. Nvidia (NVDA) is investing $1 billion in Nokia (NOK) and providing chips to the company for its 5G software. Westinghouse Electric, owned by Cameco (CCJ) and Brookfield (BAM), is partnering with the Trump administration to build nuclear reactors. Regeneron (REGN) stock is rising after the company's third quarter earnings results topped Wall Street's estimates. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 43 (8) Nvidia to invest $1 billion in Finland's Nokia in AI drive Finland's Nokia said on Tuesday that Nvidia would make a $1 billion equity investment in the Finnish telecom equipment maker. Nokia and Nvidia will collaborate on AI networking solutions and explore opportunities to incorporate Nokia's data-center switching and optical technologies in Nvidia's future AI infrastructure architecture, the Finnish company said in a statement. Shares in Nokia were up 14% at 1539 GMT. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 44 (7) Nvidia to sell thousands of GPUs to US labs as part of sovereign AI push Nvidia is teaming up with a number of US laboratories. (https://finance.yahoo.com/) Tue. Oct 28, 2025 | |
| 45 (7) Nvidia’s stock rises as Jensen Huang heads to D.C. Here’s what’s at stake. Nvidia CEO Jensen Huang is delivering his first keynote at the Washington, D.C., iteration of the GTC developer conference. He’ll be focused on U.S. AI infrastructure, quantum computing and robotics. (https://www.marketwatch.com/) Tue. Oct 28, 2025 | |
| 46 (7) Nokia’s stock is getting a big Nvidia bump. Why the chip maker is taking a stake. Networking is increasingly important in the AI race as companies look to move data more quickly. (https://www.marketwatch.com/) Tue. Oct 28, 2025 | |
| 47 (6) GlobalFoundries CEO Says Clients Demanding Local Chip Supplies GlobalFoundries Inc. Chief Executive Officer Tim Breen said that the US-based company’s expansion plans in Germany are aimed at meeting increasing demands from clients, who want assurances that their supply of semiconductors is independent from China and Taiwan. (https://www.bloomberg.com/) Tue. Oct 28, 2025 | |
| 48 (3) Thiel-Backed Chip Startup Named Substrate Is Seeking to Crack ASML’s Dominance A secretive American startup has emerged with aspirations to challenge two titans of the semiconductor industry: ASML Holding NV and Taiwan Semiconductor Manufacturing Co. (https://www.bloomberg.com/) Tue. Oct 28, 2025 | |
| 49 (8) Palo Alto Networks debuts automated AI agents to fight cyberattacks Palo Alto Networks launched new AI agents on Tuesday that allow customers to automate certain cybersecurity actions. (https://www.cnbc.com/) Tue. Oct 28, 2025 | |
| 50 (5) Intel Boss Vows To Fix Years Of Bureaucracy And Mismanagement Intel's new CEO, Lip-Bu Tan, aims to refocus the company on engineering excellence after years of complacency and mismanagement. (https://www.benzinga.com/) Tue. Oct 28, 2025 | |
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