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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 3.7, negative -1) on 20251103. The forces of Sentiment towards Fundamentals (2.9), Price Level (2), Option Speculation (1.5), Sector Price Trend (1), and Broad Market Trend (-0.9) 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 (3.7). 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-03 | 7% | 5.6% | 308.38 | 88 | 0.6% | 0.54% | 1.4 | 1 | 2.9 | 6.3 |
| 2025-11-02 | 5% | 5.3% | 2.3 | 1.2 | 3.1 | 6.4 | ||||
| 2025-11-01 | 6% | 5.1% | 2.4 | 1.2 | 3.2 | 4.9 | ||||
| 2025-10-31 | 5% | 4.9% | 306.55 | 88 | 0.37% | 0.61% | 2.3 | 1.2 | 3.1 | 5.9 |
| 2025-10-30 | 3% | 4.7% | 305.41 | 90 | -1.35% | 0.54% | 2.4 | 1.6 | 3.1 | 2.9 |
| 2025-10-29 | 6% | 4.9% | 309.6 | 107 | 1.71% | 0.75% | 2.7 | 2.1 | 2.6 | 5.8 |
| 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 | ||||
| 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 (2) Jim Cramer Says Trump Has Not 'Banned' Nvidia From China: President's Comments Leave A 'Lot Of Latitude' For The Tech Giant And Beijing Jim Cramer says President Donald Trump's China chip restrictions stop short of a full ban, giving Nvidia room to operate despite collapsing market share and rising U.S.-China tech tensions. (https://www.benzinga.com/) Mon. Nov 3, 2025 | |
| 2 (8) Samsung SDI in talks with Tesla to supply energy storage batteries, shares soar South Korea's Samsung SDI said on Tuesday it is in talks to supply energy storage batteries to Tesla, in an order that Korean media said could be worth more than 3 trillion won ($2.11 billion). Samsung SDI shares soared more than 8% on the news. A deal would mark the latest push by Tesla to reduce reliance on China for key parts, fueled by tariffs and geopolitical tensions. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 3 (5) AMD to report Q3 earnings following massive OpenAI, Oracle chip deals AMD to report Q3 earnings after the bell Tuesday. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 4 (7) Semiconductor Supercycle: Why Onsemi Stock Could Double as AI and EV Growth Accelerate Looking to stay up-to-date on Financial news? Read the latest news from top publishers at MarketBeat.com (https://www.marketbeat.com/) Mon. Nov 3, 2025 | |
| 5 (8) 5 AI Infrastructure Stocks Enabling the Next Wave of Growth The AI revolution is built on vast infrastructure, from data centers and high-speed optical networks, extending beyond just chipmakers and software innovators. (https://www.marketbeat.com/) Mon. Nov 3, 2025 | |
| 6 (8) This Bitcoin Miner's Stock Is Soaring on a $9.7B AI Data Center Deal With Microsoft Shares of IREN jumped to a record high Monday after the Australian Bitcoin miner and data center company said it inked a $9.7 billion deal with Microsoft. (https://www.investopedia.com/) Mon. Nov 3, 2025 | |
| 7 (8) Multiple Microsoft, Amazon Deals for Nvidia Chips Confirm These Price Target Hikes We see very positive developments ahead of these two holdings reporting tomorrow. (https://www.thestreet.com/) Mon. Nov 3, 2025 | |
| 8 (5) This Week Is Key for Qualcomm's Place in the AI Data Center Chip Space Qualcomm's diversification efforts have come as Apple's modem aspirations grow. (https://www.thestreet.com/) Mon. Nov 3, 2025 | |
| 9 (7) How Nvidia plays a part in OpenAI's $38B Amazon deal Amazon (AMZN) announced a $38 billion deal with OpenAI (OPAI.PVT), giving OpenAI access both to Amazon's cloud infrastructure and Nvidia's (NVDA) artificial intelligence (AI) technology. Yahoo Finance Technology Editor Dan Howley joins Market Domination with Yahoo Finance Senior Reporter Allie Canal to go over the details. To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 10 (4) How major US stock indexes fared Monday, 11/3/2025 Nvidia and other AI superstar stocks propped up Wall Street. The S&P 500 rose 0.2% Monday, even though the majority of stocks within the index fell. The Dow Jones Industrial Average dropped 0.5%, and the Nasdaq composite rose 0.5%. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 11 (8) Lambda inks multi-billion-dollar AI infrastructure deal with Microsoft This deal was announced just hours after Microsoft announced a $9.7 billion deal with Australian data center company IREN. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 12 (7) Earnings live: Palantir stock rises modestly on strong results, Hims & Hers stock surges Third quarter earnings season is in full swing, and analysts expect S&P 500 companies grew their profits by 8% during the quarter. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 13 (7) Palantir Q4 outlook beats Wall Street estimates despite US government shutdown worries Palantir released its third quarter financial results after the bell Monday. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 14 (6) Stock market today: Dow slips, Nasdaq pops as AI optimism sends Amazon, Nvidia higher US stocks made gains, with Wall Street looking to maintain upward momentum. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 15 (8) Palantir’s stock rises as AI fuels another flurry of records The software company is boosting its outlook, and its CEO is cheering gains for retail investors. (https://www.marketwatch.com/) Mon. Nov 3, 2025 | |
| 16 (0) Nvidia, Amazon Extend Rally, Bitcoin Sinks To $107,000: What's Moving Markets Monday? Wall Street opened the week on a mixed note on Monday. (https://www.benzinga.com/) Mon. Nov 3, 2025 | |
| 17 (8) This Bitcoin Miner's Stock Is Soaring on a $9.7B AI Data Center Deal With Microsoft Shares of IREN jumped to a record high Monday after the Australian Bitcoin miner and data center company said it inked a $9.7 billion deal with Microsoft. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 18 (8) This could be a ‘radically bullish’ sign for Nvidia, AMD and other chip stocks Big Tech earnings results show demand for AI compute is outstripping supply, and the willingness to spend bodes well for Nvidia, AMD and Broadcom, a Cantor analyst says. (https://www.marketwatch.com/) Mon. Nov 3, 2025 | |
| 19 (8) Lambda, Microsoft agree to multibillion-dollar AI infrastructure deal with Nvidia chips The new infrastructure with Microsoft will include the NVIDIA GB300 NVL72 systems, which are also deployed by hyperscaler CoreWeave. (https://www.cnbc.com/) Mon. Nov 3, 2025 | |
| 20 (2) Amazon: OpenAI Deal Ignites AI Battle as Nvidia Retreats From the Frontline Market Analysis by covering: Amazon.com Inc, NVIDIA Corporation. Read 's Market Analysis on Investing.com (https://www.investing.com/) Mon. Nov 3, 2025 | |
| 21 (8) Verizon, AWS expand tie up with new fiber network to power AI applications Verizon (VZ) announced a deal with Amazon (AMZN) Web Services on Monday to build high-capacity fiber routes connecting AWS data centers, aiming to strengthen infrastructure for the next generation of artificial intelligence applications. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 22 (8) Cisco Unveils Server Rack for Running AI in Stores, Factories Cisco Systems Inc. unveiled a new all-in-one product that’s meant to help retail stores, health care facilities and factories use artificial intelligence with a single rack of equipment, part of the company’s push to take a bigger role in AI. (https://www.bloomberg.com/) Mon. Nov 3, 2025 | |
| 23 (8) Amazon Inks $38 Billion Deal With OpenAI for Nvidia Chips Amazon.com Inc.’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power. Amazon shares jumped. (https://www.bloomberg.com/) Mon. Nov 3, 2025 | |
| 24 (8) Cramer: Amazon-OpenAI cloud deal puts an exclamation point on a remarkable few days "Amazon just completely refuted" concerns about slowing growth in its cloud unit, Jim Cramer says. (https://www.cnbc.com/) Mon. Nov 3, 2025 | |
| 25 (8) OpenAI signs $38 billion compute deal with Amazon, partnering with cloud leader for first time OpenAI will immediately begin tapping Nvidia's AI processors using infrastructure from Amazon Web Services. (https://www.cnbc.com/) Mon. Nov 3, 2025 | |
| 26 (8) Eaton Makes $9.5 Billion Move Into AI Cooling Technology With Boyd Thermal Acquisition Eaton Corp. announced plans to acquire Boyd Thermal from Goldman Sachs for $9.5B, expanding its data center operations. Analysts have a bullish outlook on Eaton. (https://www.benzinga.com/) Mon. Nov 3, 2025 | |
| 27 (7) Microsoft to ship 60,000 Nvidia AI chips to UAE under US-approved deal Microsoft said Monday it will be shipping Nvidia's most advanced artificial intelligence chips to the United Arab Emirates as part of a deal approved by the U.S. Commerce Department. The Redmond, Washington software giant said licenses approved in September under “stringent” safeguards enable it to ship more than 60,000 Nvidia chips, including the California chipmaker's advanced GB300 Grace Blackwell chips, for use in data centers in the Middle Eastern country. The agreement appeared to contradict President Donald Trump's remarks in a “60 Minutes” interview aired Sunday that such chips would not be exported outside the U.S. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 28 (9) Nvidia Can Hit $8.5 Trillion on ‘Golden Wave’ of AI, Loop Says Loop Capital Markets on Monday raised its price target to a Street-high view of $350, up from $250. The new target represents upside of more than 70% from Nvidia’s last close of $202.49, and implies a market cap of more than $8.5 trillion. The average target is $231. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 29 (-4) Adeia sues AMD for patent infringement over semiconductor technology (Reuters) -Technology licensing company Adeia filed two lawsuits against Advanced Micro Devices in Texas federal court on Monday for allegedly infringing ten patents related to semiconductor innovations. The lawsuits said several models of AMD processors used in desktops, laptops and servers violate Adeia's patent rights in inventions for improved semiconductor manufacturing. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 30 (8) Amazon stock jumps on $38 billion deal with OpenAI to use hundreds of thousands of Nvidia chips Amazon announced a multi-year $38 billion deal with OpenAI that would allow the ChatGPT developer to access hundreds of thousands of Nvidia's AI chips through its cloud computing infrastructure. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 31 (8) This could be a ‘radically bullish’ sign for Nvidia, AMD and other chip stocks Big Tech earnings results show demand for AI compute is outstripping supply, and the willingness to spend bodes well for Nvidia, AMD and Broadcom, a Cantor analyst says. (https://www.marketwatch.com/) Mon. Nov 3, 2025 | |
| 32 (7) Eaton takes aim at $500 billion data-center backlog with its latest, biggest buyout this year Eaton is spending $9.5 billion to acquire Boyd Thermal, as the company takes aim at the fast-growing data-center-construction business. (https://www.marketwatch.com/) Mon. Nov 3, 2025 | |
| 33 (8) Microsoft Signs $9.7 Billion AI Cloud Deal With IREN Microsoft Corp. has signed an approximately $9.7 billion deal to purchase AI cloud capacity from IREN Ltd., becoming the Australian company’s largest customer. (https://www.bloomberg.com/) Mon. Nov 3, 2025 | |
| 34 (8) Nvidia Can Hit $8.5 Trillion on ‘Golden Wave’ of AI, Loop Says Nvidia Corp can add trillions more to its valuation after making history as the first company to ever breach a $5 trillion market capitalization, according to at least one analyst. (https://www.bloomberg.com/) Mon. Nov 3, 2025 | |
| 35 (7) Eaton to Buy Boyd Thermal for $9.5 Billion in Data Center Play Eaton Corp. agreed to buy liquid cooling specialist Boyd Thermal for $9.5 billion to capitalize on heavy demand related to artificial intelligence data centers. (https://www.bloomberg.com/) Mon. Nov 3, 2025 | |
| 36 (8) Microsoft Vows to Spend $8 Billion in UAE Through 2029 on Cloud, Chips Microsoft Corp. is planning to spend more than $7.9 billion on data centers, cloud computing and employees in the United Arab Emirates over the next four years, capitalizing on a US government clearance to ship artificial intelligence chips to the Gulf nation. (https://www.bloomberg.com/) Mon. Nov 3, 2025 | |
| 37 (-3) Chip Startup Substrate Draws Skepticism in Quest to Take On TSMC Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ed Ludlow and Ian King report on the skepticism that has greeted startup Substrate’s announcement that it will produce new chipmaking equipment — and new chips — that can shake up the entire industry. (https://www.bloomberg.com/) Mon. Nov 3, 2025 | |
| 38 (3) Auto giants rally as China says it will consider exemptions for Nexperia chip exports A standoff between the Netherlands and China over chipmaker Nexperia had prompted auto giants to warn of production outages. (https://www.cnbc.com/) Mon. Nov 3, 2025 | |
| 39 (7) Nvidia stock climbs 2% as U.S. approves chip sale to the UAE under Microsoft deal Microsoft's licenses enable the firm to ship Nvidia chips — involving its more advanced GB300 GPUs — to the United Arab Emirates. (https://www.cnbc.com/) Mon. Nov 3, 2025 | |
| 40 (0) Mixed setup for this chipmaker ahead of earnings, Jefferies says Mixed setup for this chipmaker ahead of earnings, Jefferies says (https://www.investing.com/) Mon. Nov 3, 2025 | |
| 41 (6) Should You Buy or Sell Nvidia Stock? Nvidia stock is rallying hard, begging the question whether now is a good time to follow the crowd. (https://www.fool.com/) Mon. Nov 3, 2025 | |
| 42 (7) Alphabet Just Announced Incredible News for Nvidia Stockholders Alphabet has been investing heavily in AI. (https://www.fool.com/) Mon. Nov 3, 2025 | |
| 43 (7) US allows Microsoft to ship Nvidia AI chips to use in UAE for first time The US has allowed Microsoft to ship the latest Nvidia chips to the United Arab Emirates for the first time, paving the way for the Seattle-based... (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 44 (8) Microsoft Secures AI Computing Power in $9.7 Billion Deal with IREN IREN has signed a multi-year deal with Microsoft to use its cloud-based graphics processing services. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 45 (7) Vertiv to acquire PurgeRite for about $1 billion to boost its liquid cooling portfolio Vertiv Holdings on Monday said it would acquire HVAC services firm PurgeRite Intermediate for about $1 billion, as the data center power equipment maker seeks to expand its liquid cooling services portfolio. Shares of the company rose 1.5% before the bell. The acquisition from the private equity firm Milton Street Capital is expected to close in the fourth quarter of 2025. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 46 (8) Microsoft signs $9.7 billion contract with IREN for Nvidia chips The news sent shares of IREN up more than 20% in premarket trading on Monday. AI-server maker Dell rose 5% as it would provide IREN with Nvidia's GB300 chips and other equipment Microsoft will use for about $5.8 billion. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 47 (8) Microsoft to invest over $15 billion in UAE, secures US export licenses for Nvidia chips ABU DHABI (Reuters) -Microsoft will invest over $15 billion in the United Arab Emirates in the seven years to the end of 2029 and has the Trump administration's approval to export Nvidia chips for its data centres there, a senior executive told Reuters on Monday. The UAE has been spending billions of dollars to become a global artificial intelligence hub, leveraging its close relations with Washington to secure access to U.S. technology, including some of the world's most advanced chips. "The biggest share of (the investment), by far, both looking back and looking forward, is the expansion of AI data centres across the UAE," Microsoft Vice Chair and President Brad Smith said in an interview. (https://finance.yahoo.com/) Mon. Nov 3, 2025 | |
| 48 (8) IREN’s stock is soaring. Why its new Microsoft deal could be ’game-changing.’ Microsoft’s latest $9.7 billion deal shows why specialized data centers are becoming critical partners in the race to build AI (https://www.marketwatch.com/) Mon. Nov 3, 2025 | |
| 49 (7) Saudi Arabia is making a massive bet on becoming a global AI powerhouse Humain is setting out to make Saudi Arabia the world’s third-largest AI market, after the United States and China. It’s a bold ambition for a newcomer to the industry, but its CEO argues the Kingdom’s competitive edge lies in its abundant and cheap energy resources that can feed the seemingly insatiable demand for computing power. (https://www.cnn.com/business/investing) Sun. Nov 2, 2025 | |
| 50 (6) Should You Buy Nvidia Before Nov. 19? The unstoppable semiconductor stock is reporting Q3 earnings later in November. (https://www.fool.com/) Sun. Nov 2, 2025 | |
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