| Home Market Dynamics You and Market Sector Analysis Company Insights AI Investing About Contact Us Login |
| 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 2.1, positive 2.9, negative -0.8) on 20251104. The forces of Sentiment towards Fundamentals (2.2), Price Level (2), Option Speculation (1.5), and Sector Price Trend (-0.1) will drive up the price. The forces of Broad Market Trend (-0.5), 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 (2.9). 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-04 | 5% | 5.3% | 295.85 | 56 | -4.06% | 0.13% | 0.8 | 0 | 2.2 | 4.6 |
| 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 | ||||
| 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 (8) Top analyst drops jaw-dropping price target on Nvidia stock One analyst just gave Nvidia a target so high it makes Wall Street blink. (https://www.thestreet.com/) Tue. Nov 4, 2025 | |
| 2 (-6) Super Micro stock drops on slumping sales, weak earnings Super Micro has been a big beneficiary of the AI boom, but revenue and earnings in the latest quarter fell short of estimates. (https://www.cnbc.com/) Tue. Nov 4, 2025 | |
| 3 (2) AMD Stock Slips Despite 30% Earnings Growth and Stronger-Than-Expected Guidance In Q3, the chipmaker's data center revenue grew 22% year over year, which was solid, given that the company had no sales of its artificial intelligence (AI)-enabling GPU chips in China. (https://www.fool.com/) Tue. Nov 4, 2025 | |
| 4 (7) AMD earnings are 'strong' as chipmaker works to rival Nvidia AMD (AMD) stock is in focus after the company reported earnings that beat Wall Street's expectations on the top and bottom lines. Benchmark Company managing director and senior semiconductor research analyst Cody Acree joins Asking for a Trend with Josh Lipton to examine the earnings print and AMD's position in the Nvidia (NVDA) dominated AI chip space. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend. (https://finance.yahoo.com/) Tue. Nov 4, 2025 | |
| 5 (8) Skyworks forecasts upbeat quarterly results on robust mobile chip demand Skyworks Solutions forecast first-quarter revenue and profit above Wall Street estimates on Tuesday, signaling robust demand for its radio-frequency chips used in Apple's latest 5G iPhones. The rapid adoption of 5G smartphones and launch of AI-enabled phones has benefited Skyworks, which is a key provider of radio-frequency chips for 5G. It is also a major beneficiary of Apple's annual iPhone launch. Last month, Apple forecast holiday-quarter iPhone sales and overall revenue that surpassed Wall Street expectations, powered by orders for iPhone 17 models that the company is racing to fulfill amid continuing supply constraints. (https://finance.yahoo.com/) Tue. Nov 4, 2025 | |
| 6 (9) AMD's Earnings Blow Past Estimates on Strong Demand for Data Center Chips Advanced Micro Devices reported record quarterly results above analysts' projections as booming demand for AI helped boost sales of its data center chips. (https://www.investopedia.com/) Tue. Nov 4, 2025 | |
| 7 (5) AMD reports better-than-expected results but margin guidance only meets estimates The chipmaker is working on a major deal with OpenAI (https://www.cnbc.com/) Tue. Nov 4, 2025 | |
| 8 (8) AMD Q3 Earnings: Revenue, EPS Top Estimates As AI Data Center Business Drives Growth Advanced Micro Devices Inc (NASDAQ:AMD) reports financial results for the third quarter Tuesday after the bell. (https://www.benzinga.com/) Tue. Nov 4, 2025 | |
| 9 (8) AMD reports upbeat guidance as Q3 results beat on AI-fueled data center boom AMD reports upbeat guidance as Q3 results beat on AI-fueled data center boom (https://www.investing.com/) Tue. Nov 4, 2025 | |
| 10 (8) AMD earnings, revenue guidance top estimates Advanced Micro Devices (AMD) reported third quarter results that topped Wall Street estimates on both the top and bottom lines. Adjusted earnings of $1.20 topped the Bloomberg consensus estimate of $1.17. Revenue was $9.25 billion versus an estimate of $8.74 billion. The chip giant also issued better-than-expected fourth quarter revenue guidance. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Tue. Nov 4, 2025 | |
| 11 (8) Qualcomm Set To Supply 90% Of iPhone 17 Modems, Analyst Says Qualcomm (QCOM) is poised for growth with strong demand for smartphones, Apple's iPhone 17 chip share, and expanding AI opportunities. JPMorgan analyst raised price forecast to $210. (https://www.benzinga.com/) Tue. Nov 4, 2025 | |
| 12 (5) AMD earnings are just hours away. Can the stock extend its big rally? AMD is due to post third-quarter results on Tuesday afternoon. The report will put the stock's fiery one-month rally to the test. (https://www.marketwatch.com/) Tue. Nov 4, 2025 | |
| 13 (8) Rolling Square Introduces New InCharge Modular Cable System With A Lifetime Warranty The inCharge Life modular cable system is designed to last a lifetime and has a lifetime physical replacement program requiring no returns, paperwork or waste. (https://www.forbes.com/) Tue. Nov 4, 2025 | |
| 14 (8) Microsoft Neocloud Deals Cross $60 Billion in AI Spending Frenzy Microsoft Corp. has committed more than $60 billion to neocloud data center companies, evidence of the company’s race to find enough computing capacity for its AI needs. (https://www.bloomberg.com/) Tue. Nov 4, 2025 | |
| 15 (0) Supermicro set to report earnings as Wall Street eyes impact of AI megadeals, rising competition Super Micro Computer, doing business as Supermicro, will report earnings for the first quarter of its 2026 fiscal year on Tuesday after the bell. Here's what to expect. (https://finance.yahoo.com/) Tue. Nov 4, 2025 | |
| 16 (7) Microsoft Neocloud Deals Cross $60 Billion in AI Spending Frenzy The largest chunk of that spending — about $23 billion — is going to British startup Nscale, according to people familiar with the situation, who requested anonymity to discuss the previously undisclosed sum. The arrangement with Nscale will give Microsoft access to about 200,000 of Nvidia Corp.’s latest GB300 chips at sites in the UK, Norway, Portugal and Texas. Like its peers, the world’s largest software company is struggling to get data centers online quickly enough to meet demand from customers and internal teams developing artificial intelligence tools. (https://finance.yahoo.com/) Tue. Nov 4, 2025 | |
| 17 (-6) NVIDIA Corp., Caterpillar share losses contribute to Dow's 264-point drop Behind declines for shares of NVIDIA Corp. and Caterpillar, the Dow Jones Industrial Average is down Tuesday afternoon. The Dow Dow Jones Industrial Average was most recently trading 264 points, or 0.6%, lower, as shares of NVIDIA Corp. NVIDIA Corp. and Caterpillar Caterpillar Inc. have contributed to the index's intraday decline. (https://www.marketwatch.com/) Tue. Nov 4, 2025 | |
| 18 (6) Bessent Suggests High-End Nvidia Chips Could Go to China One Day Treasury Secretary Scott Bessent suggested that the US eventually could allow high-end computer chips made by Nvidia Corp. to be sold to Chinese companies as he teased additional meetings between President Donald Trump and the Chinese leader Xi Jinping next year. (https://www.bloomberg.com/) Tue. Nov 4, 2025 | |
| 19 (5) Instacart rolls out AI tools for grocers, Sprouts will be first to use its Cart Assistant Instacart's AI Solutions, a suite of artificial intelligence tools for grocers, includes agentic inventory tracking and an AI shopping assistant. (https://www.cnbc.com/) Tue. Nov 4, 2025 | |
| 20 (-4) Alex Karp blasts 'Big Short' investor Michael Burry as 'bats--- crazy' for bets against Palantir, Nvidia "The idea that chips and ontology is what you want to short is bats--- crazy," Alex Karp said. (https://www.cnbc.com/) Tue. Nov 4, 2025 | |
| 21 (-4) What's Behind The Tuesday Drop For BigBear.ai Stock? Shares of BigBear.ai are trading lower Tuesday morning, caught in a downdraft affecting the broader AI sector. (https://www.benzinga.com/) Tue. Nov 4, 2025 | |
| 22 (8) Quantum computing & AI will be key themes of 2026: Rigetti CEO Rigetti Computing (RGTI) is among the tech names that have seen a massive surge as investors bet big on quantum computing and artificial intelligence (AI). Rigetti CEO Subodh Kulkarni joins Opening Bid with Yahoo Finance Executive Editor Brian Sozzi to discuss the future of quantum computing and his expectations for AI. To watch more expert insights and analysis on the latest market action, check out more Opening Bid. (https://finance.yahoo.com/) Tue. Nov 4, 2025 | |
| 23 (-4) Data Center Frenzy Triggers Distress Warning in Industry Survey Global consulting firm AlixPartners polled around 400 senior executives in the data center industry, asking them to identify strengths and weaknesses across the space. Chief among concerns in the survey published Tuesday is that the current insatiable demand for data centers won’t be aligned with their future functionality and capabilities, resulting in disruption and consolidation in the space. There’s been an explosion of funding deals from behemoths in the technology sector as companies race to build the infrastructure to power the development of AI. (https://finance.yahoo.com/) Tue. Nov 4, 2025 | |
| 24 (2) Inside Salesforce's big bet on AI agents A year ago, Marc Benioff declared Salesforce would lead an AI revolution. Insiders are still waiting for it to begin. (https://www.businessinsider.com/) Tue. Nov 4, 2025 | |
| 25 (7) Bitcoin miner turns AI cloud contender The Australian Bitcoin miner is cashing in on the AI data center boom. (https://www.thestreet.com/) Tue. Nov 4, 2025 | |
| 26 (8) Microsoft scores three major AI deals in a day Microsoft has announced three separate AI infrastructure-related announcements. (https://www.thestreet.com/) Tue. Nov 4, 2025 | |
| 27 (8) Masdar’s 24/7 Breakthrough Shows How Renewables Can Power The AI Boom Masdar’s Abu Dhabi project combines solar and battery storage to deliver 24/7 renewable power, proving clean energy can meet the growing electricity demands of AI. (https://www.forbes.com/) Tue. Nov 4, 2025 | |
| 28 (-4) Dow Futures Drop. Wall Street Questions AI Valuations. Dow, S&P 500, and Nasdaq futures are falling in premarket trading Tuesday as the stock market questions AI valuations. (https://www.barrons.com/) Tue. Nov 4, 2025 | |
| 29 (8) Nvidia and Deutsche Telekom to Build €1 Billion German Data Center Nvidia Corp. and Deutsche Telekom AG are building a €1 billion ($1.2 billion) data center in Germany to bolster infrastructure in Europe that can power complex artificial intelligence systems. (https://www.bloomberg.com/) Tue. Nov 4, 2025 | |
| 30 (7) Portugal Has Plenty of Tourists. Now It Wants Data Centers Investment around the town of Sines totals almost 5% of GDP as the country seeks to retool its economy for the 21st century. (https://www.bloomberg.com/) Tue. Nov 4, 2025 | |
| 31 (8) Buy this AI cloud stock ahead of earnings, says Citi In a Tuesday note, the bank maintained its buy rating on the cloud computing stock and raised its price target. (https://www.cnbc.com/) Tue. Nov 4, 2025 | |
| 32 (8) Amazon's new subsea internet cable Fastnet will have the capacity to stream 12.5 million HD movies simultaneously Amazon is building a subsea fiber-optic cable called Fastnet to connect Maryland's Eastern shore to County Cork, Ireland. (https://www.cnbc.com/) Tue. Nov 4, 2025 | |
| 33 (8) AMD 'Exceptionally Positioned' Ahead Of Q3: Chipmaker Is Just Getting Started In AI Supercycle That Could Run Through 2030, Says BofA's Vivek Arya Several prominent analysts are weighing in on Advanced Micro Devices Inc. ahead of the company's third-quarter results on Tuesday. (https://www.benzinga.com/) Tue. Nov 4, 2025 | |
| 34 (7) AMD Q3 preview: Upbeat setup into results as AI momentum builds AMD Q3 preview: Upbeat setup into results as AI momentum builds (https://www.investing.com/) Tue. Nov 4, 2025 | |
| 35 (-3) Amazon Says Berkshire Utility Failing to Power Data Centers Amazon.com Inc. alleges that a Berkshire Hathaway Inc.-owned utility in Oregon is failing to provide sufficient power for four new data center facilities, highlighting the strain rapid expansion of technology facilities is putting on the electric grid. (https://www.bloomberg.com/) Tue. Nov 4, 2025 | |
| 36 (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 | |
| 37 (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 | |
| 38 (8) Patria-backed Omnia joins $9 billion TikTok data center project in Brazil SAO PAULO (Reuters) -Omnia, a data center company owned by Brazilian investment firm Patria, said on Monday it has joined the project to develop a 50 billion real ($9.25 billion) data center in Brazil that is expected to have TikTok as its sole client. Omnia partnered with the Brazilian renewable energy generator Casa dos Ventos to develop the facility, which will be located in the Pecem port complex in the northeastern state of Ceara, executives from both firms told Reuters. Brazilian government officials have publicly said that TikTok is involved in the project, although ByteDance, the Chinese parent company of the short-video app, declined to comment on the matter. (https://finance.yahoo.com/) Tue. Nov 4, 2025 | |
| 39 (5) China offers tech giants cheap power to boost domestic AI chips, FT reports China has increased subsidies that cut energy bills by up to half for some of the country's largest data centres, the Financial Times reported on Monday, citing people familiar with the matter. Local governments have beefed up incentives to help Chinese tech giants such as ByteDance, Alibaba and Tencent, which have been hit with higher electricity costs following Beijing's ban on purchasing Nvidia's artificial intelligence chips, the newspaper reported. Reuters could not immediately confirm the report. (https://finance.yahoo.com/) Tue. Nov 4, 2025 | |
| 40 (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 | |
| 41 (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 | |
| 42 (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 | |
| 43 (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 | |
| 44 (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 | |
| 45 (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 | |
| 46 (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 | |
| 47 (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 | |
| 48 (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 | |
| 49 (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 | |
| 50 (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 | |
About
Contact Us
Copyright ©2025 TheMarketUnfolds. All rights reserved. Denver, Colorado, USA