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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 1.8, positive 2.7, negative -0.9) on 20251117. The forces of Price Level (2), Sentiment towards Fundamentals (1.8), Option Speculation (1.5), and Valuation Sentiment (-0.4) will drive up the price. The forces of Broad Market Trend (-0.5), Sector Price Trend (-0.9), 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 (2.7). 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-17 | 6% | 5.3% | 283.56 | 5 | -1.72% | -0.84% | 0.6 | -0.9 | 1.8 | 3.1 |
| 2025-11-16 | 6% | 5.3% | 1.4 | -0.5 | 2.1 | 5.2 | ||||
| 2025-11-15 | 3% | 5.3% | 1.7 | -0.5 | 2.2 | 1.4 | ||||
| 2025-11-14 | 4% | 5.7% | 288.52 | 17 | -0.3% | -0.6% | 1.9 | -0.5 | 2.2 | 3.1 |
| 2025-11-13 | 5% | 5.9% | 289.38 | 20 | -3.43% | -0.53% | 2 | -1.1 | 2.3 | 3.3 |
| 2025-11-12 | 6% | 5.9% | 299.67 | 56 | 1.53% | -0.33% | 2.2 | -0.4 | 2.1 | 5.8 |
| 2025-11-11 | 7% | 5.6% | 295.15 | 43 | -2.31% | -0.33% | 1.9 | -0.2 | 1.9 | 3.9 |
| 2025-11-10 | 6% | 5.3% | 302.13 | 66 | 2.63% | -0.03% | 2.8 | -0.5 | 1.6 | 4.9 |
| 2025-11-09 | 6% | 5.4% | 2.6 | -0.3 | 1.5 | 3.1 | ||||
| 2025-11-08 | 6% | 5.3% | 3.5 | -0.3 | 1.5 | 2.8 | ||||
| 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) SoftBank’s $6.5 Billion Deal for Chip Firm Ampere Wins FTC Nod The US Federal Trade Commission has ended its review of SoftBank Group Corp.’s acquisition of semiconductor designer Ampere Computing LLC, removing an obstacle to the $6.5 billion deal. (https://www.bloomberg.com/) Mon. Nov 17, 2025 | |
| 2 (-4) Stock futures little changed after tech slump weighs on markets: Live updates Nvidia notably declined about 2% on Monday ahead of the chipmaker's third-quarter results on Wednesday. (https://www.cnbc.com/) Mon. Nov 17, 2025 | |
| 3 (7) Amazon Raises $15 Billion In Oversubscribed Bond Sale Amid Surging AI Cost Amazon is returning to the bond market with a $15 billion sale as it ramps up AI spending, joins rivals Meta and Oracle in a major tech borrowing wave, and draws strong investor demand despite rising infrastructure costs. (https://www.benzinga.com/) Mon. Nov 17, 2025 | |
| 4 (-4) Nvidia, Dell, Coinbase, Gorilla Technology And Archer Aviation: Why These 5 Stocks Are On Investors' Radars Today U.S. stocks closed lower on Monday, with the Dow slipping 1.2% to 46,590.24, the S&P 500 easing 0.92% to 6,672.41, and the Nasdaq dipping 0.84% to 22,708.07. These are the top stocks that gained the attention of retail traders and investors through the day: (https://www.benzinga.com/) Mon. Nov 17, 2025 | |
| 5 (3) AI Still Top of Mind for Companies, Investors There’s no denying that some big-name growth stocks, including some with clear AI ties, have recently pulled back. (https://www.etftrends.com/) Mon. Nov 17, 2025 | |
| 6 (1) S&P 500 Gains and Losses Today: Dell Stock Drops; Google Parent Alphabet Climbs on Bet by Buffett's Berkshire Concerns about memory chip prices weighed on a PC maker on Monday, Nov. 17, 2025, while a tech giant got a boost after a high-profile investor revealed a new stake. (https://www.investopedia.com/) Mon. Nov 17, 2025 | |
| 7 (-6) Why Dell Technologies Stock is Plunging to Lead S&P 500 Decliners Monday Morgan Stanley downgraded computer hardware makers because of the impact of soaring memory chip prices. Shares of Dell Computer, Hewlett Packard Enterprise and HP Inc. tumbled Monday. (https://www.investopedia.com/) Mon. Nov 17, 2025 | |
| 8 (8) Cloudflare To Acquire Replicate For Quick And Easy Deployment Of Any AI Model Cloudflare, Inc. (NET), Monday announced its decision to acquire Replicate, an AI platform, enabling quick and easy deployment of any AI model to millions of Cloudflare users worldwide. (https://www.rttnews.com/) Mon. Nov 17, 2025 | |
| 9 (2) NVIDIA To Report Earnings On Wednesday Nvidia steps up this week, crypto continues to bleed, and Thursday's BLS report lands right in the middle of it. Nvidia Reports Wednesday All eyes are on Nvidia (NASDA (https://www.benzinga.com/) Mon. Nov 17, 2025 | |
| 10 (4) Options Corner: The AI Hangover Presents A Contrarian Opportunity In Broadcom Stock Although Broadcom has encountered softness amid AI bubble fears, a data-driven approach to AVGO stock presents a different narrative. (https://www.benzinga.com/) Mon. Nov 17, 2025 | |
| 11 (-5) Nvidia Earnings: 3 Red Flags the AI Trade Is Topping Market Analysis by covering: Microsoft Corporation, McDonald’s Corporation, Invesco QQQ Trust, Amazon.com Inc. Read 's Market Analysis on Investing.com (https://www.investing.com/) Mon. Nov 17, 2025 | |
| 12 (8) This Data Center Stock Could Go Parabolic Following Nvidia Earnings If big tech capital spending on AI infrastructure continues, this is one name to own. (https://www.fool.com/) Mon. Nov 17, 2025 | |
| 13 (7) Why US data centers are concentrated in the 'rodeo region' Big Tech companies, like Alphabet (GOOG, GOOGL), Oracle (ORCL), and OpenAI (OPAI.PVT) are betting on the central US, otherwise known as the "rodeo region." Bow River Capital vice chairman, economist, and chief strategy officer Rick Pederson joins Asking for a Trend to discuss why this region has become a key focus in the AI era. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend. (https://finance.yahoo.com/) Mon. Nov 17, 2025 | |
| 14 (-5) The memory boom has been great for Micron — but could hurt these other tech stocks Morgan Stanley analysts are getting worried about potential profit pressure at Dell and HP due to surging memory prices. (https://www.marketwatch.com/) Mon. Nov 17, 2025 | |
| 15 (7) 10 cybersecurity terms investors should know, and 2 industry-leading stocks to buy 2025 is proving to be a defining year for cybersecurity, with the rise of artificial intelligence that can both defend and attack computer networks. (https://www.cnbc.com/) Mon. Nov 17, 2025 | |
| 16 (7) Nvidia earnings are the most important of the year, pro trader says Nvidia results this week are the biggest catalyst to watch in the current "bend but don't break kind of market," New York Stock Exchange insider Jay Woods says. (https://www.cnbc.com/) Mon. Nov 17, 2025 | |
| 17 (7) Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat? Nvidia's Q3 earnings on Wednesday represent one of the top market stories for the week. Here's a look at what analysts expect. (https://www.benzinga.com/) Mon. Nov 17, 2025 | |
| 18 (-4) Nvidia earnings are in focus this week amid fears over possible AI "bubble" Nvidia earnings are in focus this week amid fears over possible AI "bubble" (https://www.investing.com/) Mon. Nov 17, 2025 | |
| 19 (-4) Nvidia stock: Making sense of the Peter Thiel, Michael Burry moves Nvidia (NVDA) shares are in focus this week, but not just because of its third quarter earnings, which are scheduled to be released after the close on Wednesday. The stock is also making headlines due to Peter Thiel's fund selling the tech giant's shares and Michael Burry betting against them. Washington Crossing Advisors senior portfolio manager Chad Morganlander explains why two Wall Street giants may be making these bets. To watch more expert insights and analysis on the latest market action, check out more Opening Bid. (https://finance.yahoo.com/) Mon. Nov 17, 2025 | |
| 20 (4) How Cleo’s AI tackles integration errors in supply chains Integration errors have become one of the quietest but most consequential threats to operational continuity. A single misrouted message, authentication failure, or API timeout can stall inbound freight orders, break TMS workflows, derail warehouse labor planning, and trigger cascading SLA violations that chip away at margin. For many organizations, these errors aren’t rare edge cases; […] The post How Cleo’s AI tackles integration errors in supply chains appeared first on FreightWaves. (https://finance.yahoo.com/) Mon. Nov 17, 2025 | |
| 21 (5) How Nvidia can reassure investors at the biggest earnings event of the quarter Nvidia has already hinted at its financial road map for next year. Investors will be looking for commentary about 2027 when the chip maker reports earnings on Wednesday. (https://www.marketwatch.com/) Mon. Nov 17, 2025 | |
| 22 (7) Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again Hedge funds bet big on tech stocks in Q3, with Micron, ASML, Apple, Nvidia, AMD and TSM dominating. (https://www.benzinga.com/) Mon. Nov 17, 2025 | |
| 23 (6) Blue Origin CEO says data centers are headed to space 'in our lifetime' Blue Origin's Dave Limp says AI's energy crunch will push the world's biggest compute clusters off Earth and into space (https://finance.yahoo.com/) Mon. Nov 17, 2025 | |
| 24 (5) How Nvidia can reassure investors at the biggest earnings event of the quarter Nvidia has already hinted at its financial road map for next year. Investors will be looking for commentary about 2027 when the chip maker reports earnings on Wednesday. (https://www.marketwatch.com/) Mon. Nov 17, 2025 | |
| 25 (-2) EU Considers Cracking Down on Big Tech's Cloud Power Amazon Web Services, Microsoft Corp.’s Azure, and Alphabet Inc.’s Google Cloud risk being dragged into the scope of the European Union’s crackdown on Big Tech as antitrust watchdogs prepare to study the platforms’ market power. (https://www.bloomberg.com/) Mon. Nov 17, 2025 | |
| 26 (8) DeepMind’s Latest AI Weather Model Targets Energy Traders Google DeepMind has released a new artificial intelligence weather model that it says is faster and more accurate than anything it’s built before, while providing additional tools for energy traders. (https://www.bloomberg.com/) Mon. Nov 17, 2025 | |
| 27 (8) Buy Nvidia stock into this week’s earnings report: Evercore ISI Buy Nvidia stock into this week’s earnings report: Evercore ISI (https://www.investing.com/) Mon. Nov 17, 2025 | |
| 28 (-6) Pullbacks for Quantum Computing Stocks IonQ, Rigetti Computing, and D-Wave Quantum Appear Set to Accelerate The parabolic ascent of quantum computing pure-play stocks has come to an abrupt halt -- and with good reason. (https://www.fool.com/) Mon. Nov 17, 2025 | |
| 29 (7) AI trade playbook: 'You want to own the leaders,' strategist says The AI trade is top of mind for investors with Nvidia (NVDA) reporting earnings on Wednesday, November 19. Laffer Tengler Investments CEO and chief investment officer Nancy Tengler joins Morning Brief to discuss her strategy for navigating the AI boom. To watch more expert insights and analysis on the latest market action, check out more Morning Brief. (https://finance.yahoo.com/) Mon. Nov 17, 2025 | |
| 30 (8) PowerLattice attracts investment from ex-Intel CEO Pat Gelsinger for its power saving chiplet PowerLattice, a startup founded by veteran electrical engineers from Qualcomm, NUVIA, and Intel in 2023, claims to have developed a groundbreaking approach that reduces the power needs of computer chips by more than 50%. (https://finance.yahoo.com/) Mon. Nov 17, 2025 | |
| 31 (8) Celero raises $140 million from Alphabet's CapitalG fund, others for AI networking chip SAN FRANCISCO (Reuters) -Celero Communications, a U.S. startup founded by networking industry veterans, on Monday said it has raised $140 million to build a chip that will help link artificial intelligence data centers across vast distances. The Irvine, California-based firm is designing a chip that will translate the bursts of light sent over fiber-optic cables between data centers into the electrical ones and zeros used in computing networks inside the data centers. Long-distance connections between data centers have become an area of renewed investment in the chip industry as firms such as Alphabet's Google and Meta Platforms seek to build massive data center campuses near available power sources. (https://finance.yahoo.com/) Mon. Nov 17, 2025 | |
| 32 (5) Amazon Seeks $12 Billion From First US Bond Sale in Three Years Inc. is seeking to raise about $12 billion through a debt offering — its first such deal in US dollars in about three years — amid an industry-wide race to build artificial intelligence infrastructure. Amazon is selling investment-grade bonds in as many as six parts, according to people with knowledge of the matter, asking not to be named discussing private details. Proceeds from the the offering may be used for everything from acquisitions and capital expenditures to share buybacks, the people said. (https://finance.yahoo.com/) Mon. Nov 17, 2025 | |
| 33 (-2) Nvidia to report Q3 earnings amid investor concerns of AI overbuilding Nvidia will report its Q3 earnings after the bell on Wednesday. (https://finance.yahoo.com/) Mon. Nov 17, 2025 | |
| 34 (7) Tech Stocks Lead Early Surge as Markets Buy the AI Dip. Futures Pop. Stocks looked set to rise on Monday, as investors took the market’s recent pullback as an opportunity to load up on tech ahead of a slew of economic data and chip maker Nvidia’s quarterly earnings. Futures tracking the Dow Jones Industrial Average were up 33 points, or 0.1%, and S&P 500 futures cli (https://www.barrons.com/) Mon. Nov 17, 2025 | |
| 35 (2) CoreWeave’s Worst-Ever Week Shows AI Traders Are Getting Picky Money is still pouring in from the race to build out artificial intelligence infrastructure, but traders are suddenly getting more selective about who the beneficiaries will be. (https://www.bloomberg.com/) Mon. Nov 17, 2025 | |
| 36 (-3) Peter Thiel’s Fund Sold Off Entire Nvidia Stake Last Quarter Peter Thiel’s hedge fund Thiel Macro LLC sold off its holdings in Nvidia Corp. during the third quarter, marking another retreat from the leading provider of artificial-intelligence chips. (https://www.bloomberg.com/) Mon. Nov 17, 2025 | |
| 37 (-5) AI boom is fueling a memory chip shortage that could hit cars and phones Chipmakers and analysts are warning of a memory chip shortage that could accelerate next year, hitting consumer electronics and automotives. (https://www.cnbc.com/) Mon. Nov 17, 2025 | |
| 38 (8) Nvidia CEO Jensen Huang surprised investors with a 'half a trillion' forecast. It'll come up at earnings "This is how much business is on the books. Half a trillion dollars worth so far," Huang said at the company's GTC conference in Washington last month. (https://www.cnbc.com/) Mon. Nov 17, 2025 | |
| 39 (0) U.S. data flow to restart; Nvidia earnings loom large - what’s moving markets U.S. data flow to restart; Nvidia earnings loom large - what’s moving markets (https://www.investing.com/) Mon. Nov 17, 2025 | |
| 40 (5) U.S. stock futures head higher; key economic data, Nvidia earnings in focus U.S. stock futures head higher; key economic data, Nvidia earnings in focus (https://www.investing.com/) Mon. Nov 17, 2025 | |
| 41 (8) Could Nvidia Stock Help You Become a Millionaire? Nvidia is a leading artificial intelligence (AI) semiconductor company that will continue to benefit from the growth of the sector. (https://www.fool.com/) Mon. Nov 17, 2025 | |
| 42 (8) Jensen Huang Just Delivered Incredible News for Nvidia Stock Investors The chipmaker's sales aren't showing any signs of slowing down. (https://www.fool.com/) Mon. Nov 17, 2025 | |
| 43 (2) SoftBank Just Unloaded Its Stake in Nvidia for $5.8 Billion Right Before the Chip King Is Scheduled to Report Earnings. Does Its Billionaire CEO Masayoshi Son Know Something the Rest of Wall Street Doesn't? Even without a stake in the GPU leader, SoftBank has a lot going on in the world of AI right now. (https://www.fool.com/) Mon. Nov 17, 2025 | |
| 44 (7) Alphabet’s stock gets a Buffett bump. Here’s the next big Google catalyst. Anticipation is building for Google’s Gemini 3.0 release, which analysts say could advance the company’s AI positioning. (https://www.marketwatch.com/) Mon. Nov 17, 2025 | |
| 45 (8) Warburg-Backed Princeton Enters Korea With First Data Center Princeton Digital Group, a data center operator in Asia backed by Warburg Pincus, plans to invest $700 million in its first South Korean campus to power artificial intelligence development in the country. (https://www.bloomberg.com/) Sun. Nov 16, 2025 | |
| 46 (5) Goldman Sachs unveils its 10-year playbook — and AI is at the heart of it Cyclical forces periodically influence markets, but Goldman Sachs expect long-term drivers to be structural. (https://www.cnbc.com/) Sun. Nov 16, 2025 | |
| 47 (8) 16 Words From Amazon's Andy Jassy That Represent Spectacular News for Nvidia Investors Ahead of Nov. 19 Nvidia's benefited greatly from the AI boom, thanks to the strength of its chips. (https://www.fool.com/) Sun. Nov 16, 2025 | |
| 48 (-5) Data Center Volatility, Batteries And The Electric Grid's New Reality ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Sun. Nov 16, 2025 | |
| 49 (7) Consumer Tech News (Nov 10-14): China Lifts Rare Earth Export Ban to U.S., Microsoft and Google Invest Billions in AI Data Centers & More China ends year-long gallium, germanium, and antimony export ban to the U.S., following the high-profile Trump-Xi meeting and trade negotiations. Microsoft invests $10B in AI data centers in Portugal and Atlanta; Alphabet allocates $6.4B for German infrastructure expansion. (https://www.benzinga.com/) Sun. Nov 16, 2025 | |
| 50 (8) 500 Billion Reasons to Buy Nvidia Stock Like There's No Tomorrow Nvidia is expected to generate record data center revenue over the next year. (https://www.fool.com/) Sun. Nov 16, 2025 | |
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