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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 1.9, positive 3.2, negative -1.4) on 20251122. The forces of Sentiment towards Fundamentals (2.2), Valuation Sentiment (2.2), Price Level (2), and Broad Market Trend (-0.3) will drive up the price. The forces of Sector Price Trend (-0.9), Option Speculation (-1.5), 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. May short with small fund allocation when appropriate.The swing to upside will be significant considering the high positive sentiment forces (3.2). 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-22 | 6% | 6.7% | 0.9 | -0.9 | 2.2 | 1.1 | ||||
| 2025-11-21 | 4% | 6.3% | 270.83 | 2 | 1.02% | -0.8% | 0.9 | -0.9 | 2.2 | 3 |
| 2025-11-20 | 9% | 6.3% | 268.1 | -13 | -4.8% | -1.03% | 0 | -1.1 | 1.7 | 4.8 |
| 2025-11-19 | 10% | 5.7% | 281.61 | 8 | 1.67% | -0.82% | -0.3 | -0.9 | 1.8 | 5.1 |
| 2025-11-18 | 6% | 5.1% | 276.98 | -6 | -2.32% | -0.61% | 0 | -0.8 | 1.8 | 2.6 |
| 2025-11-17 | 6% | 5.3% | 283.56 | 5 | -1.72% | -0.84% | -0.9 | -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% | 0.4 | -0.5 | 2.2 | 3.1 |
| 2025-11-13 | 5% | 5.9% | 289.38 | 20 | -3.43% | -0.53% | 0.5 | -1.1 | 2.3 | 3.3 |
| 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 (0) AMD vs. Intel: Which Chipmaker Is Poised for Explosive Data Center Growth? AMD and Intel are both vying for incremental share of the data center market currently dominated by Nvidia. (https://www.fool.com/) Sat. Nov 22, 2025 | |
| 2 (-6) Lawmakers Want To Block US Purchases Of Chinese Chipmaking Equipment ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Sat. Nov 22, 2025 | |
| 3 (7) Is Micron Technology the Most Underrated Artificial Intelligence (AI) Play of the Decade? Shares of Micron have almost tripled so far this year, but its rally might still have a long way to go. (https://www.fool.com/) Sat. Nov 22, 2025 | |
| 4 (8) These under-the-radar chip stocks could deliver rapid sales growth for the next 2 years Nvidia isn’t the only semiconductor company with compelling revenue-growth prospects — Credo and Astera Labs are also among players expected to put up stellar numbers. (https://www.marketwatch.com/) Sat. Nov 22, 2025 | |
| 5 (8) These under-the-radar chip stocks could deliver rapid sales growth for the next 2 years Nvidia isn’t the only semiconductor company with compelling revenue-growth prospects — Credo and Astera Labs are also among players expected to put up stellar numbers. (https://www.marketwatch.com/) Sat. Nov 22, 2025 | |
| 6 (-4) This week in AI: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat This week, volatility took hold of the AI trade as bubble fears continued and Nvidia’s blowout earnings failed to steady the market. Deirdre Bosa has the story. (https://www.cnbc.com/) Sat. Nov 22, 2025 | |
| 7 (-4) Texas data center expansion raises blackout risk during extreme winter weather Texas' supply and demand balance can become tight during winter and potentially fall into deficit as data center demand grows. (https://www.cnbc.com/) Sat. Nov 22, 2025 | |
| 8 (5) Nvidia Stock Dips In November, But Gene Munster Says Potential H200 Approval In China Could Supercharge Growth Nvidia's stock may be sliding in November, but analysts say a potential Trump administration reversal on H200 chip exports to China could turbocharge the company's 2025 growth far beyond current Wall Street expectations. (https://www.benzinga.com/) Sat. Nov 22, 2025 | |
| 9 (-6) Benzinga Bulls And Bears: Nvidia, Webull, Netflix — And Tech Stocks Face Worst Sell-Off Since April Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories. (https://www.benzinga.com/) Sat. Nov 22, 2025 | |
| 10 (-3) Wingtech appeals Dutch decision over Nexperia ownership, documents show AMSTERDAM (Reuters) -Chinese semiconductor company Wingtech has appealed to the Dutch government to rescind its decision to take control of its Netherlands-based computer chip subsidiary Nexperia, documents seen by Reuters show. Wingtech first challenged the decision on October 21 and broadened its complaints on November 10, the documents showed. The Dutch government suspended its intervention at Nexperia on Wednesday, after what it said were constructive talks with China over a dispute which has led to shortages of chips needed by car manufacturers. (https://finance.yahoo.com/) Sat. Nov 22, 2025 | |
| 11 (7) BofA sees upgrade cycle ahead in this stock on new datacentre deal BofA sees upgrade cycle ahead in this stock on new datacentre deal (https://www.investing.com/) Sat. Nov 22, 2025 | |
| 12 (7) Bitcoin Miners Land Big Tech Deals in AI Infrastructure Push CoinShares Valkyrie Bitcoin Miners ETF's top holdings secure contracts with Microsoft and Amazon Web Services as miners pivot to AI compute. (https://www.etftrends.com/) Fri. Nov 21, 2025 | |
| 13 (2) AI Is Still Booming The Housing Crisis Is America's Biggest Problem! In this episode of Being Exponential, we’re breaking down the biggest stories shaping markets and technology right now.Everyone’s talking about the AI bubble... (https://investorplace.com/) Fri. Nov 21, 2025 | |
| 14 (8) The Next Great AI Trade Hiding in Plain Sight Lithium is shifting from an EV story to the next major AI trade. Discover why data centers, robots, and physical AI could spark a massive lithium boom by 2026. (https://investorplace.com/) Fri. Nov 21, 2025 | |
| 15 (3) Wall Street Soars – Then Tanks – After NVDA Earnings Nvidia crushes earnings – again… no sign of an AI slowdown… jobs data surprises to the upside… the Technochasm widens… navigating a slowing economy and overvalued tech plays… Eric Fry is finding the right balance in health care… (https://investorplace.com/) Fri. Nov 21, 2025 | |
| 16 (-2) Nvidia Stock Is Down 10% This Month: Is It Time To Buy The Dip? Nvidia stock is down 10% in November despite record earnings. Historical data shows strong long-term returns after similar monthly declines. (https://www.benzinga.com/) Fri. Nov 21, 2025 | |
| 17 (8) Micron Technology Shares Jump 9% After Key Trading Signal A key trading signal flashed for Micron Technology stock at a price of $194.5, after which MU rose as much as 9% to an intraday high. (https://www.benzinga.com/) Fri. Nov 21, 2025 | |
| 18 (8) The New Billionaires Behind the AI Data Center Boom From software to the buildings, the race into artificial intelligence has created 16 billionaires across eight firms (https://www.bloomberg.com/) Fri. Nov 21, 2025 | |
| 19 (3) Trump Team Internally Floats Idea of Selling Nvidia H200 Chips to China US officials are having early discussions on whether to let Nvidia Corp. sell its H200 artificial intelligence chips to China, according to people familiar with the matter, a contentious potential move that would mark a major win for the world’s most valuable company. (https://www.bloomberg.com/) Fri. Nov 21, 2025 | |
| 20 (-7) Amazon Cuts Thousands Of Engineers As It Rolls Out AI Tools To Replace Them Amazon cuts thousands of jobs while investing in AI, resulting in layoffs for engineers. CEO prioritizes AI adoption to replace repetitive roles. (https://www.benzinga.com/) Fri. Nov 21, 2025 | |
| 21 (5) Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to build out compute capacity. (https://www.cnbc.com/) Fri. Nov 21, 2025 | |
| 22 (8) 3 Reasons Why Nvidia Just Silenced Artificial Intelligence (AI) Doubters Nvidia once again showed why it is so popular with investors. (https://www.fool.com/) Fri. Nov 21, 2025 | |
| 23 (3) SoftBank reports: Debt issuance, OpenAI data center investment Yahoo Finance anchor Julie Hyman tracks Friday's top moving stocks and biggest market stories in this Market Minute. Oracle (ORCL) stock is under pressure, down 30% over the last two months. SoftBank (SFTBY) has reportedly issued another $292 million in bonds, according to Bloomberg. Additionally, the Information reported that SoftBank will invest up to $3 billion in a factory for OpenAI (OPAI.PVT) data centers. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Fri. Nov 21, 2025 | |
| 24 (8) Nvidia Is Becoming The Operating System Of AI: 'We Run Everything,' Jensen Says NVIDIA is now the sole platform for all AI models, making it the substrate for global intelligence. This shift will drive long-term growth. (https://www.benzinga.com/) Fri. Nov 21, 2025 | |
| 25 (8) Nokia plans $4 billion AI investment in the United States STOCKHOLM (Reuters) -Finland's Nokia said on Friday it plans to invest $4 billion in research, development and production in the United States to accelerate innovation in artificial intelligence (https://finance.yahoo.com/) Fri. Nov 21, 2025 | |
| 26 (2) Why So Much Is Riding on the Data Center Boom In pursuit of revolutionary advances in AI, tech companies are plowing billions of dollars into massive new facilities. The projects are straining power grids, environmental resources and, potentially, financial markets (https://www.bloomberg.com/) Fri. Nov 21, 2025 | |
| 27 (7) Nvidia Eases AI Jitters as Capital Keeps Coming Chip-maker’s bonanza revenue forecast steadies investor nerves (https://www.bloomberg.com/) Fri. Nov 21, 2025 | |
| 28 (2) Nvidia is king in AI chips, but Google and Amazon want to catch up by making their own Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own. (https://www.cnbc.com/) Fri. Nov 21, 2025 | |
| 29 (-3) Nvidia CEO Jensen Huang Slams Market's Lacklustre Reaction To Blowout Quarter As AI Jitters Hit Stock: Report In a recent company meeting, Nvidia Corp (NASDAQ: NVDA) CEO Jensen Huang reportedly expressed his dissatisfaction with the market's response to the company's exceptional quarter. (https://www.benzinga.com/) Fri. Nov 21, 2025 | |
| 30 (8) Nvidia At $20 Trillion Isn't Crazy, Says Kindig — It's A Logical Outcome Of AI Spend Beth Kindig's CEO predicts Nvidia's valuation to reach $20 trillion by 2030 due to accelerating AI capex. (https://www.benzinga.com/) Fri. Nov 21, 2025 | |
| 31 (7) These are the best 4 chip stocks to own at the moment: RJ These are the best 4 chip stocks to own at the moment: RJ (https://www.investing.com/) Fri. Nov 21, 2025 | |
| 32 (8) Nvidia and this AI 'dark horse' are having a 'breakthrough' Nvidia's (NVDA) earnings results are lifting the broader market (^DJI, ^IXIC, ^GSPC) from its recent sell-off. Bianco Research president Jim Bianco and Great Hill Capital chairman and managing member Thomas Hayes join Opening Bid with Brian Sozzi to discuss Nvidia's report and what investors learned about the chipmaker and the AI trade. To watch more expert insights and analysis on the latest market action, check out more Opening Bid. (https://finance.yahoo.com/) Fri. Nov 21, 2025 | |
| 33 (2) Market is becoming more of an economic 'barometer' amid AI boom With Nvidia's (NVDA) third quarter earnings positioned to be a major stock mover and indicator of the AI trade, Interactive Brokers senior economist José Torres addresses the economic and market influence of major artificial intelligence stocks this quarter. Watch José Torres and ClearBridge Investments' Jeff Schulze discuss what the Federal Reserve's latest meeting minutes illustrate about the odds of an interest rate cut in December. Also catch the Wall Street Journal's Greg Ip explain to Yahoo Finance why people are still uncomfortable with AI. To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Fri. Nov 21, 2025 | |
| 34 (-6) Why markets are falling despite Nvidia earnings beat Stocks are heading for their worst week since April and bitcoin is on track for its worst month since 2022, and all this despite Nvidia (NVDA) and many other companies delivering strong Q3 earnings that beat analysts' expectations. Ramzan Karmali explains why investors are selling off tech and other assets - and it's not just about fears of an AI bubble. For more live coverage of the markets, watch the full episode of Market Sunrise and visit Yahoo Finance. (https://finance.yahoo.com/) Fri. Nov 21, 2025 | |
| 35 (-7) Trending stocks: Softbank, Samsung, TSMC hit by AI selloff As Nvidia (NVDA) shares fall sharply despite the chipmaker's record earnings this week, other major tech stocks are also set to close the week on a negative note. Ramzan Karmali explains why Asian tech giants Softbank (9984.T), TSMC (TSM) and Samsung (005930.KS) are sliding. For more live coverage of the markets, watch the full episode of Market Sunrise and visit Yahoo Finance. (https://finance.yahoo.com/) Fri. Nov 21, 2025 | |
| 36 (-6) Big Tech’s Debt Binge Raises Risk in Race to Create an AI World The enormous sums major technology companies are spending on AI are nothing new, but the record pile of debt they’re raising to do it is. What’s worrying stock traders is the trend represents a break from recent history, when companies tapped their huge cash piles to pay for their capital expenditures. The use of leverage and the circular nature of many of the financing deals introduces a level of risk that wasn’t there before. (https://finance.yahoo.com/) Fri. Nov 21, 2025 | |
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