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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 3.1, positive 4.1, negative -1) on 20251124. The forces of Valuation Sentiment (2.8), Sentiment towards Fundamentals (2.7), Price Level (2), Broad Market Trend (0.6), and Sector Price Trend (-0.4) will drive up the price. The forces of 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. The swing to upside will be significant considering the high positive sentiment forces (4.1). The extreme bullish overall sentiment (3.1) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-24 | 5% | 6% | 282.7 | 28 | 4.38% | -0.67% | 1.7 | -0.4 | 2.7 | 5.2 |
| 2025-11-23 | 2% | 6.1% | 1 | -0.9 | 2.3 | 4 | ||||
| 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 | ||||
| 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) Read Nvidia's rebuttal to Michael Burry's criticism that the AI chip titan has hurt shareholder value In a memo to a Wall Street analyst, Nvidia directly responded to a recent X post from Michael Burry that was critical of the company. (https://www.businessinsider.com/) Mon. Nov 24, 2025 | |
| 2 (-4) AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center Favorable treatment off the balance sheet hinges on some convenient assumptions. (https://www.wsj.com/) Mon. Nov 24, 2025 | |
| 3 (7) Xi Jinping Says US-China Trade Relations Maintain Positive Momentum As Trump Considers Allowing Nvidia AI Chip Sales To Beijing China's Xi Jinping signaled strengthening US-China trade ties during a call with Donald Trump, just as Washington weighs whether to let Nvidia resume high-end AI chip sales to China. (https://www.benzinga.com/) Mon. Nov 24, 2025 | |
| 4 (8) Alphabet Stocks Hits New Highs As Meta Mulls Deploying Google AI Chips In Data Centers Alphabet shares are hitting new highs in Monday's after-hours session following reports that Meta could use its AI chips for data centers. (https://www.benzinga.com/) Mon. Nov 24, 2025 | |
| 5 (8) Broadcom and these AI stocks are surging as plays on Alphabet’s rapid rise The Google parent’s stock is on a run — and that’s lifting shares of major suppliers including Broadcom, Celestica and Lumentum. (https://www.marketwatch.com/) Mon. Nov 24, 2025 | |
| 6 (8) Elon Musk Talks Up Tesla's AI Chip Capabilities. Its Stock Is Surging. Tesla shares jumped Monday after Elon Musk posted on social media over the weekend that the company plans to grow its AI chips business. (https://www.investopedia.com/) Mon. Nov 24, 2025 | |
| 7 (7) Amazon Rebrands Project Kuiper As 'Amazon Leo,' Launches Enterprise Preview Amazon has brought back its satellite initiative in low Earth orbit, now called Amazon Leo, as it gets ready to roll out its global broadband network.. (https://www.rttnews.com/) Mon. Nov 24, 2025 | |
| 8 (5) U.S. Weighs Allowing Nvidia To Sell Advanced H200 AI Chips To China The Trump administration is quietly weighing whether to let Nvidia sell its top-notch H200 AI chips to Chinese firms, which would represent a big shift in U.S. tech export policies. (https://www.rttnews.com/) Mon. Nov 24, 2025 | |
| 9 (8) Broadcom and these AI stocks are surging as plays on Alphabet’s rapid rise The Google parent’s stock is on a run — and that’s lifting shares of major suppliers including Broadcom, Celestica and Lumentum. (https://www.marketwatch.com/) Mon. Nov 24, 2025 | |
| 10 (8) Anthropic unveils new Claude Opus 4.5, its 'most intelligent' model Anthropic debuts Claude Opus 4.5, which it says is its smartest AI model yet, enhancing workplace productivity and code generation. (https://www.businessinsider.com/) Mon. Nov 24, 2025 | |
| 11 (7) Broadcom is joining Alphabet in the AI rally. Why investors are jumping in The move in Broadcom comes as investors continue to push shares of Google parent Alphabet higher. The two are related through their business with ASICs. (https://www.cnbc.com/) Mon. Nov 24, 2025 | |
| 12 (8) Broadcom stock surges 10% as Google AI success boosts supplier outlook Broadcom stock surges 10% as Google AI success boosts supplier outlook (https://www.investing.com/) Mon. Nov 24, 2025 | |
| 13 (8) Microsoft and Nvidia Just Signed a Multibillion-Dollar Deal With Anthropic. Here's What It Really Means for Investors. The deal further juices the AI infrastructure race. (https://www.fool.com/) Mon. Nov 24, 2025 | |
| 14 (8) Amazon to spend $50B on AI, Google & Broadcom stocks surge Yahoo Finance's John Hyland tracks Monday's top moving stocks and biggest market stories in this Market Minute, including Amazon's (AMZN) planned $50 billion investment into artificial intelligence (AI) initiatives, Broadcom (AVGO) and Alphabet (GOOG, GOOGL) stocks climbing, and Kohl's (KSS) new CEO. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 15 (8) Amazon to invest $50 billion in data centers to power US government AI efforts Amazon says it will spend $50 billion to expand its data center footprint for US government services. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 16 (-4) Scale AI Loses to Smaller Startup in Bid for US Intel Work An AI startup has won a seven-year contract to supply data labeling for artificial intelligence and machine learning for the US Department of Defense and intelligence community, beating out a larger rival, Scale AI Inc. (https://www.bloomberg.com/) Mon. Nov 24, 2025 | |
| 17 (8) OpenAI Debuts ChatGPT Shopping Research Tool Ahead of the Holidays OpenAI unveiled a free artificial intelligence-powered shopping research tool that it says can generate a personalized buyer’s guide for ChatGPT users during the holiday season. (https://www.bloomberg.com/) Mon. Nov 24, 2025 | |
| 18 (8) Amazon to Spend $50 Billion to Expand AI Services to US Agencies Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities. (https://www.bloomberg.com/) Mon. Nov 24, 2025 | |
| 19 (8) Amazon to spend up to $50 billion on AI infrastructure for U.S. government The project will add 1.3 gigawatts of capacity across new data centers, with Amazon expected to break ground in 2026. (https://www.cnbc.com/) Mon. Nov 24, 2025 | |
| 20 (8) Intel (INTC) Stock Investors Cheer As Shares Surge: What To Know Intel shares are rising Monday, joining a strong technology rally that saw the Nasdaq-100 surge over 2%. Here's what investors need to know. (https://www.benzinga.com/) Mon. Nov 24, 2025 | |
| 21 (8) Amazon to invest up to $50 billion in AI, supercomputing for US government clients com said on Monday it would invest up to $50 billion to expand artificial-intelligence and supercomputing capacity for U. government customers, in one of the largest cloud infrastructure commitments targeted at the public sector. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 22 (8) Elon Musk Talks Up Tesla's AI Chip Capabilities. Its Stock Is Surging. Tesla shares jumped Monday after Elon Musk posted on social media over the weekend that the company plans to grow its AI chips business. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 23 (8) Amazon pledges up to $50 billion to expand AI, supercomputing for US government The project, expected to break ground in 2026, will add nearly 1.3 gigawatts of artificial intelligence and high-performance computing capacity across AWS Top Secret, AWS Secret and AWS GovCloud regions by building data centers equipped with advanced compute and networking technologies. AWS cloud regions for U.S. government are based on increasing levels of data sensitivity. The cloud unit currently serves more than 11,000 U.S. government agencies. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 24 (8) Tesla stock pops as Melius says it's a 'must own' due to FSD, Musk touts AI chip progress Tesla stock popped on Monday as Melius Research tabbed the EV maker a "must own" due to its autonomy efforts and as CEO Elon Musk talked up its chipmaking progress. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 25 (7) Alibaba Q2 Preview: Qwen's 10 Million Milestone Highlights 'Historic Opportunities' In AI, Cloud Cloud and AI are the two growth segments for Alibaba Group and will be closely watched in Q3 financial results Tuesday. (https://www.benzinga.com/) Mon. Nov 24, 2025 | |
| 26 (2) Nvidia Strong Results Clash With a Market Suddenly Focused on Positioning Risk Market Analysis by covering: Nasdaq 100, S&P 500, NVIDIA Corporation. Read 's Market Analysis on Investing.com (https://www.investing.com/) Mon. Nov 24, 2025 | |
| 27 (7) Alibaba's Qwen AI draws 10M downloads, Trump-Nvidia latest Market Catalysts host Julie Hyman tracks several of the day's top trending stock tickers, including Alibaba (BABA, 9988.HK) after its AI app Qwen drew over 10 million downloads in its first week, Bloomberg reporting that the Trump administration continues to ponder over whether to allow Nvidia (NVDA) to sell its H200 chips to China, and Grindr (GRND) shares falling after ceasing talks on a take-private bid. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 28 (-3) Google is crushing it. Why that’s worrying investors in Nvidia and other AI stocks. Alphabet’s “AI comeback” could be concerning for other AI players in part because the company is leveraging its own custom chips (https://www.marketwatch.com/) Mon. Nov 24, 2025 | |
| 29 (5) 'Big Short' investor Michael Burry just launched a Substack and took aim at Nvidia in his first post Michael Burry of "The Big Short" fame just debuted a Substack blog that promises a "front row seat" to his famous predictions and analyses. (https://www.businessinsider.com/) Mon. Nov 24, 2025 | |
| 30 (-2) Amazon's AI capacity crunch and performance issues pushed customers to rivals including Google Amazon is seeing huge demand for AI cloud services. Keeping up with this demand has been a challenge, though. (https://www.businessinsider.com/) Mon. Nov 24, 2025 | |
| 31 (0) Lutnick: Decision On Nvidia's AI H200 Chip China Sales Now Sits On Trump's Desk ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Mon. Nov 24, 2025 | |
| 32 (8) This Is the Best AI Stock to Buy as Spending Shifts Toward Hardware Nvidia should continue to benefit from its early AI lead for years to come. (https://www.fool.com/) Mon. Nov 24, 2025 | |
| 33 (8) Nvidia Beat Earnings, but Investors Are Asking the Wrong Question. Here's the Right One. Nvidia delivered another round of blockbuster results. (https://www.fool.com/) Mon. Nov 24, 2025 | |
| 34 (8) Amazon Data Center Tally Tops 900 Amid AI Frenzy, Documents Show Amazon Web Services is best known for sprawling data center hubs in Virginia and Oregon. The cloud unit also stashes server racks in hundreds of so-called colocation facilities, renting space that as of last year provided about a fifth of the computing power at Amazon’s disposal, according to the documents. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 35 (-3) DoubleLine wary of AI funding wave that could alter US high-grade debt market NEW YORK (Reuters) -A rush of bond sales by major tech firms to fund artificial intelligence expansion is creating a high-stakes bet for the $9 trillion U.S. corporate bond market, prompting caution from prominent investors like DoubleLine over the sector's growing debt load. Several analysts forecast higher amounts of hyperscaler debt issuance next year as big tech firms race to finance AI-ready data centers. High-grade bond markets may need to absorb $1.5 trillion of AI data center bond sales over the next five years, with that type of debt potentially representing over 20% of the investment-grade bond market by 2030, J.P. Morgan analysts estimated recently. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 36 (-6) Big Tech’s AI Debt Wave Is Threatening to Swamp Credit Markets With tech firms expected to turn to debt for as much as $1.5 trillion by 2028 to fund expansion in artificial intelligence and data centers, that could widen spreads across the whole market, Morgan Stanley argues. Bond buyers are starting to worry about being compensated for the risks of a bubble in the sector, given recent turmoil in tech stocks. (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 37 (8) Alibaba’s Main AI App Debuts Strongly in Effort to Rival ChatGPT The Chinese e-commerce leader’s shares climbed more than 5% Monday in Hong Kong after Alibaba disclosed the number in a WeChat blog post. Setting aside Meta Platforms Inc.’s Threads, which got the benefit of its parent company’s vast social networks, Alibaba’s Qwen is among the faster risers, particularly in China, where ChatGPT is unavailable. “Whether or not they can leverage the Qwen app to drive their to-consumer business will be an important factor influencing the company’s future valuation,” said Kenny Ng, a strategist at China Everbright Securities International Co. “The market also views this move as a crucial step for benchmarking it against the valuation of OpenAI.” (https://finance.yahoo.com/) Mon. Nov 24, 2025 | |
| 38 (-2) If Your Data EQ Is Low, Your AI Strategy Will Blow Everyone wants to talk about chatbots, machine learning models, generative AI tools, and AI agents. What they don’t want to talk about is their data mess. (https://www.forbes.com/) Sun. Nov 23, 2025 | |
| 39 (6) Consumer Tech News (Nov 17-21): U.S. Jobs Surge in September, Trump Considers Delaying Semiconductor Tariffs & More U.S. labor market rebounds in September, boosting growth optimism and raising questions over a potential Federal Reserve rate cut in December. Trump administration considers delaying semiconductor tariffs, signaling a major policy shift for U.S. tech imports and global supply chains. (https://www.benzinga.com/) Sun. Nov 23, 2025 | |
| 40 (8) 2 AI Data Center Stocks to Buy Right Now These companies are among the early leaders in capitalizing on the AI data center megatrend. (https://www.fool.com/) Sun. Nov 23, 2025 | |
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