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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 3.5, positive 4.3, negative -0.8) on 20251125. The forces of Valuation Sentiment (2.9), Sentiment towards Fundamentals (2.3), Price Level (2), Sector Price Trend (0.8), Broad Market Trend (0.5), and Option Speculation (-1.5) will drive up the price. The forces of 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 (4.3). The extreme bullish overall sentiment (3.5) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-25 | 8% | 6.3% | 283.58 | 32 | 0.31% | -0.42% | 2.1 | 0.4 | 2.3 | 2.4 |
| 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 | ||||
| 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 (9) Couple Rakes in $9 Billion as AI Circuit Board Shares Soar 530% When Nvidia Corp. Chief Executive Officer Jensen Huang hosted a private banquet for suppliers in Taiwan in May, the room was packed with some of the biggest names in global electronics. The chairmen of Taiwan Semiconductor Manufacturing Co. and Hon Hai Precision Industry Co. were there, surrounded by a sea of local manufacturing titans. (https://www.bloomberg.com/) Tue. Nov 25, 2025 | |
| 2 (7) Meta Is Reportedly Exploring a Massive AI Chip Deal. Is This Good News for Its Stock? A potential move from Meta to diversify away from Nvidia's chips could wind up powering wins for the social-media giant's long-term investors. (https://www.fool.com/) Tue. Nov 25, 2025 | |
| 3 (2) S&P 500 Gains and Losses Today: Nvidia, AMD Slide After Report of Google AI Chip Deal; Best Buy Stock Jumps A report that a Big Tech giant is mulling using Google's AI chips pressured shares of several top chipmakers on Tuesday, Nov. 25, 2025, while an electronics retailer's stock got a boost from strong earnings. (https://www.investopedia.com/) Tue. Nov 25, 2025 | |
| 4 (-6) HP puts a number on how many jobs it'll cut due to AI HP on Tuesday announced that it will be reducing its corporate head count by between 4,000 and 6,000 jobs due to the adoption of AI initiatives. (https://www.businessinsider.com/) Tue. Nov 25, 2025 | |
| 5 (-4) Nvidia Shares Hit After Reports Of Meta In Talks To Buy Google AI Chips AI chip major Nvidia Corp.'s shares were losing around 3.4% in pre-market activity on the Nasdaq following a report that Meta Platforms Inc., which mainly uses Nvidia graphic processing units or GPUs for its AI needs, is in talks with Google for using its custom AI chips for data centers. (https://www.rttnews.com/) Tue. Nov 25, 2025 | |
| 6 (-6) Nvidia shares fall on signs Google gaining upper hand in AI $115bn sell-off for chip group weighs on those linked to the company (https://www.ft.com/) Tue. Nov 25, 2025 | |
| 7 (5) How Google’s TPUs Are Giving Nvidia a Run for Its Money For as long as Nvidia Corp. has dominated the market for artificial intelligence chips, customers have made clear they’d like to see more competition. It turns out one of the most formidable alternatives may have been hiding in plain sight. (https://www.bloomberg.com/) Tue. Nov 25, 2025 | |
| 8 (8) Dell Raises Annual Outlook for Shipments of AI Servers Dell Technologies Inc. raised its annual projections for the key artificial intelligence server market, a sign of sustained demand for the type of machines needed in the current data center boom. (https://www.bloomberg.com/) Tue. Nov 25, 2025 | |
| 9 (3) Dell misses on revenue, offers strong forecast driven by AI sales Dell is an important bellwether for the health of the AI infrastructure industry as one of the top vendors for systems based around Nvidia graphics processors. (https://www.cnbc.com/) Tue. Nov 25, 2025 | |
| 10 (5) Options Corner: Taiwan Semiconductor's Trade Secret Dispute With Intel Presents A Contrarian Opportunity While Taiwan Semiconductor has allegedly been hit by a trade secret leak, the volatility offers a discount trade in TSM stock. (https://www.benzinga.com/) Tue. Nov 25, 2025 | |
| 11 (7) Nvidia Is A 'Generation Ahead,' But 'Delighted' For Google Nvidia issues a masterclass in competitive positioning by praising rival Google while boldly reaffirming its own supremacy. (https://www.benzinga.com/) Tue. Nov 25, 2025 | |
| 12 (8) Dell forecasts upbeat growth targets on strength in AI server sales Dell forecast fourth-quarter revenue and profit above Wall Street estimates on Tuesday, as increasing investments in data centers to support artificial intelligence applications boost demand for its servers. The company also announced the permanent appointment of David Kennedy as its finance chief. Dell, which raised its annual revenue and profit expectations, offers AI-optimized severs equipped with Nvidia's powerful chips. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 13 (-5) HP to cut about 6,000 jobs by 2028, ramps up AI efforts (Reuters) -HP Inc (HPQ) said on Tuesday it expects to cut between 4,000 and 6,000 jobs globally by fiscal 2028 as part of a plan to streamline operations and adopt artificial intelligence to speed up product development, improve customer satisfaction and boost productivity. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 14 (9) NetApp beats quarterly estimates on robust data storage demand NetApp beat Wall Street estimates for second-quarter profit and revenue on Tuesday, helped by strong demand for its data storage services and all-flash storage products used in artificial intelligence applications. The company's shares rose 3% in extended trading after it also raised its annual profit forecast. NetApp has benefited from a surge in demand for high-capacity data storage, as businesses build out infrastructure to support demanding AI workloads that require rapid access to vast amounts of data. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 15 (8) Dell rides a boom in AI servers to deliver an upbeat forecast The server maker says it’s broadening its AI business to include more from neocloud, sovereign and enterprise customers (https://www.marketwatch.com/) Tue. Nov 25, 2025 | |
| 16 (-6) Nvidia: Happy for you, Google, but we're still better A report sent shares of Nvidia tumbling as concerns increase that Google is coming for its chip business. (https://www.businessinsider.com/) Tue. Nov 25, 2025 | |
| 17 (6) Nvidia says its GPUs are a 'generation ahead' of Google's AI chips It was in response to Wall Street's concern that Google's TPU chips could threaten Nvidia's dominance of the AI infrastructure industry on Tuesday. (https://www.cnbc.com/) Tue. Nov 25, 2025 | |
| 18 (8) Gemini 3 — and the custom chips that power it — is a wake up call for AI investors The launch of Google's Gemini 3 has the entire investing world rethinking the artificial intelligence landscape. (https://www.cnbc.com/) Tue. Nov 25, 2025 | |
| 19 (-2) Nvidia shares hit by report on new AI chip competition. How worried should investors be? Competition for Nvidia's crown in the artificial intelligence is ramping up, but analysts aren't too worried — for now. (https://www.cnbc.com/) Tue. Nov 25, 2025 | |
| 20 (5) Nvidia's Business Is Booming. Its Stock Is Falling. What Gives? Nvidia blew past high expectations when it reported quarterly results last week. Its stock is getting hit anyway. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 21 (8) Google, the Sleeping Giant in Global AI Race, Now ‘Fully Awake’ Google’s newest multi-purpose model, Gemini 3, won immediate praise for its capabilities in reasoning and coding, as well as niche tasks that have tripped up AI chatbots. Google’s cloud business, once an also-ran, is growing steadily, thanks in part to the global rush to develop AI services and demand for compute. A report on Monday that Meta Platforms Inc. is in talks to use Google’s chips sent shares of its parent Alphabet Inc. soaring. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 22 (8) Robinhood CEO's math-focused AI startup Harmonic valued at $1.45 billion in latest fundraising (Reuters) -Harmonic, an artificial intelligence startup co-founded by Robinhood CEO Vlad Tenev, has raised $120 million in new funding, valuing the company at $1.45 billion, as it tackles AI "hallucinations" — or incorrect or nonsensical answers — by improving the ability to reason. The Series C round for the pre-revenue startup was led by Ribbit Capital, with participation from existing investors Sequoia and Kleiner Perkins. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 23 (-2) Nvidia’s stock drops on Google fears. Are investors missing the point? While investors debate which company will win in the AI chip market, a Bernstein analyst says the question is more about whether or not the market is still growing. (https://www.marketwatch.com/) Tue. Nov 25, 2025 | |
| 24 (-4) Stock Market Today: Nvidia Falls on Growing AI Chip Rivalry With Google Follow along for live updates on the Dow, S&P 500, Nasdaq and other markets. (https://www.wsj.com/) Tue. Nov 25, 2025 | |
| 25 (-5) Stock Rally Falters As Nvidia-Google AI Rivalry Intensifies ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Tue. Nov 25, 2025 | |
| 26 (5) Amazon Announces $50B Plan For Dedicated Government AI Supercomputing ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Tue. Nov 25, 2025 | |
| 27 (6) How Google’s TPUs Are Giving Nvidia a Run for Its Money For as long as Nvidia Corp. has dominated the market for artificial intelligence chips, customers have made clear they’d like to see more competition. It turns out one of the most formidable alternatives may have been hiding in plain sight. (https://www.bloomberg.com/) Tue. Nov 25, 2025 | |
| 28 (7) Good News for Nvidia Investors Media reports suggest the White House is urging lawmakers to kill a pending bill in Congress that would increase export curbs on U.S.-made semiconductors. (https://www.fool.com/) Tue. Nov 25, 2025 | |
| 29 (-2) Google TPUs vs. Nvidia GPUs: The differences between these 2 chips Nvidia (NVDA) stock is falling Tuesday morning after The Information reported that Meta Platforms (META) is in talks with Alphabet's Google (GOOG, GOOGL) to purchase billions of dollars in AI chips to use in data centers. Yahoo Finance tech editor Dan Howley breaks down the key differences between Nvidia's GPUs (Graphics Processing Units) and Google's TPU (Tensor Processing Units). Google's chips are noted to be Application-Specific Integrated Circuits, or ASICs To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 30 (2) Nvidia & AMD stocks fall on Meta news, Kohl's stock skyrockets Yahoo Finance anchor Julie Hyman takes a closer look at some of the top market stories of Tuesday's trading day on this Market Minute. Nvidia (NVDA) and AMD (AMD) stocks are falling following reports from The Information that Meta (META) will use Alphabet's (GOOG, GOOGL) Google AI chips. Crypto stocks like Coinbase (COIN), Strategy (MSTR), and Bullish (BLSH) are under pressure amid the wider bitcoin (BTC-USD) sell-off. Kohl's (KSS) stock is skyrocketing after the company reported a surprise third quarter profit and outlook boost. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 31 (8) Google, the Sleeping Giant in Global AI Race, Now ‘Fully Awake’ Google’s newest multi-purpose model, Gemini 3, won immediate praise for its capabilities in reasoning and coding, as well as niche tasks that have tripped up AI chatbots. Google’s cloud business, once an also-ran, is growing steadily, thanks in part to the global rush to develop AI services and demand for compute. A report on Monday that Meta Platforms Inc. is in talks to use Google’s chips sent shares of its parent Alphabet Inc. soaring. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 32 (-7) Why AMD’s stock is having its worst month in three years AMD’s stock is down 23% in November. Investors are worried about everything from interest rates to rising memory prices to Google’s growing momentum in AI. (https://www.marketwatch.com/) Tue. Nov 25, 2025 | |
| 33 (7) Google, the Sleeping Giant in Global AI Race, Now ‘Fully Awake’ Since the launch of ChatGPT three years ago, analysts and technologists — even a Google engineer and the company’s former chief executive — have declared Google behind in the high-stakes race to develop artificial intelligence.Not anymore. (https://www.bloomberg.com/) Tue. Nov 25, 2025 | |
| 34 (7) Alphabet AI Chips, Gemini Model Position It to Rival Nvidia A rally in Alphabet Inc. shares is poised to shake up the ranking of the world’s most valuable companies, amid signs the search giant is making headway in efforts to rival Nvidia Corp.’s bestselling AI accelerator. (https://www.bloomberg.com/) Tue. Nov 25, 2025 | |
| 35 (7) This semiconductor equipment maker is a buy as Wall Street underappreciates China demand, says UBS The bank upgraded the semiconductor equipment maker to buy from neutral. (https://www.cnbc.com/) Tue. Nov 25, 2025 | |
| 36 (7) Dan Ives’ top tech picks into year-end The Wedbush Securities analyst highlighted Microsoft, Nvidia and Tesla as names that will continue driving the AI revolution. (https://www.cnbc.com/) Tue. Nov 25, 2025 | |
| 37 (4) Jim Cramer calls Nvidia's stock slide a buying opportunity — here's why "I think Nvidia has been slighted here," CNBC's Jim Cramer said Tuesday as shares of the chipmaker sank to near three-month lows. (https://www.cnbc.com/) Tue. Nov 25, 2025 | |
| 38 (2) Nvidia namechecks Michael Burry in secret memo pushing back on AI bubble allegations The chipmaker quietly circulated a private memo to analysts that explicitly namechecked investor Michael Burry and pushed back on many of his claims. (https://www.cnbc.com/) Tue. Nov 25, 2025 | |
| 39 (8) Oracle And Nvidia Team Up To Power Abu Dhabi's Push For 'Sovereign AI' Oracle expands Abu Dhabi cloud region with Middle East's first Nvidia-powered OCI Supercluster, supporting sovereign AI initiatives and strengthening UAE's position as regional AI hub. (https://www.benzinga.com/) Tue. Nov 25, 2025 | |
| 40 (-6) Nvidia stock falls after report says Google, Meta in talks for multibillion-dollar AI chip deal Nvidia stock fell amid a report from The Information that Google is in talks with Meta for a big chip deal. (https://finance.yahoo.com/) Tue. Nov 25, 2025 | |
| 41 (-7) Why AMD’s stock is having its worst month in three years AMD’s stock is down 23% in November. Investors are worried about everything from interest rates to rising memory prices to Google’s growing momentum in AI. (https://www.marketwatch.com/) Tue. Nov 25, 2025 | |
| 42 (-7) OpenAI's legal woes are piling up. Here are the toughest battles facing Sam Altman and ChatGPT. OpenAI is facing lawsuits from seemingly every direction, posing major risks for Sam Altman and ChatGPT. Here are the top cases and where they stand. (https://www.businessinsider.com/) Tue. Nov 25, 2025 | |
| 43 (6) Leaked Microsoft organizational chart shows the 16 executives helping Satya Nadella in the AI race This highlights the leadership reshuffles and strategy shifts driving Microsoft's pivotal artificial intelligence push. (https://www.businessinsider.com/) Tue. Nov 25, 2025 | |
| 44 (8) Nvidia CEO told employees to use AI for 'every task that is possible' and says there will still be plenty of jobs AI adoption at Nvidia is top priority, says CEO Jensen Huang in an internal meeting. He promised expanded hiring amid AI growth. (https://www.businessinsider.com/) Tue. Nov 25, 2025 | |
| 45 (-4) NQ underperforms as NVDA -4.4% pre-market following potential Meta-Google partnership - US Market Open ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Tue. Nov 25, 2025 | |
| 46 (-5) Nvidia Slides As Google Emerges As New Threat In AI-Chip Market ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Tue. Nov 25, 2025 | |
| 47 (-5) Fed Cuts > AI - The Only Thing That Matters ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Tue. Nov 25, 2025 | |
| 48 (-5) Stock Rally Falters As Nvidia-Google AI Rivalry Intensifies ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Tue. Nov 25, 2025 | |
| 49 (7) Fund manager who ‘pounded the table’ to own Nvidia in 2017 now likes these AI stocks Tony Wang, who has a knack for spotting tech winners like Nvidia, talks about the companies that are exciting him now. (https://www.barrons.com/) Tue. Nov 25, 2025 | |
| 50 (7) A 10-Year-Old Google Chip Challenges Nvidia TPUs could hold the secret to breaking Nvidia’s stranglehold on the market for AI computing power (https://www.bloomberg.com/) Tue. Nov 25, 2025 | |
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