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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 3.2, positive 3.9, negative -0.8) on 20251126. The forces of Valuation Sentiment (2.7), Sentiment towards Fundamentals (2.1), Price Level (2), Broad Market Trend (0.5), Sector Price 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 (3.9). The extreme bullish overall sentiment (3.2) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-26 | 4% | 5.4% | 291.31 | 50 | 2.73% | -0.28% | 1.9 | 0.5 | 2.1 | 2.9 |
| 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 |
| 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 (-6) Nvidia’s stock is sinking as doubts about its AI dominance grow Nvidia is facing rising concerns that its stranglehold on the market for semiconductors used in AI computing is slipping. Read more. (https://financialpost.com/) Wed. Nov 26, 2025 | |
| 2 (-5) Tech firms from Dell to HP warn of memory chip squeeze from AI Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year. Read here (https://financialpost.com/) Wed. Nov 26, 2025 | |
| 3 (8) Analog Devices Moves Higher as Super-Cycle Gains Momentum Analog Devices is well-positioned to grow robustly in 2026 as the industrial semiconductor supercycle gains momentum. Analysts are leading the stock higher. (https://www.marketbeat.com/) Wed. Nov 26, 2025 | |
| 4 (4) AMD Stock Bounces Back After Sharp Sell-Off: What's Going On? AMD shares are trading higher Wednesday, bouncing back from a sharp sell-off that stemmed from broader AI chip competition fears. (https://www.benzinga.com/) Wed. Nov 26, 2025 | |
| 5 (6) SOXX ETF Rises 2% To Intraday High After Key Trading Signal A key trading signal flashed for SOXX ETF at a price of $287.32, after which SOXX rose 2% to an intraday high. (https://www.benzinga.com/) Wed. Nov 26, 2025 | |
| 6 (2) Applied Materials Inc. stock underperforms Wednesday when compared to competitors despite daily gains Shares of Applied Materials Inc. AMAT rose 3.10% to $249.97 Wednesday, on what proved to be an all-around favorable trading session for the stock market, with the S&P 500 Index SPX rising 0.69% to 6,812.61 and the Dow Jones Industrial Average DJIA rising 0.67% to 47,427.12. This was the stock's fourth consecutive day of gains. (https://www.marketwatch.com/) Wed. Nov 26, 2025 | |
| 7 (8) Seagate Technology Holdings PLC stock outperforms competitors on strong trading day Shares of Seagate Technology Holdings PLC STX rose 3.97% to $272.28 Wednesday, on what proved to be an all-around positive trading session for the stock market, with the S&P 500 Index SPX rising 0.69% to 6,812.61 and the Dow Jones Industrial Average DJIA rising 0.67% to 47,427.12. This was the stock's third consecutive day of gains. (https://www.marketwatch.com/) Wed. Nov 26, 2025 | |
| 8 (6) Musk’s xAI to build small solar farm adjacent to Colossus data center The artificial intelligence company said it was working with a developer to build a solar farm on 88 acres next to its Memphis site. (https://finance.yahoo.com/) Wed. Nov 26, 2025 | |
| 9 (7) Broadcom gets a price target hike from Goldman ahead of earnings next month Goldman Sachs sees shares of Broadcom rising 13% from here. (https://www.cnbc.com/) Wed. Nov 26, 2025 | |
| 10 (8) Three Big Catalysts Could Decide Broadcom's Earnings-Day Pop, Analyst Says AI-driven Broadcom (AVGO) upcoming results to focus on accelerating AI business. Analyst expects higher revenue guidance for 2026. (https://www.benzinga.com/) Wed. Nov 26, 2025 | |
| 11 (8) Jensen Huang Says 'Insane' That Some Nvidia Managers Are Telling Employees To Limit AI Usage: Report Nvidia (NASDAQ: NVDA) CEO Jensen Huang has reportedly urged his employees to utilize artificial intelligence (AI) for every possible task, assuring them that their jobs are secure. (https://www.benzinga.com/) Wed. Nov 26, 2025 | |
| 12 (9) Dell's AI Server Boom Shocked Goldman—And The Stock Could Rocket From Here Shares of Dell jumped nearly 5% after Q3 EPS beat, AI server orders doubled to $12.3B, and full-year guidance was sharply raised. (https://www.benzinga.com/) Wed. Nov 26, 2025 | |
| 13 (-6) HP job cuts: How AI is reshaping the labor market HP (HPQ) is working to cut $1 billion in costs. As part of these efforts, the company is cutting 6,000 jobs due to AI. Yahoo Finance Senior Reporter Jennifer Schonberger discusses the labor market impacts of AI. To watch more expert insights and analysis on the latest market action, check out more Opening Bid. (https://finance.yahoo.com/) Wed. Nov 26, 2025 | |
| 14 (3) Business investment surges again on AI spending, but manufacturers still in a slump Business investment rose in September for the third month in a row — buoyed by spending on artificial intelligence — but the industrial side of the U.S. economy more broadly was still mired in a slump. (https://www.marketwatch.com/) Wed. Nov 26, 2025 | |
| 15 (-3) It Really Is Possible to Spend Too Much on AI Tech giants are betting they won’t end up like Intel by overinvesting in computing infrastructure. (https://www.wsj.com/) Wed. Nov 26, 2025 | |
| 16 (-6) Nvidia’s Stock Is Sinking as Doubts About Its AI Dominance Grow Nvidia Corp. is facing rising concerns that its stranglehold on the market for semiconductors used in artificial intelligence computing is slipping. And that skepticism is now showing up in the stock market. (https://www.bloomberg.com/) Wed. Nov 26, 2025 | |
| 17 (6) Dell shares rise on AI demand growth It isn't the first name that comes to mind when talking about the AI boom, but Dell (DELL) is playing an increasingly important role in infrastructure and servers powering artificial intelligence. Here's what you need to know about the stock's rise. For more live coverage of the markets, watch the full episode of Market Sunrise and visit Yahoo Finance. (https://finance.yahoo.com/) Wed. Nov 26, 2025 | |
| 18 (6) Adecco says joint venture with Salesforce can help reduce AI bubble risks (Reuters) -The chief executive of Adecco said on Wednesday that its joint venture with Salesforce, named r.Potential, could help reduce the risk of an AI bubble by pushing companies into more concrete uses of the technology. The Swiss staffing group has already talked to 300 large clients who have expressed an interest in the platform, which is designed to guide business leaders in integrating artificial intelligence into the workplace, CEO Denis Machuel said, talking to reporters ahead of Adecco's investor day in London. He added that companies struggle to navigate the supply of agents and AI, in a space where some valuations are "quite high". (https://finance.yahoo.com/) Wed. Nov 26, 2025 | |
| 19 (-7) Nvidia’s Stock Is Sinking as Doubts About Its AI Dominance Grow Shares of the chipmaker fell 2.6% on Tuesday following a report suggesting that Alphabet Inc.’s AI processors are gaining ground. The stock is down 14% since the start of this month, erasing more than $700 billion in market value, as investors grow increasingly fearful of a bubble in AI spending as well as Nvidia’s circular investments in startups like OpenAI that are also customers. “Nvidia’s valuation was really based on the idea that it would maintain its market share,” said Adam Sarhan, chief executive officer of 50 Park Investments. (https://finance.yahoo.com/) Wed. Nov 26, 2025 | |
| 20 (-6) Chinese regulators block ByteDance from using Nvidia chips, The Information reports ByteDance bought more Nvidia chips than any other Chinese firm in 2025 as it raced to secure computing power for its billion-plus users amid concerns Washington could curb supply, according to the report. The reported ban underscores Beijing's efforts to reduce reliance on U.S. technology, a campaign that has intensified as Washington tightens curbs on exports of advanced semiconductors to China. In August, Chinese regulators asked local firms to halt new orders of Nvidia AI chips and have since pushed companies to adopt homegrown processors, Bloomberg reported, citing people close to Chinese tech regulators. (https://finance.yahoo.com/) Wed. Nov 26, 2025 | |
| 21 (8) Alphabet gets closer to $4 trillion as Morgan Stanley puts a big number around its chip potential Alphabet could be selling 1 million AI chips by 2027, analysts say. (https://www.marketwatch.com/) Wed. Nov 26, 2025 | |
| 22 (8) SoftBank Completes Acquisition of Chipmaker Ampere Computing SoftBank Group Corp. completed its $6.5 billion purchase of US chip startup Ampere Computing LLC, adding another asset to aid its push into AI hardware. (https://www.bloomberg.com/) Wed. Nov 26, 2025 | |
| 23 (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 | |
| 24 (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 | |
| 25 (8) Foxconn wins approval for new $569 million investment in Wisconsin TAIPEI (Reuters) -Taiwan's Foxconn said on Wednesday that it had secured regulatory approval to invest an additional $569 million in the U.S. state of Wisconsin to meet rising demand for AI servers. The Wisconsin Economic Development Corporation (WEDC) approved the plan to expand operations at Foxconn's facility in Racine County, the world’s largest contract electronics manufacturer said in a statement. The expansion will focus on the AI server business, which Foxconn said would help strengthen domestic U.S. supply chains. (https://finance.yahoo.com/) Wed. Nov 26, 2025 | |
| 26 (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 | |
| 27 (-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 | |
| 28 (-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 | |
| 29 (-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 | |
| 30 (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 | |
| 31 (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 | |
| 32 (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 | |
| 33 (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 | |
| 34 (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 | |
| 35 (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 | |
| 36 (-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 | |
| 37 (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 | |
| 38 (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 | |
| 39 (-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 | |
| 40 (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 | |
| 41 (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 | |
| 42 (-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 | |
| 43 (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 | |
| 44 (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 | |
| 45 (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 | |
| 46 (-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 | |
| 47 (-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 | |
| 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 (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 | |
| 50 (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 | |
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