| ● Semiconductors Surge as AI Optimism Peaks — But Are Valuations Running Ahead of Reality? - The semiconductor sector remains structurally bullish, driven by AI adoption and capital expansion. Tue. Jan 13, 2026
● AI Euphoria Meets Reality: Semiconductors Rally as Headlines Surge on CES Breakthroughs - Analysts turned aggressively bullish. Bernstein upgraded ASML on “unprecedented AI demand” . Goldman reaffirmed TSMC as a multi-year compounder . Bank of America and Morgan Stanley named several AI leaders as top 2026 picks . Mon. Jan 5, 2026
● Semiconductors Stall as AI Euphoria Surges: Calm Before the Next Breakout? - Analysts overwhelmingly characterize current consolidation as a “time correction” rather than a trend reversal. MarketWatch’s technical analysis suggests semiconductor stocks are merely digesting gains before another potential rally. Fri. Dec 26, 2025
● AI Data Center Buildout: The Life Cycle, Typical Timelines, and Who Outperforms Next - AI data centers don’t “pop up.” They move through a repeatable life cycle—and the bottleneck (and winners) rotate as the project goes from power rights to energized, cooled, connected compute. Sun. Dec 21, 2025
● Semiconductors on 2025-12-17: Bullish Headlines, Bearish Tape — Who’s Telling the Truth? - The mismatch is the story: investors sold the sector aggressively even though the headline flow stayed broadly constructive. Wed. Dec 17, 2025
● Blowout Earnings or Market Fatigue? Why Semiconductor Profits Look Strong While SOXX Slips - Tue. Dec 16, 2025
● Valuation Check: Where the Semiconductor Boom Meets Reality - In this article, we focus specifically on stock valuation—how investors are currently pricing semiconductor companies based on expectations, sentiment, and perceived risk. Sun. Dec 14, 2025
● Semiconductors Face Mixed Signals as AI Momentum Meets Market Volatility - Semiconductor performance was divided sharply between companies exposed to Oracle-related sentiment drag and those benefiting from AI infrastructure demand. Thu. Dec 11, 2025
● Semiconductors Surge Despite Mixed Signals: Why Strong News Sentiment Outpaces Price Trend - The sector continues to show strong market interest, supported by rising media attention and overwhelmingly positive news sentiment. Wed. Dec 10, 2025
● Semiconductors Sector Shows Strong Sentiment Despite Pullback – December 4, 2025 - The sector’s daily pullback was influenced by mixed performance headlines. HPE warned that server demand delays could weigh on expectations, but this was counterbalanced by semiconductor earnings upside signals, particularly from Micron due to conventional DRAM gains. Thu. Dec 4, 2025
● Semiconductor Sector Gains Momentum Amid AI Investment and Strategic Deals - On December 2, 2025, the semiconductor sector displayed renewed strength as SOXX closed at 302.84, gaining 1.99% with a positive 10-day trend of 0.68%. Tue. Dec 2, 2025
● Semiconductors Strengthen Amid AI Mega-Deals and Mixed Market Sentiment — December 1, 2025 - The semiconductor sector entered December with a notable blend of stability, bullish news flow, and increasingly strategic partnerships. Mon. Dec 1, 2025
● Semiconductors Surge Amid Mixed Signals: Sector Analysis for November 24, 2025 - The semiconductor sector entered November 24, 2025 with a notable rebound: SOXX closed at 282.7, up 4.38%, despite a still-negative 10-day trend of -0.68%. Mon. Nov 24, 2025
● Semiconductors Hold Steady Amid Conflicting Sentiment and AI-Driven Market Forces - The stark contradiction between negative price trend sentiment (–3.6) and positive news sentiment (+3.6) reflects a market caught between strong fundamental momentum and macro-driven risk aversion. Fri. Nov 21, 2025
● Semiconductors Sector Faces Volatility Amid AI Euphoria and Market Reversal - SOXX’s steep decline was heavily influenced by extreme volatility in Nvidia shares. According to multiple market commentaries, Nvidia triggered one of the largest green-to-red intraday reversals in recent S&P 500 history—despite reporting blockbuster Q3 earnings. Thu. Nov 20, 2025
● Semiconductors Surge on Explosive Nvidia Earnings and Strengthening AI Momentum — November 19, 2025 - The catalyst was unmistakable: Nvidia’s blockbuster earnings and revenue guidance, which reignited global enthusiasm for AI semiconductors and eased concerns about overheating valuations. Wed. Nov 19, 2025
● Semiconductor Sector Faces Pressure as Nvidia Earnings Loom - The semiconductor sector entered November 17, 2025 under mounting pressure as SOXX fell -1.72% to 283.56, extending its 10-day negative trend to -0.83%. Mon. Nov 17, 2025
● Semiconductor Sector Steadies as AI Demand Surges Amid Valuation Jitters - Analyst focus shifted sharply toward upcoming Nvidia earnings, which many expect will determine the next major swing in AI-linked chip stocks. Fri. Nov 14, 2025
● Semiconductors: Valuation Insights Amid the AI Boom - While enthusiasm remains high for AI-related growth, investors are increasingly distinguishing between firms with scalable AI potential and those struggling to justify lofty valuations. Thu. Nov 13, 2025
● Semiconductor Stocks Slide Amid Renewed Fed Doubts and AI Repricing - Semiconductor equities faced one of their steepest declines in over a month. The pullback was led by heavy selling across AI-exposed names following a string of warnings about overheating valuations. Thu. Nov 13, 2025
● Semiconductors Hold Bid as AI Build-Out Accelerates - The week’s narrative centered on AI infrastructure: hyperscalers, foundation-model labs, and cloud vendors outlined larger spending plans for accelerated computing and data centers. Wed. Nov 12, 2025
● Semiconductor Stocks React to AMD’s Analyst Day and SoftBank’s Nvidia Exit - The semiconductor sector saw a sharp pullback as profit-taking hit major chipmakers. Nvidia (NVDA) fell more than 2% after multiple reports confirmed that SoftBank had sold its entire Nvidia stake for nearly $6 billion. Tue. Nov 11, 2025
● Semiconductors Rebound as AI Infrastructure News Lifts Memory & Foundry Names - Semiconductor equities led broader gains as investors rotated into AI-exposed names. Memory stocks outperformed on rising hopes that accelerating data-center builds will keep DRAM and HBM pricing firm. Mon. Nov 10, 2025
● AI Megaprojects Surge While Stocks Pull Back: Semiconductor Sector Update (Nov 7, 2025) - Semiconductor stocks experienced broad weakness on Nov 7 as investors reassessed the pace of AI adoption and the sustainability of hyperscaler spending after a series of mixed earnings reports. Fri. Nov 7, 2025
● Semiconductors Sector Update – November 6, 2025 - Google unveiled its seventh-generation TPU, Ironwood, boasting 4× performance uplift over previous generations (CNBC). This marks a serious escalation in competitive pressure against Nvidia’s accelerator dominance. Thu. Nov 6, 2025
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