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Sector News: Semiconductors
Thu. Oct 23, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-10-234%      4%      4.8      3.5      291.06      2.46%      0.03%     
2025-10-223%      4.1%      2.7      3.7      284.08      -2.49%      -0.28%     
2025-10-214%      4.7%      3.2      4.2      291.33      -0.56%      0.31%     
2025-10-204%      4.7%      3.3      4.4      292.97      1.67%      0.18%     
2025-10-195%      5.1%      4.6      4     
2025-10-185%      5.4%      4.2      3.9     
2025-10-173%      5.3%      4.4      4      288.17      -0.28%      0.28%     
2025-10-165%      5.6%      5.9      4      288.98      0.47%      0.28%     
2025-10-157%      5.4%      5.7      4.1      287.64      3.09%      0.39%     
2025-10-144%      5.4%      5      3.8      279.03      -2.13%      0.28%     

SOXX Behaviors
Semiconductors sector (-4%): The directional probability for SOXX is -50% from last trading session on Wed. Oct 22, 2025. Both emotion level 4.8 and sentiment level 3.5 are bullish on Thu. Oct 23, 2025. Semiconductors sector is attracting noticeable market attention on Thu. Oct 23, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news.
 
1 (-6) Applied Materials to Cut 4% of Global Staff After Sales Slow Applied Materials Inc., the largest US producer of chipmaking equipment, plans to cut 4% of its global workforce as it copes with a sales slowdown and trade turmoil. (https://www.bloomberg.com/) Thu. Oct 23, 2025
2 (8) Google, Anthropic Announce Cloud Deal Worth Tens of Billions Alphabet Inc.’s Google will supply up to 1 million of its specialized AI chips to Anthropic PBC, a deal worth tens of billions of dollars that deepens its partnership with the fast-growing artificial intelligence startup. (https://www.bloomberg.com/) Thu. Oct 23, 2025
3 (7) Intel Gives Encouraging Forecast After PC Market Rebounds Intel Corp. gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker. (https://www.bloomberg.com/) Thu. Oct 23, 2025
4 (7) Intel beats on sales in first earnings report since U.S. government became top shareholder Intel reported third-quarter results on Thursday in which sales beat analyst estimates, signaling that demand for its core x86 processors for PCs has recovered. (https://www.cnbc.com/) Thu. Oct 23, 2025
5 (7) Google and Anthropic announce cloud deal worth tens of billions of dollars While Google is powering Anthropic's next phase of compute expansion, Amazon remains its most deeply embedded partner. (https://www.cnbc.com/) Thu. Oct 23, 2025
 
6 (8) Intel stock pops after beating Q3 earnings, revenue estimates Intel (INTC) tops third quarter estimates on the top and bottom line, with adjusted earnings per share of $0.23 and revenue of $13.65 billion. The stock is popping in Thursday's extended hours trading. Market Domination Overtime host Josh Lipton examines the chipmaker's earnings release and its fourth quarter and full-year guidance. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Thu. Oct 23, 2025
7 (7) Intel beats third-quarter profit estimates as cost cuts, investments pay off (Reuters) -Intel beat expectations for September-quarter profit as CEO Lip-Bu Tan's drastic cost-cutting measures helped the chipmaker shore up its finances amid a slew of high-profile investments in the company. This marks the Santa Clara, California-based company's first earnings announcement after multibillion-dollar investments from Nvidia and Japan's SoftBank as well as an unprecedented U.S. government stake, with investors anticipating a major cash boost. Intel received the SoftBank money in the third quarter but has not yet received Nvidia's cash, finance chief Dave Zinsner said in an interview with Reuters. (https://finance.yahoo.com/) Thu. Oct 23, 2025
8 (8) Intel stock jumps as Q3 earnings beat expectations, AI drives chip demand Intel reported earnings after the bell on Thursday. (https://finance.yahoo.com/) Thu. Oct 23, 2025
9 (7) Nvidia is backing a former Tesla executive’s bid to drive low-cost energy Redwood Materials plans to meet the AI-fueled demand for energy with recycled electric-car batteries. (https://www.marketwatch.com/) Thu. Oct 23, 2025
10 (3) CrowdStrike CEO blasts 'AI is killing software' narrative, says one can't exist without the other CrowdStrike CEO George Kurtz pushed back on the narrative that artificial intelligence makes cloud-based software obsolete. (https://www.cnbc.com/) Thu. Oct 23, 2025
 
11 (6) Lam Research Stock Gains On Solid Results, Analyst Highlights AI-Driven Outlook Lam Research reports strong earnings and raised guidance, but high investor expectations led to a dampened stock performance. (https://www.benzinga.com/) Thu. Oct 23, 2025
12 (6) Palantir Brings AIP To Lumen's Network Fabric In AI Push Palantir will integrate its Foundry and Artificial Intelligence Platform (AIP) with Lumen's next-generation Connectivity Fabric. (https://www.benzinga.com/) Thu. Oct 23, 2025
13 (5) Google Announces Quantum Computing Breakthrough, but Real-World Applications Are Still Elusive Google's Willow quantum chip outperforms a supercomputer by a factor of 13,000. (https://www.fool.com/) Thu. Oct 23, 2025
14 (5) Is Lam Research the AI Dividend Stock Wall Street Is Overlooking? The stock is up today after posting earnings. (https://www.fool.com/) Thu. Oct 23, 2025
15 (-4) Super Micro, IBM, quantum computing stocks: Trending Tickers Market Catalysts host Julie Hyman tracks several of the day's top trending stock tickers, including Super Micro Computer's (SMCI) pre-reported a miss on revenue estimates ahead of its first quarter earnings release, IBM (IBM) shares sliding lower after software sales disappointed Wall Street expectations, and quantum computing stocks are taking off after the Wall Street Journal reported that the Trump administration is considering equity stakes in the space. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Thu. Oct 23, 2025
 
16 (-5) The Dutch Minister Who Confronted China by Seizing Key Chipmaker Vincent Karremans had been guiding Dutch economic policy in a caretaker role for a little over three months, when the former entrepreneur elbowed aside a chipmaker’s Chinese owners and escalated a geopolitical spat that threatens another blow to Europe’s economy. (https://www.bloomberg.com/) Thu. Oct 23, 2025
17 (7) Quantum stocks surge on report Trump eyeing stakes in the group like Intel, rare earth companies The Trump administration is reportedly in talks with several quantum-computing firms about government taking equity stakes in exchange for funding. (https://www.cnbc.com/) Thu. Oct 23, 2025
18 (7) IonQ, D-Wave Quantum, Rigetti Computing Surge Over 11% Pre-Market: What's Going On? Shares of IonQ Inc. (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) surged in premarket trading on Thursday. (https://www.benzinga.com/) Thu. Oct 23, 2025
19 (8) This Solana-Linked Stock Surged 46% Pre-Market: What's Driving It? Solmate Infrastructure (NASDAQ:SLMT) shares are soaring 46% in Thursday's pre-market trading after the company shared several updates related to its new data centers, its mergers and acquisitions and its financing strategies. (https://www.benzinga.com/) Thu. Oct 23, 2025
20 (5) Could This Be the Most Underrated AI Infrastructure Play of the Decade? Here's why Micron might not be receiving its due in the AI infrastructure world. (https://www.fool.com/) Thu. Oct 23, 2025
 
21 (8) Battery recycling firm Redwood raises $350 million from Eclipse Ventures, Nvidia The fundraise for Redwood comes at a time when boosting domestic supply of critical materials has become a priority for several countries around the world, while growing use of artificial intelligence technologies have resulted in massive energy demand. Nevada-based Redwood operates in both those areas - it recovers critical elements including lithium, cobalt, nickel, and copper by recycling batteries, and deploys energy storage systems that provide grid services and power data centers. (https://finance.yahoo.com/) Thu. Oct 23, 2025
22 (6) Google backs US gas power plant with carbon capture for Midwest data centers NEW YORK (Reuters) -Google has entered into the first corporate agreement to buy electricity from a U.S. power plant using carbon capture and storage in a deal to help fuel its data centers in the country's Midwest region, the technology company said on Thursday. Big Tech's plans to expand technologies like generative artificial intelligence, which will require vast amounts of electricity, have butted up against the realities of a U.S. power grid running short on supplies. That has led to a flurry of announcements in recent months by companies like Google to help fund the development of new and expanded power plants across the country. (https://finance.yahoo.com/) Thu. Oct 23, 2025
23 (8) Lumen and Palantir team up to accelerate enterprise AI adoption Lumen has agreed to spend more than $200 million on Palantir software over a period of several years, Bloomberg News reported on Thursday, citing people familiar with the matter. The partnership will integrate Palantir's foundry and Artificial Intelligence platform with Lumen's connectivity fabric, a digital networking solution, aiming to bridge the gap between advanced AI capabilities and high-performance network infrastructure required for enterprise AI transformation, they said. (https://finance.yahoo.com/) Thu. Oct 23, 2025
24 (8) AI is keeping the US economy out of a recession Artificial intelligence is simultaneously "saving the day" and rewriting the rules. (https://finance.yahoo.com/) Thu. Oct 23, 2025


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