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Sector News: Semiconductors
Tue. Sep 23, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-09-236%      3.3%      4.3      3.6      269.51      -0.12%      0.81%     
2025-09-228%      2.4%      6      3.8      269.83      1.49%      0.82%     
2025-09-215%      1.3%      5.7      3.7     
2025-09-204%      0.6%      3.7      3.8     
0%      0%      1      4     
0%      0%      1.1      4.3     
0%      0%      1.1      4.3     
0%      0%      1.1      4.3     
0%      0%      1.1      4.6     
0%      0%      1.2      4.6     

SOXX Behaviors
Semiconductors sector (45%): The directional probability for SOXX is 50% from last trading session on Mon. Sep 22, 2025. Both emotion level 4.3 and sentiment level 3.6 are bullish on Tue. Sep 23, 2025. Semiconductors sector is attracting noticeable market attention on Tue. Sep 23, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news. There's a likelihood of pullback since the SOXX price was out of Bollinger upper band at the close of last trading session.
 
1 (-3) Nvidia’s Massive OpenAI Deal Fuels ‘Circular’ Financing Concerns Three years after OpenAI and Nvidia Corp. helped kick off the global artificial intelligence frenzy, the two firms are joining forces to pave the way for a more costly phase of development with a deal that’s quickly revived fears of an AI bubble. (https://www.bloomberg.com/) Tue. Sep 23, 2025
2 (8) OpenAI Expands Stargate With Five New Data Center Sites Across US OpenAI plans to invest roughly $400 billion to develop five new US data center sites in partnership with Oracle Corp. and SoftBank Group Corp., marking the biggest push yet to fulfill an earlier pledge to spend a half-trillion dollars on artificial intelligence infrastructure in the country.The new locations, spread across Texas, New Mexico and Ohio, will eventually have a capacity of 7 gigawatts of power, or as much as some cities, the companies said Tuesday. The plans were announced by executi (https://www.bloomberg.com/) Tue. Sep 23, 2025
3 (8) Micron Gives Solid Forecast After AI Boosts Memory Demand Micron Technology Inc., the largest US maker of computer memory chips, gave an upbeat forecast for the current quarter, helped by demand for artificial intelligence equipment. (https://www.bloomberg.com/) Tue. Sep 23, 2025
4 (8) OpenAI's first data center in $500B Stargate project is open in Texas, with sites coming in New Mexico and Ohio OpenAI and Oracle are betting big on America's AI future, bringing online the flagship site of the $500 billion Stargate program in Abilene, Texas. (https://www.cnbc.com/) Tue. Sep 23, 2025
5 (8) Micron beats on earnings as company sales rise 46% on AI boom Micron reported better-than-expected earnings and revenue on Tuesday as well as a robust forecast for the current quarter. (https://www.cnbc.com/) Tue. Sep 23, 2025
 
6 (-5) Nvidia's and OpenAI's 'monumental' data center plan has an equally massive problem: Where to find the power Nvidia's and OpenAI's data center plan is so massive that it is unclear whether they can secure the power capacity needed for it. (https://www.cnbc.com/) Tue. Sep 23, 2025
7 (8) What Will Nvidia's $100 Billion OpenAI Investment Reap? Nvidia plans to invest $100 billion in OpenAI, generating $300-$500 billion in long-term revenue. Partnering with OpenAI secures Nvidia's position in the AI market and could lead to a 3-5x return on investment. Analyst maintains Buy rating and $235 price forecast. (https://www.benzinga.com/) Tue. Sep 23, 2025
8 (6) Micron Stock Seesaws On Q4 Earnings Beat, Strong Guidance As Company Focuses On AI Opportunity Micron announces fourth-quarter financial results for fiscal 2025 Tuesday after the bell. Here's a look at the key metrics from the report. (https://www.benzinga.com/) Tue. Sep 23, 2025
9 (8) Micron beats Q4, forecasts strong quarter on AI-driven demand Micron beats Q4, forecasts strong quarter on AI-driven demand (https://www.investing.com/) Tue. Sep 23, 2025
10 (9) Micron outpaces Q4 estimates, shares powerful Q1 guidance Micron Technology (MU) topped estimates for its fiscal fourth quarter — revenue of $11.32 billion (vs. estimates of $11.15 billion), adjusted earnings of $3.03 per share (vs. estimates of $2.84) — while its next-quarter guidance outpaced Wall Street forecasts. Synovus VP and senior portfolio manager Daniel Morgan reacts to Micron's earnings and outlook, comparing the company's AI life cycle to that of chipmaking competitor Nvidia (NVDA). Also catch Yahoo Finance explain what exactly Micron does. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Tue. Sep 23, 2025
 
11 (8) Why Micron's Record Sales and Strong Outlook Are a Bullish Signal for the AI Trade Nvidia partner Micron Technology posted record quarterly sales and an outlook that topped analysts' estimates, driven by surging demand for AI hardware. (https://finance.yahoo.com/) Tue. Sep 23, 2025
12 (8) OpenAI, Oracle, SoftBank plan five new AI data centers for $500 billion Stargate project ABILENE, Texas (Reuters) -OpenAI, Oracle and SoftBank on Tuesday announced plans for five new artificial intelligence data centers in the United States to build out their ambitious Stargate project. U.S. President Donald Trump in January hosted top tech CEOs to launch Stargate, a private-sector initiative that plans to spend up to $500 billion to build AI infrastructure. AI is a priority for Trump and tech companies that are pouring billions into building the computers that are necessary to power the technology. (https://finance.yahoo.com/) Tue. Sep 23, 2025
13 (-5) Nvidia’s Massive OpenAI Deal Fuels ‘Circular’ Financing Concerns Nvidia on Monday said it will invest as much as $100 billion in OpenAI to help the ChatGPT maker support a massive build-out of data centers equipped with Nvidia’s chips – a deal that some analysts say raises questions about whether Nvidia is investing heavily to prop up the market and keep companies spending on its products. “The action will clearly fuel ‘circular’ concerns,” Stacy Rasgon, an analyst with Bernstein Research, wrote in an investor note after the deal was announced. (https://finance.yahoo.com/) Tue. Sep 23, 2025
14 (8) Micron's Q4 earnings surpass Wall Street's expectations in latest test of AI trade Micron's fourth quarter results surpassed Wall Street analysts' projections on the top and bottom lines. (https://finance.yahoo.com/) Tue. Sep 23, 2025
15 (8) Micron’s stock gains as the memory-chip maker clears a high bar Wall Street expected a beat-and-raise quarter from Micron, which indeed gave an outlook far stronger than what analysts were expecting as AI drives strong demand for memory chips. (https://www.marketwatch.com/) Tue. Sep 23, 2025
 
16 (8) Nvidia and OpenAI's $100 billion deal sparks global chip stock rally Key Nvidia-linked stocks including TSMC and SK Hynix were higher after the $100 billion OpenAI deal. (https://www.cnbc.com/) Tue. Sep 23, 2025
17 (-5) Intel Could Kill This Business Unit Thanks to the Nvidia Deal With Intel partnering with the king of GPUs, its in-house unit could get the axe. (https://www.fool.com/) Tue. Sep 23, 2025
18 (5) Nexstar joins Sinclair in Jimmy Kimmel boycott, TSMC gains Yahoo Finance senior reporter Allie Canal tracks today's top moving stocks and biggest market stories in this Market Minute, including Taiwan Semiconductor Manufacturing Company (TSM) stock getting a boost on Nvidia's (NVDA) OpenAI deal announcement, Nexstar Media Group's (NXST) team-up with Sinclair Broadcast Group (SBGI) to air local news during Jimmy Kimmel's time slot on ABC tonight, and Plug Power shares (PLUG) continuing to extend its hot streak. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Tue. Sep 23, 2025
19 (7) Micron FQ4 preview: What analysts expect as memory pricing strengthens Micron FQ4 preview: What analysts expect as memory pricing strengthens (https://www.investing.com/) Tue. Sep 23, 2025
20 (2) Micron, Boeing and Kenvue rise premarket; Nvidia falls Micron, Boeing and Kenvue rise premarket; Nvidia falls (https://www.investing.com/) Tue. Sep 23, 2025
 
21 (-3) Intel's Nvidia deal doesn't 'move the needle,' Intel bear says Intel (INTC) stock surged last week on news of the company's partnership with Nvidia (NVDA), but Citi head of US semiconductor research Christopher Danely is unconvinced that Intel teaming up with the dominant artificial intelligence (AI) chipmaker will translate to meaningful earnings growth. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Tue. Sep 23, 2025
22 (6) Nvidia invests in Open AI, ASMI cuts revenue and Micron set for results: Market Movers Stocks across the world - especially in Asia - got a boost from optimism around AI - after Monday's announcement from Nvidia (NVDA) that will invest up to $100 billion as part of a new partnership. Dutch chip equipment maker - ASM International (ASMIY) cut its revenue forecast target for the second half of 2025, and Micron (MU) prepares for its earnings report. (https://finance.yahoo.com/) Tue. Sep 23, 2025
23 (2) More questions than answers in Nvidia's $100 billion OpenAI deal SAN FRANCISCO (Reuters) -Nvidia's move to invest up to $100 billion into OpenAI at the same time it plans to supply millions of its market-leading artificial intelligence chips to the ChatGPT creator has little precedent in the tech industry. Under the deal, Nvidia will be taking a financial stake in one of its largest customers, but without receiving any voting power in return, according to a person close to OpenAI. The ChatGPT maker will receive some - but not nearly all - of the capital it needs for its ambitious plans to build the sprawling supercomputers required to develop new generations of AI. (https://finance.yahoo.com/) Tue. Sep 23, 2025
24 (7) Nvidia Says All Customers Will Be ‘Priority’ Despite OpenAI Deal Nvidia Corp. assured customers that its landmark deal with OpenAI to invest $100 billion and expand AI infrastructure together won’t affect the chipmaker’s relationship with other clients. (https://www.bloomberg.com/) Tue. Sep 23, 2025
25 (8) Asia stocks buoyed by AI rush, gold at fresh peaks SYDNEY (Reuters) -Asian share markets looked to build on recent hefty gains on Tuesday as optimism around all things AI sucked money into the tech sector, while wagers on several more U.S. interest rate cuts kept gold on a hot streak. Wall Street had been led to another record as Nvidia announced it would invest up to $100 billion in OpenAI with the first data centre gear to be delivered in the second half of 2026. "With U.S. tech/AI currently in red-hot form, we'd need to see something leftfield to derail the upbeat flows that are the driving force of Oracle, Apple, Nvidia, Tesla, and some of the U.S. hardware plays," said Chris Weston, head of research at broker Pepperstone. (https://finance.yahoo.com/) Tue. Sep 23, 2025
 
26 (-3) An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says OpenAI is losing billions of dollars a year and prioritizing growth over profit, but it does expect to be cash-flow positive by 2029, Bloomberg has reported. The biggest tech firms including Microsoft Corp., Amazon.com Inc. and Meta Platforms Inc. will ramp up their combined annual spending on AI to more than $500 billion by early next decade, according to Bloomberg Intelligence. (https://finance.yahoo.com/) Tue. Sep 23, 2025


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