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Sector News: Semiconductors
Wed. Sep 24, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-09-248%      4.4%      4.9      3.7      269.1      -0.15%      0.57%     
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     

SOXX Behaviors
Semiconductors sector (37%): The directional probability for SOXX is 30% from last trading session on Tue. Sep 23, 2025. Both emotion level 4.9 and sentiment level 3.7 are bullish on Wed. Sep 24, 2025. Semiconductors sector is attracting noticeable market attention on Wed. Sep 24, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news.
 
1 (8) Alibaba, Nvidia Show Market Is Instantly Rewarding AI Spending The euphoria toward artificial intelligence is creating a strange kind of new math in the stock market: Plans for massive AI investments often lead to even larger increases in market value for the companies writing the checks. (https://www.bloomberg.com/) Wed. Sep 24, 2025
2 (3) Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the US government. (https://www.bloomberg.com/) Wed. Sep 24, 2025
3 (-3) Santoli's Wednesday market wrap-up: Trend fatigue leads all markets to retrace a bit An ongoing reassessment of the cost of hundreds of billions in announced AI infrastructure projects spurs some profit-taking in semis and related AI enablers. (https://www.cnbc.com/) Wed. Sep 24, 2025
4 (3) Profit-taking hits the AI trade again, and Instagram reaches 3 billion monthly users Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading. (https://www.cnbc.com/) Wed. Sep 24, 2025
5 (8) Cramer Gushes Over ARM—Is It The Next Must-Own AI Stock? ARM could be the next must-own AI stock, with its strong business model and potential for growth in the AI industry. Investors take note. (https://www.benzinga.com/) Wed. Sep 24, 2025
 
6 (7) Intel Stock Climbs As It Seeks Investment From Apple: Report Intel stock is trading higher after the company reportedly reached out to Apple to explore a possible investment in the struggling chipmaker. (https://www.benzinga.com/) Wed. Sep 24, 2025
7 (8) Qualcomm Announces Fastest, Most Efficient Windows PC Processors Qualcomm unveils its newest Snapdragon processor for Windows PC. Here's the latest. (https://www.benzinga.com/) Wed. Sep 24, 2025
8 (7) Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid Apple and Intel also have discussed how to work more closely together, said the people, who asked to not be identified because the deliberations are private. Shares of Intel rose 6.4% to $31.22 on Wednesday in New York after Bloomberg News reported on the discussions. Apple closed down less than 1% at $252.31. (https://finance.yahoo.com/) Wed. Sep 24, 2025
9 (6) Microsoft adds Anthropic AI model to Copilot assistant, diversifying from OpenAI Microsoft is taking another step toward diversification away from OpenAI, which it considers a strategic partner. (https://www.cnbc.com/) Wed. Sep 24, 2025
10 (-5) Making OpenAI and Nvidia's giant AI project a reality will take a lot of foreign-made parts A supply chain analysis shows the likelihood of labor shortages and a heavy reliance on foreign companies to make components for data centers and power plants (https://www.cnbc.com/) Wed. Sep 24, 2025
 
11 (8) Alibaba jumps on AI spending, Tesla, Marvell share buybacks Yahoo Finance host Julie Hyman tracks today's top moving stocks and biggest market stories in this Market Minute, including Alibaba's (BABA) stock gains after announcing a partnership with Nvidia (NVDA) raising its AI spending to over $50 billion, Mizuho analysts raising its price target on Tesla (TSLA), and Marvell Technology's (MRVL) $5 billion share buyback program. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Wed. Sep 24, 2025
12 (5) Nvidia: How investors are trading stock fundamentals on AI deals Nvidia (NVDA) has announced major partnerships and investments in OpenAI, Intel (INTC), and Alibaba (BABA) — which has just announced hiking its artificial intelligence spending budget to over $50 billion. Opening Bid host Brian Sozzi takes a look at investor sentiment around the chipmaker's stock using Yahoo Finance Tools.  Crossmark Global Investments chief market strategist Victoria Fernandez also joins the program to comment on the possibility of an AI-fueled bubble forming around markets (^DJI, ^IXIC, ^GSPC) and the headwinds Nvidia could face in its business in China. Also catch Asterozoa Capital's Joe Hegener illustrate whether investors are pouring "gasoline on the fire" as an AI-driven bubble could be forming around markets. To watch more expert insights and analysis on the latest market action, check out more Opening Bid. (https://finance.yahoo.com/) Wed. Sep 24, 2025
13 (8) Here's Where OpenAI, Oracle and Softbank Are Building 5 New Data Centers OpenAI, Oracle and Softbank announced plans to open five new artificial intelligence data centers as part of the government's $500 billion Stargate program. (https://finance.yahoo.com/) Wed. Sep 24, 2025
14 (8) Nvidia stock is still getting plenty of love: Opening Bid stock of the day The Nvidia bulls remain faithful. (https://finance.yahoo.com/) Wed. Sep 24, 2025
15 (7) Is Marvell’s stock cheap? This $1 billion move shows the company seems to think so. Marvell is doing an accelerated share repurchase that the CEO says signals “conviction in the business and the intrinsic value of our stock.” (https://www.marketwatch.com/) Wed. Sep 24, 2025
 
16 (-2) Micron gave Wall Street more than it wanted. Why isn’t the stock higher? Analysts cite various things that could be spooking investors, including the potential for weaker demand down the road and a big run-up in the stock price prior to the latest earnings. (https://www.marketwatch.com/) Wed. Sep 24, 2025
17 (5) Sam Altman on OpenAI's $850 billion in planned buildouts: 'People are worried. I totally get that' OpenAI CEO Sam Altman announced a sweeping 17-gigawatt buildout of compute across multiple sites in partnership with Oracle, Nvidia, and SoftBank. (https://www.cnbc.com/) Wed. Sep 24, 2025
18 (-2) Companies are spending big on agentic AI without always knowing what it does Companies are spending lots of money on artificial intelligence, particularly agentic AI, without always understanding what these offerings do. (https://www.cnbc.com/) Wed. Sep 24, 2025
19 (8) OpenAI, Oracle, SoftBank Unveil $500 Billion Stargate Plan With 5 New US AI Data Centers As Nvidia Commits $100 Billion To Support ChatGPT-Parent OpenAI, Oracle, SoftBank announced 5 new U.S. data centers under the $500B Stargate project as Nvidia pledged $100 billion to supply chips. (https://www.benzinga.com/) Wed. Sep 24, 2025
20 (8) Micron CEO Says 'Trillions' Will Be Invested In AI, With Significant Portions 'Spent On Memory' As We Are The 'Only US-Based Manufacturer' Micron Technology is well-positioned for the AI infrastructure boom, as CEO Sanjay Mehrotra says the ongoing wave of investment stands to significantly benefit the memory market. (https://www.benzinga.com/) Wed. Sep 24, 2025
 
21 (8) Prediction: This AI Stock Will Join Nvidia, Microsoft, and Apple in the $3 Trillion Club by 2026 Amazon will benefit big time from data center spending. (https://www.fool.com/) Wed. Sep 24, 2025
22 (8) Nvidia's $100 Billion OpenAI Pact Buys Time in the Custom Chip Race The AI infrastructure deal locks in near-term dominance while both companies hedge their bets. (https://www.fool.com/) Wed. Sep 24, 2025
23 (5) Top Story: Micron on the up but analysts worry about Nvidia's AI investments Micron shares rose in the premarket after posting better than expected results after last night's closing bell on Wall Street. Revenues were boosted by the memory chip makers focus on AI data centers. Meanwhile, analysts are worried about Nvidia's AI investments and the impact they are having on the recent AI boom. For more live coverage of markets watch the full episode of Market Sunrise and head to Yahoo Finance. (https://finance.yahoo.com/) Wed. Sep 24, 2025
24 (8) Alibaba Shares Jump on Plan to Boost AI Spending Beyond $53B Alibaba is reportedly planning to spend even more on AI in the next three years than the $53 billion it said previously, marking the latest announcement by a large tech firm to spend big on the technology. (https://finance.yahoo.com/) Wed. Sep 24, 2025
25 (7) Watch These Micron Stock Price Levels After Memory Chip Maker Reports Strong Earnings Micron shares were little changed in premarket trading Wednesday after the memory chip maker posted better-than-expected quarterly results and issued a rosy forecast amid surging AI-related demand. Monitor these important chart levels. (https://finance.yahoo.com/) Wed. Sep 24, 2025
 
26 (4) Big Tech's AI ambitions are straining the US power grid. Natural gas might be its answer. Natural gas looks set for a demand boom as AI developers turn to off-grid power to avoid long delays. (https://finance.yahoo.com/) Wed. Sep 24, 2025
27 (8) Alibaba Shares Soar After Hiking AI Budget Past $50 Billion Chief Executive Officer Eddie Wu anticipates overall investment in artificial intelligence accelerating to some $4 trillion worldwide over the next five years — and Alibaba needs to keep up. The company will soon add to a plan laid out in February to spend more than 380 billion yuan ($53 billion) developing AI models and infrastructure over three years, he said. Wu made his projections while outlining plans to roll out Qwen models and “full-stack” AI technology, reflecting Alibaba’s growing ambitions to both develop services and the infrastructure — such as chips — that underpin the technology. (https://finance.yahoo.com/) Wed. Sep 24, 2025
28 (7) Stock market today: Nasdaq, S&P 500 futures pop while Dow holds steady as Alibaba spreads AI cheer US stock futures ticked up after Wall Street ended a record-setting rally. (https://finance.yahoo.com/) Wed. Sep 24, 2025
29 (2) Stock Market Today: Dow, S&P 500 and Nasdaq eye gains after tech stocks' worst day in nearly a month amid AI spending concerns and Fed chief's valuation warning. Follow all the latest U.S. market action for Wednesday here to see if stocks can recover their poise after pulling back from record highs in the previous session. (https://www.marketwatch.com/) Wed. Sep 24, 2025
30 (6) Sure, there’s a risk of a bubble in AI stocks, so invest in them, says Wells Fargo strategist Wells Fargo’s chief equity strategist Ohsung Kwon said the AI trade will continue to dominate stock market gains, until this beaten-down area of the economy starts to show signs of life. (https://www.marketwatch.com/) Wed. Sep 24, 2025


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