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Sector News: Semiconductors
Thu. Sep 25, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-09-253%      4.9%      6.3      3.7      268.24      -0.32%      0.53%     
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     

SOXX Behaviors
Semiconductors sector (41%): The directional probability for SOXX is 30% from last trading session on Wed. Sep 24, 2025. Both emotion level 6.3 and sentiment level 3.7 are bullish on Thu. Sep 25, 2025. Semiconductors sector is attracting noticeable market attention on Thu. Sep 25, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news.
 
1 (7) Intel Stock Pops On Report CEO Engages TSMC, Apple Intel Corp. (NASDAQ: INTC) CEO Lip-Bu Tan has been working aggressively to line up funding and customer partnerships critical to the company's turnaround. (https://www.benzinga.com/) Thu. Sep 25, 2025
2 (5) Intel approaches TSMC for investments or partnership, WSJ reports Intel approaches TSMC for investments or partnership, WSJ reports (https://www.investing.com/) Thu. Sep 25, 2025
3 (8) AI Spending Could Soar 500%: 2 Brilliant AI Stocks Billionaires Are Buying Billionaire-led hedge funds with exceptional track records purchased stock in Nvidia and Palantir during the second quarter. (https://www.fool.com/) Thu. Sep 25, 2025
4 (7) Nvidia Makes a Familiar Move With $100 Billion Investment in OpenAI. Will It Pay Off? The GPU giant just made big news again in the artificial intelligence (AI) space. (https://www.fool.com/) Thu. Sep 25, 2025
5 (7) Pure Storage CEO talks Meta deal, AI competition, new offerings Pure Storage (PSTG) announced several new offerings that build the data cloud company's artificial intelligence (AI)–focused data storage products. Pure Storage CEO Charlie Giancarlo joins Market Domination Overtime with Josh Lipton to discuss the company's recent announcements, position in the competitive AI data space, deal with Meta (META), and more. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Thu. Sep 25, 2025
 
6 (4) Intel approaches TSMC for investments or partnership, WSJ reports The development follows a Bloomberg report on Wednesday that said Intel was in talks with Apple about securing an investment in the struggling chipmaker. Intel's efforts to get outside investment began before U.S. President Donald Trump showed an interest in the company last month, WSJ said, but have gone into overdrive since the U.S. took a 10% stake in it. (https://finance.yahoo.com/) Thu. Sep 25, 2025
7 (8) ChatGPT Feature Offers Users a Personalized Daily Briefing OpenAI is rolling out a new ChatGPT feature that sends users a set of personalized news, research and other updates each day based on their prior conversations with the chatbot, an early attempt at making its flagship product more proactive. (https://www.bloomberg.com/) Thu. Sep 25, 2025
8 (8) CoreWeave inks $6.5 billion deal with OpenAI CoreWeave's latest agreement with OpenAI brings the two companies' total deal value to $22.4 billion. (https://www.cnbc.com/) Thu. Sep 25, 2025
9 (8) Micron Just Delivered a Huge Fourth Quarter. 3 Reasons the AI Stock Can Move Higher. The maker of memory chips posted another stellar report. (https://www.fool.com/) Thu. Sep 25, 2025
10 (8) Blue Owl and Qatar’s QIA Set Up $3 Billion Data Center Venture The Qatar Investment Authority is partnering with Blue Owl Capital Inc. to finance and invest in data centers, marking the sovereign wealth fund’s latest bet on the booming artificial intelligence sector. (https://www.bloomberg.com/) Thu. Sep 25, 2025
 
11 (8) British AI firm Nscale raises $1.1 billion in Nvidia-backed funding round The investment highlights continued demand for high-powered computing infrastructure required to train and run powerful AI models. (https://www.cnbc.com/) Thu. Sep 25, 2025
12 (8) Jabil forecasts upbeat full-year results on AI-driven data center demand Jabil forecast profit and revenue for the fiscal year 2026 above Wall Street estimates on Thursday, as the electronics component maker banks on an artificial intelligence-driven boom for data centers. The company, which supplies electronic components to Apple, also surpassed Street expectations for its fourth-quarter results. An influx of capital to build data centers, driven by strong demand for computing to support AI technologies, has benefited companies like Jabil. (https://finance.yahoo.com/) Thu. Sep 25, 2025
13 (8) Exclusive-CoreWeave expands OpenAI pact with new $6.5 billion contract (Reuters) -AI cloud provider CoreWeave has expanded its partnership with OpenAI in a new deal worth up to $6.5 billion, bringing the total value of their agreements to $22.4 billion, the latest in a series of billion-dollar deals OpenAI has signed to secure computational power. The company behind ChatGPT struck an initial cloud deal with CoreWeave in March worth up to $11.9 billion, followed by a $4 billion add‑on in May. The latest addition shows the deepening relationship between the two companies as OpenAI seeks multiple partners to help with an unprecedented datacenter buildout to meet its growing computational demands. The announcement follows major updates to OpenAI’s infrastructure project “Stargate”. (https://finance.yahoo.com/) Thu. Sep 25, 2025
14 (7) Opinion: Nvidia’s Intel stake sends this clear message about the future of big tech and AI America needs a U.S. company producing the most advanced chips to safeguard its economic and national security. (https://www.marketwatch.com/) Thu. Sep 25, 2025


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