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Sector News: Semiconductors
Tue. Sep 30, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-09-305%      3.7%      5.8      4.5      271.12      0.81%      0.45%     
2025-09-293%      3.9%      5.4      4      268.93      0.04%      0.41%     
2025-09-281%      4.6%      6.7      4.4     
2025-09-273%      5.1%      4.6      4.2     
2025-09-263%      5.3%      5.6      3.7      268.83      0.22%      0.49%     
2025-09-253%      4.9%      6.3      3.7      268.24      -0.32%      0.53%     
2025-09-248%      4.4%      4.9      3.6      269.1      -0.15%      0.57%     
2025-09-236%      3.3%      4.3      3.8      269.51      -0.12%      0.81%     
2025-09-228%      2.4%      6      3.7      269.83      1.49%      0.82%     
2025-09-215%      1.3%      5.7      3.8     

SOXX Behaviors
Semiconductors sector (36%): The directional probability for SOXX is 20% from last trading session on Mon. Sep 29, 2025. Both emotion level 5.8 and sentiment level 4.5 are bullish on Tue. Sep 30, 2025. Semiconductors sector is attracting noticeable market attention on Tue. Sep 30, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news.
 
1 (5) Intel Affirms Plan for Ohio Project After US Senator’s Pressure Intel Corp. said that it remains committed to its plans for a sprawling chip manufacturing plant in Ohio after Republican US Senator Bernie Moreno pressed the company for more information about delays in the multibillion-dollar project. (https://www.bloomberg.com/) Tue. Sep 30, 2025
2 (9) CoreWeave stock surges as $14 billion deal with Meta signals 'limitless' AI demand CoreWeave stock jumped as the company has inked a $14.2 billion deal with Meta. (https://finance.yahoo.com/) Tue. Sep 30, 2025
3 (7) Does Meta want to compete with Nvidia? Here’s a sign of its growing ambition in chips. The tech giant is acquiring a startup to boost its in-house chip development as it spends billions on AI infrastructure. (https://www.marketwatch.com/) Tue. Sep 30, 2025
4 (4) Opinion: Qualcomm promises it can be an AI winner. What does it know that Nvidia and Intel don’t? Qualcomm shares may have more growth potential than the market is currently pricing in —but some big hurdles lie ahead. (https://www.marketwatch.com/) Tue. Sep 30, 2025
5 (8) Nvidia's market cap tops $4.5 trillion after string of AI infrastructure deals Nvidia shares are up about 39% so far in 2025, as investors continue pouring money into the leading developer of AI chips. (https://www.cnbc.com/) Tue. Sep 30, 2025
 
6 (7) Nvidia stock high, Wolfspeed exits bankruptcy, Pfiezer drug prices Yahoo Finance host Julie Hyman tracks today's top moving stocks and biggest market stories in this Market Minute, including Nvidia (NVDA) shares reaching a new intraday high, Wolfspeed's (WOLF) stock reaction to exiting Chapter 11 bankruptcy, and Pfizer (PFE) striking a deal with the Trump administration to lower drug prices. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Tue. Sep 30, 2025
7 (8) NVIDIA Corporation (NVDA) and OpenAI Forge $100B Partnership to Power Next-Gen AI Systems We recently compiled a list of the 12 Best Stocks to Own for Grandchildren. NVIDIA Corporation is one of them. NVIDIA Corporation (NASDAQ:NVDA) tops our list for being one of the best stocks to buy . It continues to dominate the AI and data center markets with groundbreaking developments in September 2025. The company posted second-quarter fiscal […] (https://finance.yahoo.com/) Tue. Sep 30, 2025
8 (8) CoreWeave stock surges as reported $14 billion Meta deal signals 'limitless' AI demand CoreWeave stock jumped as the company has inked a $14.2 billion deal with Meta. (https://finance.yahoo.com/) Tue. Sep 30, 2025
9 (5) Amazon was late to the AI party. Here’s how the stock can make a comeback. An industry shift from AI training to inference is about to become a major tailwind for Amazon Web Services (https://www.marketwatch.com/) Tue. Sep 30, 2025
10 (8) Nvidia’s stock can run higher as Citi analysts find plenty of reason for optimism The chip maker’s competitive product roadmap and Citi’s raised forecast for hyperscaler AI spending next year led the bank’s analysts to raise their price target for Nvidia’s stock. (https://www.marketwatch.com/) Tue. Sep 30, 2025
 
11 (6) China’s Chip Rally Shows AI Froth Spilling Eastward Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Gao Yuan and Vlad Savov look at the rising risk appetite among investors looking for China’s potential AI winners. (https://www.bloomberg.com/) Tue. Sep 30, 2025
12 (8) CoreWeave Inks $14 Billion Meta Deal, Highlighting AI Demand CoreWeave Inc. has signed a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power, underscoring the massive costs of developing and running advanced AI models. (https://www.bloomberg.com/) Tue. Sep 30, 2025
13 (8) AI chip company Cerebras raises $1 billion in pre-IPO funding round Cerebras is raising fresh capital to expand manufacturing as it tries to keep up with demand from Meta and other customers. (https://www.cnbc.com/) Tue. Sep 30, 2025
14 (8) Nvidia gets a price target hike from Citi on AI infrastructure growth, OpenAI deal The chipmaker is poised for growth as it ramps up its push to improve AI infrastructure through new product launches and partnerships, according to Citi. (https://www.cnbc.com/) Tue. Sep 30, 2025
15 (-2) AI data center boom has to contend with realities of tough labor market As tech giants open their wallets to rapidly build data centers of the future, the labor market could stand in their way. (https://www.cnbc.com/) Tue. Sep 30, 2025
 
16 (8) CoreWeave stock climbs 10% after company lands $14 billion deal with Meta Shares of popped more than 10% in premarket trading on Tuesday after that the company announced it has agreed to provide Meta with $14.2 billion of artificial intelligence cloud infrastructure. Tuesday's announcement comes just days after CoreWeave expanded its agreement with OpenAI by $6.5 billion, bringing the total contract to $22.4 billion. "The agreement underscores that behind every AI breakthrough are the partnerships that make it possible," a CoreWeave spokesperson told CNBC in a statement about the Meta deal on Tuesday. (https://www.cnbc.com/) Tue. Sep 30, 2025
17 (-3) Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA Analyzing the gap in NVIDIA's (NVDA) AI compute cost. Barclays' forecast vs. Jensen Huang's $50B target. What investors should know. (https://www.benzinga.com/) Tue. Sep 30, 2025
18 (6) Trump Administration Tightens Export Controls To Slow China's Tech Race—Experts Hail 'Massive Change' The Trump administration has announced a significant tightening of export controls on Chinese companies, particularly those in the semiconductor industry, in a move aimed at impeding China's technological advancement. (https://www.benzinga.com/) Tue. Sep 30, 2025
19 (8) 2 Growth Stocks to Invest $1,000 in Right Now Investments in artificial intelligence in the next few years could fuel more growth for Nvidia and Taiwan Semiconductor. (https://www.fool.com/) Tue. Sep 30, 2025
20 (8) CoreWeave signs $14 billion AI infrastructure deal with Meta Shares of CoreWeave surged 10% in premarket trading following the news on Tuesday. As a part of the agreement, CoreWeave will provide the Facebook-parent access to Nvidia's latest GB300 systems, according to a Bloomberg report, citing an interview with the data center operator's CEO Michael Intrator. The new deal comes a week after CoreWeave signed a third multi-billion dollar cloud expansion with OpenAI to aid the ChatGPT maker with its computational needs while executives note sky-high demand from clients. (https://finance.yahoo.com/) Tue. Sep 30, 2025
 
21 (8) Wolfspeed shares rally after chipmaker exits Chapter 11 bankruptcy The move has restored investor confidence in the company's prospects to become a leading provider of silicon carbide semiconductors, known for their superior energy efficiency, to electric-vehicle makers amid growing electrification and increasing chip content in automobiles. "Wolfspeed has emerged from its expedited restructuring process, marking the beginning of a new era," CEO Robert Feurle had said on Monday. "We are well positioned to capture rising demand in end-markets, such as AI, EVs, industrial and energy, that are rapidly growing and recognizing silicon carbide's potential," Feurle said. (https://finance.yahoo.com/) Tue. Sep 30, 2025


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