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Sector News: Semiconductors
Tue. Oct 7, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-10-078%      5.6%      4.4      4.5      281.91      -2.24%      0.44%     
2025-10-0611%      5.1%      6.1      4.4      288.36      3%      0.66%     
2025-10-055%      4%      4.3      4     
2025-10-043%      3.4%      2.9      3.8     
2025-10-033%      3.4%      3      4      279.96      -0.61%      0.55%     
2025-10-025%      3.4%      6      4.5      281.69      1.94%      0.52%     
2025-10-014%      3.1%      3.4      4.4      276.34      1.93%      0.67%     
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     

SOXX Behaviors
Semiconductors sector (47%): The directional probability for SOXX is 50% from the last trading session on Mon. Oct 6, 2025. Both emotion level 4.4 and sentiment level 4.5 are very bullish on Tue. Oct 7, 2025. Semiconductors sector is attracting significant market attention on Tue. Oct 7, 2025. SOXX is likely to move sharply higher on any positive news, and recover strongly from any dips of negative news. If the price fails to surge it's usually the profit taking at the top. There's a likelihood of pullback since the SOXX price was out of Bollinger upper band at the close of last trading session.
 
1 (7) This stock is set to get a boost from AMD's OpenAI deal, according to Citi Astera Labs jumped 10% Monday after the semiconductor maker got a Street-high $275 price target from Citigroup. (https://www.cnbc.com/) Tue. Oct 7, 2025
2 (7) Goldman Sachs portfolio manager Brook Dane lists Nvidia, TSMC among top AI stocks to buy Although Nvidia is trading at all-time highs, Goldman Sachs' Brook Dane said the stock doesn't look "extended." (https://www.cnbc.com/) Tue. Oct 7, 2025
3 (8) Nvidia CEO: U.S. must win AI race with China so the future is built on American technology During October's Monthly Meeting on Tuesday, Nvidia's Jensen Huang sat down with CNBC's Jim Cramer in a wide-ranging interview from the NYSE. (https://www.cnbc.com/) Tue. Oct 7, 2025
4 (6) Michael Dell says 'at some point there'll be too many' AI data centers, but not yet Dell Technologies CEO Michael Dell said that demand for AI computing power is "tremendous." (https://www.cnbc.com/) Tue. Oct 7, 2025
5 (6) AI companies are looking 'sturdy' as 'little bubbles' form As major tech companies execute massive AI partnerships — namely Advanced Micro Devices' (AMD) deal with OpenAI (OPAI.PVT), and Nvidia's (NVDA) own business dealings with OpenAI, Intel (INTC), and Alibaba (BABA) — is Wall Street skeptical about a market bubble forming? Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead and Futurum CEO Daniel Newman chat with Josh Lipton about the "sturdiness" of Big Tech names than compared to the previous Dot-Com Bubble. To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Tue. Oct 7, 2025
 
6 (-5) Dow, S&P 500, Nasdaq fall as AI trade loses momentum All three of the major market indexes (^DJI, ^IXIC, ^GSPC) end Tuesday's session in negative territory — the Nasdaq Composite lagging by 0.68% and leading daily losses — after the AI trade loses steam since yesterday. Yahoo Finance markets and data editor Jared Blikre recaps the day’s market moves. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Tue. Oct 7, 2025
7 (-4) Stocks Fall After Report Raises Concerns About AI Profitability U.S. stocks slipped Tuesday after a report raised questions about the profitability of renting out artificial-intelligence computing power. Other tech companies also fell, with Alphabet losing 1.9% and CoreWeave dropping 3.8%. “The thing that is on everyone’s mind is: What is the business and the profitability of AI?” said Michael Antonelli, a market strategist at Baird. (https://finance.yahoo.com/) Tue. Oct 7, 2025
8 (8) AlphaSense acquires Y Combinator-backed Carousel, an AI assistant for Excel AlphaSense CEO Jack Kokko told Business Insider that the acquisition follows four straight quarters of "hypergrowth" fueled by AI. (https://finance.yahoo.com/) Tue. Oct 7, 2025
9 (7) These Stocks Score From AMD's OpenAI Deal, Wall Street Analysts Say Advanced Micro Devices has a number of AI infrastructure partners that could be set to benefit from its deal with OpenAI, according to analysts. (https://finance.yahoo.com/) Tue. Oct 7, 2025
10 (8) AMD gets upgrade after stock’s 24% one-day surge. ‘We rarely do this,’ says chagrined analyst. It’s likely the first of many — analysts at Jefferies upgraded Advanced Micro Devices to a buy, after the chipmaker’s stock surged on a pact with ChatGPT maker OpenAI. (https://www.marketwatch.com/) Tue. Oct 7, 2025
 
11 (-7) NXP Semiconductors N.V. stock underperforms Tuesday when compared to competitors Shares of NXP Semiconductors N.V. NXPI slipped 5.10% to $219.61 Tuesday, on what proved to be an all-around dismal trading session for the stock market, with the S&P 500 Index SPX falling 0.38% to 6,714.59 and Dow Jones Industrial Average DJIA falling 0.20% to 46,602.98. The stock's fall snapped a three-day winning streak. (https://www.marketwatch.com/) Tue. Oct 7, 2025
12 (-6) Applied Materials Inc. stock underperforms Tuesday when compared to competitors Shares of Applied Materials Inc. AMAT shed 5.52% to $211.55 Tuesday, on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index SPX falling 0.38% to 6,714.59 and Dow Jones Industrial Average DJIA falling 0.20% to 46,602.98. Applied Materials Inc. closed 6.60% below its 52-week high of $226.49, which the company achieved on October 6th. (https://www.marketwatch.com/) Tue. Oct 7, 2025
13 (-4) Oracle stock slips 5% on report company is seeing thin cloud margins from Nvidia chips Oracle had 14% gross margins on $900 million in sales in its Nvidia cloud business in the three months ending in August, according to the report. (https://www.cnbc.com/) Tue. Oct 7, 2025
14 (8) AMD's OpenAI Deal Could Spark A New AI Arms Race With Nvidia AMD has a multi-year deal with OpenAI that could unlock $135 billion in revenue. It also presents a serious challenge to Nvidia. (https://www.benzinga.com/) Tue. Oct 7, 2025
15 (-6) Oracle stock falls after report reveals thin margins in AI cloud business Oracle stock falls after report reveals thin margins in AI cloud business (https://www.investing.com/) Tue. Oct 7, 2025
 
16 (2) IBM enters AI partnership with Anthropic, fire disrupts Ford Market Catalysts host Julie Hyman tracks several of the day's top trending stock tickers, including International Business Machines' (IBM) new AI partnership with Anthropic (ANTH.PVT), Ford (F) projecting disruptions tied to a fire at a New York aluminum plant, and Plug Power (PLUG) tapping Chief Revenue Officer Jose Luis Crespo to become the company's next CEO. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Tue. Oct 7, 2025
17 (3) Chip stocks react to Oracle, Trilogy Metals surges on US investment Yahoo Finance host Julie Hyman tracks today's top moving stocks and biggest market stories in this Market Minute, including chip stock reactions to The Information's reporting that Oracle (ORCL) lost nearly $100 million in Nvidia (NVDA) Blackwell chip rentals, PayPal (PYPL) launching its new advertising manager platform, and Trilogy Metals (TMQ) surging by over 200% after the Trump administration announced a 10% stake in the mineral company. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Tue. Oct 7, 2025
18 (8) OpenAI Launches Into Its Boring Is Beautiful Phase Like having the hottest A-lister on your arm, being a company merely associated with the OpenAI hype machine can send your street cred soaring these days. On Monday, Advanced Micro Devices Inc. shares surged 24% on the back of a deal to sell OpenAI chips, adding some $63.4 billion to its market value. But the gains didn’t end with AMD, as Bloomberg News reported: (https://www.bloomberg.com/) Tue. Oct 7, 2025
19 (8) AMD is rallying day two after a very bullish call from Wall Street Jefferies upgraded AMD to buy and sees a big rally in the shares ahead. (https://www.cnbc.com/) Tue. Oct 7, 2025
20 (8) Early-Stage AI Startups Attract Seed Capital As Market Confidence Grows AI seed funding surges as startups solve real-world problems. NVIDIA leads strategic investments, fueling practical AI in business & tech (https://www.benzinga.com/) Tue. Oct 7, 2025
 
21 (8) IREN Stock Up Nearly 900% Over 6 Months, Rises 8% Before The Bell: What's Driving The Surge? Shares of IREN Ltd (NASDAQ: IREN) climbed 8% in pre-market trading on Tuesday, as the data center operator announced multi-year agreements with major artificial intelligence companies deploying NVIDIA Corp.'s (NASDAQ: NVDA) Blackwell GPUs. (https://www.benzinga.com/) Tue. Oct 7, 2025
22 (5) OpenAI Investment Puts AMD on Path to Challenge Nvidia’s Lead Market Analysis by covering: NVIDIA Corporation, Advanced Micro Devices Inc, The Consumer Staples Select Sector SPDR® Fund, The Utilities Select Sector SPDR® Fund. Read 's Market Analysis on Investing.com (https://www.investing.com/) Tue. Oct 7, 2025
23 (8) Dell Analyst Day: Street sees AI boom powering 2027 EPS to $12, growth targets set to rise Dell Analyst Day: Street sees AI boom powering 2027 EPS to $12, growth targets set to rise (https://www.investing.com/) Tue. Oct 7, 2025
24 (8) IBM shares rise on Anthropic AI partnership IBM shares rise on Anthropic AI partnership (https://www.investing.com/) Tue. Oct 7, 2025
25 (7) This Artificial Intelligence (AI) Stock Is Quietly Outperforming Nvidia in 2025 This company is essential to the success of Nvidia and nearly every other major chipmaker. (https://www.fool.com/) Tue. Oct 7, 2025
 
26 (8) AMD-OpenAI Massive Artificial Intelligence (AI) Deal: What Investors Should Know Just two weeks after its rival Nvidia struck a massive AI deal with ChatGPT owner OpenAI, AI chipmaker Advanced Micro Devices did the same. (https://www.fool.com/) Tue. Oct 7, 2025
27 (7) AMD Pays a High Price for Blockbuster OpenAI Deal A massive agreement lights up AMD stock. (https://www.fool.com/) Tue. Oct 7, 2025
28 (8) CFRA's Angelo Zino raises his AMD price target Shortly after OpenAI agreed to buy tens of billions of dollars’ worth of chips from AMD (AMD) as part of a deal that could also see the ChatGPT maker take a roughly 10% in the chipmaker, Angelo Zino from CFRA raised his price target for AMD. For more live coverage of markets watch the full episode of Market Sunrise and head to Yahoo Finance. (https://finance.yahoo.com/) Tue. Oct 7, 2025
29 (-4) China's chipmakers bought $38 billion in U.S. and allied tools, a sign policy is failing, lawmakers find SAN FRANCISCO (Reuters) -Gaps in efforts by the U.S. and allies to restrict China's ability to manufacture advanced computing chips have allowed China to buy nearly $40 billion of sophisticated chipmaking gear, according to a bipartisan investigation by U.S. lawmakers. U.S. Democratic and Republican administrations have tried to restrict China's ability to make microchips, viewing the industry as crucial for national security. But inconsistencies in rules issued by the United States, Japan and the Netherlands have led to non-U.S. toolmakers selling to some Chinese firms that U.S. companies could not, according to a report by the U.S. House of Representatives Select Committee on China seen by Reuters. (https://finance.yahoo.com/) Tue. Oct 7, 2025
30 (8) Dell raises long-term annual revenue, profit growth forecasts on strong AI server demand Insatiable demand for computing power needed to train and run generative AI products such as ChatGPT has driven strong demand for companies including Dell and Super Micro Computer. Dell now expects compounded annual revenue growth between 7% and 9%, up from its prior forecast of 3% to 4%. (https://finance.yahoo.com/) Tue. Oct 7, 2025
 
31 (5) Factbox-Trump administration pivots to buying stakes in critical sectors The Trump administration is ramping up efforts to secure U.S. supply chains for critical minerals and semiconductors by converting federal grants to companies into equity stakes, aimed at reducing reliance on China. (https://finance.yahoo.com/) Tue. Oct 7, 2025
32 (8) Dot-Com Fears Rise With Tech Stocks Seeing $100 Billion Swings Advanced Micro Devices Inc. took this rocket ride on Monday, as the company’s stock soared, briefly boosting its market capitalization by roughly $100 billion at an intraday high, after the chipmaker signed a deal with OpenAI that could lead to billions of dollars in revenue. This follows a 36% jump in Oracle Corp. shares last month, which added $255 billion to the software firm’s market value in a single session, after it gave blockbuster guidance for its cloud business, including an agreement with the ChatGPT operator worth $300 billion over five years. (https://finance.yahoo.com/) Tue. Oct 7, 2025
33 (8) AMD gets upgrade after 24% surge. ‘We rarely do this,’ says chagrinned analyst It’s likely the first of many — analysts at Jefferies upgraded Advanced Micro Devices to a buy, after the chipmaker’s stock surged on a pact with ChatGPT maker OpenAI. (https://www.marketwatch.com/) Tue. Oct 7, 2025


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