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Sector News: Semiconductors
Wed. Oct 8, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-10-087%      6%      5.8      4.5      291.54      3.42%      0.84%     
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%     

SOXX Behaviors
Semiconductors sector (-4%): The directional probability for SOXX is -60% from last trading session on Tue. Oct 7, 2025. Both emotion level 5.8 and sentiment level 4.5 are bullish on Wed. Oct 8, 2025. Semiconductors sector is attracting noticeable market attention on Wed. Oct 8, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news.
 
1 (8) SoftBank’s Graphcore Plans $1.3 Billion Chip Investment in India Graphcore, the British chip designer owned by SoftBank Group Corp., is planning to announce a £1 billion ($1.3 billion) investment package in India that includes a new research hub. (https://www.bloomberg.com/) Wed. Oct 8, 2025
2 (5) AMD's deal with OpenAI gives Nvidia much-needed challenger in market it dominates The last time AMD played the role of distant challenger Intel was the giant in semiconductors. (https://www.cnbc.com/) Wed. Oct 8, 2025
3 (7) CoreWeave stock rallies as company introduces new AI tools for developers CoreWeave is working to expand its business with tools targeting software developers, while adding capacity to accommodate business from Meta and OpenAI. (https://www.cnbc.com/) Wed. Oct 8, 2025
4 (8) AMD stock continues rally after OpenAI deal, now up 43% this week so far Investors took the partnership to mean that AMD could become a viable challenger to Nvidia's current top position in the AI chip market. (https://www.cnbc.com/) Wed. Oct 8, 2025
5 (7) Nvidia CEO Jensen Huang Says Intel Spent 33 Years 'Trying To Kill Us' But Now Calls The Chip Rival A Partner: 'We're Lovers, Not Fighters' Nvidia CEO Jensen Huang said Intel spent 33 years "trying to kill" his company but is now a $5 billion partner, as the two chipmakers join forces to develop custom AI and data center products amid soaring demand for computing power. (https://www.benzinga.com/) Wed. Oct 8, 2025
 
6 (7) Autodesk Reveals Bold Plans To Boost Profits Autodesk's 2025 Analyst Day highlights commitment to efficiency and profitability while maintaining growth ambitions. (https://www.benzinga.com/) Wed. Oct 8, 2025
7 (8) IBM's New Anthropic Partnership Could Be the AI Catalyst Investors Have Been Waiting For IBM is integrating Anthropic's Claude chatbot in its software. (https://www.fool.com/) Wed. Oct 8, 2025
8 (0) Nvidia’s Jensen Huang seems to disagree with Trump on this big AI topic The Nvidia CEO says he doesn’t think the U.S. is far ahead of China in AI development, while President Donald Trump has suggested no other country poses a serious threat to the U.S.’s lead. (https://www.marketwatch.com/) Wed. Oct 8, 2025
9 (8) AMD’s stock builds on its historic rally as the AI trade heats up again AMD’s stock is enjoying its best three-day run since 2016, and one analyst sees a nice path ahead. (https://www.marketwatch.com/) Wed. Oct 8, 2025
10 (6) Micron Technology Inc. stock outperforms competitors on strong trading day Shares of Micron Technology Inc. MU rose 5.84% to $196.54 Wednesday, on what proved to be an all-around mixed trading session for the stock market, with the S&P 500 Index SPX rising 0.58% to 6,753.72 and the Dow Jones Industrial Average DJIA remaining mostly unchanged at 46,601.78. Micron Technology Inc. closed 2.22% below its 52-week high of $201.00, which the company achieved on October 6th. (https://www.marketwatch.com/) Wed. Oct 8, 2025
 
11 (3) Google’s New Foldable, Smartwatch Emphasize AI Rather Than Hardware Changes After releasing a trio of Pixel 10 smartphones this summer, Alphabet Inc.’s Google is back with the remainder of its 2025 Pixel lineup. (https://www.bloomberg.com/) Wed. Oct 8, 2025
12 (8) David AI Raises $50 Million to Bring Audio Data to AI Models David AI Labs Inc. a startup selling audio data sets to help train artificial intelligence models, has raised $50 million from investors in a new round of funding — signaling a growing market for startups that provide the building blocks for AI development. (https://www.bloomberg.com/) Wed. Oct 8, 2025
13 (2) 5 things Nvidia's Jensen Huang said about the state of the AI race with China While the U.S. may be leading in advanced chip designs, Huang warned not to discount China's growing chip development. (https://www.cnbc.com/) Wed. Oct 8, 2025
14 (8) AMD-OpenAI Mega Deal Ignites 77% Surge In This ETF This ETF is in focus as AMD's $100B OpenAI deal and Intel talks fuel fresh AI optimism, making it a top play in the semiconductor supercycle. (https://www.benzinga.com/) Wed. Oct 8, 2025
15 (5) EXCLUSIVE: Rigetti's $571M War Chest — Enough To Fuel Quantum Ambitions Or Just Buy Time? Rigetti Computing has $571 million in cash, enough for at least 12 months. But unpredictability of quantum race and potential for future fundraising must be considered. (https://www.benzinga.com/) Wed. Oct 8, 2025
 
16 (8) AMD and OpenAI: A Partnership That Just Redrew the AI Map Market Analysis by covering: Intel Corporation, NVIDIA Corporation, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com (https://www.investing.com/) Wed. Oct 8, 2025
17 (8) Gigantic News for AMD Stock Investors as It Makes a Deal With OpenAI That Could Be Worth $60 Billion The deal solidifies AMD as a viable second option in the data centers optimized for artificial intelligence. (https://www.fool.com/) Wed. Oct 8, 2025
18 (6) Hold Your Horses: AMD's OpenAI Payday Starts in a Year (and Really Ramps Up in 2027) AMD just scored a massive artificial intelligence (AI) deal with OpenAI. But there's a catch that investors need to understand. (https://www.fool.com/) Wed. Oct 8, 2025
19 (8) Nvidia–xAI boosts chip stocks, Equifax strikes back against FICO Yahoo Finance anchor Julie Hyman outlines three of Wednesday's top stories on Wall Street as part of Yahoo Finance's Market Minute. Chip stocks continue to rise on Bloomberg reports — now confirmed by Nvidia (NVDA) CEO Jensen Huang — that Nvidia is among the investors financing the latest funding round for Tesla (TSLA) CEO Elon Musk's artificial intelligence (AI) company, xAI (XAAI.PVT). Equifax (EFX) stock surges after the company cut its credit score data prices, striking back against FICO (FICO). AST Spacemobile (ASTS) stock skyrockets on news of the company's deal with Verizon (VZ). Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Wed. Oct 8, 2025
20 (8) Nvidia In A Buy Zone; CEO Jensen Huang Says This About AI Demand Nvidia stock is near a high. CEO Jensen Huang says demand for its Blackwell GPUS is 'really, really' high. (https://finance.yahoo.com/) Wed. Oct 8, 2025
 
21 (6) Bubble or not, AI continues to draw billions in investments Whether we're in an AI bubble or not, the investments will eventually pay off. (https://finance.yahoo.com/) Wed. Oct 8, 2025
22 (6) Cisco Seeks to Challenge Broadcom in Connecting AI Data Centers Microsoft and Alibaba evaluating Cisco’s latest networking gear, the company says (https://www.bloomberg.com/) Wed. Oct 8, 2025
23 (0) AMD’s Su Joins the Party With OpenAI for Better or Worse Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ian King reports on the pros and cons of AMD’s agreement with OpenAI to develop computing power. (https://www.bloomberg.com/) Wed. Oct 8, 2025
24 (7) Nvidia Invests in Musk’s xAI as Part of $20 Billion Funding Good morning. Elon Musk’s startup xAI attracts big name investors in its ongoing funding round. President Donald Trump threatens to block back pay after the government shutdown. And soccer has its first billionaire player. Listen to the day’s top stories. (https://www.bloomberg.com/) Wed. Oct 8, 2025
25 (7) SoftBank to buy ABB robotics unit for $5.4 billion as it boosts its AI play SoftBank Group on Monday said it had agreed to buy the robotics division of Swiss engineering firm ABB for $5.4 billion. (https://www.cnbc.com/) Wed. Oct 8, 2025
 
26 (8) Nvidia's Huang says AI computing demand is up 'substantially' in the last 6 months CEO Jensen Huang said demand is up huge this year as artificial intelligence models develop further from answering simple questions to complex reasoning. "This year, particularly the last six months, demand of computing has gone up substantially," said Huang on CNBC's "Squawk Box." AI reasoning models are using exponential amounts of computing power but they are also seeing exponential amounts of demand because their results are so good, Huang said. (https://www.cnbc.com/) Wed. Oct 8, 2025
27 (7) xAI to Raise $20 Billion After Nvidia and Others Boost Round The financing includes equity and debt in a special purpose vehicle that will buy Nvidia processors and rent them to xAI for use in its Colossus 2 project, said the people, who asked not to be identified because the information is private. Nvidia is investing as much as $2 billion in the equity portion of the transaction, the people said, a strategy by the chipmaker that helps accelerate its customers’ AI investments. (https://finance.yahoo.com/) Wed. Oct 8, 2025


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