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Sector News: Semiconductors
Tue. Oct 14, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-10-144%      5.4%      5      3.8      279.03      -2.13%      0.28%     
2025-10-137%      6%      5.2      3.9      285.1      4.82%      0.57%     
2025-10-127%      6.6%      2.3      4.2     
2025-10-114%      6.3%      6      4.3     
2025-10-105%      6.1%      1.5      4.4      271.99      -6.27%      0.11%     
2025-10-094%      5.9%      5.8      4.8      290.19      -0.46%      0.79%     
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     

SOXX Behaviors
Semiconductors sector (43%): The directional probability for SOXX is 40% from last trading session on Mon. Oct 13, 2025. Both emotion level 5 and sentiment level 3.8 are bullish on Tue. Oct 14, 2025. Semiconductors sector is attracting noticeable market attention on Tue. Oct 14, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news.
 
1 (7) Intel Bets Big On AI Revival With New 'Crescent Island' Chip Built To Optimize 'Performance Per Dollar' Intel is reigniting its AI ambitions with the launch of its new Crescent Island GPU, an energy-efficient chip focused on inference workloads, unveiled just weeks after Nvidia's $5 billion investment gave it a 4% stake in the struggling chipmaker. (https://www.benzinga.com/) Tue. Oct 14, 2025
2 (-5) Intel Stock Slides Amid Some Worries It's Climbed 'Too Far, Too Fast' Bank of America analysts voiced worries Intel's stock has become overvalued after its recent rally. (https://finance.yahoo.com/) Tue. Oct 14, 2025
3 (8) CEPU Signs MoU to Help Power OpenAI-Backed Argentine Data Center Central Puerto SA, a top power producer in Argentina, signed a memorandum of understanding to help power a proposed $25 billion data center in the South American country. (https://www.bloomberg.com/) Tue. Oct 14, 2025
4 (7) Taiwan Semiconductor Manufacturing Q3 Preview: With Stock Near 52-Week Highs, Here's What To Watch Taiwan Semiconductor's quarterly earnings could be an important catalyst for the entire chip sector. (https://www.benzinga.com/) Tue. Oct 14, 2025
5 (8) TSMC Just Shared Fantastic News for Nvidia and Broadcom Investors The semiconductor manufacturer's latest data shows soaring sales for its biggest customers. (https://www.fool.com/) Tue. Oct 14, 2025
 
6 (2) S&P 500 Gains and Losses Today: Nvidia and Intel Drop as Tech Stocks Falter; Wells Fargo Pops Trade tensions and signs of stiffening competition weighed on a number of companies in the AI space, while strong quarterly profits helped lift shares of a large bank. (https://finance.yahoo.com/) Tue. Oct 14, 2025
7 (7) Salesforce CEO Marc Benioff: Agentic AI is the next 'revolution' Early adopters like Pandora, Pepsi, and FedEx are already putting autonomous AI to work, Salesforce CEO Marc Benioff said at Dreamforce 2025. (https://finance.yahoo.com/) Tue. Oct 14, 2025
8 (8) Former Intel CEO drops curt 2-word verdict on AI AI is still the stock market’s engine.  Over the past year, we’ve seen the S&P 500 notch fresh highs as chip deals, larger data-center plans, and novel model (https://www.thestreet.com/) Tue. Oct 14, 2025
9 (8) Buying More of Our Newest Holding After Nvidia Announcement We continue to see a rising tide of AI spending benefiting this company and its key partners. (https://www.thestreet.com/) Tue. Oct 14, 2025
10 (-5) Intel Stock Is Trading Down Today: Here's A Closer Look Intel Corporation (NASDAQ:INTC) shares are trading lower on Tuesday alongside other semiconductor stocks as escalating U.S.-China trade tensions create macro uncertainty and weigh on the broader market. (https://www.benzinga.com/) Tue. Oct 14, 2025
 
11 (-6) Nvidia Stock Is Facing Selling Pressure Today: Why Some Investors Are Taking Profits NVIDIA Corporation (NASDAQ:NVDA) shares are trading lower on Tuesday alongside other semiconductor stocks as escalating U.S.-China trade tensions create macro uncertainty, weighing on the broader market. (https://www.benzinga.com/) Tue. Oct 14, 2025
12 (8) Texas Instruments (TXN): A Reliable Dividend Stock Gaining Momentum Again Texas Instruments Incorporated (NASDAQ:TXN) is included among the 12 Reliable Dividend Stocks for Maximum Income. Texas Instruments Incorporated (NASDAQ:TXN) has long been known f‍or p⁠roducing chip⁠s​ us​ed in consumer elec‌tronics, v⁠ehicl‍es, and industrial systems. Recently, the company has begun to se‌e⁠ encouraging growth from the data ce⁠nter segment, which coul⁠d boost its stock p‌e‌rformance, which […] (https://finance.yahoo.com/) Tue. Oct 14, 2025
13 (-4) Intel customers to test new Crescent Island GPU in second half of next year (Reuters) -Intel said on Tuesday its data center graphics processing unit, code-named Crescent Island, was scheduled for customer sampling in the second half of 2026, signaling a renewed push to secure a spot in the fast-growing AI chip race. This marks the chipmaker's second attempt to break into the AI accelerator arena, after its earlier Gaudi chips failed to gain traction against market leaders Nvidia and AMD. Intel's GPU roadmap trails behind competitors, highlighting the significant challenges it faces to establish itself as a serious contender in AI computing. (https://finance.yahoo.com/) Tue. Oct 14, 2025
14 (7) AMD Wins Big AI Chip Order From Oracle in Race to Catch Nvidia Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement Tuesday. The systems will contain AMD processors and networking components. The Santa Clara, California-based company is working to become a credible alternative to Nvidia, the dominant provider of AI processors. (https://finance.yahoo.com/) Tue. Oct 14, 2025
15 (5) Intel reveals new data center AI chip as turnaround effort continues Intel unveiled its new data center AI GPU on Tuesday as the company continues its turnaround effort. (https://finance.yahoo.com/) Tue. Oct 14, 2025
 
16 (8) Oracle Launches AI Factory To Help Businesses Modernize And Scale AI Oracle launches AI Factory to accelerate AI adoption and modernization. Offers tailored solutions for faster deployment. (https://www.benzinga.com/) Tue. Oct 14, 2025
17 (8) Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions Broadcom (AVGO) and OpenAI launch multi-year partnership to deploy 10GW of custom AI silicon and rack-level systems, positioning AVGO to optimize performance and scale next-gen tech. (https://www.benzinga.com/) Tue. Oct 14, 2025
18 (8) Broadcom's AI Pivot Could Unlock $400 Breakout — But The Street's Still Catching Up Broadcom (AVGO) is poised for growth with its OpenAI partnership. (https://www.benzinga.com/) Tue. Oct 14, 2025
19 (-5) Citi Warns of ‘Frothy and Overvalued’ Sectors in Equity Markets But we'll see how those play out over time. Most Read from Bloomberg HUD Issues Layoff Notices, Targeting Fair Housing Staff With Deep Cuts Billionaire Caruso Says He No Longer Builds in LA Due to Prices DC Tourists Frustrated by Museum Closures as Shutdown Persists LA Mayor Seeks to Halt 'Mansion Tax' for Wildfire Victims Chicago Commuter Rail to Increase Fares to Plug Budget Gap Worries about a bubble in AI have grown along with the pace of investment. The five biggest tech companies will spend an estimated $371 billion this year on the data centers needed to train and run complex models. (https://finance.yahoo.com/) Tue. Oct 14, 2025
20 (7) AMD’s stock is rising. Here are two reasons for Wall Street’s optimism. AMD just announced an extension of its relationship with Oracle. Plus, an analyst upgraded the stock and implied Wall Street’s profit expectations aren’t high enough. (https://www.marketwatch.com/) Tue. Oct 14, 2025
 
21 (7) Oracle Cloud To Deploy 50,000 AMD Chips, Challenging Nvidia's Dominance Oracle's (NYSE: ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ: AMD) graphics processors starting in the second half of 2026. (https://www.benzinga.com/) Tue. Oct 14, 2025
22 (8) Supermicro launches new data center construction business as stock continues to recover Supermicro is launching a new business line that will turn it into a one-stop shop for AI data center needs. (https://finance.yahoo.com/) Tue. Oct 14, 2025
23 (8) AMD Says Oracle Is Committing to Widespread Use of New AI Chips Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI processors, said Oracle Corp. will deploy a large batch of its forthcoming MI450 chips next year. (https://www.bloomberg.com/) Tue. Oct 14, 2025
24 (8) Google to invest $15 billion to build data center hub in India; largest outside of the U.S. Google plans to invest $15 billion to build artificial intelligence data center capacity in Southern India, Google Cloud CEO Thomas Kurian said. (https://www.cnbc.com/) Tue. Oct 14, 2025
25 (7) Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026. (https://www.cnbc.com/) Tue. Oct 14, 2025
 
26 (6) Exclusive-Broadcom to launch new networking chip, as battle with Nvidia intensifies SAN FRANCISCO (Reuters) -Broadcom is launching a new networking chip on Tuesday that will help companies build artificial intelligence computing systems by stringing together hundreds of thousands of chips that crunch data, deepening its rivalry with Nvidia. The Thor Ultra will battle Nvidia's networking interface chips and aim to further entrench Broadcom's control of network communications inside data centers designed for AI applications. It comes after Broadcom on Monday unveiled a deal to roll out 10 gigawatts worth of custom chips for ChatGPT maker OpenAI beginning in the second half of 2026, challenging Nvidia's grip on the AI accelerator market. (https://finance.yahoo.com/) Tue. Oct 14, 2025
27 (8) AMD and Oracle announce agreement for 50,000 GPUs as AI deal spree continues AMD and Oracle have reached an agreement that will see AMD provide the company with 50,000 AI chips. (https://finance.yahoo.com/) Tue. Oct 14, 2025
28 (8) Google Commits More Than $10 Billion to Data Center in India Alphabet Inc.’s Google is planning to invest more than $10 billion in southern India to set up a 1-gigawatt data center, marking one of its biggest bets in a market that’s key to its global expansion plans. (https://www.bloomberg.com/) Tue. Oct 14, 2025
29 (8) 1 Unstoppable Stock Poised to Join Nvidia, Apple, Microsoft, Amazon, and Alphabet in the $2 Trillion Club by 2027 Semiconductors form the foundation of the artificial intelligence (AI) revolution, and this company is ringing the cash register. (https://www.fool.com/) Tue. Oct 14, 2025
30 (7) Billionaire Philippe Laffont Is Selling AMD and Buying This AI Chipmaker He Thinks Can Quadruple in 5 Years (Hint: Not Nvidia) This semiconductor company could provide the key architecture for AI data centers. (https://www.fool.com/) Tue. Oct 14, 2025
 
31 (8) Samsung Shares Hit Fresh Record After AI Chip Boom Lifts Profit The results may bolster confidence among investors betting on the durability of demand for AI servers and memory chips, as well as Samsung’s chances at regaining ground it’s lost to smaller rival SK Hynix Inc. following years of setbacks. “Samsung’s operating profit was much bigger than anyone was expecting,” said Sanjeev Rana, head of research at CLSA Securities Korea. Samsung is seeking to ride an anticipated AI boom in coming years. (https://finance.yahoo.com/) Tue. Oct 14, 2025
32 (8) Nvidia DGX Spark hits market as 'world’s smallest AI supercomputer' Nvidia's tiniest supercomputer officially hits the market on Wednesday. The DGX Spark, which Nvidia says offers data center-class performance, packs the company's GB10 Grace Blackwell superchip, as well as its ConnectX-7 networking capabilities and software stack. (https://finance.yahoo.com/) Tue. Oct 14, 2025


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