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Sector News: Semiconductors
Wed. Oct 15, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-10-157%      5.4%      5.7      4.1      287.64      3.09%      0.39%     
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%     

SOXX Behaviors
Semiconductors sector (35%): The directional probability for SOXX is 20% from last trading session on Tue. Oct 14, 2025. Both emotion level 5.7 and sentiment level 4.1 are bullish on Wed. Oct 15, 2025. Semiconductors sector is attracting noticeable market attention on Wed. Oct 15, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news.
 
1 (8) Tekscend Shares Rise 19% From IPO Price in Tokyo Trading Debut Tekscend Photomask Corp. shares gained 19% in their debut on the Tokyo Stock Exchange Thursday after the maker of semiconductor material concluded a $1 billion initial public offering last week. (https://www.bloomberg.com/) Wed. Oct 15, 2025
2 (7) AI buildout spend is justified even if there are 'casualties,' Jim Cramer says CNBC's Jim Cramer argued that Big Tech's enormous investments in AI will be worthwhile. (https://www.cnbc.com/) Wed. Oct 15, 2025
3 (6) Arm CEO says moving some AI workloads from the cloud will make it more sustainable Arm Holdings CEO Rene Haas discussed AI technology's energy use in an interview with CNBC's Jim Cramer. (https://www.cnbc.com/) Wed. Oct 15, 2025
4 (2) TSMC earnings, Fed comments, homebuilder data: What to Watch Market Domination Overtime host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, October 16, including corporate earnings from companies like Taiwan Semiconductor Manufacturing Company (TSM) and Charles Schwab (SCHW), commentary from Federal Reserve officials, and October's homebuilder confidence reading. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Wed. Oct 15, 2025
5 (7) Apple updates iPad Pro, MacBook Pro, Vision Pro with M5 chip Apple Inc. updated its iPad Pro, Vision Pro and MacBook Pro, refreshing products ahead of the crucial holiday-shopping season. Read here (https://financialpost.com/) Wed. Oct 15, 2025
 
6 (2) Tempus AI Hits $100—Are Shares Due for a Pullback? After hitting $100, Tempus AI has retreated, but shares have still provided huge returns. Multiple factors suggest that the stock could see a larger correction. (https://www.marketbeat.com/) Wed. Oct 15, 2025
7 (8) BlackRock, Nvidia-backed group buys Aligned Data Centers for $40 billion Aligned has been a big winner of the AI infrastructure spending boom, raising $12 billion in equity and debt earlier this year. (https://www.fastcompany.com/) Wed. Oct 15, 2025
8 (8) Nvidia, Microsoft, and BlackRock Just Struck a Massive AI Data Center Deal AI darling Nvidia just struck another big data center deal—this time as part of a group with Microsoft, BlackRock, and others. (https://www.investopedia.com/) Wed. Oct 15, 2025
9 (7) What Chipmaking Equipment Giant ASML's Q3 Results Said About AI Demand, China Trade Chipmaking equipment supplier ASML said it's upbeat on AI demand, even in the face of trade policy headwinds. (https://www.investopedia.com/) Wed. Oct 15, 2025
10 (7) Chip Stocks Are Hot Today. AMD Is Just One Example. Semiconductor stocks are rising Wednesday, led by Advanced Micro Devices. The SOX index of chip stocks was recently up 2.5%, looking strong even on an upbeat day for stocks broadly. (https://www.investopedia.com/) Wed. Oct 15, 2025
 
11 (-6) Pixelworks To Sell Shanghai Semiconductor To Verisilicon For RMB 950 Mln; PXLW Shares Drop Over 32% Pixelworks, Inc. (PXLW), a provider of video and display processing solutions, said on Wednesday that it has inked a deal to sell its subsidiary, Pixelworks Semiconductor Technology (Shanghai) Co. (https://www.rttnews.com/) Wed. Oct 15, 2025
12 (7) Options Corner: Advanced Micro Devices Is Up Big But The Math Suggests There's More Room For Growth While Advanced Micro Devices has attracted strong analyst endorsements, AMD stock flashed a quant signal that forces a critical rethink. (https://www.benzinga.com/) Wed. Oct 15, 2025
13 (6) Western Digital Corp. stock outperforms competitors on strong trading day Shares of Western Digital Corp. WDC rallied 6.46% to $120.44 Wednesday, on what proved to be an all-around mixed trading session for the stock market, with the S&P 500 Index SPX rising 0.40% to 6,671.06 and the Dow Jones Industrial Average DJIA falling 0.04% to 46,253.31. Western Digital Corp. closed 12.34% below its 52-week high of $137.40, which the company achieved on October 2nd. (https://www.marketwatch.com/) Wed. Oct 15, 2025
14 (7) KLA Corp. stock outperforms competitors on strong trading day Shares of KLA Corp. KLAC rose 6.03% to $1,087.57 Wednesday, on what proved to be an all-around mixed trading session for the stock market, with the S&P 500 Index SPX rising 0.40% to 6,671.06 and the Dow Jones Industrial Average DJIA falling 0.04% to 46,253.31. This was the stock's third consecutive day of gains. (https://www.marketwatch.com/) Wed. Oct 15, 2025
15 (2) Lam Research Corp. stock underperforms Wednesday when compared to competitors despite daily gains Shares of Lam Research Corp. LRCX advanced 4.71% to $144.82 Wednesday, on what proved to be an all-around mixed trading session for the stock market, with the S&P 500 Index SPX rising 0.40% to 6,671.06 and the Dow Jones Industrial Average DJIA falling 0.04% to 46,253.31. This was the stock's third consecutive day of gains. (https://www.marketwatch.com/) Wed. Oct 15, 2025
 
16 (7) OpenAI Says Oracle Helping Handle Chip Export Controls OpenAI said that Oracle Corp. has been helping the fast-growing startup expand the build-out of its data centers outside the US, including by dealing with export controls on chips for artificial intelligence work. (https://www.bloomberg.com/) Wed. Oct 15, 2025
17 (7) Anthropic launches Claude Haiku 4.5, a smaller, cheaper AI model The launch comes just weeks after Anthropic announced Claude Sonnet 4.5 in September (https://www.cnbc.com/) Wed. Oct 15, 2025
18 (8) Bank of America just upgraded one of the hottest derivative AI plays in the market today Analyst Wamsi Mohan upgraded the Nvidia supplier to buy from neutral. (https://www.cnbc.com/) Wed. Oct 15, 2025
19 (5) Cramer: This European company is key to understanding U.S.-China trade tensions Dutch semiconductor equipment firm ASML makes complex machines that are essential in producing advanced semiconductors. (https://www.cnbc.com/) Wed. Oct 15, 2025
20 (5) Bank earnings prop up stocks — plus, yet another data center deal and a window into Apple TV Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading. (https://www.cnbc.com/) Wed. Oct 15, 2025
 
21 (8) Meta Taps Arm To Power AI Across Devices And The Cloud Arm and Meta partner to boost AI efficiency from devices to data centers, leveraging Arm's compute leadership and Meta's product and tech expertise. (https://www.benzinga.com/) Wed. Oct 15, 2025
22 (7) Think It's Too Late to Buy Applied Digital? Here's 1 Reason Why There's Still Time. Revenue growth has been ramping up as hyperscalers invest more into AI data centers. (https://www.fool.com/) Wed. Oct 15, 2025
23 (8) Meta's $1.5B AI investment, NuScale Power pops on Army program Yahoo Finance's Josh Lipton tracks some of the biggest market stories on Wednesday in this Market Minute: Meta Platforms' (META) plans to invest $1.5 billion in a Texas data center, nuclear stocks — including NuScale Power (SMR), Oklo (OKLO), and Nanor Nuclear Energy (NNE) — rise on a new US Army program, and ASML (ASML) is climbing on its outlook. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Wed. Oct 15, 2025
24 (8) Morgan Stanley revamps Broadcom’s price target with a twist Broadcom (AVGO) just signed on to perhaps the biggest AI infrastructure push in recent memory. On October 13, OpenAI and Broadcom announced a mind-boggling new deal that has them co-developing and co-deploying a 10-gigawatt fleet of custom accelerator racks, starting in late 2026 and ... (https://finance.yahoo.com/) Wed. Oct 15, 2025
25 (8) US tech startup Anthropic unveils cheaper model to widen AI's appeal (Reuters) -Artificial intelligence startup Anthropic has overhauled its smallest AI model, Haiku, as companies increasingly opt for AI systems that are nearly as capable as the most advanced tools – but come at a fraction of the cost. Anthropic said on Wednesday that the updated model, called Haiku 4.5, is about one-third the cost of Sonnet 4, one of its medium-sized models, and one-fifteenth the cost of its most advanced offering, Opus. The new Haiku model performs as well or better than Sonnet 4 on a range of tasks, including coding. (https://finance.yahoo.com/) Wed. Oct 15, 2025
 
26 (8) Morgan Stanley revamps Broadcom’s price target with a twist Broadcom (AVGO) just signed on to perhaps the biggest AI infrastructure push in recent memory.  On October 13, OpenAI and Broadcom announced a mind-boggling new (https://www.thestreet.com/) Wed. Oct 15, 2025
27 (8) AI Startup Poolside Teams With CoreWeave on Massive Data Center Poolside, an AI coding startup that only launched its first product a year ago, is partnering with CoreWeave Inc. to develop what would be one of the largest data centers in the US, the latest sign of an investment frenzy in infrastructure for artificial intelligence. (https://www.bloomberg.com/) Wed. Oct 15, 2025
28 (4) US-China divide over AI chips is manifesting a 'Splinternet' US stocks (^DJI, ^IXIC, ^GSPC) are trading higher Wednesday morning after Treasury Secretary Scott Bessent condemned China's latest export controls on rare earth minerals vital to semiconductor production, going so far as to suggest US decoupling from the nation over this trade move. TPW Advisory Founder Jay Pelosky comments on how investors should be interpreting this commentary on global trade and AI chips. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Wed. Oct 15, 2025
29 (8) Apple says M5 chip is Mac's 'next big leap in AI': What to know Apple (AAPL) unveiled its new MacBook Pro and MacBook Pro, powered by its new M5 chip with artificial intelligence (AI)–improved capabilities. Yahoo Finance Tech Editor Dan Howley outlines the details. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Wed. Oct 15, 2025
30 (7) Meta partners up with Arm to scale AI efforts Semiconductor firm Arm is partnering with Meta to enhance the social media company's AI systems amid an unprecedented infrastructure buildout. (https://finance.yahoo.com/) Wed. Oct 15, 2025
 
31 (8) Nvidia, Microsoft, and BlackRock Just Struck a Massive AI Data Center Deal AI darling Nvidia just struck another big data center deal—this time as part of a group with Microsoft, BlackRock, and others. (https://finance.yahoo.com/) Wed. Oct 15, 2025
32 (8) Meta taps Arm Holdings to power AI recommendations across Facebook, Instagram The social media giant will use Arm-based data center platforms to power its AI ranking and recommendation systems, which are key to discovery and personalization across its apps. A deal with Meta would mark another major validation of Arm's technology as the SoftBank‑backed company competes with the entrenched x86 architecture used by Intel and AMD. Arm provides chip architecture that serves as a blueprint for what a central processing unit can do and which applications it can run. (https://finance.yahoo.com/) Wed. Oct 15, 2025
33 (7) Chip Stocks Are Hot Today. AMD Is Just One Example. Semiconductor stocks are rising Wednesday, led by Advanced Micro Devices. The SOX index of chip stocks was recently up 2.5%, looking strong even on an upbeat day for stocks broadly. (https://finance.yahoo.com/) Wed. Oct 15, 2025
34 (8) One of the last holdouts on Nvidia’s stock now predicts 78% upside. Here’s the thesis. HSBC analysts now think Nvidia has the potential to vastly exceed Wall Street expectations for data-center revenue as the company’s customer base broadens. (https://www.marketwatch.com/) Wed. Oct 15, 2025
35 (-5) Qualcomm just crossed a red line in China: Here’s what happens now Qualcomm, one of the biggest semiconductor companies in the world, is in the crosshairs of Chinese regulators. As trade, AI, and semiconductor dominance issues (https://www.thestreet.com/) Wed. Oct 15, 2025
 
36 (7) BlackRock, Nvidia, xAI, Microsoft Form Investment Consortium In $40 Billion Data Center Takeover ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Wed. Oct 15, 2025
37 (8) Bitdeer Surges 20% After Announcing Expansion Into AI Data Centers ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Wed. Oct 15, 2025
38 (8) Apple announces new MacBook Pro, iPad Pro and Vision Pro with updated chip Apple announced new MacBook Pro, iPad Pro and Vision Pro models on Wednesday with an updated M5 chip that allows them to run faster than their predecessors. (https://www.cnbc.com/) Wed. Oct 15, 2025
39 (8) HSBC upgrades Nvidia, leaving few cautious analysts left on AI leader HSBC sees upside of 78% ahead for AI poster child Nvidia. (https://www.cnbc.com/) Wed. Oct 15, 2025
40 (8) Nvidia, Microsoft, xAI and BlackRock part of $40 billion deal for Aligned Data Centers MGX, BlackRock's Global Infrastructure Partners and members of Artificial Intelligence Infrastructure Partnership will buy the company. (https://www.cnbc.com/) Wed. Oct 15, 2025
 
41 (6) 1 Reason to Buy ON Semiconductor Stock Like There's No Tomorrow The company is navigating some challenging near-term market conditions, but its long-term growth prospects look assured. (https://www.fool.com/) Wed. Oct 15, 2025
42 (-7) Bessent condemns China's rare earth controls: Key takeaways China unleashed sweeping export controls on rare earth minerals that are vital to the production of AI semiconductors and magnets in cars. US Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer responded to China's actions in a press conference on Wednesday, condemning the trade move as US and Chinese officials continue to negotiate trade policy. For more expert insight and the latest market action, click here. (https://finance.yahoo.com/) Wed. Oct 15, 2025
43 (5) Nvidia, Nike, Logitech: Top Analyst Calls Yahoo Finance senior reporter Brooke DiPalma keeps track of several Wall Street analyst calls on top trending stocks, including calls around shares of AI semiconductor manufacturer Nvidia (NVDA), sports apparel giant Nike (NKE), and Logitech International (LOGI). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Wed. Oct 15, 2025
44 (8) Apple debuts new M5 chip alongside upgraded 14-inch MacBook Pro and iPad Pro Apple on Wednesday announced its latest M5 chip and upgraded MacBook Pro and iPad Pro lines. (https://finance.yahoo.com/) Wed. Oct 15, 2025
45 (8) Nvidia stock rises on HSBC upgrade as analyst sees 'continuous earnings growth' Nvidia stock rose amid an upgrade from HSBC and its latest AI deal with OpenAI. (https://finance.yahoo.com/) Wed. Oct 15, 2025
 
46 (8) One of the last holdouts on Nvidia’s stock now predicts 78% upside. Here’s the thesis. HSBC analysts now think Nvidia has the potential to vastly exceed Wall Street expectations for data-center revenue as the company’s customer base broadens. (https://www.marketwatch.com/) Wed. Oct 15, 2025
47 (5) ASML Orders Beat Expectations On AI Boost ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Wed. Oct 15, 2025
48 (7) Ugreen Launches Its New And Affordable NASync DH2300 For Data Storage At Home Ugreen is making a play for the home and small office market with the launch of its Ugreen NASync DH2300 and Ugreen NASync DH4300 NAS devices with two and four SATA bays. (https://www.forbes.com/) Wed. Oct 15, 2025
49 (8) Billionaire Gautam Adani, Google To Build $15 Billion AI-Power Data Center Hub In India Adani Enterprises—controlled by port-to-power billionaire Gautam Adani—said it and Alphabet’s Google will invest $15 billion over the next five years to develop a gigawatt-scale data center hub in the southeastern Indian state of Andhra Pradesh. (https://www.forbes.com/) Wed. Oct 15, 2025
50 (7) Microsoft Cuts Fourth Nscale Deal With Texas AI Data Center Nscale, a data center developer focused on artificial intelligence, has agreed to build a site for Microsoft Corp. in Texas, the fourth such deal between the companies in the last two months. (https://www.bloomberg.com/) Wed. Oct 15, 2025
 
51 (5) ASML looks to calm fears over 2026 growth as it warns of China sales decline ASML on Wednesday looked to allay concerns over 2026 growth as an increase in AI investments helped fuel orders at the critical chip firm. (https://www.cnbc.com/) Wed. Oct 15, 2025
52 (8) Intel's Crucial Panther Lake Chips Start Production Panther Lake is the most important product for Intel in many years. (https://www.fool.com/) Wed. Oct 15, 2025
53 (8) MIT spinout Vertical Semiconductor raises $11 million for AI power chip tech SAN FRANCISCO (Reuters) -Vertical Semiconductor, a startup spun out of the Massachusetts Institute of Technology, on Wednesday said it raised $11 million in funding to commercialize chip technology that can deliver electricity to artificial intelligence servers more efficiently. Vertical makes chips out of a material called gallium nitride, an alternative to silicon which is becoming central to an effort led by chip designer Nvidia to rework auxiliary chips inside AI data centers to direct electricity and convert it into the form needed by Nvidia's chips. (https://finance.yahoo.com/) Wed. Oct 15, 2025
54 (8) Nvidia Upgraded at HSBC as AI Suggests Upside of Nearly 80% HSBC also raised the price target on the stock to a Street-high of $320, up from $200. The new target implies upside of nearly 80% from Nvidia’s last close of $180.03. Hitting that target would translate to a market capitalization close to $8 trillion, compared with about $4.37 trillion currently. (https://finance.yahoo.com/) Wed. Oct 15, 2025
55 (8) BlackRock, Nvidia-backed group strikes $40 billion AI data center deal The deal underscores an intensifying race to expand the costly, supply-constrained infrastructure required to develop artificial intelligence technology, as companies rush to build sophisticated AI models. ChatGPT creator OpenAI has in recent weeks unveiled agreements totaling about 26 gigawatts of computing capacity, enough to power roughly 20 million U.S. homes. (https://finance.yahoo.com/) Wed. Oct 15, 2025
 
56 (5) Europe’s largest company and AI play delivers on earnings but warns of China slowdown ASML’s 3Q earnings justify the optimism on the stock that saw its shares rally from a low of €597 in August to almost €900. (https://www.marketwatch.com/) Wed. Oct 15, 2025


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