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Sector News: Semiconductors
Sat. Oct 18, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-10-185%      5.4%      4.2      3.9     
2025-10-173%      5.3%      4.4      4      288.17      -0.28%      0.28%     
2025-10-165%      5.6%      5.9      4      288.98      0.47%      0.28%     
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%     

SOXX Behaviors
Semiconductors sector (25%): The directional probability for SOXX is 10% from last trading session on Fri. Oct 17, 2025. Both emotion level 4.2 and sentiment level 3.9 are bullish on Sat. Oct 18, 2025. Semiconductors sector is attracting noticeable market attention on Sat. Oct 18, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news.
 
1 (8) AI capex is finally showing up in the real economy Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. AI spending is finally hitting the GDP, not just stock tickers. On Opening Bid Unfiltered, Yahoo Finance Executive Editor Brian Sozzi sits down with Gargi Chaudhuri, Head of iShares Investment Strategy Americas at BlackRock, to unpack how AI investments drive growth through software and intellectual property. They explore how this shift could shape future earnings beyond semiconductors and what it means for the labor market, immigration, and productivity. This is where AI meets the real economy. Listen on your favorite podcast platform or watch on our website for full episodes of Opening Bid Unfiltered. This post was written by Langston Sessoms, producer for Opening Bid Unfiltered. (https://finance.yahoo.com/) Sat. Oct 18, 2025
2 (8) HSBC: NVIDIA’s (NVDA) AI GPU Market to Keep Expanding Beyond Hyperscalers NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Analysts Are Watching Closely. On October 15, HSBC analyst Frank Lee upgraded the stock to Buy from Hold and raised his target price to $320 per share from $200. The firm believes that the AI GPU total addressable market will keep expanding beyond hyperscalers, driving continuous earnings […] (https://finance.yahoo.com/) Sat. Oct 18, 2025
3 (8) AI Momentum Powers Record Growth in Q3: Is TSMC Stock a Buy Now? TSMC stands at the center of the semiconductor industry’s next big wave. (https://finance.yahoo.com/) Sat. Oct 18, 2025
4 (8) Prediction: Global AI Competition Could Create Trillion-Dollar Winners These tech companies are benefiting from growing investment in AI chips and software. (https://finance.yahoo.com/) Sat. Oct 18, 2025
5 (8) Where Will Nvidia Be 24 Months After the Blackwell Launch? Here's What History Says. Nvidia stock has skyrocketed over the past few years amid excitement about the company's AI dominance. (https://www.fool.com/) Sat. Oct 18, 2025
 
6 (4) Nvidia just scored a massive AI win, but Jensen Huang has regrets From xAI to OpenAI to CoreWeave, Nvidia is building AI’s infrastructure, although missed chances are piling up. (https://www.thestreet.com/) Sat. Oct 18, 2025
7 (-3) Big Tech's AI ambitions are remaking the US power grid. Consumers are paying the price. Requests from Big Tech for power supply are skyrocketing. If that demand doesn't end up following through, utility companies could be stuck with the bill. (https://finance.yahoo.com/) Sat. Oct 18, 2025
8 (8) Why Nvidia’s Vera Rubin may unleash another AI wave Wall Street’s watching as Nvidia readies the hardware for AI’s next leap (https://www.thestreet.com/) Sat. Oct 18, 2025
9 (-8) Jensen Huang Says Nvidia Went From 95% Market Share To 0% In China: 'I Think It's A Mistake For US Not To...' Nvidia CEO Jensen Huang said the company's China market share has plunged from 95% to zero due to U.S. export restrictions, calling it a policy mistake that risks ceding one of the world's largest AI markets to domestic Chinese rivals. (https://www.benzinga.com/) Sat. Oct 18, 2025
10 (8) Meta, Blue Owl Strike $30 Billion Private Capital Deal For AI Data Center Meta Platforms Inc. (NASDAQ: META) is nearing a $30 billion financing deal for its Hyperion data center in Richland Parish, Louisiana, which would be the largest private capital raise on record, according to a report published on Friday. (https://www.benzinga.com/) Sat. Oct 18, 2025
 
11 (-2) $1.65 trillion chip giant Broadcom cuts staff in units like sales and accounts Broadcom cuts staff in sales and account management roles. The chip giant has been capitalizing on the AI boom. (https://www.businessinsider.com/) Sat. Oct 18, 2025


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