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Sector News: Semiconductors
Wed. Oct 22, 2025

DateAttentionAverage
Attention
EmotionSentimentPriceChangeSMA10
Trend
2025-10-223%      4.1%      2.7      3.7      284.08      -2.49%      -0.28%     
2025-10-214%      4.7%      3.2      4.2      291.33      -0.56%      0.31%     
2025-10-204%      4.7%      3.3      4.4      292.97      1.67%      0.18%     
2025-10-195%      5.1%      4.6      4     
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%     

SOXX Behaviors
Semiconductors sector (-15%): The directional probability for SOXX is -60% from last trading session on Tue. Oct 21, 2025. Both emotion level 2.7 and sentiment level 3.7 are bullish on Wed. Oct 22, 2025. Semiconductors sector is attracting noticeable market attention on Wed. Oct 22, 2025. SOXX is likely to move higher on any positive news, and recover from any dips of negative news.
 
1 (7) Intel Q3 Preview: Nvidia, US Government Stakes Don't Change Narrative – 'Do Not Believe Valuation Is Justified' Intel stock is up over 80% year-to-date in 2025 helped by stakes in the company by Nvidia and the U.S. government. (https://www.benzinga.com/) Wed. Oct 22, 2025
2 (8) OpenAI, Oracle and Vantage to build Stargate data center site in Wisconsin The new Port Washington campus is part of OpenAI and Oracle's partnership announced in July to develop another 4.5 gigawatts of data center capacity. The Stargate initiative, a project of up to $500 billion and 10 gigawatts, also includes Japanese technology investor SoftBank Group and is setting up its first AI data center in Abilene, Texas. (https://finance.yahoo.com/) Wed. Oct 22, 2025
3 (7) Amazon's switch to robots over human warehouse employees will save it up to $4 billion a year, Morgan Stanley says "The market is under-appreciating AMZN's GenAI advances in its Retail business with robotics-driven efficiencies," analyst Brian Nowak said. (https://www.cnbc.com/) Wed. Oct 22, 2025
4 (8) Applied Digital signs $5 billion AI factory lease with U.S. based hyperscaler Applied Digital signs $5 billion AI factory lease with U.S. based hyperscaler (https://www.cnbc.com/) Wed. Oct 22, 2025
5 (7) Amazon introduces 'Blue Jay' warehouse robot that performs multiple tasks at once The robotics system is called Blue Jay, and Amazon said it's already being deployed in one of its South Carolina warehouses. (https://www.cnbc.com/) Wed. Oct 22, 2025
 
6 (3) A lot has changed for Intel in three months. Earnings are the next big test. The chip maker’s stock has rallied following multibillion-dollar investments in its business, but not everyone is convinced that will be enough for a turnaround. (https://www.marketwatch.com/) Wed. Oct 22, 2025
7 (-8) VW Halts Golf Production In Wolfsburg As Chip Shortage Worsens ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Wed. Oct 22, 2025
8 (-5) Chipmaker Texas Instruments is falling on earnings and guidance miss. What analysts are saying Wall Street analysts were underwhelmed by the latest quarterly report from Texas Instruments. (https://www.cnbc.com/) Wed. Oct 22, 2025
9 (2) The S&P 500 is more concentrated with AI than ever. Here's how to manage your risk AI stocks now dominate the S&P 500, raising big questions about diversification and your retirement portfolio. (https://www.cnbc.com/) Wed. Oct 22, 2025
10 (-5) Meta lays off 600 employees within AI unit The cuts come as Meta has been pouring billions of dollars into AI (https://www.cnbc.com/) Wed. Oct 22, 2025
 
11 (6) Palantir Vs. OpenAI: The AI Underdog That Might Be The Smarter Bet In the battle between OpenAI Vs. PLTR, Palantir could be the underdog AI-focused company with $4.16B in real revenue and 45% growth. (https://www.benzinga.com/) Wed. Oct 22, 2025
12 (8) 3 Reasons to Buy Taiwan Semiconductor Stock Like There's No Tomorrow The company is the leading manufacturer of AI chips, and spending in this space isn't slowing down yet. (https://www.fool.com/) Wed. Oct 22, 2025
13 (8) UK data centre spend to soar to £10 billion a year - Barbour ABI LONDON (Reuters) -Spending on new UK data centres is set to rise to 10 billion pounds a year by 2029, a more than five-fold increase from 2024, analysis by construction data firm Barbour ABI has found. A total of 1.75 billion pounds was spent on data centres in the UK last year, with 2.38 billion forecast to be spent in 2025. AI-driven demand is fuelling data centre investment. (https://finance.yahoo.com/) Wed. Oct 22, 2025
14 (-6) Why Texas Instruments’ stock is seeing another big drop after earnings The analog chip company’s latest results suggest a more subdued path to recovery. (https://www.marketwatch.com/) Wed. Oct 22, 2025
15 (-3) Amazon sees 'blind spot' in identifying new AI startups as future cloud customers Amazon Web Services struggles to find AI solopreneurs and bootstrapped startups, highlighting a blind spot in its customer discovery process. (https://www.businessinsider.com/) Wed. Oct 22, 2025
 
16 (7) Tesla's earnings report means another chance to transition it from EV to AI Tesla has been subtly pivoting its strategy for years to be considered an AI company, but it's now reaching a tipping point. (https://www.businessinsider.com/) Wed. Oct 22, 2025
17 (5) AI Agents Create Enormous Opportunity — and Risk Agentic AI can help consumers drive, shop and control their homes. (https://www.thestreet.com/) Wed. Oct 22, 2025
18 (6) Intel CEO-Backed Startup Seeks Role as AI Chip Matchmaker Gimlet is building software that will chop up AI tasks and send them to the most cost-effective chips (https://www.bloomberg.com/) Wed. Oct 22, 2025
19 (-7) Auto giant Volkswagen warns of output stoppages amid Nexperia chip disruption Volkswagen on Wednesday warned of temporary production outages citing China's export restrictions on semiconductors made by Nexperia. (https://www.cnbc.com/) Wed. Oct 22, 2025
20 (7) Intel results to show if barrage of investments in chipmaker paying off Multi billion-dollar investments from Nvidia and Japan's SoftBank as well as an unprecedented U.S. government stake during the September quarter provided bright spots in Intel's long-running turnaround. The investments have helped its shares double in value this year and outpace gains in AI darling Nvidia, setting a high bar for the company expected to report a 1% drop in third-quarter sales to $13.14 billion according to LSEG data. (https://finance.yahoo.com/) Wed. Oct 22, 2025
 
21 (-7) TI shares slide as bleak outlook signals delayed industry recovery (Reuters) -Shares of Texas Instruments sank more than 8% on Wednesday in premarket trading, after the chipmaker's downbeat fourth-quarter profit and revenue outlook deepened worries over a drawn-out recovery in the analog chip market as tariff uncertainty plagues the wider industry. While TI has reduced some of its business exposure to the Trump administration's tariffs through trade deals, uncertainty over additional levies and trade negotiations has weighed on investor sentiment and delayed the pace of recovery. "The recovery pace is much more gradual than anticipated," said J.P. Morgan analysts, adding the wider industry "could still be muted by tariff/trade and sluggish auto recovery". (https://finance.yahoo.com/) Wed. Oct 22, 2025


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