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Semiconductors Sector (SOXX) Stock Price Prediction and News Highlight
Tue. Dec 2, 2025

The price action of Semiconductors (SOXX) sector is shaped by numerous forces, ranging from broad macroeconomic trends to company-specific performance and market structure. The overall sentiment for Semiconductors sector is very bullish (overall 2.7, positive 3.7, negative -1) on 20251202. The forces of Sentiment towards Fundamentals (2.2), Valuation Sentiment (2.2), Sector Price Trend (2.1), Market Risk Appetite (0.5), and Broad Market Trend (0.4) will drive up the price. The forces of Price Level Sentiment (-0.5), and Option Sentiment (-1.5) will drive down the price.

'Buy the dips' is the preferred trading strategy. Hourly SMA 20 trend line is likely to provide a support from any pullbacks. The swing to upside will be significant considering the high positive sentiment forces (3.7).

The sentiment for Broad Market Trend is calculated based on SPY trend. The sentiment for Sector Price Trend is calculated based on SOXX trend. The sentiment for Option Speculation is calculated from put/call ratio. The Risk Prefrence is calculated from Bitcoin price trend. Price Level sentiment is positive when oversold, and negative when overbought. Valuation Sentiment, and Sentimentals towards Fundamentals are extracted from headlines and market commentary. All sentiment scores are normalized on a -10 - +10 scale.


DateAttentionAverage
Attention
PricePrice
Level
ChangeSMA10
Trend
Market
Sentiment
Trend
Sentiment
ActionFund.News
Sentiment
2025-12-025%      4.3%      302.84      81      1.99%      0.67%      2.7      2.1      Long      2.2      4.5     
2025-12-015%      4.7%      296.92      65      -0.19%      0.28%      1.9      1.5      Long      1.5      5     
2025-11-304%      4.7%      3.3      1      Long      1.6      1.5     
2025-11-293%      4.4%      3.7      1      Long      1.8      2.8     
2025-11-285%      4.9%      297.5      65      2.12%      0.28%      3      1.7      Long      1.8      0.6     
2025-11-274%      4.7%      3.7      1      Long      2      2.9     
2025-11-264%      5.4%      291.31      50      2.73%      -0.28%      1.7      0.4      Range      2.1      1.9     
2025-11-258%      6.3%      283.58      32      0.31%      -0.42%      1.9      0.7      Long      2.3      1.4     
2025-11-245%      6%      282.7      28      4.38%      -0.67%      1.8      -0.3      Range      2.7      4.2     
2025-11-232%      6.1%      3.9      1      Long      2.3      3     
 
Both emotion scores and sentiment scores are calculated in a -10 - +10 scale.
The price level reaches 100 at Bollinger upper band, and zero at lower band.
Range refers to range trade strategy. In an uptrend, the price will likely bullback after huge advance. As an investor, you may want to wait for the pullback to open long position. As a trader, you may consider tactical short. In a downtrend, the price will likely rebound after huge decline. As an investor, you may want to wait for the rebound to exit long position. As a trader, you may consider tactical long.

 
1 (4) Amazon Fires Chip Broadside in Bid to Compete in AI Race Get caught up. (https://www.bloomberg.com/) Tue. Dec 2, 2025
2 (7) Marvell to acquire Celestial AI for as much as $5.5 billion The deal is an aggressive move for Marvell to acquire complimentary technology to its semiconductor networking business. (https://www.cnbc.com/) Tue. Dec 2, 2025
3 (7) Marvell To Acquire Celestial AI In $3.25 Bln Deal Marvell Technology (MRVL) on Tuesday said it has agreed to buy Celestial AI in a deal valued at about $3.25 billion, marking a major move to strengthen its position in next-generation AI data-center connectivity. (https://www.rttnews.com/) Tue. Dec 2, 2025
4 (8) Microchip Technology Lifts Q3 Outlook Microchip Technology Incorporated, (MCHP) Tuesday lifted its guidance for third quarter. Microchip now expects its net sales and earnings per share to be at the high end of its previously provided guidance, representing sequential growth of roughly 1% that exceeds the midpoint of our prior guidance which anticipated a sequential decline in net sales. (https://www.rttnews.com/) Tue. Dec 2, 2025
5 (5) Amazon announces new AI chips, closer Nvidia ties — but it's cloud capacity that matters most Amazon Web Services' two-track approach to artificial intelligence came into better focus Tuesday. (https://www.cnbc.com/) Tue. Dec 2, 2025
 
6 (-2) Marvell stock drops after edging past Q3 earnings estimates Marvell Technology (MRVL) stock is falling in Tuesday's extended hours after the chip designer posted third quarter results that just edged past Wall Street's adjusted earnings ($0.76 per share vs. estimates of $0.74) and net revenue ($2.08 billion vs. expectations of $2.06 billion) estimates. While Marvell's fourth quarter earnings guidance came in line with forecasts, its revenue guidance came out above expectations. Yahoo Finance tech editor Dan Howley helps Josh Lipton dive into Marvell's earnings release and guidance figures. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. (https://finance.yahoo.com/) Tue. Dec 2, 2025
7 (4) Marvell to buy chip startup Celestial AI for $3.25 billion to boost networking portfolio Chipmaker Marvell Technology said on Tuesday it will buy semiconductor startup Celestial AI in a deal worth $3.25 ​billion and also forecast fourth-quarter revenue above Wall Street estimates. Marvell's ‌shares were down 6% in extended trading. The generative AI boom has sped up chipmakers' ‌development process, as they rush to design the fastest, most energy-efficient equipment for advanced data centers. (https://finance.yahoo.com/) Tue. Dec 2, 2025
8 (8) Intel Corp. stock outperforms competitors on strong trading day Shares of Intel Corp. INTC rose 8.65% to $43.47 Tuesday, on what proved to be an all-around favorable trading session for the stock market, with the S&P 500 Index SPX rising 0.25% to 6,829.37 and the Dow Jones Industrial Average DJIA rising 0.39% to 47,474.46. Intel Corp. hit a new 52-week high, surpassing its previous peak of $42.48, which the company reached on October 28th. (https://www.marketwatch.com/) Tue. Dec 2, 2025
9 (8) NXP Semiconductors N.V. stock outperforms competitors on strong trading day Shares of NXP Semiconductors N.V. NXPI rallied 7.95% to $215.35 Tuesday, on what proved to be an all-around great trading session for the stock market, with the S&P 500 Index SPX rising 0.25% to 6,829.37 and the Dow Jones Industrial Average DJIA rising 0.39% to 47,474.46. This was the stock's fourth consecutive day of gains. (https://www.marketwatch.com/) Tue. Dec 2, 2025
10 (6) ByteDance, Brookfield Courted by Voltalia for Brazil Data Parks French renewable energy provider Voltalia SA is pursuing data center projects in Brazil with investors including TikTok owner ByteDance Co Ltd. and private equity powerhouse Brookfield Corp., according to people familiar with the matter. (https://www.bloomberg.com/) Tue. Dec 2, 2025
 
11 (8) Eaton CEO's comments on data center demand are exactly what investors want to hear 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/) Tue. Dec 2, 2025
12 (8) Caterpillar Is Doubling Capacity: Here's What To Watch Caterpillar is a top leader in data center power with strong air permits, according to BofA Securities analyst Michael Feniger, who reiterates a Buy rating and $650 price target. (https://www.benzinga.com/) Tue. Dec 2, 2025
13 (8) Anthropic acquires developer tool startup Bun to scale AI coding Artificial intelligence startup Anthropic said on Tuesday it has acquired Bun, ​which helps developers run and manage codes more effectively,‌ as the Claude maker looks to boost the speed and stability of its ‌coding agent. Bun is expected to help Anthropic scale its code‑generation tool Claude Code, which reached an annualized revenue run rate of $1 billion since its launch earlier this year. Anthropic had already been ⁠using Bun for several ‌months. (https://finance.yahoo.com/) Tue. Dec 2, 2025
14 (8) Intel stock climbs more than 7% on report it will supply chips for Apple Intel will supply chips for Apple's MacBook Air and iPad in 2027, according to analyst Ming-Chi Kuo. (https://finance.yahoo.com/) Tue. Dec 2, 2025
15 (8) South Korea Parliament Clears 2026 Budget to Power AI-Led Growth South Korea’s parliament approved a 727.9 trillion won ($495.8 billion) budget for next year on Tuesday, endorsing President Lee Jae Myung’s sweeping plan to revive the economy through aggressive investment in artificial intelligence and other strategic sectors. (https://www.bloomberg.com/) Tue. Dec 2, 2025
 
16 (7) France’s Mistral Debuts New Models to Keep Pace in AI Race Mistral AI, Europe’s leading artificial intelligence startup, released its next generation of models pitched as more adaptable than alternatives from larger rivals OpenAI and Alphabet Inc.’s Google. (https://www.bloomberg.com/) Tue. Dec 2, 2025
17 (-2) OpenAI’s Altman Urges ‘Code Red’ ChatGPT Push, Information Says OpenAI Chief Executive Officer Sam Altman is redirecting internal resources to speed up improvements to ChatGPT, declaring a “code red” situation that will delay work on other initiatives, the Information reported. (https://www.bloomberg.com/) Tue. Dec 2, 2025
18 (7) What's Going On With Advanced Micro Devices Stock Tuesday? AMD is expanding collaboration with HPE and Vultr to boost AI infrastructure race, shorten deployment timelines, and meet growing demand. (https://www.benzinga.com/) Tue. Dec 2, 2025
19 (3) China Ghosts Nvidia — But Huang Says Global AI Market Could Hit $4T China shuts out Nvidia, ending a profitable market for AI chips. CEO Huang remains optimistic, projecting trillions in global AI spending. (https://www.benzinga.com/) Tue. Dec 2, 2025
20 (5) Amazon: New AI models, plans to use Nvidia tech in its chips Yahoo Finance anchor Julie Hyman tracks Tuesday's top moving stocks and biggest market stories in this Market Minute. Amazon (AMZN) announced that it is launching new artificial intelligence (AI) models. Nvidia (NVDA) stock is on the rise after Amazon noted it will use Nvidia's technology in its AI computing chips. Procter & Gamble (PG) stock is falling after the company's CFO warned of difficult conditions for its US business. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. (https://finance.yahoo.com/) Tue. Dec 2, 2025
 
21 (8) Amazon AWS VP: AI agents will be biggest technology change 'since the beginning of cloud computing' Amazon is rolling out a trio of new AI agents. (https://finance.yahoo.com/) Tue. Dec 2, 2025
22 (2) Nvidia CFO says chipmaker yet to finalize $100 billion OpenAI deal Nvidia's agreement with ChatGPT parent OpenAI to invest up to $100 billion in the startup is still not ​finalized, the chipmaker's chief financial officer Colette Kress said on Tuesday at ‌the UBS Global Technology and AI Conference in Arizona. Kress' comments add to intensifying discussion around a partnership that ‌ties two of the most significant players in the artificial intelligence race and is at the center of rising concerns around circular deals in the AI ecosystem. The world's most valuable company in September unveileda letter of intent to invest in OpenAI, under an agreement that would involve deploying ⁠at least 10 gigawatts of Nvidia ‌systems for the startup, enough capacity to power more than 8 million U.S. homes. (https://finance.yahoo.com/) Tue. Dec 2, 2025
23 (7) Amazon releases new AI chip amid industry push to challenge Nvidia's dominance Amazon unveiled its latest AI chip, Trainium 3, during AWS Invent. (https://finance.yahoo.com/) Tue. Dec 2, 2025
24 (7) Why AMD’s stock is this analyst’s best idea for chip investors next year The chip maker will start ramping its first rack-scale solution, Helios, and its MI450 series of AI accelerators in mid-2026. TD Cowen says investors should get in before then. (https://www.marketwatch.com/) Tue. Dec 2, 2025
25 (5) SiTime Is Said in Talks to Acquire Renesas’s Timing Division Analog chipmaker SiTime Corp., which specializes in chips that keep circuits in sync inside data centers, is in talks to acquire Renesas Electronics Corp.’s timing unit, according to people familiar with the matter. (https://www.bloomberg.com/) Tue. Dec 2, 2025
 
26 (7) French AI lab Mistral releases new AI models as it looks to keep pace with OpenAI and Google The model unveiling comes on the back of a commercial contract with HSBC. (https://www.cnbc.com/) Tue. Dec 2, 2025
27 (4) Nvidia Just Delivered Another Blowout Quarter. Is the Stock Still a Buy? Nvidia reported blowout earnings, but the stock still sank following the report. What gives? (https://www.fool.com/) Tue. Dec 2, 2025
28 (-5) This Is the Biggest Threat to Nvidia's Artificial Intelligence (AI) Dominance That Virtually No One Is Talking About The company's finally got some credible competition, with more waiting in the wings. (https://www.fool.com/) Tue. Dec 2, 2025
29 (8) Axiado raises $100 million for chip to save space, power in AI data centers Axiado, a Silicon Valley-based startup that is making a chip designed to ​save space and power in artificial intelligence servers, said on Tuesday it has ‌raised $100 million in fresh capital. Inside AI data centers, thousands of powerful servers must work together in concert to ‌train models. Doing so requires coordination over an internal network, and all servers contain a handful of chips whose job it is to handle those instructions and manage the server's circuit board while keeping it secure from hackers. (https://finance.yahoo.com/) Tue. Dec 2, 2025
30 (8) AMD-Backed Vultr to Build $1 Billion Chip Cluster in Ohio for AI Cloud-computing provider Vultr is building a 50-megawatt cluster of Advanced Micro Devices Inc. artificial intelligence processors at a data center in Ohio, a move aimed at offering AI infrastructure at a lower cost. (https://www.bloomberg.com/) Tue. Dec 2, 2025
 
31 (-2) TSMC and Intel Clash Over Trade Secrets Allegations Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Debby Wu recounts a kerfuffle that’s emerged around the move of a former TSMC executive to Intel. (https://www.bloomberg.com/) Tue. Dec 2, 2025
32 (7) Trump administration to inject up to $150 million into chip laser startup xLight The Trump administration has agreed to take a stake in xLight - a startup seeking to develop free-electron lasers as key to making faster computing chips. (https://www.cnbc.com/) Tue. Dec 2, 2025
33 (-3) A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices The AI infrastructure buildout is creating shortages of components including various types of chips that are also used in consumer electronics. (https://www.cnbc.com/) Tue. Dec 2, 2025
34 (9) As AI Data Center Demand Surges, Taiwan Semiconductor Manufacturing Could Be the Biggest Long-Term Beneficiary TSMC is set to be a huge beneficiary of the ongoing surge in AI data center demand. (https://www.fool.com/) Tue. Dec 2, 2025
35 (7) Software firm Vinci, which speeds up hardware simulation, raises $36 million Startup Vinci said on Tuesday it ​has raised $36 million to finance its business of building software ‌that can speed chip and other hardware design by significantly accelerating the simulation of such ‌devices. The Palo Alto, California-based company's software is entering a crowded market that has similar artificial intelligence-based simulation products made by established chip software design companies such as Cadence and Synopsys. Vinci said its simulation software uses ⁠an in-house-built ‌AI model to boost the speed of chip simulation. (https://finance.yahoo.com/) Tue. Dec 2, 2025
 
36 (8) Intel Pledges $208 Million Malaysia Chip Investment, Anwar Says Intel Corp. will invest an additional 860 million ringgit ($208 million) to make Malaysia its assembly and testing operations center, according to Prime Minister Anwar Ibrahim, giving a boost to the Southeast Asian nation’s critical role in the global semiconductor supply chain. (https://www.bloomberg.com/) Tue. Dec 2, 2025
37 (7) US to Take $150 Million Stake in Chip Startup Led by Gelsinger The US Commerce Department has agreed to invest as much as $150 million in xLight Inc., a chip technology startup tied to former Intel Corp. Chief Executive Officer Pat Gelsinger. (https://www.bloomberg.com/) Tue. Dec 2, 2025
38 (8) Intel to invest additional $208 million in Malaysia, PM says Dec 2 (Reuters)​ - Malaysian ‌Prime Minister Anwar Ibrahim said ‌U.S. chipmaker Intel (INTC) has announced an additional investment of 860 ⁠million ringgit ‌ ($208 million) in the ‍country (https://finance.yahoo.com/) Tue. Dec 2, 2025
39 (8) Micron's $338 Target: The AI Memory Supercycle Is Just Starting The AI memory supercycle creates supply shortages and pricing power, fueling Micron’s record profits and providing a clear, multi-year runway for growth. (https://www.marketbeat.com/) Mon. Dec 1, 2025
40 (8) A Deepening Relationship With Nvidia Is Boosting This Chip Design Software Maker’s Stock Chip design software maker Synopsys is the latest tech firm to see its stock climb on an AI partnership with Nvidia. (https://www.investopedia.com/) Mon. Dec 1, 2025
 
41 (8) Nvidia CEO to Cramer: Synopsys deal is 'culmination of everything I showed you' over the years This deal allows Synopsys to leverage Nvidia's AI platform to deliver computer-modeled design and engineering solutions across many industries. (https://www.cnbc.com/) Mon. Dec 1, 2025
42 (7) AI: Late 2026 will be inflection point for these hyperscalers Nvidia (NVDA) announced a $2 billion investment in chip software manufacturer Synopsys (SNPS), while OpenAI (OPAI.PVT) takes an ownership stake in Thrive Holdings and strikes a deal to be Accenture's (ACN) primary artificial intelligence partner. Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani chats with Allie Canal about the AI trade in the context of "circular investing" concerns and his outlook on which hyperscalers may have opportunities to pull ahead of the competition in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Mon. Dec 1, 2025
43 (8) Analysts Predict Marvell Earnings Beat Supported By AI, Datacenter Demand Analysts highlight Marvell potential, powered by AI and non-AI optical markets, plus accelerating XPU and Custom IC deployments. (https://www.benzinga.com/) Mon. Dec 1, 2025
44 (-3) Data center energy demand forecasted to soar nearly 300% through 2035 New planned data centers promise to consume even more energy than expected. Meanwhile, a grid monitor is blaming such growth for high electricity prices. (https://finance.yahoo.com/) Mon. Dec 1, 2025
45 (8) Construction workers are cashing in on the AI boom "I pinch myself going to work every day," one 51-year-old says of his new supervisor role overseeing 200 workers at a data center site. (https://finance.yahoo.com/) Mon. Dec 1, 2025
 
46 (7) Elon Musk offers two non-Tesla stock picks to play the future of AI Why the Tesla CEO sees opportunity in shares of Alphabet and Nvidia, which have enjoyed strong rallies this year. (https://www.marketwatch.com/) Mon. Dec 1, 2025
47 (7) Nvidia’s stock is almost historically cheap — and that’s a good sign for bulls History suggests Nvidia’s valuation multiple can expand meaningfully from here, according to a BofA analyst. (https://www.marketwatch.com/) Mon. Dec 1, 2025
48 (7) The AI Boom Moves Into the Next Stage Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. (https://www.bloomberg.com/) Mon. Dec 1, 2025
49 (-6) Nvidia shares to retreat 20% on competitive pressures, says only analyst with sell rating Seaport analyst Jay Goldberg pointed to a variety of 'sales mechanisms' underpinning Nvidia's accounting practices as a reason to maintain caution. (https://www.cnbc.com/) Mon. Dec 1, 2025
50 (8) Snowflake's New 'AI-Driven Migration' Tech Could Speed Up Cloud Moves By 4x, Analyst Says Snowflake expects to post strong Q3 growth as enterprises use its data platform for AI and Agentic applications. Analyst raises price target. (https://www.benzinga.com/) Mon. Dec 1, 2025


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