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| 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 3.2, positive 4.2, negative -1) on 20251203. The forces of Sector Price Trend (2.6), Sentiment towards Fundamentals (2.5), Valuation Sentiment (2.3), Broad Market Trend (0.5), and Market Risk Appetite (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 (4.2). 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. |
| Date | Attention | Average Attention | Price | Price Level | Change | SMA10 Trend | Market Sentiment | Trend Sentiment | Action | Fund. | News Sentiment |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-03 | 4% | 4.3% | 309.36 | 92 | 2.15% | 1.16% | 3.2 | 2.6 | Range | 2.5 | 2.6 |
| 2025-12-02 | 5% | 4.3% | 302.84 | 81 | 1.99% | 0.67% | 2.7 | 2.1 | Long | 2.2 | 4.5 |
| 2025-12-01 | 5% | 4.7% | 296.92 | 65 | -0.19% | 0.28% | 1.9 | 1.5 | Long | 1.5 | 5 |
| 2025-11-30 | 4% | 4.7% | 3.3 | 1 | Long | 1.6 | 1.5 | ||||
| 2025-11-29 | 3% | 4.4% | 3.7 | 1 | Long | 1.8 | 2.8 | ||||
| 2025-11-28 | 5% | 4.9% | 297.5 | 65 | 2.12% | 0.28% | 3 | 1.7 | Long | 1.8 | 0.6 |
| 2025-11-27 | 4% | 4.7% | 3.7 | 1 | Long | 2 | 2.9 | ||||
| 2025-11-26 | 4% | 5.4% | 291.31 | 50 | 2.73% | -0.28% | 1.7 | 0.4 | Range | 2.1 | 1.9 |
| 2025-11-25 | 8% | 6.3% | 283.58 | 32 | 0.31% | -0.42% | 1.9 | 0.7 | Long | 2.3 | 1.4 |
| 2025-11-24 | 5% | 6% | 282.7 | 28 | 4.38% | -0.67% | 1.8 | -0.3 | Range | 2.7 | 4.2 |
| 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 (-2) Nvidia’s Huang Unsure Whether China Would Accept H200 Chips Nvidia Corp. Chief Executive Officer Jensen Huang said he’s unsure whether China would accept the company’s H200 artificial intelligence chips should the US relax restrictions on sales of the processors, following a meeting Wednesday with President Donald Trump. (https://www.bloomberg.com/) Wed. Dec 3, 2025 | |
| 2 (7) Is Palantir's Deal With Nvidia a Game Changer? The two companies are joining forces to build a comprehensive AI ecosystem. (https://www.fool.com/) Wed. Dec 3, 2025 | |
| 3 (8) OpenAI just became the new Wall Street power broker You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. OpenAI’s (OPAI.PVT) rise isn’t just a tech story anymore; it’s a market-moving force that Kenny Polcari says investors can’t afford to ignore. In this Trader Talk segment, he argues that OpenAI is positioning itself as the indispensable middleman of the entire AI economy, reshaping how capital will flow into chips, data centers, and enterprise software. Polcari breaks down why this shift puts new pressure on traditional market leaders and creates fresh opportunities for investors who understand where the real leverage is forming in the AI stack. Watch more episodes of Trader Talk here. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future. This post was written by Langston Sessoms. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 4 (-6) Snowflake Gives Weak Profit Margin Outlook, Fueling AI Cost Fear Snowflake Inc. gave an outlook for operating margin that fell short of analysts’ estimates, raising concerns among investors about the profitability of new AI-based tools. (https://www.bloomberg.com/) Wed. Dec 3, 2025 | |
| 5 (8) Brazil Emerges as AI Hot Spot With TikTok’s Data Center Push A 200 billion reais ($38 billion) commitment from ByteDance’s TikTok to help build a massive data center complex in Brazil is cementing the nation’s position as the leading location in the region for AI-related investment. (https://www.bloomberg.com/) Wed. Dec 3, 2025 | |
| 6 (7) Intel says it will keep networking and communications unit Intel said on Wednesday it has opted to keep its networking and communications unit in the company following a review of strategic options for the unit. Intel had previously explored selling various assets while it weighed options on how to improve its financial position. Over the summer, Intel clinched an $8.9 billion investment from the U.S. government for a 10% stake, and investments of $2 billion from SoftBank Group and $5 billion from Nvidia. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 7 (0) Morgan Stanley Considers Offloading Some of Its Data-Center Exposure Morgan Stanley, one of the key players in financing the artificial-intelligence race, is considering offloading some of its data-center exposure via a so-called significant risk transfer. (https://www.bloomberg.com/) Wed. Dec 3, 2025 | |
| 8 (8) Nvidia Scores Lobbying Win as Congress Rejects Chip Export Bill Nvidia Corp. is on the verge of securing a massive lobbying win after US lawmakers kept a measure out of must-pass defense legislation that would have limited the company’s ability to sell their advanced artificial intelligence chips to China and other adversary nations. (https://www.bloomberg.com/) Wed. Dec 3, 2025 | |
| 9 (-2) Micron stops selling memory to consumers as demand spikes from AI chips Demand driven by the AI infrastructure boom is creating shortages for certain products like memory. (https://www.cnbc.com/) Wed. Dec 3, 2025 | |
| 10 (8) Marvell Could See AI Revenue Double By 2028 Thanks To New Tech Deal: Analysts Marvell Technology (NASDAQ: MRVL) stock rose after beating Q3 earnings estimates. Analysts raised price forecasts due to strong data center outlook and Celestial AI acquisition. (https://www.benzinga.com/) Wed. Dec 3, 2025 | |
| 11 (7) Qualcomm Holds Its Rising Channel as Momentum Signals Turn Back in Bulls’ Favor Market Analysis by covering: Qualcomm Incorporated. Read 's Market Analysis on Investing.com (https://www.investing.com/) Wed. Dec 3, 2025 | |
| 12 (8) Nvidia Just Delivered Amazing News for AI Stock Investors Nvidia recently presented the case for there being much more room for growth. (https://www.fool.com/) Wed. Dec 3, 2025 | |
| 13 (3) Amazon Is Expanding Its AI Chip Ambitions. Should Nvidia Investors Be Worried? Amazon says customers can save 30% to 40% by using its AI chips over Nvidia's GPUs. (https://www.fool.com/) Wed. Dec 3, 2025 | |
| 14 (6) xLight's Pat Gelsinger talks light source tech for chip production The Trump administration will be taking an equity stake in semiconductor manufacturer startup xLight with a $150 million investment. xLight executive chair Pat Gelsinger sits down with Yahoo Finance executive editor Brian Sozzi to further discuss light source technology for AI semiconductor manufacturing. Gelsinger is also the general partner of Playground Global and was the CEO of Intel (INTC) from 2021 until December 2024. Also catch Brian Sozzi's full interview with Pat Gelsinger. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 15 (0) Trump met with Nvidia CEO Jensen Huang about export controls, CBS News' reporter says U.S. President Donald Trump met with chip giant Nvidia CEO Jensen Huang on Wednesday to discuss export controls, a CBS News reporter said in a post on X. Nvidia did not immediately respond to a Reuters request for comment. (Reporting by Deborah Sophia in Bengaluru; Editing by Alan Barona) (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 16 (-6) Oracle Credit Fear Gauge Hits Highest Since 2009 on AI Bubble Fears The cost of protecting Oracle’s debt against default reached its highest since March 2009 on Tuesday, based on end-of-the-day credit derivative prices in New York, rising to about 1.28 percentage point a year, according to ICE Data Services. The price rose nearly 0.03 percentage point from the day before, and has more than tripled from as low as 0.36 percentage point in June. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 17 (4) Nvidia Scores Lobbying Win as Congress Rejects Chip Export Bill The so-called GAIN AI Act would require chipmakers, including Nvidia and Advanced Micro Devices Inc., to give American customers first dibs on their powerful AI chips before selling in China and other arms-embargoed countries. A person familiar with the defense bill said it is not in the bill, though the situation could still change unexpectedly. The decision caps a fierce lobbying fight that pitted China hawks and AI safety advocates against Nvidia and other industry players, which have sought to expand their market access to Beijing. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 18 (8) Nvidia servers speed up AI models from China's Moonshoot AI and others tenfold Nvidia on Wednesday published new data showing that its latest artificial intelligence server can improve the performance of new models - including two popular ones from China - by 10 times. The data comes as the AI world has shifted its focus from training AI models, where Nvidia dominates the market, to putting them to use for millions of users, where Nvidia faces far more competition from rivals such as Advanced Micro Devices and Cerebras. Nvidia's data focused on what are known as mixture-of-expert AI models. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 19 (-5) Micron to exit consumer memory business amid global supply shortage Memory chipmaker Micron Technology said on Wednesday it will exit its consumer business, as it doubles down on advanced memory chips used in artificial intelligence data centers amid a global supply shortage of the essential semiconductors. Micron's move to dissolve its consumer business comes against a backdrop of worldwide strain in memory supply chains, with tight availability of semiconductors ranging from flash chips used in smartphones to advanced high-bandwidth memory, or HBM, employed in AI data centers. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 20 (8) Bank of America says ASML is its top semiconductor stock pick heading into 2026 Bank of America forecasts that shares of ASML could climb another 20% from their current level. (https://www.cnbc.com/) Wed. Dec 3, 2025 | |
| 21 (2) Nvidia CFO Says No 'Definitive Agreement' With OpenAI Yet, Dismisses Google TPU Threat The $100 billion potential deal between Nvidia Corp. (NASDAQ: NVDA) and OpenAI is yet to be finalized, the company's CFO revealed on Tuesday. (https://www.benzinga.com/) Wed. Dec 3, 2025 | |
| 22 (8) Marvell to Buy Celestial AI; Shares Jump on Bullish Remarks On a post-earnings conference call with analysts on Tuesday, Marvell said it’s more bullish about revenue growth next year and predicted that custom chip sales will increase 20%. Large customers have renewed orders, and Marvell said there won’t be a repeat of previous “air pockets,” when sales in that unit have declined. The company also announced plans to acquire startup Celestial AI for at least $3.25 billion, a move it said would bolster the artificial intelligence push. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 23 (8) Chinese Mogul’s Net Worth Soars 400% As Google Turns To His Company For AI Push Wang Weixiu, founder of optical device maker Zhongji Innolight, has seen his fortune climb to $13 billion amid surging demand from Google for its products in the AI race. (https://www.forbes.com/) Wed. Dec 3, 2025 | |
| 24 (6) Chipmaker Marvell is soaring after an earnings beat. Here’s what analysts had to say Marvell cleared the earnings bar analysts set for it, yet Wall Street remains split between taking a neutral versus bullish stance on the semiconductor stock. (https://www.cnbc.com/) Wed. Dec 3, 2025 | |
| 25 (4) Amazon Fires Chip Broadside in Bid to Compete in AI Race Get caught up. (https://www.bloomberg.com/) Tue. Dec 2, 2025 | |
| 26 (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 | |
| 27 (7) Amazon challenges competitors with on-premises Nvidia ‘AI Factories’ If the product name sounds familiar, it should. It's a collab with Nvidia that combines AWS tech with the chip maker's tech. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 28 (-6) The AI frenzy is driving a new global supply chain crisis An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for dwindling supplies, as prices soar for the unglamorous but essential components that allow devices to store data. Tech giants including Microsoft, Google and ByteDance are scrambling to secure supplies from memory-chip makers such as Micron, Samsung Electronics and SK Hynix, according to three people familiar with the discussions. (https://finance.yahoo.com/) Wed. Dec 3, 2025 | |
| 29 (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 | |
| 30 (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 | |
| 31 (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 | |
| 32 (-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 | |
| 33 (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 | |
| 34 (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 | |
| 35 (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 | |
| 36 (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 | |
| 37 (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 | |
| 38 (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 | |
| 39 (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 | |
| 40 (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 | |
| 41 (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 | |
| 42 (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 | |
| 43 (-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 | |
| 44 (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 | |
| 45 (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 | |
| 46 (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 | |
| 47 (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 | |
| 48 (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 | |
| 49 (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 | |
| 50 (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 | |
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