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Semiconductors Sector (SOXX) Stock Price Prediction and News Highlight
Fri. Dec 5, 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 4, negative -1.3) on 20251205. The forces of Sentiment towards Fundamentals (2.7), Valuation Sentiment (2.1), Sector Price Trend (2), and Broad Market Trend (1.1) will drive up the price. The forces of Price Level Sentiment (-0.5), Market Risk Appetite (-0.6), 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).

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
2025-12-054%      4.3%      309.4      88      0.99%      1.41%      2.7      2      Long      2.7      4.8     
2025-12-045%      4.4%      306.36      85      -0.97%      0.87%      2.7      1.8      Long      2.6      3.7     
2025-12-034%      4.3%      309.36      92      2.15%      1.16%      3.2      2.6      Range      2.5      2.6     
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     
 
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 (7) SoftBank in Talks to Buy Data-Center Investor DigitalBridge The Japanese conglomerate is negotiating a potential deal to buy New York-listed DigitalBridge and take it private, the people said, asking not to be identified because the information is confidential. Shares of DigitalBridge, which had fallen 13% this year before Friday, rose 45% in New York trading for the their biggest-ever one-day gain. (https://finance.yahoo.com/) Fri. Dec 5, 2025
2 (8) Sources: AI synthetic research startup Aaru raised a Series A at a $1B ‘headline’ valuation The one-year-old startup, which does market research on simulated populations, had a multi-tier valuation round, sources tell TechCrunch. (https://finance.yahoo.com/) Fri. Dec 5, 2025
3 (8) Ex-Googler’s Yoodli triples valuation to $300M+ with AI built to assist, not replace, people Yoodli counts Google, Snowflake, and Databricks among its customers. (https://finance.yahoo.com/) Fri. Dec 5, 2025
4 (8) Seagate Technology Holdings PLC stock outperforms competitors on strong trading day Shares of Seagate Technology Holdings PLC STX rose 4.95% to $278.79 Friday, on what proved to be an all-around great trading session for the stock market, with the S&P 500 Index SPX rising 0.19% to 6,870.40 and the Dow Jones Industrial Average DJIA rising 0.22% to 47,954.99. This was the stock's second consecutive day of gains. (https://www.marketwatch.com/) Fri. Dec 5, 2025
5 (8) How Google could follow Nvidia to become the next $5 trillion company One analyst predicts that Google will steal market share from Nvidia and emerge as the dominant survivor of any future dot-com-style crash. (https://www.marketwatch.com/) Fri. Dec 5, 2025
 
6 (2) This crazy chart shows just how much cash OpenAI is burning as it chases AI profits OpenAI has become, as of its latest $500 billion valuation, one of the most valuable privately held companies in the world. It has also been a cash-burning machine. (https://www.marketwatch.com/) Fri. Dec 5, 2025
7 (2) AWS re:Invent was an all-in pitch for AI. Customers might not be ready. AWS is releasing a lot of new AI tech, but the cloud infrastructure giant's enterprise customers may not be ready for it yet. (https://finance.yahoo.com/) Fri. Dec 5, 2025
8 (8) ‘China’s Nvidia’ shows that the global chip race is heating up as it basks in post-IPO glow Moore Threads Technology’s stock rose more than 400% after the AI chip maker’s Shanghai IPO on Friday. (https://www.marketwatch.com/) Fri. Dec 5, 2025
9 (8) Amazon Doubles Down On AI With New Self-Running Agents And Custom-Built Chips Amazon's core businesses and expansion into high-growth markets have drawn investor attention. Goldman Sachs analyst maintains Buy rating. (https://www.benzinga.com/) Fri. Dec 5, 2025
10 (8) Nvidia CEO says AI trade is a 5-layer cake: How to play Nvidia (NVDA) CEO Jensen Huang likened the artificial intelligence (AI) trade to a five-layer cake, highlighting energy, chips, infrastructure, model, and applications as the layers. T. Rowe Price science and technology equity strategy portfolio manager Tony Wang joins Market Catalysts to discuss investing in the AI trade. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Fri. Dec 5, 2025
 
11 (6) SoftBank in Talks to Buy Data-Center Investor DigitalBridge SoftBank Group Corp. is in talks to acquire DigitalBridge Group Inc., a private equity firm that invests in assets such as data centers, as it seeks to take advantage of an AI-driven boom in digital infrastructure, according to people with knowledge of the matter. (https://www.bloomberg.com/) Fri. Dec 5, 2025
12 (-5) HPE posts revenue miss and weak server numbers CFO Marie Myers said server revenue was hit by the timing of AI service shipments and lower-than-expected government spending. (https://www.cnbc.com/) Fri. Dec 5, 2025
13 (8) Arm Holdings To Open Chip School In South Korea To Train 1,400 Experts For AI South Korea's industry ministry signed an agreement with SoftBank's Arm Holdings to boost semiconductor and AI sectors, training 1,400 chip design specialists. (https://www.benzinga.com/) Fri. Dec 5, 2025
14 (8) Chinese Challenger To Nvidia Mints A New Billionaire As Its Stock Soars Over 420% In Trading Debut Founder Zhang Jianzhong has amassed a fortune of $4.3 billion based on his stake in Moore Threads. (https://www.forbes.com/) Fri. Dec 5, 2025
15 (1) Wall Street Races to Cut Its Risk From AI’s Borrowing Binge Wall Street is gearing up to lend massive amounts of money to the biggest players in artificial intelligence — and simultaneously trying to figure out how to protect itself from any bubble that its financing may be helping to inflate. (https://www.bloomberg.com/) Fri. Dec 5, 2025
 
16 (8) Nvidia partner Foxconn reports 26% revenue spike as AI boom continues The Taiwanese company has increasingly moved into the AI infrastructure space in recent times (https://www.cnbc.com/) Fri. Dec 5, 2025
17 (9) Nvidia one of the most 'consequential companies' in history, CEO says Not only is Nvidia (NVDA) the most valuable company in the world, but CEO Jensen Huang says it is also "one of the most consequential companies in the history of humanity." Speaking at a Center for Strategic and International Studies event, Huang reflects on the American dream and how it helped power Nvidia's success. Watch more expert insights and analysis on the latest market action. (https://finance.yahoo.com/) Fri. Dec 5, 2025
18 (2) Baidu, Softbank, Arm, SoFi: Trending Stocks Baidu (BIDU) considers an IPO for its AI chip unit, SoftBank (9434.T) and Arm (ARM) holdings look to strengthen its chip design training offering in South Korea, Oklo (OKLO) and SoFi (SOFI) fall sharply before the market open. For more live coverage of the markets, watch the full episode of Market Sunrise and visit Yahoo Finance. (https://finance.yahoo.com/) Fri. Dec 5, 2025
19 (-6) HPE Falls After Outlook Disappoints on Slower Server Deals Revenue will be $9 billion to $9.4 billion and profit, excluding some items, will be 57 cents to 61 cents in the period ending in January, HPE said Thursday in a statement. Analysts, on average, projected sales of $9.88 billion and profit of 53 cents, according to data compiled by Bloomberg. Sales in the fiscal fourth quarter, which ended Oct. 31, also missed analysts’ estimates as some deals for servers to power artificial intelligence workloads were pushed into 2026, Chief Executive Officer Antonio Neri said in an interview. (https://finance.yahoo.com/) Fri. Dec 5, 2025
20 (-5) Senators Seek to Block Nvidia From Selling Top AI Chips to China Nvidia Corp. would be barred from shipping advanced artificial intelligence chips to China under bipartisan legislation unveiled Thursday in a bid to codify existing US restrictions on exports of advanced semiconductors to the Chinese market. (https://www.bloomberg.com/) Thu. Dec 4, 2025
 
21 (8) OpenAI, NextDC Plan to Build $4.6 Billion Sydney Data Center OpenAI partnered with Australian data center operator NextDC Ltd. to build a A$7 billion ($4.6 billion) large-scale computing cluster in Sydney, accelerating its expansion in the Asia-Pacific region. (https://www.bloomberg.com/) Thu. Dec 4, 2025
22 (5) Lisa Su Says AMD Will Pay Trump's 15% Fee To Resume China AI Chip Sales Despite Beijing's Partial Block On Foreign Silicon AMD CEO Lisa Su said the company will resume MI308 chip shipments to China under a new 15% U.S. export fee despite Beijing's tightening restrictions, as AMD posts strong earnings and eyes long-term AI growth. (https://www.benzinga.com/) Thu. Dec 4, 2025
23 (8) Billionaire Philippe Laffont Is Selling CoreWeave and Buying This Unstoppable Artificial Intelligence (AI) Stock Instead After making a huge profit in CoreWeave, Laffont sees an opportunity in an AI leader. (https://www.fool.com/) Thu. Dec 4, 2025
24 (8) AI startup Cohere CEO says US holds edge over China in AI race Canadian tech startup Cohere's CEO Aidan Gomez said on Thursday the U.S. and Canada hold an "incredible position" to partner with economies adopting AI around the ​world, putting the countries in the lead against China in the global AI race. Speaking in an interview at ‌the Reuters NEXT conference in New York, Gomez noted China has put out extremely high-performing AI models, narrowing the gap between some of the best closed-source large ‌language models, such as OpenAI's. (https://finance.yahoo.com/) Fri. Dec 5, 2025
25 (8) China's Nvidia-like Moore Threads soars in trading debut after $1.1 billion IPO Shares of Moore Threads Technology Co, dubbed by analysts as "China's Nvidia", soared on debut in Shanghai on Friday, on bets the U.S.-blacklisted ​startup will benefit from Beijing's drive to boost domestic chip manufacturing. The stock opened ‌at 650 yuan ($91.91), more than five times its initial public offering (IPO) price of 114.28 yuan a share. Beijing has stepped ‌up approval of IPOs by semiconductor firms in a push towards tech self-sufficiency, with Washington restricting advanced chip exports to China in a bid to curb its development of AI and military capabilities. (https://finance.yahoo.com/) Fri. Dec 5, 2025
 
26 (6) LG Elec says Microsoft and LG affiliates pursuing cooperation on data centres South Korea's LG Electronics ​Inc said on ‌Friday that Microsoft and LG ‌affiliates are pursuing overall business cooperation regarding data centres, but no ⁠specific ‌deal has been signed at this time. The ‍regulatory filing was in response to a South ​Korean newspaper report saying ‌that LG Electronics, LG Energy Solution and other LG affiliates are set to supply key ⁠parts and ​software, such as ​temperature controls and energy storage systems, for ‍Microsoft's ⁠AI data centres. The Korea Economic Daily report ⁠cited unnamed industry sources. (https://finance.yahoo.com/) Fri. Dec 5, 2025
27 (8) OpenAI, NextDC Plan to Build $4.6 Billion Sydney Data Center The new data center is part of a broader AI infrastructure partnership between the two companies, NextDC said Friday, sending its stock soaring. The project comes as OpenAI is launching its first office in Australia and the country pushes forward with its sovereign artificial intelligence efforts. (https://finance.yahoo.com/) Fri. Dec 5, 2025
28 (10) China Chipmaker Moore Threads Soars 469% After $1.1 Billion IPO The firm’s stock soared as much as 502% after being sold at 114.28 yuan a piece during the initial public offering. If gains hold, the debut would mark the biggest first-day pop for an IPO over $1 billion since China’s 2019 IPO reforms, according to data compiled by Bloomberg. Beijing-based Moore Threads is also among those benefiting from a market share void left by Nvidia Corp.’s forced exit. (https://finance.yahoo.com/) Fri. Dec 5, 2025
29 (-5) HPE Projects Sales That Miss Estimates on Delayed Server Deals Hewlett Packard Enterprise Co. gave an outlook for sales in the current quarter that fell short of analysts’ estimates, suggesting the company isn’t meeting high expectations for the sales of its AI servers. (https://www.bloomberg.com/) Thu. Dec 4, 2025
30 (8) Data Center Startup Fluidstack in Talks for $7 Billion Valuation The cloud-computing startup Fluidstack is in talks to raise roughly $700 million in a funding round that would value the company at $7 billion, according to a person familiar with the situation. (https://www.bloomberg.com/) Thu. Dec 4, 2025
 
31 (8) Anthropic Just Deepened Its Partnership With Nvidia. Could This Push Nvidia Toward Its Next Trillion-Dollar Milestone? Anthropic recently signed a multibillion-dollar deal with Nvidia and Microsoft. (https://www.fool.com/) Thu. Dec 4, 2025
32 (6) How Nvidia is outperforming AI competition with a lower valuation Nvidia's (NVDA) valuation remains lower than other top AI players, so how is the chipmaker continuing to outperform its competition? Argent Capital Management Portfolio Manager Jed Ellerbroek explains why this is happening with Nvidia and how it is a broader market theme. Also catch Jed Ellerbroek explain why investors are growing nervous about the AI infrastructure buildout as compared to previous cloud buildout cycles. To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Thu. Dec 4, 2025
33 (2) AMD chief says company ready to pay 15% tax on AI chip shipments to China SAN FRANCISCO, Dec 4 (Reuters) - Advanced Micro Devices (AMD) CEO Lisa ​Su on Thursday said ‌the company has licenses to ship ‌some of its MI 308 chips to China and is prepared to pay a 15% ⁠tax to ‌the U.S. government if it ships them. (https://finance.yahoo.com/) Thu. Dec 4, 2025
34 (2) REUTERS NEXT - SAP CEO urges Europe to unite and ease AI rules to stay competitive Europe needs a more unified market and lighter-touch regulation to stay competitive ​in artificial intelligence as the U.S. and China accelerate investment ‌and deployment, SAP CEO Christian Klein said on Thursday. Speaking at the Reuters NEXT conference in ‌New York, Klein said Europe is "more important than ever" in a fast-changing geopolitical environment but "stands in its own way ... regulating where nothing has to be regulated." (https://finance.yahoo.com/) Thu. Dec 4, 2025
35 (8) Australia's NEXTDC signs deal with OpenAI to build hyperscale AI campus, GPU supercluster Australian data ​center ‌operator NEXTDC said ‌on Friday it has signed ⁠a ‌deal with OpenAI ‍to collaborate on the development ​and operation ‌of a hyperscale AI campus and GPU ⁠supercluster at ​its ​S7 site in Sydney. (Reporting ‍by ⁠Kumar Tanishk in Bengaluru; ⁠Editing by ‌Krishna Chandra ‌Eluri) (https://finance.yahoo.com/) Thu. Dec 4, 2025
 
36 (1) AI's rise stirs excitement, sparks job worries The transformative effects of artificial intelligence dominated discussions at the Reuters NEXT conference in New York, with panelists concentrating on how it may upend work - and job growth - sidestepping concerns about an AI bubble. Artificial intelligence represents the biggest technological upheaval to the world economy since the rise of the internet a quarter-century ​ago. It has brought trillions of dollars of investment and dizzying stock-market gains, but also a shortage of memory chips, regulatory scrutiny, and rising anxiety about job displacement. (https://finance.yahoo.com/) Thu. Dec 4, 2025
37 (7) Esentia Sees Data Centers in Mexico Fueling Demand for Pipelines Mexico’s Esentia Energy Development expects a boom in data centers to bolster its pipeline business, as the country races to build out energy and AI infrastructure to compete with its regional peers. (https://www.bloomberg.com/) Thu. Dec 4, 2025
38 (6) Goldman-Backed Brazil Data Center Explores Power Supply Options Brazil’s biggest utility is exploring options to guarantee the power supply for a $50 billion data center project aimed at putting Rio de Janeiro at the forefront of artificial intelligence in Latin America. (https://www.bloomberg.com/) Thu. Dec 4, 2025
39 (7) Pricing surge in conventional DRAM sets Micron up for earnings upside Pricing surge in conventional DRAM sets Micron up for earnings upside (https://www.investing.com/) Thu. Dec 4, 2025
40 (2) Amazon vs. Alphabet vs. Meta: This analyst's top AI pick RBC Capital Markets Equity Analyst Brad Erickson comes on Market Catalysts to discuss whether Alphabet's Google (GOOG, GOOGL) may have an advantage in the AI race through its TPU chips (Tensor Processing Units), Amazon's (AMZN) newly announced AI chips, and which tech stock he prefers when choosing between Alphabet, Amazon, and Meta Platforms (META). Also catch Brad Erickson weigh in on reports that Meta will be reducing its Metaverse budget. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Thu. Dec 4, 2025
 
41 (8) Google can grab AI trade in a 'winner take most' scenario Alphabet's Google (GOOG, GOOGL) has been gaining momentum as a serious AI contender, as users flock to the Gemini 3 chatbot and headlines that Meta Platforms (META) is looking to buy billions of dollars worth of semiconductor chips from Google. RBC Capital Markets Equity Analyst Brad Erickson illustrates the potential for Google to grab a portion of the artificial intelligence ecosystem in a "winner-take-most" type of scenario. Also catch Brad Erickson weigh in on reports that Meta will be reducing its Metaverse budget. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. (https://finance.yahoo.com/) Thu. Dec 4, 2025
42 (7) This analyst’s top chip pick isn’t flashy, but it could benefit from ‘unprecedented’ momentum Applied Materials should benefit from upcycles in both the DRAM and leading-edge foundry industries, TD Cowen says (https://www.marketwatch.com/) Thu. Dec 4, 2025
43 (-6) CyrusOne Halts Bond Sale After Data-Center Failure Cripples CME Goldman Sachs Group Inc. has paused a planned $1.3 billion mortgage-bond sale for CyrusOne, the data-center operator that supports CME Group Inc., after a major outage that hit one of the world’s largest derivatives exchanges. (https://www.bloomberg.com/) Thu. Dec 4, 2025
44 (-3) The Rise of AI Reasoning Models Comes With A Big Energy Tradeoff Nearly all leading artificial intelligence developers are focused on building AI models that mimic the way humans reason, but new research shows these cutting-edge systems can be far more energy intensive, adding to concerns about AI’s strain on power grids. (https://www.bloomberg.com/) Thu. Dec 4, 2025
45 (7) Nvidia CEO Says Nuclear Is AI's Future — Oklo, NuScale Ready To Roar Back? Nvidia CEO Jensen Huang delivered a strong validation of the nuclear sector on "The Joe Rogan Experience" podcast. (https://www.benzinga.com/) Thu. Dec 4, 2025
 
46 (0) Better Artificial Intelligence (AI) Stock for 2026: Nvidia vs. AMD Can the smaller chipmaker continue to outperform its more famous peer in the new year? (https://www.fool.com/) Thu. Dec 4, 2025
47 (7) Google is playing 'both sides' of AI race: Top Mag 7 picks Alphabet (GOOG, GOOGL) is "roaring back" with Google's Gemini 3, former Intel (INTC) CEO Pat Gelsinger told Yahoo Finance. Gradient Investments investment analyst Lisa Schreiber joins Opening Bid to discuss Alphabet's recent run-up and to share the other "Magnificent Seven" names she's watching. To watch more expert insights and analysis on the latest market action, check out more Opening Bid. (https://finance.yahoo.com/) Thu. Dec 4, 2025
48 (7) This analyst’s top chip pick isn’t flashy, but it could benefit from ‘unprecedented’ momentum Applied Materials should benefit from upcycles in both the DRAM and leading-edge foundry industries, TD Cowen says (https://www.marketwatch.com/) Thu. Dec 4, 2025
49 (7) Alphabet’s AI Chips Are a Potential $900 Billion ‘Secret Sauce’ Alphabet Inc. investors are growing increasingly confident that the company’s semiconductors could represent a significant driver of future revenue for Google’s parent. (https://www.bloomberg.com/) Thu. Dec 4, 2025
50 (6) Nvidia has a cash problem — too much of it Nvidia's recent slew of billion-dollar checks highlight the company's growing cash pile. (https://www.cnbc.com/) Thu. Dec 4, 2025


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