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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 3.5, positive 4.5, negative -1) on 2025-12-08. The forces of Sentiment towards Fundamentals (2.7), Valuation Sentiment (2.3), Sector Price Trend (2.1), Market Risk Appetite (1.5), 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 (4.5). 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-08 | 5% | 4.1% | 312.76 | 90 | 1.09% | 1.42% | 3.5 | 2.1 | Long | 2.7 | 6 |
| 2025-12-07 | 4% | 4.1% | 3.8 | 2 | Long | 2.6 | 0.7 | ||||
| 2025-12-06 | 2% | 4.1% | 3.8 | 2 | Long | 2.7 | 2.3 | ||||
| 2025-12-05 | 4% | 4.3% | 309.4 | 88 | 0.99% | 1.41% | 2.7 | 2 | Long | 2.7 | 4.8 |
| 2025-12-04 | 5% | 4.4% | 306.36 | 85 | -0.97% | 0.87% | 2.7 | 1.8 | Long | 2.6 | 3.7 |
| 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 | ||||
| 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. |
| 1 (7) Google to launch first of its AI glasses in 2026 That includes the first of Google's AI glasses in partnership with Warby Parker. (https://www.cnbc.com/) Mon. Dec 8, 2025 | |
| 2 (9) Broadcom is firing on all cylinders, and Wall Street can't get enough of the stock Broadcom shares hit an all-time high during Monday's trading session. (https://www.cnbc.com/) Mon. Dec 8, 2025 | |
| 3 (6) Trump greenlights Nvidia H200 AI chip sales to China, says Xi responded positively U.S. President Donald Trump gestures as he attends a roundtable discussion on the day he announced an aid package for farmers, at the White House in Washington, D.C., U.S., Dec. 8, 2025. President Donald Trump on Monday said the United States will allow tech giant Nvidia to ship its H200 artificial intelligence chips to "approved customers" in China and elsewhere, under a set of conditions. Trump's post appeared to state that 25% of the chips sales will be paid to the U.S. government as part of the deal, which the president said allows "for continued strong National Security." (https://www.cnbc.com/) Mon. Dec 8, 2025 | |
| 4 (7) What's Going On With Nvidia Shares Monday? Nvidia shares rose on reports suggesting that the US Department of Commerce will soon allow the export of Nvidia H200 chips to China. (https://www.benzinga.com/) Mon. Dec 8, 2025 | |
| 5 (7) AI Deal Alert: IBM to Acquire Confluent for $11 Billion. What Should Investors Know? Big Blue loves big data. (https://www.fool.com/) Mon. Dec 8, 2025 | |
| 6 (5) Apple's chip chief reportedly 'not leaving': A closer look Amid a flurry of executive departures from Apple (AAPL), Apple's chip chief Johny Srouji reportedly said on Monday that he is "not leaving" the company "anytime soon." Creative Strategies principal analyst and CEO, Ben Bajarin, joins Market Domination host Josh Lipton to discuss the reports and how consequential these executive departures could be for Apple and investors. To watch more expert insights and analysis on the latest market action, check out more Market Domination. (https://finance.yahoo.com/) Mon. Dec 8, 2025 | |
| 7 (2) Trump approves Nvidia H200 chips for sale to China The Trump administration will allow Nvidia to begin shipping its H200 chip to China. (https://finance.yahoo.com/) Mon. Dec 8, 2025 | |
| 8 (8) How Nvidia’s stock can benefit from this emerging trend in AI models As the industry shifts toward AI models with better memory and understanding, Citi expects a new Nvidia offering to best its competitors. (https://www.marketwatch.com/) Mon. Dec 8, 2025 | |
| 9 (8) Nvidia Set to Win US Approval to Export H200 AI Chips to China The Trump administration is poised to allow Nvidia Corp. to sell its H200 artificial intelligence chip to China, according to people familiar with the matter, a move that would mark a major lobbying win for the world’s most valuable company and potentially let it regain billions of dollars of business lost in a key global market. (https://www.bloomberg.com/) Mon. Dec 8, 2025 | |
| 10 (2) NextEra working with Exxon to develop gigawatt data center for hyperscaler NextEra plans to pitch the data center site to a hyperscaler. There is no signed agreement with a customer yet. (https://www.cnbc.com/) Mon. Dec 8, 2025 | |
| 11 (7) What's Going On With Broadcom Shares Monday? Broadcom shares are trading higher Monday on reports suggesting that the company is discussing future custom AI chip designs with Microsoft. (https://www.benzinga.com/) Mon. Dec 8, 2025 | |
| 12 (7) Copper Rally Accelerates as AI Data Centers Push Supply Toward Crisis Levels Market Analysis by covering: Gold Spot US Dollar, Gold Futures, HIVE Digital Technologies Ltd. Read 's Market Analysis on Investing.com (https://www.investing.com/) Mon. Dec 8, 2025 | |
| 13 (7) US prepared to open up exports of Nvidia H200 chips to China, source says The U.S. Commerce Department is prepared to allow Nvidia's H200 chip to be exported to China, a person familiar with the matter told Reuters. Nvidia shares rose 2.2% immediately after Semafor earlier reported the development. Allowing the shipments could signal a friendlier approach to China, after U.S. President Donald Trump and Chinese leader Xi Jinping brokered a truce in the two countries' trade and tech war in Busan, South Korea, last month. (https://finance.yahoo.com/) Mon. Dec 8, 2025 | |
| 14 (8) Ex-Cisco CEO says 2026 will be a 'great year for AI' AI-driven productivity gains will deliver big earnings for companies, said John Chambers. (https://finance.yahoo.com/) Mon. Dec 8, 2025 | |
| 15 (8) How Nvidia’s stock can benefit from this emerging trend in AI models As the industry shifts toward AI models with better memory and understanding, Citi expects a new Nvidia offering to best its competitors. (https://www.marketwatch.com/) Mon. Dec 8, 2025 | |
| 16 (7) US Backs Moroccan Firm That Seeks to Produce Key Chip Material The US is backing a Moroccan company that plans to produce a highly purified form of silicon used to make semiconductors and solar panels, as Washington seeks to line up alternatives to China for materials critical to modern technology. (https://www.bloomberg.com/) Mon. Dec 8, 2025 | |
| 17 (8) Broadcom Could Rake In $50 Billion From AI Next Year, Analyst Says Broadcom expected to beat Q4 expectations due to high demand for AI chips and data center networking products. (https://www.benzinga.com/) Mon. Dec 8, 2025 | |
| 18 (10) Why Shares of AI Data Software Company Confluent Are Soaring on Monday Shares of Confluent surged nearly 30% Monday morning after IBM announced a deal to acquire the software maker for $31 per share, valuing Confluent at $11 billion. (https://finance.yahoo.com/) Mon. Dec 8, 2025 | |
| 19 (8) Why IBM plans to buy Confluent in its biggest deal since 2019 The technology giant announced its intent to acquire Confluent for $11 billion. It’s a play on the data required for AI. (https://www.marketwatch.com/) Mon. Dec 8, 2025 | |
| 20 (8) AI Computer Startup Hits $4.5 Billion Valuation in Seed Round Naveen Rao joins a rarified club of prominent tech founders to raise big funding rounds for very young companies. (https://www.bloomberg.com/) Mon. Dec 8, 2025 | |
| 21 (2) NextEra to build 15 gigawatts of power for data centers by 2035 NextEra CEO John Ketchum acknowledged that the huge power demand from AI data centers is raising affordability concerns. (https://www.cnbc.com/) Mon. Dec 8, 2025 | |
| 22 (7) Google and NextEra to Develop Data Centers With Power Plants Alphabet Inc.’s Google Cloud and NextEra Energy Inc. reached an agreement to develop data centers paired with electric plants in the latest example of how intertwined the tech and power sectors have become. (https://www.bloomberg.com/) Mon. Dec 8, 2025 | |
| 23 (8) IBM to Buy Confluent for $9.3 Billion to Expand in AI Services International Business Machines Corp. is buying the data-streaming platform Confluent Inc. for about $9.3 billion, marking one of its largest takeovers yet and a major bet on the kind of enterprise software that artificial intelligence tools need to perform tasks in real time. (https://www.bloomberg.com/) Mon. Dec 8, 2025 | |
| 24 (7) Ray Dalio says Middle East is becoming a 'Silicon Valley of capitalists’ The UAE and Saudi Arabia have this year launched multibillion-dollar initiatives to build cloud, data centers and other AI infrastructure. (https://www.cnbc.com/) Mon. Dec 8, 2025 | |
| 25 (8) NextEra expands Google Cloud partnership, secures clean energy contracts with Meta NextEra Energy expanded its partnership with Alphabet's Google Cloud to scale up data center capacity, while securing over 2.5 gigawatts of clean energy contracts from Meta across the U.S., the company said on Monday. Shares of NextEra were up 2.7% in premarket trading. Under the expanded deal with Google Cloud, the companies will develop multiple new gigawatt-scale (GW) data centre campuses, each with accompanying generation and capacity. (https://finance.yahoo.com/) Mon. Dec 8, 2025 | |
| 26 (8) India's Tata signs up Intel as first major customer for $14 billion chip foray India's Tata Electronics has secured Intel as the first prospective customer for its upcoming chip facilities, potentially signalling the U.S. chipmaker's confidence in India's manufacturing ambitions. The electronics-manufacturing arm of the 156-year-old salt-to-software Tata group is investing about $14 billion to build India's first semiconductor fabrication facility in Gujarat state and a chip assembly and testing facility in the state of Assam. Prime Minister Narendra Modi has been pushing for India to rival global semiconductor powerhouses such as Taiwan, aiming to make the country a chipmaker for the world despite initial setbacks. (https://finance.yahoo.com/) Mon. Dec 8, 2025 | |
| 27 (8) IBM accelerates cloud drive with $11 billion Confluent deal as AI demand booms IBM said on Monday it will buy data infrastructure company Confluent in a deal valued at $11 billion, ramping up its cloud-computing offerings to capitalize on an AI-driven demand boom. Big Blue, under CEO Arvind Krishna, has doubled down on M&As to beef up its cloud and software business - a high-growth, high-margin area - as customers invest to upgrade their digital infrastructure to house complex artificial intelligence applications. Mountain View, California-based Confluent provides technology needed to manage massive, real-time data streams for artificial intelligence models. (https://finance.yahoo.com/) Mon. Dec 8, 2025 | |
| 28 (8) Nvidia update gives it bigger edge over rivals The tech giant just made a move it hasn’t made in 20 years. (https://www.thestreet.com/) Mon. Dec 8, 2025 | |
| 29 (0) Should You Worry About Nvidia's AI Market Leadership? 21 Words From Jensen Huang Offer a Strikingly Clear Answer. Nvidia's GPUs recently took a test. (https://www.fool.com/) Sun. Dec 7, 2025 | |
| 30 (5) Chinese internet companies are ramping AI spending. These local players may benefit Chinese internet companies increasingly say they don't have enough compute to power their artificial intelligence ambitions. (https://www.cnbc.com/) Sun. Dec 7, 2025 | |
| 31 (-6) Executive Exodus Hits Apple As Fears Grow Over Possible Chip Chief Departure Apple is witnessing a major reshuffle in its top management, with several key personnel and engineers exiting the company. (https://www.benzinga.com/) Sun. Dec 7, 2025 | |
| 32 (8) Prediction: Nvidia Stock Is Going to Soar Past $300 in 2026 Nvidia is gearing up to launch a new range of artificial intelligence chips next year. (https://www.fool.com/) Sun. Dec 7, 2025 | |
| 33 (0) Nvidia vs. AMD: Which Is the Better AI Chip Stock for 2026? Can AMD's stock outperform Nvidia's once again in 2026? (https://www.fool.com/) Sun. Dec 7, 2025 | |
| 34 (0) What to Expect in Markets This Week: Fed Interest Rate Decision and Powell Remarks; Earnings From Oracle, Broadcom Coming up: Federal Reserve interest rate decision, Fed Chair Jerome Powell remarks, trade deficit data, earnings from Oracle, Broadcom, GameStop, and Adobe. (https://finance.yahoo.com/) Sun. Dec 7, 2025 | |
| 35 (5) Pat Gelsinger wants to save Moore’s Law, with a little help from the Feds The company is aiming to produce its first silicon wafers by 2028 and have its first commercial system online by 2029. (https://finance.yahoo.com/) Sun. Dec 7, 2025 | |
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