Sector · serious

Tech & Semiconductors

Semi tickers, EPA semi waste, foundry data, big tech.

The semi cycle is the leading edge of the global tech economy. We track the major fabs (Intel, TSMC, Samsung, ASML, Applied Materials, Lam Research, Micron), big tech (NVDA, MSFT, GOOGL, META, AAPL, AVGO), and the SMH semi ETF — but the real signal is EPA hazardous-waste data per semi ticker, which tracks actual wafer-fab output 4-8 weeks ahead of company reports.
Analyst · previewYou're seeing the public read on the Tech & Semiconductors sector. Analyst unlocks the full firing history for every indicator here + alerts when a roster ticker breaks out + the roster past the top 12 by market cap. Trader adds intraday quotes across the whole roster + the cross-sector co-fire matrix + the API / MCP feed.Compare tiers →
the verdict —
5 of 12 tracked tickers in tech & semiconductors are positive on the week. 18 of 30 mapped indicators are firing. Biggest 7-day mover: AMD +12.0%.
The Sector Mood Ring
mood
MIXED
5↑ · 0— · 7↓ · 12 names · 7d basis
30 indicators in this sector·12 tickers tracked·← All sectors·Full universe explorer →

Top movers · last 7 days

Ranked by absolute price change. Refreshes every 15 min.
SWKS
+22.64%
Skyworks Solutions, Inc.
NET
+14.38%
Cloudflare, Inc.
QCOM
+12.00%
QUALCOMM Incorporated

Tickers we track in tech & semiconductors

Top 12 by market cap. Click to view per-ticker page with live news + related indicators.
NVDA-6.6%
NVIDIA Corporation
AAPL+0.7%
Apple Inc.
MSFT-1.8%
Microsoft Corporation
AVGO-3.7%
Broadcom Inc.
MU-2.2%
Micron Technology, Inc.
AMD+12.0%
Advanced Micro Devices, Inc.
ASML-3.2%
ASML Holding N.V.
INTC+9.0%
Intel Corporation
CSCO+2.4%
Cisco Systems, Inc.
PLTR-5.4%
Palantir Technologies Inc.
ORCL-8.6%
Oracle Corporation
DELL+9.4%
Dell Technologies Inc.

Latest tech & semiconductors newslive

Live from Alpaca / Benzinga. Headlines mentioning NVDA, AAPL, MSFT
No recent headlines for NVDA, AAPL, MSFT, AVGO, MU, AMD in the last 7 days.

Voices on tech & semiconductorscommentarylive

Curated commentary (Kobeissi, Doomberg, Lyn Alden, QuoteTheRaven, Pomp, ZeroHedge) mentioning NVDA, AAPL, MSFT… Opinion, not wire.
No recent commentary mentioning NVDA, AAPL, MSFT, AVGO, MU, AMD in the last 7 days.

Flagship signals

StandardequitiesSP-2460

SMH Semiconductor ETF

573.7 5%vs ~6 weeks ago
Broad semi exposure. Foundries, design, equipment.
last fired 3 months ago

Historically barely better than chance over the next year.

Signature window1 yr
+0.41%SPY 1 mo into the 1 yr window so far
49%
−0.02%
1 d
49%
−0.05%
1 wk
51%
−0.03%
1 mo
52%
+0.12%
3 mo
53%
+0.57%
6 mo
53%
+0.87%
1 yr
StandardequitiesSP-1461

NVIDIA

225.7 15%vs ~6 weeks ago
The market's GPU heartbeat.
last fired 4 months ago

Historically barely better than chance over the next trading quarter.

Signature window1 yr(cell shown is 3 mo — Analyst tier shows the precise horizon)
+0.29%SPY over the 3 mo after the last fire
EXCEEDED HISTORY
49%
−0.02%
1 d
50%
−0.06%
1 wk
52%
−0.04%
1 mo
52%
+0.08%
3 mo
51%
+0.14%
6 mo
51%
+0.08%
1 yr
Standardindustrial_pulseSP-3228

Intel Hazardous Waste Tonnage

962.6 77%vs ~6 weeks ago
Monthly hazardous waste shipped from Intel chip fabs (7 US handlers). Process chemistry tracks fab utilization 1:1.

Historically barely better than chance over the next trading day.

Signature window3 mo(cell shown is 1 d — Analyst tier shows the precise horizon)
50%
1 d
50%
1 wk
50%
1 mo
50%
3 mo
50%
6 mo
50%
1 yr

All tech & semiconductors indicators