AI silicon weekly

1 September 2026 · complex sentiment 52 (neutral) · 18 of 34 advancing

Prices as of 2026-09-01 00:44 UTC. Updates live in your browser.

Sentiment shifts

Score change over the past week. Sentiment weighs momentum against trend, participation, volatility and drawdown, so it does not simply mirror the movers below.

Name	Was	Now	Shift	5D price
Qualcomm QCOM	52	79	+27	+7.54%
Arista Networks ANET	33	54	+21	+4.01%
Dell Technologies DELL	35	53	+18	+5.27%
Ciena CIEN	27	44	+17	+2.92%
Broadcom AVGO	31	46	+15	+3.23%
Marvell Technology MRVL	82	18	-64	-7.69%
TeraWulf WULF	61	26	-35	-2.26%
Cipher Mining CIFR	61	37	-24	+0.91%
ASML Holding ASML	54	37	-17	-2.54%
Applied Digital APLD	44	27	-17	-5.50%

Biggest movers

Name	Price	5D	Market sentiment
Synopsys SNPS	$439.59	+11.43%	57
Lumentum LITE	$914.76	+10.19%	71
Qualcomm QCOM	$170.48	+7.54%	79
Cadence Design Systems CDNS	$338.78	+7.24%	60
Super Micro Computer SMCI	$37.28	+6.00%	57
Marvell Technology MRVL	$211.66	-7.69%	18
IREN Limited IREN	$37.12	-6.77%	39
Applied Digital APLD	$25.41	-5.50%	27
Applied Materials AMAT	$458.39	-5.33%	30
KLA Corporation KLAC	$175.45	-3.37%	33

Where attention went this week

Posts on X carrying each ticker's cashtag, totalled across 5 trading days from 24 August 2026 to 28 August 2026. Counted by this site, retweets excluded. A measure of how much a name was discussed - not of what was said about it.

Name	Posts this week	Daily average	First to last	Market sentiment
NVIDIA NVDA	55,798	11,160	-13%	64
Micron Technology MU	10,789	2,158	-19%	67
IREN Limited IREN	10,695	2,139	+194%	39
Nebius Group NBIS	7,058	1,412	-33%	32
Marvell Technology MRVL	6,486	1,297	+221%	18
Advanced Micro Devices AMD	5,255	1,051	-32%	48

The pair worth looking at is Marvell Technology: 6,486 posts across the week, fifth of the 34 names counted, on a market sentiment score of 18. Heavy discussion and weak price behaviour is not a signal in either direction, but it is the disagreement worth a second look - and neither number raises it alone.

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