Tech ETF (SOXX) is trading 0.4% up today as semiconductor and broader tech names continue to benefit from sustained AI infrastructure demand and improved risk appetite in equities.
- The move is supported by very strong AI-server related earnings from Dell Technologies and optimism around next-gen high-bandwidth memory like Samsung’s HBM4E.
- A generally positive macro backdrop is providing further tailwinds, with major U.S. indices at record highs and easing Middle East tensions.