CoinCircle news: US chip stocks rose broadly in early trading. The Philadelphia Semiconductor Index rose 3.1%, and the iShares Semiconductor ETF also gained 3.1%. Among them, AMD rose 3.6%, Micron Technology rose 3.5%, Western Digital rose 4.2%, and Marvell Technology Group rose 4.2%.

AMD2.47%
MU4.86%
WDC1.46%
MRVL2.44%
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HotspotChaser
· 2h ago
The iShares Semiconductor ETF is up 3.1% in sync, indicating it’s not a single-stock move but the whole sector moving. I’ll check tonight to see whether there are any disclosures about institutional rebalancing.
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KiteStringQuant
· 2h ago
This semiconductor rebound is kind of interesting. The Philadelphia Semiconductor Index jumped 3% straight away—feels like capital is betting that AI compute demand hasn’t cooled off.
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LittleBearWatchingTheMarket
· 2h ago
WD rose 4.2%, which is unexpected—has the storage cycle bottomed out?
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