SOXX is trading at $523.77, up 1.62% from August 26 regular-session close after NVIDIA's earnings beat expectations.
- NVIDIA posted $96.22 billion revenue and $2.22 adjusted EPS for Q2 fiscal 2027, both above expectations; it forecast $108 billion sales versus $104.2 billion consensus.
- The broader market was firm, but NVIDIA was the clear catalyst, reinforcing AI-chip and semiconductor optimism.
- Hedge-fund semiconductor exposure fell to a six-month low, leaving room for a relief rally if AI demand remained strong.