SOXX is trading 1.76% up today as strong results and forecasts from CoreWeave, Super Micro Computer, and Nebius reinforce expectations for sustained AI-infrastructure spending.

  • Semiconductor shares are broadly participating, with NVIDIA, memory-chip companies, and equipment makers posting notable gains.
  • In-line CPI reduced immediate concerns about further Federal Reserve tightening.
  • Investors await the July PPI release and Applied Materials earnings later on August 13, 2026.