On August 12, 2026, SOXX is trading 3.5% up, primarily on renewed confidence in AI data-center demand.

  • Strong results and raised spending plans from CoreWeave and Super Micro Computer renewed that confidence.
  • July CPI was in line at 3.4% annually and 0.1% monthly, supporting growth-stock risk appetite.
  • The broader Nasdaq-led advance amplified gains across semiconductor manufacturers and equipment companies.