🟢 Semiconductor ETF (SMH) is trading 2.1% up today on revived AI-infrastructure demand optimism

SMH is trading at $578.91 (+2.10%) after a broad Asian semiconductor rally revived AI-infrastructure demand optimism.

• South Korea’s KOSPI advanced alongside SK Hynix and Samsung Electronics, while chip stocks led regional gains.
• Optimism around OpenAI’s GPT-6 Astra revived expectations for stronger AI-infrastructure demand.
• The advance is sector-specific: U.S. indices are modestly lower, with caution around elevated oil prices, stronger payrolls, and interest-rate expectations.