iShares Semiconductor ETF is trading 4.9% up today as investors pile back into AI-related names amid improving macro sentiment and falling energy prices.
- A tentative 60-day U.S.–Iran peace deal is easing inflation and rate fears, boosting growth sectors like information technology and semiconductors.
- Broader risk-on appetite and strong performance from chip leaders are helping the ETF push sharply higher versus its recent volatile range.
- The rally is supported by continued momentum from last week’s tech rebound as investors rotate back into high-growth semiconductor stocks.