Similar to ours, semiconductor-related stocks

Similar to ours, semiconductor-related stocks surged in the United States, closing with Nasdaq up 2% and S&P up 1%. Yesterday's market feature is the news that Apple and Intel will work together to jointly produce chips at Intel Foundation. It is important that Trump announced this. Intel is currently invested by the US government and has almost become a public company, but I wonder if there will be a new form of a fusion economy mixed with a socialist planned economy in the future.

Meta also acquired Crusoe, a data center developer, to increase AI computing power, Bloomberg News announced. Joint ventures and M&As between AI companies are developing into new forms of investment. If this becomes a general strategy to share the burden of investment in the AI industry with each other, I thought it was a new pattern to watch because the burden of investment by individual companies in AI could be eased.

The rise in our market is, of course, a pink outlook for semiconductors, but leveraged ETFs are the main reasons. Just as leveraged ETFs increase and decrease, the U.S. also rose more yesterday due to a squeeze of semiconductor-related options on the expiration of options. The Philadelphia index closed nearly 7% higher.