USD is trading at $79.47 (+3.30%) as Anthropic’s IPO filing revived optimism about AI demand and lifted semiconductor stocks.
- Overnight, the Philadelphia Semiconductor Index rose 2.82%, with Nvidia, Micron and Broadcom among the gainers.
- The rebound follows recent concerns about chip valuations and infrastructure spending. Today’s Federal Reserve meeting and mixed broader-market trading add context, but no clearer tech-specific macro trigger is evident.