XSD is trading at $479.58, up 1.60%, as strong results and an upbeat outlook revive confidence in AI infrastructure demand.

  • Semiconductor and AI-related stocks are lifting tech sentiment after strong results from SpaceX and an upbeat outlook from AI-server maker Super Micro Computer.
  • Investors are positioning ahead of Meta and Tesla earnings after the close. The broader market is modestly higher, while Netflix weakness tempers gains.
  • Micron’s critical-minerals investment is supportive supply-chain news, but available reporting does not establish it as the main driver.