Semiconductor sector about +2.7% ( $MU +8.48%, $AMDon +6.67%, $AVGO +5.09%);

Philadelphia Semiconductor Index up 16 consecutive days — record streak

Nvidia, Google (AI agents launch), Microsoft and other Big Tech all rose; software stocks extended 8-day winning streak (+20% from April lows).

AI storage & compute demand explodes, but SaaS sector pulled back (ServiceNow -13%+ after-hours).