U.S. stocks in the semiconductor, storage chip, server, and application software sectors are all surging, with many stocks reaching new historical highs.

The U.S. stock market has seen a full-scale surge in semiconductors, storage chips, servers, and application software. AMD rose by over 13%, Oracle rose by over 5%, Qualcomm rose by 5.3%, Intel rose by almost 4%, Broadcom rose by 3.2%, approaching historical highs. Micron Technology rose by 3.5%, continuing to set new historical highs; Microsoft rose by over 3%. ARM rose by nearly 5%, setting a new historical high again. Previously, Dell surged 35% at the opening, marking its largest increase since 2024.