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🟢 AI Morning Market Update: Infrastructure & Semiconductors Lead the Pre-Market Rally AI infrastructure is back in focus before the opening bell. Pre-market snapshot: • $QQQ : +0.9% to 706 • $SOXX: +3.9% to 528 While $PLTR continues to build on yesterday's earnings-driven momentum, up 14.5% pre-market at 144, the broader rotation is clearly shifting back toward AI infrastructure and semiconductors: • $MRVL : +8.9% • $VRT: +5.3% • $SNDK: +5.3% • $AMD: +5.2% • $MU: +4.9% • $ARM: +4.8% The move is being supported by several key developments: • Reuters: The Trump administration is reportedly considering restrictions on new Chinese optical transceiver imports for U.S. data centers. • The Wall Street Journal: Banks are discussing a $15B data-center financing package for Anthropic backed by Google. • Financial Times: Google is said to be assembling an approximately $200B financing program for Anthropic, with more than $150B earmarked for TPUs and related AI infrastructure. The market isn't simply extending yesterday's software rally—it's rotating back into the broader AI infrastructure ecosystem. If the reported trade restrictions move forward, non-Chinese optics and networking suppliers could benefit from stronger pricing power and market share. Meanwhile, continued investment in AI infrastructure reinforces demand for networking, memory, power, and cooling technologies. The key level to watch after the open: if $SOXX gives back its gains while software regains leadership, today's move may prove to be little more than a pre-market squeeze. If semiconductor strength holds, it would reinforce the view that AI infrastructure remains the market's leadership theme. Sources: Reuters, The Wall Street Journal, Financial Times, and company filings. #FedSplitGoesPublic #BigTechEarningsWatch #PalantirBeatAndRaise