Photon Capital(@PhotonCap):- Treasury yield fell to 4.949% after Fed raised rates 25bp, easing tech stock pressure. - Semiconductor stocks rallied: $MRVL +5.4%, $FORM +6.6%, $TER +4.3%, $INTC +9.8%. - $INTC also gained on separate report of potential U.S. memory chip manufacturing deal with SK Hynix. > Lower Treasury yields and energy prices provided relief to valuation-sensitive semiconductor and tech stocks after Fed rate hike. > $INTC's separate deal discussions with SK Hynix suggest potential onshoring of memory manufacturing, which could support longer-term semiconductor equipment demand for U.S.

Photon Capital

@PhotonCap

Seeing tech through a different wavelength. Photonics & semiconductor research

参加 April 2025

2.1K フォロー中 64.8K ファン

Photon Capital@PhotonCap

2026.09.18 03:32

- Treasury yield fell to 4.949% after Fed raised rates 25bp, easing tech stock pressure. - Semiconductor stocks rallied: $MRVL +5.4%, $FORM +6.6%, $TER +4.3%, $INTC +9.8%. - $INTC also gained on separate report of potential U.S. memory chip manufacturing deal with SK Hynix. > Lower Treasury yields and energy prices provided relief to valuation-sensitive semiconductor and tech stocks after Fed rate hike. > $INTC's separate deal discussions with SK Hynix suggest potential onshoring of memory manufacturing, which could support longer-term semiconductor equipment demand for U.S. > production.