SOXL·Direxion Daily Semiconductor Bull 3X Shares

SOXL investors are closely monitoring the rapidly evolving landscape of the AI-driven semiconductor sector, with NVDA at the forefront. NVDA's reported $30 billion investment in OpenAI, a significant reduction from previous plans, is a key development that could reshape the partnership's timeline. This, coupled with Meta's continued purchases of NVDA GPUs, underscores NVDA's critical role in AI infrastructure. Simultaneously, NVDA's $7.9 billion investment in INTC signals a strategic alignment between the two companies. INTC's AI manufacturing push and expansion in optical I/O technologies are also areas to watch. The upcoming NVDA earnings report on February 25th, driven by the Blackwell supercycle, is expected to be strong. Traders should monitor NVDA's official OpenAI announcement and the upcoming earnings report for further insights into the AI chip market's trajectory and the evolving relationship between NVDA and INTC.