Tech stocks rose Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) gaining 1.7% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 2.2%.
The Philadelphia Semiconductor index climbed 2%.
In corporate news, Snowflake (SNOW) shares surged 38% after the firm raised its full-year product-revenue outlook on better-than-expected fiscal Q1 results and announced a $6 billion infrastructure-spending deal with Amazon.com's (AMZN) cloud platform.
Data center builder and operator IREN borrowed about $3.6 billion this month to help fund a purchase of Nvidia (NVDA) graphics processing units to be used by Microsoft (MSFT) at a Texas data center, Bloomberg reported. Microsoft shares gained 3.2%, and Nvidia was up 0.4%.
Nebius (NBIS) shares jumped past 8% after Situational Awareness, a fund led by former OpenAI researcher Leopold Aschenbrenner, reported a 5.6% stake worth nearly $2.6 billion in the company, Reuters reported.