Market sentiment shifts as Wall Street shows bullish momentum, with semiconductor stocks leading the charge upward. The rally picked up steam following news that tariff pressures on critical minerals have eased—a key relief for tech-heavy portfolios. Chip manufacturers benefited significantly from the uncertainty reduction, though broader market indices maintained their positive trajectory. Traders keeping an eye on macro conditions continue monitoring how policy shifts ripple across asset classes, particularly given their influence on capital flows and risk appetite in digital asset markets.