Overnight movers in tech are flashing risk-on. Semis are leading the tape with $INTC, $TSM, $QCOM all up 2%+ and $AMD pushing nearly 2% in overnight trading. Momentum is spreading beyond the mega caps: ⚡ $POET +11% — optical/AI infrastructure names heating up 📡 $NOK +2% — telecom + network infrastructure catching bids ☢️ $XE +2% — nuclear power stays hot after a massive +26% IPO debut Friday


