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U.S. Stocks Edge Higher as Semiconductor Stocks Rally to Start 2026

Major U.S. indices rose as semiconductor stocks outperformed early in 2026, supported by investor optimism on tech demand and economic data.
U.S. equities started the first full trading week of 2026 on a positive note, with the Dow and S&P 500 moving higher and semiconductor shares leading sector gains. Strong performance in chipmakers reflected renewed investor confidence in tech hardware demand tied to AI and data centre spending. Traders attributed the early rally to optimism around economic data, easing rate expectations and solid earnings prospects from major tech firms.