Group 1: Market Trends - The semiconductor ETF (SMH) has experienced its best performance since June, with gains in 10 out of the last 11 days [1] - Software companies are prominently featured in the news, indicating a strong interest in the sector [1] Group 2: Company Insights - CrowdStrike has received multiple target price increases following its investor day, suggesting positive market sentiment [1] - Oracle was purchased ahead of its earnings report, with expectations of a 5-10% increase in share price due to positive momentum and a significant $30 billion deal [2] - The recent surge in Oracle's stock price has led to considerations for long-term shareholders to take profits, as the stock has seen substantial growth in a short period [3]
Chart of the Day: Intel