Tech stocks are staging a solid comeback on the Nasdaq, with semiconductor earnings leading the charge. Taiwan's chip giant just delivered results that reignited the entire AI trade—you know how this goes, whenever big players in semiconductors beat expectations, it tends to shake up the broader market mood.

The thing is, strong earnings from the chip sector usually signal robust demand for AI infrastructure and computing power. This kind of momentum can spill over into how investors think about tech-heavy portfolios and even influence the appetite for growth assets more broadly. Worth keeping on the radar if you're tracking how traditional markets are shaping up, especially since institutional money flows can eventually find their way into crypto markets too.