On August 25, Direxion Daily Semiconductors Bull 3x Shares rose 5.21% overnight, trading at $116.85/share with turnover of $313 million. The rebound follows a sharp 5.77% intraday decline on August 24, when US 30-year Treasury yields hit 5.337%, their highest since 2007, triggering aggressive profit-taking across high-valuation technology stocks.

Sentiment improved ahead of Nvidia's Q2 fiscal 2027 earnings report scheduled for August 26 after market close. Analysts project quarterly revenue of $92-95 billion, with data center revenue expected to exceed $85.4 billion, representing over 100% year-over-year growth. Jefferies estimates July quarter revenue at $95 billion, above consensus of $91.9 billion, and forecasts Rubin-series GPU revenue share climbing to over 40% by the January quarter.

Additionally, Nvidia's recent agreement with SB Energy for a large-scale Ohio computing campus, with OpenAI holding a 20-year lease and cumulative revenue potential of approximately $600 billion through 2030, has reinforced confidence in sustained AI infrastructure spending. The fund's 3x leverage mechanism amplified the overnight recovery as risk appetite returned.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)