Semiconductor stocks are closely tied to interest-rate expectations, but the bigger concern may be whether tightening continues without a clear endpoint. That makes the FOMC statement, guidance, Treasury yields and expectations for the next moves especially important.

At the same time, AI infrastructure spending remains an important fundamental factor for the chip sector. So I'm looking at both sides of the equation rather than treating the next rate decision as the entire story. BingX TradFi is where I'm keeping the setup on my radar.