Artificial spending is finally being scrutinized by investors after years of overlooking technology companies increasing their CapEx budgets during the AI arms race. Both negative earnings reactions to Oracle and Broadcom this week have presented an opportunity to create income as AI looks to capture the next leg up. I want to use options on the iShares Semiconductor ETF (SOXX) to participate in the Santa Claus rally I see. In the wake of the Federal Reserve cutting its benchmark overnight rate by 25 basis points this week, U.S. equity markets established fresh all-time highs. The Dow Jones Industrial Average and S & P 500 set new record closing levels on Thursday. Historically, when the Federal Reserve has lowered interest rates while the S & P 500 was within 2% of an all-time high, the S

See Full Page