Stock market today: S&P 500, Nasdaq, Dow fall as US-Iran tensions flare up again, shuttering Hormuz

Semiconductors are on a roll.

The morning’s new-highs list is basically a chip map right now, with the semis index and a long lineup of semiconductor names pushing to fresh intraday records. Even high beta is riding shotgun as risk appetite stays pointed at tech.

The stats are getting historic. The iShares Semiconductor ETF (SOXX) is now tracking 14 straight days of gains, its longest win streak since a 15-day run in June 2014. It’s also on pace for its best month ever — up about 25%, the biggest monthly gain since inception in July 2001. Meanwhile, the Philadelphia Semiconductor Index (^SOX) is tracking its best month since February 2000 (when it rose about 50%, roughly double the current pace).

Here are this morning’s intraday record highs:

Dow Jones Sectors/Industries: Electronic Equipment, Computer Hardware, Electronic & Electrical, Heavy Construction

Industry/Style ETFs: Semiconductors (SOXX), S&P 500 High Beta (SPHB)

Consumer discretionary stocks: eBay (EBAY), Ross Stores (ROST)

Industrials stocks: Cummins (CMI), GE Vernova (GEV), Ichor (ICHR), Jabil (JBL), MKS Instruments (MKSI), Quanta Services (PWR)

Real estate stocks: Digital Realty (DLR), Equinix (EQIX)

Tech stocks: Analog Devices (ADI), Advanced Micro Devices (AMD), Arista Networks (ANET), ASE Technology (ASX), Cirrus Logic (CRUS), Dell (DELL), FormFactor (FORM), Hewlett Packard Enterprise (HPE), KLA (KLAC), Lattice Semiconductor (LSCC), Marvell (MRVL), MACOM (MTSI), Monolithic Power Systems (MPWR), Nova (NVMI), ONTO Innovation (ONTO), Photronics (PLAB), SiTime (SITM), Teradyne (TER), Texas Instruments (TXN), Ultra Clean (UCTT), Western Digital (WDC)