EUVL.DE is trading at €6.86 (+4.73%) after NVIDIA reported $96.22 billion quarterly revenue versus $92.17 billion expected and guided for $108 billion next-quarter revenue, reinforcing strong AI infrastructure demand.

  • The result particularly supported photonics and optical-networking sentiment because EUVL tracks the Indxx Defiance Global Photonics Index and concentrates in technology companies across the photonics value chain.
  • Major holdings include Lumentum, Fabrinet, Coherent, Applied Optoelectronics, and Marvell, giving the ETF substantial exposure to AI connectivity and optical components.