🟢 Global Semiconductors ETF (SEMI.AS) is trading 3.1% up today driven by renewed AI infrastructure optimism

SEMI.AS is trading 3.1% up today as renewed confidence in AI infrastructure demand lifts chipmakers.

• Anthropic’s sharply higher reported revenue and Nvidia’s planned partnerships to mobilize more than $500 billion for AI infrastructure support the sector; Nvidia is up 0.6% premarket.
• Gains come despite mixed major indexes, elevated oil prices, and Middle East tensions.
• Weaker July retail sales and softer inflation support rate-hold expectations, aiding growth-oriented technology shares.