🟢 Global Semiconductors ETF (SEMI.AS) is trading 3.46% up on stronger evidence of sustained AI-computing demand

SEMI.AS is trading at $21.10, up 3.46%, as stronger evidence of sustained AI-computing demand supports semiconductor stocks.

• Anthropic reportedly generated more than $11.5 billion in second-quarter revenue.
• NVIDIA announced a $1.5 billion investment supporting AI infrastructure development, reinforcing expectations for continued chip and data-center spending.
• The move was sector-specific: major U.S. indexes declined as oil prices and Treasury yields rose amid renewed U.S.-Iran tensions, while chip and memory stocks advanced.